Current jobs related to Financial Planner - Altrincham - Jane Deane Recruitment Limited

  • Financial Planning Administrator

    7 months ago

    Altrincham, United Kingdom DMD Recruitment Full time

    An exciting opportunity has arisen for a Financial Planning Administrator to work with one of the leading Wealth management firms. **Key Purposes** To provide efficient administrative support for financial planners to assist delivery of bespoke solutions to clients as part of the financial advice process. To accurately process business in line with the...

  • Financial Planning Assistant

    7 months ago

    Altrincham, United Kingdom Jane Deane Recruitment Limited Full time

    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...

  • Financial Planning Administrator

    2 weeks ago

    Altrincham, United Kingdom NOW Financial Planning Full time

    At NOW, we want everyone that interacts with the business to be better off because of it. We are now looking for a passionate individual to join our Practice Support Team. **The right character for this role will**: - Have a friendly and helpful manner - Be excellent with customers and clients, face to face and over the phone - Be proactive - Adopt a 'can...

  • Financial Planning Assistant

    7 months ago

    Altrincham, United Kingdom NJR Recruitment Full time

    **Financial Planning Administrator** **Altrincham** **Up to £30,000** NJR Recruitment are working in partnership with a well-known and highly regarded firm of Financial Planners who are keen to hear from an experienced and technically minded Financial Planning Assistant. - Providing direct support to a team of Financial Consultants, daily duties will be...

  • Independant Financial Advisor

    2 weeks ago

    Altrincham, United Kingdom NJR Recruitment Full time

    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...

  • Financial Administrator

    1 week ago

    Altrincham, United Kingdom Cullen Brooke Full time

    Our client an established firm of financial planners based in south Manchester have a requirement for an experienced financial service administrator. **Responsibilities**: - Providing an efficient new business processing service for sales consultants, completing trades/fund switches, and liaising with product providers and ensuring that new business is set...

  • Paraplanner

    2 weeks ago

    Altrincham, United Kingdom Heat Recruitment Full time

    The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service. The Opportunity During a period of key expansion, our client is looking for an experienced Paraplanner to support the successful Financial Planners of the business. The firm...

  • Paraplanner

    2 weeks ago

    Altrincham, United Kingdom mbf. Full time

    **Paraplanner - Chartered Financial Planning Practice - Altrincham - Salary negotiable to £45,000 plus company benefits** Our client is a true wealth management firm with the majority of their business being investment led, and involving financial planning across the full spectrum of financial advice. They provide a thorough holistic financial planning...

  • Paraplanner

    2 weeks ago

    Altrincham, United Kingdom ST Resourcing Ltd Full time

    An Independent Financial Advisory firm in the Altrincham are seeking an additional Paraplanner following the promotion of one of their Paraplanners to a Financial Planner. This role could see you taking the same journey. Salary up to £40,000 plus excellentbenefits, this is flexible for the right person. The main purpose of this role is to provide an...

  • Ifa Admin

    2 weeks ago

    Altrincham, United Kingdom NJR Recruitment Full time

    **IFA ADMINISTRATOR & TRAINEE PARAPLANNER** **LOCATION: HALE** **SALARY: £21,000 - £25,000** A new and exciting opportunity is available with one of our Clients in Hale, a small, professional and expanding firm of Independent Financial Advisers. Providing financial planning advice for successful business owners, professionals, high net-worth...

  • Ifa Administrator

    3 weeks ago

    Altrincham, United Kingdom NJR Recruitment Full time

    **IFA ADMINISTRATOR - Sports Professionals** **Altrincham** NJR Recruitment are working exclusively and in Partnership with a large and Award Winning firm of Chartered Financial Planners based in the Heart of Cheshire. They have an incredibly exciting opportunity for an experienced industry Administrator who hasobtained some solid experience working within...

  • Ifa Administrator

    1 week ago

    Altrincham, United Kingdom NJR Recruitment Full time

    FA ADMINISTRATOR - Sports Professionals Location: Altrincham **Salary**: Up to £28,000 NJR Recruitment are working exclusively and in Partnership with a large and Award Winning firm of Chartered Financial Planners based in the Heart of Cheshire. They have an incredibly exciting opportunity for an experienced industry Administrator who has obtained some...

  • Administrator - Wealth Management

    2 weeks ago

    Altrincham, United Kingdom NJR Recruitment Full time

    **ADMINISTRATOR - Wealth Management** **Altrincham** **Up to £28,000** NJR Recruitment are working exclusively and in Partnership with a large and Award Winning firm of Chartered Financial Planners based in the Heart of Cheshire. They have an incredibly exciting opportunity for an experienced industry Administrator who has obtained some solid experience...

  • Ifa Administrator

    2 weeks ago

    Altrincham, United Kingdom Heat Recruitment Full time

    The opportunity for an experienced financial planning administrator to join a chartered financial planning firm in Cheshire. The firm put their clients at the heart of their business. Client service and satisfaction is key and they aim to combine traditional service values with forward thinking innovative solutions to provide the best results. The...

  • Ifa Administrator

    1 week ago

    Altrincham, United Kingdom ST Resourcing Ltd Full time

    IFA Administrator required to join an independent financial planning firm based in Altrincham. Salary up to £28,000 plus benefits, this is flexible for the right person. Key responsibilities will include - Administration of pensions, property purchases, rentals and sales, insurance company bonds, general investment accounts and ISA’s - Assist the...

  • Experienced Ifa Administrator

    7 months ago

    Altrincham, United Kingdom NJR Recruitment Full time

    **IFA ADMINISTRATOR - Sports Professionals** **Location: Altrincham** **Salary: Up to £28,500** NJR Recruitment are working exclusively and in Partnership with a large and Award Winning firm of Chartered Financial Planners based in the Heart of Cheshire. They have an incredibly exciting opportunity for an experienced industry Administrator who has...

  • Ifa Administrator

    2 weeks ago

    Altrincham, United Kingdom Heat Recruitment Full time

    The opportunity for a Financial Planning Administrator to join a well-established Financial Services Practice which provides a highly personalised financial planning and investment management service. **The Opportunity** During a period of growth, our client is looking for someone to provide high quality technical administration and analytical support to...

  • Ifa Administrator-sports Professionals

    7 months ago

    Altrincham, United Kingdom NJR Recruitment Full time

    **IFA ADMINISTRATOR - Sports Professionals** **Location: Altrincham** **Salary: Up to £28,500** NJR Recruitment are working exclusively and in Partnership with a large and Award Winning firm of Chartered Financial Planners based in the Heart of Cheshire. They have an incredibly exciting opportunity for an experienced industry Administrator who has...

  • Ifa Administrator

    2 weeks ago

    Altrincham, United Kingdom NJR Recruitment Full time

    **IFA ADMINISTRATOR - Sports Professionals** **Altrincham** NJR Recruitment are working in Partnership with a large and Award Winning firm of Chartered Financial Planners based in the Heart of Cheshire. They have an incredibly exciting opportunity for an experienced industry Administrator who has obtained some solidexperience working within Financial...

  • Client Support

    7 months ago

    Altrincham, United Kingdom NJR Recruitment Full time

    FA ADMINISTRATOR - Sports Professionals Location : Altrincham **Salary**: Up to £28,500 NJR Recruitment are working exclusively and in Partnership with a large and Award Winning firm of Chartered Financial Planners based in the Heart of Cheshire. They have an incredibly exciting opportunity for an experienced industry Administrator who has obtained some...

Financial Planner

7 months ago

Altrincham, United Kingdom Jane Deane Recruitment Limited Full time

Job Summary

**Responsibilities**:

- Conduct thorough financial assessments and analysis for clients
- Develop customized financial plans based on clients' goals and risk tolerance
- Provide recommendations on investment strategies, retirement planning, tax planning, and estate planning
- Monitor and review clients' portfolios to ensure they are aligned with their financial goals
- Stay up-to-date with industry trends and changes in regulations that may impact clients' financial plans
- Build and maintain strong relationships with clients through regular communication and meetings
- Collaborate with other professionals, such as attorneys and accountants, to provide holistic financial advice

**Requirements**:

- Proven experience as a Financial Planner or similar role
- Strong knowledge of financial planning principles and investment strategies
- Excellent analytical skills with the ability to interpret complex financial information
- Exceptional communication and interpersonal skills
- Detail-oriented with strong organizational skills
- Ability to work independently and as part of a team

We offer competitive compensation packages, including salary and benefits. Join our team of dedicated professionals and help our clients achieve their financial goals.

Note: This job description is intended to provide a general overview of the position. It is not exhaustive or comprehensive of all possible job responsibilities, tasks, or duties.

**Job Types**: Full-time, Permanent

**Salary**: Up to £80,000.00 per year

**Benefits**:

- Company pension
- Life insurance
- Private medical insurance
- Work from home

Schedule:

- Flexitime
- Monday to Friday

**Experience**:

- IfA Advisory: 2 years (preferred)

Work Location: Hybrid remote in Altrincham