A well-respected Financial Planning firm with a good reputation across the market are looking for an experienced Financial Planner to come and join their growing team.
This firm provides advice across Pensions, Investments, IHT and Wealth management and have grown consistently over the last few years.
They are a forward-thinking firm that embrace technology and pride themselves on the technical knowledge that their team provides, along with the high-levels of customer service.
We are currently working with a National Wealth Management organisation to recruit an experienced Financial Planning Administrator to join their Manchester office.
Our client are a highly reputable Financial Planning organisation with offices across the UK.
Financial Planning Administrator - Sale, Greater Manchester, hybrid - up to £37K plus excellent company benefits
A prestigious independent chartered financial planner currently requires an experienced Paraplanner.
This opportunity lies within their Financial Planning Division, catering to discerning clients with complex financial needs.
With a reputation for excellence and a commitment to delivering exceptional client service, this role offers a rewarding career path within a dynamic and thriving environment.
The Role: I am recruiting a Financial Planning Assistant / Financial Services Administrator on behalf of Smart Financial Ltd., a highly regarded, well-established and ambitious Lifestyle Financial Planning firm based in Manchester (Ancoats M4).
The Person: The successful Financial Planning Assistant / Financial Services Administrator will be highly self-motivated and will be keen to learn and progress within an ambitious and progressive financial planning business.
Working in a small, friendly and collaborative team, the successful Financial Planning Assistant will support the Client Managers (Financial Planners) in providing a trusted and personal financial planning service, delivering a high standard of care to a wide range of clients.
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.
You will play a key part in driving the service proposition to help set the business aside from the competition.
This is a highly visible role, with far-reaching influence within this global broker's corporate business across the North of England.
Working with numerous Heads of Office on strategy, this will include everything from looking at specific cases' points of vulnerability, through to how to best achieve marginal gains or change cultural mindsets across the business.