Chartered Financial Planner

**Chartered Financial Planner** **Location: Stockport** **Salary: £60,000 - £80,000 + OTE** This is an excellent opportunity at a bespoke financial planning firm, based in the heart of Stockport. 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...

Financial Planner/ Chartered Financial Adviser/ Senior Financial Adviser/ Wealth Manager/ Financial services/ Independent Financial Adviser/ IFA We are working with an established IFA practice that have a great reputation in Cheshire who are looking to take on an experienced Financial Planner. The role will be taking over from a retiring adviser and there...

This is a great opportunity to join an established independent financial adviser based just south of Wilmslow who are looking for an experienced financial planner to take over a large client book from a retiring adviser. In the role you will work closelywith the outgoing adviser in the first 12-18 months to build relationships and understand their client’s...

At this Chartered firm you'll develop as a paraplanner (more on that in a second). But you'll also develop your relationship management skills. You'll join the adviser (the firm's busiest) at client meetings. You'll contribute in those meetings. And you'll speak to your clients on a regular basis. You'll still be a paraplanner, but you won't just be sat...

**Company description** TWP Wealth is a Chartered Financial Services company based in Alderley Edge in Cheshire providing a wide range of financial services and financial planning to private and corporate clients alike. **Job description** At TWP, we're all about doing the simple things really well. Whether that’s going the extra mile for a client who...

**Role Summary** **Duties** To ensure that all pre-business procedures are followed - to include data input on CRM, cash flow modelling tool, preparing documents for meetings for both Planner and client; de-brief from Planner appointment, letters of authority, calling and liaising with providers, quotes and basic research, scanning, typing, greeting...

Bond Recruitment is delighted to be recruiting for an experienced Paraplanner, on behalf of our client, a leading IFA practice in Alderley Edge, Cheshire.The role of the Paraplanner is to support the Financial Planners and other staff when informing and advising Clients on their financial strategies, plans, products and investments.General accountabilities ...

Bond Recruitment is delighted to be recruiting for an experienced Paraplanner, on behalf of our client, a leading IFA practice in Alderley Edge, Cheshire.The role of the Paraplanner is to support the Financial Planners and other staff when informing and advising Clients on their financial strategies, plans, products and investments.General...

Bond Recruitment is delighted to be recruiting for an experienced Paraplanner, on behalf of our client, a leading IFA practice in Alderley Edge, Cheshire.The role of the Paraplanner is to support the Financial Planners and other staff when informing and advising Clients on their financial strategies, plans, products and investments.General...