Financial Adviser

Well established IFA practice require an additional adviser to complement their existing team. All clients will be provided along with dedicated administration and paraplanning support. Prospective applicants will require previous advisory experience, great client facing skills, strong IT skills and a willingness to work as part of a team. The role is...

Due to continued growth and internal promotion, an exciting opportunity has arisen for an experienced financial services administrator to join our team, based at our Altrincham Office, Greater Manchester. You will have knowledge of the financial planning process and ideally be experienced in providing client and financial adviser support. The role covers a...

**CLIENT SUPPORT ASSISTANT - Financial Advising Firm** **ALTRINCHAM** **SALARY IS UP TO £26,000** A Financial Services Administrator is required to work for our Clients, a respected and growing firm of Financial Advisers. With three offices based throughout Greater Manchester, and forming part of one of the largest firms of Wealth Managers in the UK, our...

Financial Adviser / IFA : Accountancy Practice : to £60k + bonus: S.Manchester/Cheshire **Your new company** New opportunity has arisen for an experienced adviser to provide advice to accountancy practice clients. **Your new role** Working alongside accountancy practice partners to provide independent financial advice to clients with whom the firm have long...

**Job Title**: Mortgage & Protection Adviser **Industry**: Financial Services - Mortgages **Location**:Altrincham **Salary**: £30,000 - £35,000 **Job Reference**:47096 Recruit UK is working on an excellent opportunity for a Mortgage & Protection Adviser in to join a leading Independent Financial Planning company based in Altrincham, Cheshire. Due to...

**Our client, a prestigious firm of financial planners in Altrincham 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. Our client offers great career progression with the...

We are seeking an organised and detail-oriented Reception and Administration Professional to join our operations team at Capstone Financial. As the first point of contact, you will handle reception duties, manage meeting room bookings, run reports, and provide administrative support to the adviser team. This role requires proficiency in Microsoft packages,...

Entire FS is looking to recruit an employed Protection Adviser to offer Protection and Insurance advice to clients as part of a thriving Independent Financial & Mortgage Advisers working from our modern offices in Altrincham Town Centre, offering a basic salary of £30,000 and OTE of £50,000-£80,000+. You will work closely with our team who will provide...

Role OverviewThe Receptionist / Client Administrator is a pivotal role within our operations team at Capstone Financial. This position plays a crucial part in ensuring seamless case progression and timely turnaround while maintaining exceptional accuracy. As the first point of contact, you will be responsible for handling reception duties, managing meeting...

Entire FS is looking to recruit an employed Protection Adviser to offer Protection and Insurance advice to clients as part of a thriving Independent Financial & Mortgage Advisers working from our modern offices in Altrincham Town Centre, offering a basic salary of up to £30,000 and OTE of £50,000-£80,000+. You will work closely with our team who will...

**Position Summary** Due to continued growth, Capstone Financial is seeking a Client Administrator to join our busy administration team based in the Altrincham area. **Role Purpose** Supporting the adviser team and the wider operation, ensuring that new business cases are processed effectively; whilst maintaining a timely turnaround and high level of...

About the RoleWe are seeking a highly organized and efficient Administrative Assistant to join our operations team at Capstone Financial.The successful candidate will have exceptional telephone skills and be confident speaking with clients to book appointments.Responsibilities include reception duties, managing meeting room bookings, running reports,...

Employed Financial Adviser - Servicing Adviser South Manchester NJR Recruitment are delighted to once again be recruiting for one of Manchester's leading firm of financial advisers who have an unbelievable opportunity for an experienced wealth planner to join their team. Due to a pending retirement, a full client bank of high net worth clients is available...

Just Mortgages is part of **Spicerhaart: the UK’s largest Independent Property Group.**With its rapidly growing financial services business, Just Mortgages, our reputation has grown to be one of the leaders in both innovation and technology in its industry. Its well-established Self-Employed Division are looking for experienced and **Self-employed...

The Head of Finance will lead the financial planning and management at TEEM Education, ensuring robust systems and controls to safeguard finances. The successful candidate will work closely with Governors and School Leaders to provide tailored reports and assist with the long-term financial strategy.ResponsibilitiesTo develop comprehensive financial plans,...

Office Based - Altrincham - Salary up To £25,000 + Benefits, Bonus and Incentives. Purchasing Professionals are pleased to be recruiting on behalf of a well-established firm of Independent Financial Advisors for an experienced financial planning administrator to joint their financial support team. Established for over 30 years, this firm are specialists...

**Job Title: Financial Services Administrator** **Duties include**: Provide administration support to financial advisers Liaising with clients and other third parties - dealing with queries Updating the database Preparing meeting packs Sending review letters Processing fund switches, rebalances and withdrawals **Requirements**: Previous financial...

Our client, a Chartered Financial Planning practice based in Altrincham are currently seeking to recruit an additional Financial Planning Administrator to join their friendly team. The organisation is well established and have a fantastic reputation in Greater Manchester and across the North West. Due to increased workload and an internal promotion, they...

**Financial Services Administrator** **Altrincham, Cheshire** **Salary: £25,000 - £30,000** We are delighted to be working with a South Manchester based and award winning Financial Planning Management Practice based in Altrincham, Cheshire. They have an exciting opportunity for an experienced IFA administrator to join a well established and growing...

Successful IFA Practice based in Altrincham require an additional Financial Planning Administrator to compliment their existing team. This role involves looking after an adviser on a one-to-one basis dealing with the full range of financial planning products. Duties as follows: - Key Areas Provide an effective link between client and consultant. Ensure...