Financial Planner

Job OpportunityNJR Recruitment is partnering with a leading firm of HNW Wealth Planners to find a highly skilled and motivated individual to join their team.Key ResponsibilitiesProviding comprehensive business support to a team of Chartered Financial Consultants and Technical ParaplannersProcessing new business, client management, and servicing existing...

Bespoke Wealth Management Practice is seeking an experienced Paraplanner to join their successful team in Knutsford.As a pivotal member of the team, you will be responsible for client reports, platform work & analysis, and providing full Paraplanner support to Financial Planners.The role offers a competitive salary of up to £36,000 per annum, flexible...

We are seeking an experienced Financial Services Coordinator to join our team at NJR Recruitment Ltd. The successful candidate will be responsible for managing the Salesforce database, preparing pre-meeting documentation for financial advisers, and ensuring client appointments are made.The ideal candidate will have previous experience working for a firm of...

A Financial Services Administrator is required to work for our client, a small, established, and growing firm of Financial Advisers. Supporting two Financial Advisers and working alongside an Administrator / PA, the successful Candidate will join the Practice at an exciting time and become a fundamental part of their growth plans.The successful Candidate...

We are seeking a skilled Financial Services Coordinator to support our client, a leading firm of Financial Advisers. This is an exciting opportunity to join a dynamic team and contribute to the growth of a well-established practice.The successful candidate will be responsible for:Managing the Salesforce databasePreparing pre-meeting documentation for the...

At IDEX Consulting, we are seeking an experienced Financial Planner to join our team and build trusted relationships with current and potential clients in the heart of Knutsford city centre.The Role:To develop and maintain client relationships through effective ongoing service, minimizing attrition and delivering new instructions and referrals.To provide...

A Financial Services Administrator is required to work for our client, a small, established, and growing firm of Financial Advisers.Supporting two Financial Advisers and working alongside an Administrator / PA, the successful candidate will join the Practice at an exciting time and become a fundamental part of their growth plans.As part of one of the largest...

Job OpportunityA Financial Services Administrator is required to support the growth of a leading firm of Financial Advisers. As a key member of the team, you will be responsible for managing the Salesforce database, preparing pre-meeting documentation, and ensuring client appointments are made. You will also be responsible for processing new business...

Job Opportunity: We are seeking a skilled Financial Planning Specialist to support our dynamic team at Recruit UK | Certified B Corp™. Key Responsibilities: Prepare suitability reportsWork alongside Financial PlannersUndertake product and fund researchConduct analysis and researchManage and prioritise tasks and workloadPropose financial solutions for...

Exciting Opportunity for a Talented CandidateNJR Recruitment is working in partnership with a unique and modern firm of HNW Wealth Planners. Having been awarded 'Chartered' status from the Chartered Insurance Institute in 2013, our client is committed to providing high levels of professionalism to clients and employees alike.The firm is seeking an ambitious...

Exciting Opportunity for a Talented CandidateNJR Recruitment is working in partnership with a unique and modern firm of HNW Wealth Planners. Having been awarded 'Chartered' status from the Chartered Insurance Institute in 2013, our client is committed to providing high levels of professionalism to clients and employees alike.The firm is seeking an ambitious...

We are seeking a highly skilled Senior Paraplanner to join our dynamic and friendly team at Puro Accountancy. As a Senior Paraplanner, you will work closely with Financial Planners to deliver top-tier financial planning services.Main Responsibilities:Act as the key point of contact for all technical queries within the firm.Review and analyse data from client...

About the Role:Puro Accountancy is a rapidly expanding Financial Planning firm seeking a proactive Senior Paraplanner to join their dynamic and friendly team. As the business continues to grow, they need an experienced individual to provide expert support and take on greater responsibility.In this role, you will work closely with Financial Planners to...

We are thrilled to offer an exciting opportunity for an experienced Senior Paraplanner to join our dynamic and friendly team at Puro Accountancy. As the business continues to grow, we are seeking a proactive individual to provide expert support to our Financial Planners.Main Responsibilities:Act as the key point of contact for all technical queries within...

About the Role:Puro Accountancy is a well-established and rapidly expanding Financial Planning firm seeking a proactive Senior Paraplanner to join their dynamic and friendly team. As the business continues to grow, they require an experienced individual to provide expert support and take on greater responsibility.In this role, you will work closely with...

Job DescriptionA Financial Services Administrator is required to work for our client, a small, established, and growing firm of Financial Advisers. Supporting two Financial Advisers and working alongside an Administrator/PA, the successful Candidate will join the Practice at an exciting time and become a fundamental part of their growth plans.Key...

Financial Planning Administrator Job OpportunityWe are seeking a motivated Junior Paraplanning Administrator to join our team at Eventus Recruitment Group. This exciting entry-level opportunity is perfect for someone looking to start a career in the Financial Planning sector.Role ResponsibilitiesThe successful candidate will be responsible for ensuring all...

About the RoleWe are seeking a highly skilled Senior Paraplanner to join our team at Eventus Recruitment Cheshire. As a Senior Paraplanner, you will play a critical role in supporting our client-facing advisers in delivering exceptional financial planning services to our high-net-worth clients.Key ResponsibilitiesAnalyse information and conduct research to...

Senior Paraplanner Job OpportunityEventus Recruitment Cheshire is seeking a highly skilled Senior Paraplanner to join a successful IFA Financial Planning business based in Knutsford, Cheshire. This is an excellent opportunity to work with a reputable and modern Financial Planning company that offers a unique approach to financial planning for high-net-worth...

Senior Paraplanner Job OpportunityEventus Recruitment Cheshire is seeking a highly skilled Senior Paraplanner to join a successful IFA Financial Planning business based in Knutsford, Cheshire. This is an excellent opportunity to work with a reputable and modern Financial Planning company that offers a unique approach to financial planning for high-net-worth...