Posted by Focus Search and Selection • £50K/yr to £70K/yr
Are you a talented financial planner looking for your next career move?
My client is seeking an exceptional professional to join their dynamic team.
Offering a competitive salary in the range of £60,000 to £80,000, this role provides a fantastic opportunity to make a significant impact within a forward-thinking organisation.
Posted by Ferguson Dean Limited • £35K/yr to £45K/yr
An opportunity has arisen for a Financial Planner to join a practice in Stockport.
The firm are ideally looking for an individual at the start of their advice career to join them to work with a Senior Adviser in the firm to take over a portfolio of HNW clients in the Cheshire region.
You will also provide a support role with a view to taking over the portfolio in an agreed time frame.
Posted by Resource Matters Ltd • £55K/yr to £60K/yr
Basic Up to £60k Package Paraplanning Full client portfolio with on-going advice fees
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing lead generation.
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
This respected financial planning firm is currently seeking a paraplanner to join its team in Manchester.
Working as a paraplanner you will work very closely with the Independent Financial Planners in providing holistic financial planning solutions to HNW and UHNW clients.
You will be responsible for preparing suitability reports, technical research and ensuring all compliance policies and procedures are adhered to.
Posted by IDEX Consulting Ltd • £70K/yr to £90K/yr
Working alongside the Head of Financial Planning, the Financial Planner will be an essential member of the team, providing advice and key recommendations to clients on areas such as retirement planning, tax and investment structuring, inheritance tax and estate planning.
My client is currently looking for a Chartered Financial Planner to join their team in Manchester.
The role operates within the financial planning team providing excellent client service to help clients meet and enhance their individual financial goals and needs.
Posted by Taylor James Professional Recruitment • £32K/yr to £44K/yr
General
Our client, a prestigious firm of financial planners in Manchester city centre are looking to appoint a Paraplanner to join their highly experienced team on a permanent basis.
Working from home or out of prestigious offices (home working available), you will be an integral part of the firm's technical function.
Working closely with the advisers, duties and responsibilities will include
Writing and tailoring high quality suitability letters based on consultation with the Adviser.
Posted by Acquiring & Retiring Ltd t/a IFA Recruiters • £50K/yr to £90K/yr
We're after a proper top Financial Planner, someone from Lancashire, yeah?
Salary's between £55,000 - £65,000 (might be able to stretch it a bit if you're mint), plus a sweet 33% bonus on any new business you bring in (recurring or new business that is).
Posted by IDEX Consulting Ltd • £45K/yr to £50K/yr
General
My client is current looking for an experienced and Senior Paraplanner to join their team in central Manchester.
The Role
Support and assisting Client Partners and assist the Head of Wealth Planning in researching the client's needs and developing appropriate recommendations.
Proactively completing research and analysis of the client case and of the market of solutions.
Posted by Advance Search & Selection Ltd • £60K/yr
This remote Financial Adviser role provides an opportunity to be a part of a wealth management organisation offering wealth management to high-net-worth individuals.
£60,000 basic plus excellent benefits package with high OTE