Junior Financial Planner
7 months ago
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 "junior" advisory role is located for their Chorley offices, one of 45+ national hubs and still growing. Client banks are being offered through succession planning and segmentation of client banks in the wider geographical area.
You'll be Diploma qualifed (minimum) and have at least 1 or 2 years demonstrable advisory experience (SPS, CAS, FCA approved etc) predominately on pension & investment advice to private clients.
Our client offers a market leading proposition with a fair and transparent charging/fee structure and a holistic approach at the forefront of everything they do. They are award winning and recognised as one of the largest, prominent names in the Financial Planning industry.
**Please note**:This is a highly sought after opportunity that has just come live to the advisory market and exclusively through Recruit Wealth.
The position is employed only with excellent bonuses which easily carries 6 figure potential.
Full Paraplanning/Admin support will be offered from an existing and retained team/offices.
Home and office working is fully supported.
**Job Types**: Full-time, Permanent
**Salary**: £45,000.00-£75,000.00 per year
**Benefits**:
- Company pension
- Private medical insurance
- Work from home
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus scheme
Work Location: Hybrid remote in Chorley
-
Financial Planner
4 hours ago
Chorley, United Kingdom Perspective Financial Group Ltd Full timeWe 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,...
-
Financial Planner Specialist
2 weeks ago
Chorley, Lancashire, United Kingdom Recruit UK | Certified B Corp™ Full timeJob 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...
-
Financial Planner Assistant
2 weeks ago
Chorley, Lancashire, United Kingdom NJR Recruitment Full timeJob 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...
-
Senior Financial Planner
1 week ago
Chorley, United Kingdom AFR Consulting Full timeAre 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...
-
Financial Administrator
6 months ago
Chorley, United Kingdom Perspective Financial Group Ltd Full time**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...
-
Financial Administrator
6 months ago
Chorley, United Kingdom Perspective Financial Group Ltd Full time**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...
-
Financial Planner Specialist
4 weeks ago
Chorley, Lancashire, United Kingdom Prestige Recruitment Group Full timePrestige 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...
-
Employed Financial Planner
4 hours ago
Chorley, United Kingdom Ortus PSR Full timeThis 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 Expert
2 weeks ago
Chorley, Lancashire, United Kingdom Reed Full timeFinancial 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...
-
Junior Financial Analyst
2 weeks ago
Chorley, Lancashire, United Kingdom Forrest Recruitment Careers Full timeRole Summary:">We are seeking a skilled Management Accountant to join our team in Chorley, supporting the business with financial reporting, bookkeeping, balance sheet reconciliation and payroll management.">Main Responsibilities:">Key duties will include preparing and managing financial reports, reconciling balance sheets, and assisting with sales and...
-
Financial Planning Support Professional
1 week ago
Chorley, Lancashire, United Kingdom Mitchell Hall Consulting Full timeParaplanning 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...
-
Group Marketing Assistant
2 days ago
Chorley, United Kingdom Perspective Financial Group Ltd Full timeWe 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,...
-
Paraplanner
4 days ago
Chorley, United Kingdom Heat Recruitment Full timeThe 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...
-
Administrator
4 hours ago
Chorley, United Kingdom Perspective Financial Group Ltd Full timeWe 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,...
-
Accounts Payable Clerk
7 months ago
Chorley, United Kingdom Perspective Financial Group Ltd Full timeWe 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,...
-
Urban Planning Specialist
2 days ago
Chorley, Lancashire, United Kingdom Penguin Recruitment Full timePenguin Recruitment is seeking a talented Senior Town Planner to join our team in Aberdeen. This is a fantastic opportunity to work on a diverse portfolio of projects, including urban regeneration, residential developments, and large-scale infrastructure schemes.About the Role: As a Senior Town Planner, you will take the lead on a range of planning...
-
Financial Reporting Specialist
2 weeks ago
Chorley, Lancashire, United Kingdom Kenton Black Ltd Full timeWe are looking for a Financial Reporting Specialist to join our team at Kenton Black Ltd in Chorley.About the JobThis role offers a competitive salary, on-site parking, and an enhanced benefits package. As a Financial Reporting Specialist, you will be responsible for producing accurate and timely financial reports.Produce management accounts within the set...
-
Financial Planning Expert
4 days ago
Chorley, Lancashire, United Kingdom Kenton Black Limited Full time**About the Role**We are seeking a highly skilled Management Accountant to join our team at Kenton Black Limited. As a key member of our finance department, you will be responsible for producing detailed and meaningful month-end accounting for one of our main business units.This is a varied role that requires strong technical skills in accounting, as well as...
-
Financial Controller Position
4 days ago
Chorley, Lancashire, United Kingdom Kenton Black Limited Full timeJob OverviewKenton Black Limited is a reputable organisation operating in the UK's service sector. With a head office based in Chorley, our company has a turnover of over £55m and employs over 500 staff.About The Role Of Senior Accounting ProfessionalWe are seeking a Part or fully qualified Management Accountant with strong technical skills to produce...
-
M&a Team Administration Coordinator
7 months ago
Chorley, United Kingdom Perspective Financial Group Ltd Full time**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...