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.
Your new companyA highly successful SME multidisciplined property consultancy in Merseyside that offers an array of services to their clients with a strong focus on building surveying and project management.
Are you a Construction Project Manager, seeking a new role within a growing business?
Do you want to work for an SME business that has paid out a bonus every year?
An award winning, Chartered Financial Planning firm is looking to expand their business by appointing 1-2 Associate Financial Planners, to take over an existing client bank and grow this further with new business enquiries and prospective clients from your own network.
You will have at least 3 years industry experience, have the Level 4 Diploma and be close to achieving Chartered status.
This is a fantastic opportunity to join an entreprenurial and boutique firm as they grow, with excellent progression and earning potential.
A prestigious multi-disciplinary Property Consultancy is actively seeking a career-oriented and ambitious Quantity Surveyor to strengthen their expanding team in Liverpool.
The successful Quantity Surveyor will become a key part of a globally respected consultancy that boasts a network of 13 offices across the UK and numerous locations throughout Europe.
Renowned for its significant impact in the property sector, the firm handles both commercial and residential projects.
As our client's company continues to grow, a requirement has arisen for a Paraplanner to join its rapidly expanding administration team.
The Paraplanner's main purpose is to provide technical support to the firm's Advisers.
Our client is a leading North West-based financial wellbeing and retirement specialist, working with hundreds of businesses across the private and public sector by offering their staff financial education, guidance and regulated financial advice.
To help foster a better work-life balance in 2022, we introduced a nine-day working fortnight, allowing every staff member to relax and recharge every 2nd Friday.
We invest heavily in cutting-edge recruitment software, job boards, and other recruitment tools to help provide an environment where you can maximize your earnings.
Qualifications: Educated to Degree Level in Planning and/or Conservation or a closely related qualification.
Dealing with all matters in respect of Development Management, especially in relation to all aspects of heritage planning (and related) applications; including relevant matters at pre-application and post-application stages of the planning process; planning appeals and planning enforcement matters.
To promote the preservation and enhancement of the historic built environment of Wirral and to provide specialist heritage advice to the Council and to the public, in line with best practice, national standards, organisational requirements and statutory obligations.
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.