Our client, a well-established and successful financial planning firm, are looking for a senior administrator to join the team; The firm are eager to find an individual who possesses a deep knowledge of all areas of financial planning as-well as an individual who has an excellent work ethic and strong client morals.
Role: Senior IFA Administrator
The Role
You will be required to provide a proficient and proactive administration support service for the firm's consultants.
Our client, a well-established and successful financial planning firm, are looking for a senior pensions administrator to join the team; The firm are eager to find an individual who possesses a deep knowledge of all areas of pensions as-well as an individual who has an excellent work ethic and strong client morals.
The Role
You will be required to provide a proficient and proactive administration support service for the firm's consultants.
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
Financial Planning Administrator - Manchester, hybrid - up to £30K plus excellent company benefits
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.
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.
We're an award-winning financial planning practice with multiple offices across the North-West and Cheshire.
We help people understand their life goals, dreams and objectives, and create an effective financial plan to help achieve them.
General
Over the next decade, our aim is to assist 5000 families in attaining financial independence and leaving a legacy, alongside offering fulfilling careers for over 100 team members who resonate with our values.
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.