Financial Services Professional
4 weeks ago
NJR Recruitment is partnering with a boutique firm of Independent Financial Planners to find a skilled professional to service a portfolio of high net worth clients. The ideal candidate will have a strong understanding of financial planning and a passion for delivering exceptional client service.
About the RoleThis is an exciting opportunity to join a dynamic team and contribute to the growth and success of the firm. As a Financial Planning Specialist, you will be responsible for providing expert advice and guidance to clients on their financial planning needs.
Key Responsibilities- Develop and implement comprehensive financial plans for high net worth clients
- Provide expert advice on investment strategies and wealth management
- Build and maintain strong relationships with clients to deliver exceptional service
- Stay up-to-date with industry developments and best practices in financial planning
Our client offers a competitive salary and benefits package, as well as opportunities for professional growth and development. If you are a motivated and experienced financial planning professional looking for a new challenge, we encourage you to apply.
-
Senior Financial Planner
4 weeks ago
Altrincham, Trafford, United Kingdom Exchange Street Claims & Financial Services Full timeUnlock Your Potential as a Senior Independent Financial AdviserAre you a seasoned financial professional looking for a new challenge? Do you want to work for a firm that values your expertise and offers opportunities for growth and development?Our firm, Exchange Street Claims & Financial Services, is seeking a Senior Independent Financial Adviser to join our...
-
Senior Financial Planner
4 weeks ago
Altrincham, Trafford, United Kingdom Exchange Street Claims & Financial Services Full timeUnlock Your Potential as a Senior Independent Financial AdviserAre you a seasoned financial professional looking for a new challenge? Do you want to work for a firm that values your expertise and offers opportunities for growth and development?Our firm, Exchange Street Claims & Financial Services, is seeking a Senior Independent Financial Adviser to join our...
-
Financial Services Professional
3 weeks ago
Altrincham, Trafford, United Kingdom NJR Recruitment Full timeNJR Recruitment Partnership OpportunityNJR Recruitment is proud to partner with a prestigious boutique firm of Independent Financial Planners, serving a distinguished clientele of High Net Worth individuals.As a key member of our team, you will have the opportunity to work closely with our clients, providing expert financial guidance and advice to help them...
-
Financial Services Professional
3 weeks ago
Altrincham, Trafford, United Kingdom NJR Recruitment Full timeNJR Recruitment Partnership OpportunityNJR Recruitment is proud to partner with a prestigious boutique firm of Independent Financial Planners, serving a distinguished clientele of High Net Worth individuals.As a key member of our team, you will have the opportunity to work closely with our clients, providing expert financial guidance and advice to help them...
-
Financial Planning Professional
1 day ago
Altrincham, Trafford, United Kingdom Taylor James Professional Recruitment Full timeWe are seeking a highly skilled Trainee Financial Planner to join our prestigious client-based team in Manchester.This is an excellent opportunity for a Paraplanner looking to transition into a Financial Planning role. No advisory experience is required, as full training is provided.The successful candidate will inherit a client base, which will be increased...
-
Financial Services Administrator
3 weeks ago
Altrincham, Trafford, United Kingdom Taylor James Professional Recruitment Full timeIFA Administrator Job OpportunityWe are seeking a highly organized and experienced IFA Administrator to join our client's team in Altrincham. As a key member of the financial planning team, you will be responsible for supporting the paraplanners and financial planners in their daily tasks.Key Responsibilities:Process new business applications across various...
-
Financial Services Administrator
3 weeks ago
Altrincham, Trafford, United Kingdom Taylor James Professional Recruitment Full timeIFA Administrator Job OpportunityWe are seeking a highly organized and experienced IFA Administrator to join our client's team in Altrincham. As a key member of the financial planning team, you will be responsible for supporting the paraplanners and financial planners in their daily tasks.Key Responsibilities:Process new business applications across various...
-
Altrincham, Trafford, United Kingdom Taylor James Professional Recruitment Full timeIFA Administrator RoleWe are working with a prestigious financial planning firm in Altrincham to find a skilled IFA Administrator to join their team on a permanent basis. The successful candidate will be a key part of a team that supports experienced paraplanners and financial planners in providing exceptional client service.The role involves a range of...
-
Financial Services Coordinator
4 weeks ago
Altrincham, Trafford, United Kingdom Page Personnel Finance Full timeFinancial Services Administrator RoleWe are working with a leading wealth management firm in Altrincham to recruit a Financial Services Administrator to join their financial planning support team.Key ResponsibilitiesSupport financial advisers and consultants with administrative duties, ensuring the smooth running of the team.Produce client valuations and...
-
Financial Services Coordinator
4 weeks ago
Altrincham, Trafford, United Kingdom Page Personnel Finance Full timeFinancial Services Administrator RoleWe are working with a leading wealth management firm in Altrincham to recruit a Financial Services Administrator to join their financial planning support team.Key ResponsibilitiesSupport financial advisers and consultants with administrative duties, ensuring the smooth running of the team.Produce client valuations and...
-
Financial Services Coordinator
3 weeks ago
Altrincham, Trafford, United Kingdom Page Personnel Finance Full timeFinancial Services AdministratorWe are working with a leading wealth management firm in Altrincham to recruit a Financial Services Administrator to join their financial planning support team.Key ResponsibilitiesSupport financial advisers and consultants with administrative dutiesProduce client valuations and pre-meeting client reviewsCheck compliance...
-
Financial Services Coordinator
3 weeks ago
Altrincham, Trafford, United Kingdom Page Personnel Finance Full timeFinancial Services AdministratorWe are working with a leading wealth management firm in Altrincham to recruit a Financial Services Administrator to join their financial planning support team.Key ResponsibilitiesSupport financial advisers and consultants with administrative dutiesProduce client valuations and pre-meeting client reviewsCheck compliance...
-
Financial Planning Assistant
4 weeks ago
Altrincham, Trafford, United Kingdom Taylor James Professional Recruitment Full timeParaplanner (Hybrid Working) OpportunityWe are seeking a skilled Paraplanner to join our client's team in Altrincham, working from home and prestigious offices. As a key member of the technical function, you will work closely with experienced advisers to deliver high-quality financial planning services.Key Responsibilities:Develop and tailor suitability...
-
Financial Planning Assistant
4 weeks ago
Altrincham, Trafford, United Kingdom Taylor James Professional Recruitment Full timeParaplanner (Hybrid Working) OpportunityWe are seeking a skilled Paraplanner to join our client's team in Altrincham, working from home and prestigious offices. As a key member of the technical function, you will work closely with experienced advisers to deliver high-quality financial planning services.Key Responsibilities:Develop and tailor suitability...
-
Financial Planning Trainee
3 weeks ago
Altrincham, Trafford, United Kingdom Taylor James Professional Recruitment Full timeTrainee Financial Planner OpportunityA prestigious client based in south Manchester is seeking a Trainee Financial Planner to join their team.This is an excellent opportunity for a Paraplanner looking to transition into advising, with no prior experience required as full training is provided.The successful candidate will benefit from an inherited client...
-
Financial Planning Trainee
3 weeks ago
Altrincham, Trafford, United Kingdom Taylor James Professional Recruitment Full timeTrainee Financial Planner OpportunityA prestigious client based in south Manchester is seeking a Trainee Financial Planner to join their team.This is an excellent opportunity for a Paraplanner looking to transition into advising, with no prior experience required as full training is provided.The successful candidate will benefit from an inherited client...
-
Financial Services Administrator
3 weeks ago
Altrincham, Trafford, United Kingdom NJR Recruitment Full timeIFA 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...
-
Financial Services Administrator
3 weeks ago
Altrincham, Trafford, United Kingdom NJR Recruitment Full timeIFA 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...
-
Financial Planning Assistant
4 weeks ago
Altrincham, Trafford, United Kingdom Taylor James Professional Recruitment Full timeParaplanner (Hybrid Working) OpportunityWe are seeking a skilled Paraplanner to join our client's team in Altrincham, a prestigious firm of financial planners. This is a permanent position that offers a unique blend of home working and office-based collaboration.Key Responsibilities:Develop high-quality suitability letters in collaboration with the...
-
Financial Planning Assistant
4 weeks ago
Altrincham, Trafford, United Kingdom Taylor James Professional Recruitment Full timeParaplanner (Hybrid Working) OpportunityWe are seeking a skilled Paraplanner to join our client's team in Altrincham, a prestigious firm of financial planners. This is a permanent position that offers a unique blend of home working and office-based collaboration.Key Responsibilities:Develop high-quality suitability letters in collaboration with the...