Wealth Planner

**Senior Financial Planner** We are looking for an experienced Financial Planner to join our growing Wealth Management team, based in Central Manchester. A fantastic opportunity to join a dynamic team, in an exciting growth period for the business. Daintree Wealth Management is an environment where our collective mission is to improve financial outcomes...

Job SummaryWe are seeking an experienced Senior Paraplanner to join our team at Stratton Wealth Management. The ideal candidate will have a strong analytical mindset, excellent communication skills, and a passion for delivering high-quality advice to high-net-worth clients.The successful candidate will be responsible for analyzing client financial positions,...

At Stratton Wealth Management, we are seeking an experienced Senior Paraplanner to join our team in Manchester. As a key member of our paraplanning team, you will be responsible for analyzing client financial positions, assessing suitability, and delivering high-quality advice. Your analytical skills and attention to detail will be essential in providing...

**Financial Planner** Are you currently working as a Qualified Paraplanner and wanting to move into providing advice, or are you a newly qualified advisor looking to prove yourself? If so, we are interested in meeting talented individuals to join our growing Wealth Management team, based in Central Manchester. You should be qualified to level 4 CII (or...

**WEALTH MANAGEMENT ADMINISTRATOR** **LOCATION : MANCHESTER** **SALARY: UP TO 30,000** **HOURS: 8am - 5pm MONDAY - FRIDAY** NJR Recruitment are working in Partnership with an outstanding firm of Chartered Wealth Planners who are based in beautiful offices in Central Manchester. Due to continued growth a Wealth Management Assistant is now required to...

Role OverviewAs a Financial Planner at AFH Wealth Management, you will be responsible for understanding your clients' current and future financial goals and formulating easy-to-understand financial strategies to guide them towards financial independence.This role offers home-based/remote working with access to office locations if preferred.Key...

Partner-Wealth & Mortgages **About** Our client is an accounting and advisory practice with offices in Manchester and Liverpool providing core services within Accountancy, Tax, Audit & Assurance and Transaction Services to clients throughout the UK. Following a recent merger with a Liverpool firm the group has annual turnover of £3.5m with 45 people...

At Merje, we are seeking an experienced Business Support Professional to join our Wealth Management team. As a key member of our support staff, you will play a vital role in ensuring the smooth operation of our business.Job DescriptionThe ideal candidate will have a DipPFS (Level 4) qualification and excellent technical knowledge of pensions, investments,...

We are seeking an experienced Training and Competence Manager to join our team at Clayton Davies, a highly successful and growing wealth management firm.About the Role:The Training and Competence Manager will play a key role in developing Trainee Financial Planners to reach competent adviser status (CAS), competency assessment of Financial Planners that join...

We are seeking a highly skilled Paraplanning Support Professional to join our team at MERJE. As a key member of our Wealth Management team, you will provide critical support to our Financial Planners and Directors in the preparation and administration of recommendations.Key Responsibilities:Liaise with Financial Planners to ensure timely updates and reports...

We have an exciting opportunity for a Transport Planner to join our established Transport division! Based in our central Manchester office, you will be joining a fun, highly engaged team who love what they do! Our team have a wealth of experience and will offer support, development opportunities and expert advice. Working collaboratively and as part of our...

DescriptionAs Client Liaison Manager at Chartered Wealth Management (CWM), you will focus on delivering outstanding levels of service to high-net-worth clients and take every opportunity to exceed expectations.  With a positive, can-do attitude, you will strive to go the extra mile and act as an ambassador for the business, representing our commitment to...

Job DescriptionAs a Client Liaison Manager at Progeny, you will play a vital role in delivering exceptional service to high-net-worth clients. With a positive attitude and a commitment to excellence, you will strive to exceed expectations and build strong relationships with clients.Key Responsibilities:Serve as a professional point of contact for...

**Job Tittle: Financial Planning Administrator** **Location: Manchester (Hybrid Remote)** **Salary: £26,000 - £32,000 + Bonus & Benefits** **Working for our client?** Our client is a modern and innovative national wealth management firm with a long-standing history of helping valued clients make the most of their wealth. They work with individuals,...

Our client, a leading Wealth Management firm are looking for an experienced Paraplanner to join the team on a permanent basis. Reviewing client investment portfolios, asset allocations, risk profiles etc. Preparing suitability reports, completing applications / proposal forms and when instructed, making changes to a client's investment portfolio Support...

Merje, a leading Wealth Management firm, is seeking an experienced Pensions Investment Specialist to join their team on a permanent basis. This role involves reviewing client investment portfolios, asset allocations, and risk profiles to ensure they meet the client's needs. The ideal candidate will have excellent technical knowledge of pensions, investments,...

About Cityscape Consult">Cityscape Consult, a leading construction consultancy based in London, is seeking an experienced Planner to join their team. With a strong pipeline of work and a growing reputation, this is an excellent opportunity for a motivated individual to contribute to the company's continued success.">Key Responsibilities">The successful...

About the RoleWe are seeking a skilled Paraplanning Professional to join our team at Progeny, a leading personal wealth management firm. As a key member of our team, you will provide essential support to our Financial Planners, working together to deliver exceptional client outcomes.Key ResponsibilitiesSupport to Financial Planners: Assist our Financial...

IFA Admin (Progression to Advisor) £27,000 - £31,000 + Training + Progression + Supported Study + Company Benefits Manchester Are you from an IFA background looking to take the next step within one of the top wealth management firms in the Northwest, who will provide you with ample training and study support to assist in the rapid...

**Job Title**: Client Administrator **Industry**: Financial Planning **Location**: Manchester **Salary**: £31,000 **Job reference**: 7272 **Job Description: Client Administrator** Recruit UK are working on an excellent opportunity for a Client Administrator in Manchester to join a leading Financial Advice company. They are the UK’s leading...