Senior Financial Planner in Lancashire

2 weeks ago


Lancashire, United Kingdom Acquiring & Retiring Ltd ta IFA Recruiters Full time
Financial Planner Opportunity in Lancashire

We are seeking a highly skilled Financial Planner to join our team at Acquiring & Retiring Ltd t/a IFA Recruiters. As a Financial Planner, you will be responsible for managing a portfolio of high net worth clients in Lancashire, providing expert financial planning and investment advice to help them achieve their financial goals.

Key Responsibilities:

  • Manage a portfolio of high net worth clients in Lancashire
  • Provide expert financial planning and investment advice
  • Develop and implement tailored financial plans to meet client needs
  • Monitor and review client portfolios to ensure they remain aligned with their financial goals

Requirements:

  • Minimum 2 years' experience as a Financial Planner
  • Strong knowledge of financial planning and investment products
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team

What We Offer:

  • Competitive salary and bonus structure
  • Opportunity to work with a high net worth client base
  • Supportive team environment
  • Professional development opportunities

If you are a motivated and experienced Financial Planner looking for a new challenge, please upload your CV and we will be in touch to discuss this opportunity further.



  • Lancashire, United Kingdom Acquiring & Retiring Ltd ta IFA Recruiters Full time

    Financial Planner Opportunity in LancashireWe are seeking a highly skilled Financial Planner to join our team at Acquiring & Retiring Ltd t/a IFA Recruiters. As a Financial Planner, you will be responsible for managing a portfolio of high net worth clients in Lancashire, providing expert financial planning and investment advice to help them achieve their...


  • Lancashire, United Kingdom Acquiring & Retiring Ltd ta IFA Recruiters Full time

    Financial Planner Opportunity in LancashireWe are seeking a highly skilled Financial Planner to join our team at Acquiring & Retiring Ltd t/a IFA Recruiters. As a Financial Planner, you will be responsible for managing a portfolio of high net worth clients in Lancashire, providing expert financial planning and investment advice to help them achieve their...


  • Lancashire, United Kingdom Acquiring & Retiring Ltd ta IFA Recruiters Full time

    Financial Planner Opportunity in LancashireWe are seeking a highly skilled Financial Planner to join our team at Acquiring & Retiring Ltd t/a IFA Recruiters. As a Financial Planner, you will be responsible for managing a portfolio of high net worth clients in Lancashire, providing expert financial planning and investment advice to help them achieve their...


  • Lancashire, United Kingdom Acquiring & Retiring Ltd ta IFA Recruiters Full time

    Financial Planner Opportunity in LancashireWe are seeking a highly skilled Financial Planner to join our team at Acquiring & Retiring Ltd t/a IFA Recruiters. As a Financial Planner, you will be responsible for managing a portfolio of high net worth clients in Lancashire, providing expert financial planning and investment advice to help them achieve their...

  • Project Manager

    1 week ago


    Lancashire, United Kingdom Lancashire County Council Full time

    Role OverviewThe Skills Bootcamps Project Manager will play a pivotal role in delivering the Government's Lifetime Skills Guarantee through intensive and flexible courses designed to fast-track individuals into employment.Key ResponsibilitiesDevelop and implement an ambitious project plan for the continued delivery of Skills Bootcamps across Lancashire,...


  • Lancashire, United Kingdom Lancashire County Council Full time

    We are seeking an experienced and empathetic Social Care Professional to join our Adult Services team in Lancashire.As a key member of our team, you will be responsible for undertaking strength-based, outcome-focused assessments and support planning to ensure that residents of Lancashire receive the right amount of support.You will work closely with other...


  • Lancashire, United Kingdom Lancashire County Council Full time

    About the RoleWe are seeking a highly skilled Senior Highway Engineer to join our Major Transport Infrastructure Delivery Team at Lancashire County Council. As a key member of our team, you will play a crucial role in shaping and influencing the future of transport in our region.Key ResponsibilitiesDevelop designs and support the delivery of highway scheme...


  • Lancashire, United Kingdom Lancashire County Council Full time

    About the RoleWe are seeking a highly skilled Senior Highway Engineer to join our Major Transport Infrastructure Delivery Team at Lancashire County Council. As a key member of our team, you will play a crucial role in shaping and influencing the future of transport in our region.Key ResponsibilitiesDevelop designs and support the delivery of highway scheme...


  • Lancashire, United Kingdom Lancashire County Council Full time

    About the RoleWe are seeking a highly skilled and empathetic Senior Social Worker to join our Adult Services Mental Health Review Team in Lancashire.As a Senior Social Worker, you will play a key role in supporting individuals with mental health difficulties, working collaboratively with the wider multi-disciplinary team to achieve the best outcomes.Key...

  • Maintenance Planner

    5 months ago


    Lancashire, United Kingdom Pioneer Selection Full time

    Contract type: - Permanent- Location: - Lancashire, PR5 6SW- Sector: - Manufacturing- Salary: - £43.5k per year + Benefits Package per annum- Reference: - 46322ML- Contact name: - Matthew Lye- Published: - 3 months agoJob description **Maintenance Planner** **Salary: £43,500** **Shift: Monday to Friday - Days Shift.** **Location: Bamber Bridge,...

  • Senior Social Worker

    4 weeks ago


    Lancashire, United Kingdom Lancashire County Council Full time

    Senior Social Worker OpportunityWe are seeking a highly skilled and compassionate Senior Social Worker to join our Adult Services Mental Health Review Team in Lancashire County Council.As a Senior Social Worker, you will play a key role in supporting individuals with mental health difficulties, working closely with the team to provide high-quality care and...

  • Senior Social Worker

    4 weeks ago


    Lancashire, United Kingdom Lancashire County Council Full time

    Senior Social Worker OpportunityWe are seeking a highly skilled and compassionate Senior Social Worker to join our Adult Services Mental Health Review Team in Lancashire County Council.As a Senior Social Worker, you will play a key role in supporting individuals with mental health difficulties, working closely with the team to provide high-quality care and...


  • Lancashire, United Kingdom Lancashire County Council Full time

    Senior Bridges & Structures EngineerWe are seeking a dynamic and results-orientated Senior Bridges & Structures Engineer to support our ambitious projects and contribute to our organisation's success.About the RoleThis is an exciting opportunity to join us in Lancashire, as we continue to develop and deliver our bridge asset management programme.Key...


  • Lancashire, United Kingdom Lancashire County Council Full time

    Senior Bridges & Structures EngineerWe are seeking a dynamic and results-orientated Senior Bridges & Structures Engineer to support our ambitious projects and contribute to our organisation's success.About the RoleThis is an exciting opportunity to join us in Lancashire, as we continue to develop and deliver our bridge asset management programme.Key...


  • Lancashire, United Kingdom Lancashire County Council Full time

    About the RoleWe are seeking a highly skilled Highway Design Engineer to join our team at Lancashire County Council.The successful candidate will be responsible for designing and delivering major highway infrastructure projects, working closely with other engineers, transport planners, and environmental specialists.This is an exciting opportunity to shape...


  • Lancashire, United Kingdom Lancashire County Council Full time

    About the RoleWe are seeking a highly skilled Highway Design Engineer to join our team at Lancashire County Council.The successful candidate will be responsible for designing and delivering major highway infrastructure projects, working closely with other engineers, transport planners, and environmental specialists.This is an exciting opportunity to shape...


  • Lancashire, United Kingdom Lancashire County Council Full time

    Senior Bridges & Structures EngineerWe are seeking a dynamic and results-orientated Senior Bridges & Structures Engineer to support our ambitious projects and contribute to our organisation's success.The role is responsible for ensuring that Lancashire County Council meets its statutory duty as a highway's authority through strategic management of over 7,500...


  • Lancashire, United Kingdom Lancashire County Council Full time

    Senior Bridges & Structures EngineerWe are seeking a dynamic and results-orientated Senior Bridges & Structures Engineer to support our ambitious projects and contribute to our organisation's success.The role is responsible for ensuring that Lancashire County Council meets its statutory duty as a highway's authority through strategic management of over 7,500...


  • Lancashire, United Kingdom Cobalt Recruitment Full time

    Senior Planner PositionWe are seeking a highly skilled Senior Planner to join our team. As a Senior Planner, you will be responsible for managing the planning process for residential-led developments across the North West and Scotland.Key Responsibilities:Appraising potential development sites for financial and planning viabilityManaging pre-apps, planning...


  • Lancashire, United Kingdom Cobalt Recruitment Full time

    Senior Planner PositionWe are seeking a highly skilled Senior Planner to join our team. As a Senior Planner, you will be responsible for managing the planning process for residential-led developments across the North West and Scotland.Key Responsibilities:Appraising potential development sites for financial and planning viabilityManaging pre-apps, planning...