Independent Financial Adviser

Due to continued expansion an exciting opportunity is now available for an experienced Administrator with a proven background working within a Financial Planning Practice. Support and monitoring for team's work tasks, deadlines and system/processes " Providing guidance, training and support development to both new employees and greater team " Reporting to...

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...

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...

{"title": "Administrative Support Opportunity", "subtitle": "Support a boutique firm of Independent Financial Planners", "content": "NJR Recruitment is working in partnership with a boutique firm of Independent Financial Planners servicing a bank of high net worth clients.The firm is seeking an experienced administrative support specialist to join their...

{"title": "Administrative Support Opportunity", "subtitle": "Support a boutique firm of Independent Financial Planners", "content": "NJR Recruitment is working in partnership with a boutique firm of Independent Financial Planners servicing a bank of high net worth clients.The firm is seeking an experienced administrative support specialist to join their...

NJR Recruitment is partnering with a boutique firm of Independent Financial Planners to find an experienced IFA Administrator to support their team in Altrincham. The ideal candidate will provide efficient administrative support to the advisers, ensuring work is processed accurately and efficiently. Key responsibilities include maintaining accurate records,...

NJR Recruitment is partnering with a boutique firm of Independent Financial Planners to find an experienced IFA Administrator to support their team in Altrincham. The ideal candidate will provide efficient administrative support to the advisers, ensuring work is processed accurately and efficiently. Key responsibilities include maintaining accurate records,...

NJR Recruitment is partnering with a boutique firm of Independent Financial Planners to find an experienced administrator to support their team in Altrincham.The ideal candidate will provide efficient administrative support to the advisers, ensuring work is processed accurately and without delay.Key responsibilities:Provide administrative support to the...

NJR Recruitment is partnering with a boutique firm of Independent Financial Planners to find an experienced IFA Administrator to support their team in Altrincham. The ideal candidate will provide efficient administrative support to the advisers, ensuring work is processed accurately and efficiently. Key responsibilities include maintaining accurate records,...

NJR Recruitment is partnering with a boutique firm of Independent Financial Planners to find an experienced IFA Administrator to support their team in Altrincham. The ideal candidate will provide efficient administrative support to the advisers, ensuring work is processed accurately and efficiently. Key responsibilities include maintaining accurate records,...

**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...

IFA Administrator OpportunityNJR Recruitment is partnering with a boutique firm of Independent Financial Planners to find an experienced IFA Administrator to support their team in Altrincham.Key Responsibilities:Provide efficient administrative support to the advisersEnsure work is processed accurately and efficientlyContribute to the smooth operation of the...

IFA Administrator OpportunityNJR Recruitment is partnering with a boutique firm of Independent Financial Planners to find an experienced IFA Administrator to support their team in Altrincham.Key Responsibilities:Provide efficient administrative support to the advisersEnsure work is processed accurately and efficientlyContribute to the smooth operation of the...

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 Assistant - Salary: £28k+ Benefits We are partnered with a National Financial Planners who are seeking a proactive and detail-oriented Financial Planning Assistant to join their team at Altrincham. This is an exciting opportunity to work in a client-focused environment, providing essential support to financial advisers and contributing to...

Financial Planning Assistant - Salary: £28k+ Benefits We are partnered with a National Financial Planners who are seeking a proactive and detail-oriented Financial Planning Assistant to join their team at Altrincham. This is an exciting opportunity to work in a client-focused environment, providing essential support to financial advisers and contributing to...

Financial Planning Assistant - Salary: £28k+ Benefits We are partnered with a National Financial Planners who are seeking a proactive and detail-oriented Financial Planning Assistant to join their team at Altrincham. This is an exciting opportunity to work in a client-focused environment, providing essential support to financial advisers and contributing to...

Financial Planning Assistant - Salary: £28k+ Benefits We are partnered with a National Financial Planners who are seeking a proactive and detail-oriented Financial Planning Assistant to join their team at Altrincham. This is an exciting opportunity to work in a client-focused environment, providing essential support to financial advisers and contributing to...

Job Title: Client Relationship ManagerWe are seeking an experienced Client Relationship Manager to join our team at Brookfield Financial Planning. This role involves supporting our Financial Advisers and Paraplanners in a fast-paced office environment.Key Responsibilities:Act as the primary point of contact for clients, providing exceptional customer service...