Paraplanner
3 weeks ago
Paraplanner – National Wealth Management FirmLocation: Altrincham | Salary: £35, 000 - £50,000 + excellent benefitsOur client is a multi-award-winning Wealth Management firm. They provide expert, holistic financial planning and investment advice to a wide range of private clients, combining technical excellence with a personal, client-focused approach.As part of their continued expansion, they are looking to appoint an experienced Paraplanner to join their collaborative team. This is an excellent opportunity to develop your technical expertise within a supportive environment that values quality advice, career development, and professional integrity.The Role:As a Paraplanner, you will work closely with Financial Planners and Sales Support to deliver high-quality, compliant financial planning reports and recommendations. You’ll play a key role in ensuring clients receive tailored, well-researched solutions that help them achieve their financial goals.Key Responsibilities:Provide comprehensive technical support to Financial Planners in the preparation of advice.Conduct in-depth research and analysis across pensions, investments, protection, and tax planning.Prepare detailed, compliant suitability reports and recommendations.Maintain accura...
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Trainee Paraplanner
4 days ago
Altrincham, United Kingdom mbf. Full time**Trainee Paraplanner - Altrincham - Salary up to £23,500 (Potentially negotiable) plus company benefits** MBF. are currently working with a firm of Financial Planners based in Altrincham to help them recruit a Trainee Paraplanner for their growing team. The company are well established, with several offices across the North-West, a solid base of HNW...
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Paraplanner
2 weeks ago
Altrincham, United Kingdom ST Resourcing Ltd Full timeAn Independent Financial Advisory firm in the Altrincham are seeking an additional Paraplanner following the promotion of one of their Paraplanners to a Financial Planner. This role could see you taking the same journey. Salary up to £40,000 plus excellentbenefits, this is flexible for the right person. The main purpose of this role is to provide an...
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Head of Paraplanning
2 hours ago
Altrincham, United Kingdom Exchange Street Claims & Financial Services Full timeThis Altrincham business needs a role model for their paraplanning team. You'll join an existing team of five paraplanners who support twelve advisers. This team has members with varying degrees of experience and you'll be the one they come to with technicalquestions. You'll be the most senior person on the team. You'll pass on your knowledge and get as much...
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Client Relationship Manager
7 days ago
Altrincham, United Kingdom Palatine Talent Full timeIf you’re the kind of person who thrives on variety, pace and responsibility - and you happen to love sport - this is one of those rare roles that doesn’t come around often.We’re partnering with a fast-growing, aspirational wealth management firm whose clients are professional footballers competing at the very highest level. Their Sport Division MD...
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Client Relationship Manager
1 week ago
Altrincham, United Kingdom Palatine Talent Full timeIf you’re the kind of person who thrives on variety, pace and responsibility - and you happen to love sport - this is one of those rare roles that doesn’t come around often.We’re partnering with a fast-growing, aspirational wealth management firm whose clients are professional footballers competing at the very highest level. Their Sport Division MD...
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Client Relationship Manager
1 week ago
Altrincham, Trafford, United Kingdom Palatine Talent Full time £50,000 - £75,000 per yearIf you're the kind of person who thrives on variety, pace and responsibility - and you happen to love sport - this is one of those rare roles that doesn't come around often.We're partnering with a fast-growing, aspirational wealth management firm whose clients are professional footballers competing at the very highest level. Their Sport Division MD needs a...
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Financial Services Administrator
4 days ago
Altrincham, United Kingdom Brookfield Financial Planning Full timeWe are looking for an additional IFA administrator/ Accounts Assistant to join our small team and support our Financial Advisers and Paraplanners. This role would suit somebody with financial services experiences or individuals who are interested in moving into the financial services industry. Duties will include but will not be limited to; - Reconciling...
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Financial Planning Administrator
6 days ago
Altrincham, United Kingdom Exchange Street Claims & Financial Services Full timeThe world has changed. But not everyone wanted it to. Lots of people enjoy working in an office environment and can't work comfortably at home. They enjoy collaborating. They enjoy the friendships that collaboration affords. They enjoy being in a different space. This business is full of people who think the same. They enjoy their work because it's not a...
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Client Relationship Manager
1 week ago
Altrincham, United Kingdom Palatine Talent Full time1 day ago Be among the first 25 applicants This range is provided by Palatine Talent. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range Direct message the job poster from Palatine Talent Founder & Managing Director @ Palatine Talent | Customer-centric recruitment solutions founded upon...
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Junior Adviser
3 weeks ago
Altrincham, Greater Manchester, United Kingdom Hays Full timeYour new company Due to continued growth, an excellent opportunity has arisen within a well-established and progressive firm of IFAs for a financial adviser. The firm has over the years established a number of joint ventures with professional introducers to provide their clients with financial planning. A new opportunity has now arisen for an adviser to work...