Financial Planner

I am currently looking for an experienced Independent Financial Planner to join an award-winning chartered financial planning firm in Cumbria. The role is salaried with benefits and un-capped earnings opportunity. You will receive full support from a fantastic paraplanning and Adviser support team. You will have access to new leads from their business...

Job Title: Financial Planner SpecialistWe are a well-established, independent wealth management firm based in the UK. Our mission is to provide exceptional financial planning services to our clients.Key Responsibilities:Develop and maintain strong relationships with existing clients to provide ongoing financial guidance and advice.Work closely with our team...

Job OverviewThis exciting opportunity allows you to develop a career in financial planning as a trainee paraplanner. As a key member of the team, you will assist experienced planners with client meetings and help create tailored solutions for their needs.The ideal candidate will have excellent communication skills and be able to work effectively in a...

Are you a seasoned finance professional looking for a challenging role that utilizes your analytical skills? AFR Consulting is seeking a Senior Financial Planner to join their team in Lancashire. This FMCG manufacturing company operates across two sites, creating and distributing products globally.About the RoleThe ideal candidate will have experience in...

**We are proud to be the UK’s best client-centric financial planning firm for both our clients and our staff. Founded in 2008 and with over 35 local offices nationwide, we employ 450 people including more than 160 highly qualified financial planners and paraplanners.** We regard financial planning as a profession, providing specialist expertise to...

**We are proud to be the UK’s best client-centric financial planning firm for both our clients and our staff. Founded in 2008 and with over 35 local offices nationwide, we employ 450 people including more than 160 highly qualified financial planners and paraplanners.** We regard financial planning as a profession, providing specialist expertise to...

Prestige Recruitment GroupOur esteemed client, a respected financial advisory firm based in Lancashire, seeks an experienced and detail-oriented Paraplanner to join their team. With a competitive salary of £32,500 - £36,500 per annum, this role presents an ideal opportunity for someone with strong analytical skills and a solid understanding of financial...

This is an excellent opportunity at a bespoke financial planning firm, based in the heart of Chorley. Due to an extremely fruitful period of business, they are now looking to expand by adding a new member to the Financial Planning team. **The Opportunity** The opportunity here is for a Financial Adviser, with a professional and level-headed approach to...

Financial Planning and Management PositionWe are seeking a skilled Financial Planner and Manager to join our team at Reed. This role offers a unique opportunity to play a crucial role in future financial planning, manage and influence the financial strategy, liquidity, and cash flow of our organisation.Key Responsibilities:Cash Flow Management: Monitor the...

Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK, who are private equity backed for further growth and acquisition. Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services. This newly created...

Paraplanning Opportunity in a Renowned Wealth Management FirmMitchell Hall Consulting invites applications from accomplished Paraplanners to join our dynamic team in Chorley, driving excellence in wealth management services.The preferred candidate should hold 1-2 years of experience in paraplanning, demonstrate near or actual Level 4 Diploma in Financial...

We are one of the UK’s leading financial planning and wealth management firms with over 20 local offices nationwide. Founded in 2008, we employ over 300 people including over 120 highly qualified financial planners and paraplanners. We are very client-centric and regarded as the firm that regularly sets the standard of excellence in this sector. For us,...

The opportunity for an experienced Paraplanner to join a leading regional Financial Planning practice in Lancashire. **What will the role entail?** - Accurately interpret the advisers client files to ascertain the client’s needs and advisers instructions to translate this successfully into a Financial Planning Report. - Carry out appropriate research and...

We are one of the UK’s leading financial planning and wealth management firms with over 20 local offices nationwide. Founded in 2008, we employ over 300 people including over 120 highly qualified financial planners and paraplanners. We are very client-centric and regarded as the firm that regularly sets the standard of excellence in this sector. For us,...

We are one of the UK’s leading financial planning and wealth management firms with over 20 local offices nationwide. Founded in 2008, we employ over 300 people including over 120 highly qualified financial planners and paraplanners. We are very client-centric and regarded as the firm that regularly sets the standard of excellence in this sector. For us,...

**We are proud to be the UK’s best client-centric financial planning firm for both our clients and our staff. Founded in 2008 and with over 35 local offices nationwide, we employ 450 people including more than 160 highly qualified financial planners and paraplanners.** We regard financial planning as a profession, providing specialist expertise to...

Our client, a prestigious financial planning firm in **Chorley** are looking to appoint an IFA Administrator to join their experienced team on a permanent basis. As a Financial Services professional you will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal...

Job Description:The successful candidate will assist our team of experienced financial planners in providing high-quality services to clients. This includes supporting the preparation of financial plans, maintaining accurate records, and communicating effectively with clients.We are looking for someone who is highly organized, has excellent communication...

An exciting opportunity has arisen with a highly reputable financial planning firm in Chorley to join the excelling sales support team as a wealth management Administrator. You will join a thriving back office and will be given the initial training to get up to speed and become a key member of the team. The company put employee welfare at the forefront of...

We are working with a highly reputable, chartered wealth management practice based in Chorley who are looking to add an experienced individual to their compliance department. This is an exciting, varied role which will see the successful applicant cover multiple areas of compliance within financial planning. The key responsibilities of the role will include,...