Paraplanner to Adviser (with clients provided) - Wealth Management Firm - Liverpool/Warrington - Basic salary £40k - £50k - Full study support
My client is an independent financial advice business who have have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across the Northwest.
The business has 3 Advisers and c.10 staff overall who work with c.200 retirees, City professionals, families and professional sportsmen and women with varying levels of assets ranging from £100k - multiple millions.
The Ideal candidate will be enthusiastic and have a can-do attitude
SupplyWell is a young and growing software company which is on a mission to change the future of education employment with our digital platform which connects schools and educators.
Financial Planning Administrator - Liverpool, hybrid - up to £37K plus excellent company benefits
We are currently working with a National Wealth Management organisation to recruit an experienced Financial Planning Administrator to join their Liverpool office.
Our client are a highly reputable Financial Planning organisation with offices across the UK.
Due to progression require an addition Senior Wealth Planning Administrator to join a team of 12 Financial Advisors and approx.
15 other back-office personnel which consist of Paraplanners and support personnel to support you.
Our clients are a highly regarding firm of Wealth Planners based in modern offices who work across the Northwest and beyond, providing clear, bespoke and impartial financial planning.
My client is currently looking for an IFA Administrator to join them in Liverpool.
The Role
To provide full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.
To work closely with the aligned Financial Planners to deliver excellent client outcomes.
Financial Planning Administrator - Liverpool, hybrid - up to around £28K plus excellent company benefits (potentially negotiable)
We are currently working with a National Wealth Management organisation to recruit an experienced Financial Planning Administrator to join their Liverpool office.
Our client are a highly reputable Financial Planning organisation with offices across the UK.
This role is suited for an experienced Level 4 qualified Paraplanner looking to join an established advisory firm.
Our client is looking for a dedicated and driven individual to join their team based in Liverpool.
Offering a salary of up to £45,000, Hybrid working set up and additional valuable share options, this business offers long term security and progression opportunities to their employees.