Financial Administrator - Wealth Management Firm - Warrington - Basic salary £28k - £35k - 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 overall 10 staff who work with c.200 retirees, City professionals, families and professional sportsmen and women with varying levels of assets ranging from £100k - multiple millions.
We are looking to recruit a Onboarding Co-ordinator to support our Accounatncy and Parasol teams
Caroola is a group of market-leading brands that specialise in providing tax management, umbrella, and accountancy services to small businesses and a high-quality contingent workforce in the UK.
Our mission is to unite and empower the agile workforce community with innovative technology, exceptional service, and expertise, all under one brand.
As a manager in the accounts department, you will join a talented team to manage a portfolio of non-audit clients.
You will manage a portfolio of clients, and you will lead and develop members of our accounts team, working closely with our partners and directors.
Our client has a fantastic client base, focussed on family and owner-managed businesses across a wide range of industries and sectors located in the North-West.
Due to their extension, this mid-sized Warrington-based Financial Adviser firm has an exciting opportunity for a qualified Financial Advisor to join their practice.
To help you deliver the best level of service to clients, you will receive dedicated paraplanning and administration, access to subject matter experts, alongside support with marketing and client events.
This supportive and diverse firm has an excellent reputation for staff development, engagement and training.
My client is a multiple award-winning Wealth Management firm, who are looking for an experienced Paraplanner to join their business.
You will support the team of Independent Financial Advisers (IFAs), possessing extensive market knowledge in providing independent financial advice in relation to complex financial advice matters.
Are you looking to benefit from a new career in Project Management?
If you are organised, competent, dependable and can communicate well and motivate those around you; you could have a truly rewarding future as a Project Manager.
We specialise in placing candidates within the project sector using our career progression and placement program.
The firm in question is passionate about making financial planning accessible to everyone.
Job Description
Recruit UK is working on an excellent opportunity for a financial adviser to join a well-established, independent, wealth management firm based in Warrington.