Chartered Financial Planner Assistant

Our client is a Chartered Financial Planning firm that is recognised as being in the Top 100 of financial planning companies in the UK. They focus on goals-based holistic financial planning, often for people with complex circumstances or approaching retirement.They are also one of the top financial planning companies to work for in their region. They are...

No matter how well your company treats you there’s one thing they can probably never offer. A meaningful equity stake. This business can. And from a reassurance perspective something as good; it has. You will have to work hard to get it. You’ll have clients and £20m AUM to begin with, which you will cultivate and grow. Expectations are realistic for...

A dynamic and forward-thinking financial planning practice is seeking a skilled paraplanning professional to join their technical team. As a Chartered Financial Planning Professional, you will play a key role in supporting financial planners to deliver exceptional client experiences. With a strong focus on technical excellence, this role requires at least 5...

Avenue Recruitment Group is seeking a highly skilled Senior Paraplanner to join their technical team. With a salary of £55,000.00 per annum, plus benefits and bonuses, this is an excellent opportunity for a Chartered or soon-to-be Chartered individual to showcase their skills. Key responsibilities include providing technical support to busy financial...

Head of Wealth / Chartered Planner : Yorkshire : to c£100k basic + bonus **Your new company** Exceptional opportunity has arisen within a highly reputable firm of IFAs for an experienced wealth adviser / Chartered Planner to head up the firm's financial services business and drive this forward. **Your new role** A senior appointment for the firm, key...

A reputable financial planning practice is seeking a skilled Technical Support Professional for Financial Planners to join their technical team.The ideal candidate will have at least 5 years of experience in providing technical support to busy financial planners, with a strong background in chartered or close-to-achieving the chartered...

Avenue Recruitment Group LTD is seeking a Chartered Support Analyst to join our technical team.The salary for this role is £55,000.00, plus benefits and bonuses.Responsibilities:Providing technical support to financial planners.Receiving instructions from advisers following client meetings.Interpreting data obtained by advisers during client meetings.We...

**Office**:Perspective (North West) Ltd **Hours**:Monday - Friday 9.00am - 5.00pm (35 hours) **Salary**:Competitive dependant on experience and qualifications, plus Bonus **Benefits**:25 days holiday (rising with length of service) plus Bank Holidays, Holiday Purchase Scheme, Life Assurance, Pension and Corporate Eyecare **Specific...

My client is a National Wealth management firm who have an opportunity in the South West for a Financial Planner to join the team. Working with some existing clients but being able to source your own clients and be comfortable in doing so, is a necessity for the role. The successful applicant will be minimum Level 4 qualified (ideally working towards...

Avenue Recruitment Group LTD is pleased to offer a rare opportunity for a Chartered Paraplanner to join our client's technical team. This is a senior role that requires experience in technical support and analysis.About the JobThe successful candidate will provide technical support to financial planners, ensuring all client needs and objectives are met....

A leading financial planning practice is seeking an experienced Technical Financial Planner to join their team. As a Senior Paraplanner, you'll play a crucial role in supporting the company's growth and success.About the OpportunityThis is a fantastic chance to take your paraplanning career to new heights, with a competitive salary and benefits package....

About the RoleWe are recruiting for a Senior Paraplanner to join our team at Avenue Recruitment Group LTD. As a key member of our technical team, you will work closely with experienced financial planners to deliver exceptional results for our clients.Responsibilities:Assist senior advisers in preparing for client meetings by interpreting data and analysing...

Avenue Recruitment Group LTD is seeking a skilled Financial Planning Technical Specialist to join their team. This role involves providing technical support to financial planners, ensuring all client files are compliant and up-to-date.The ideal candidate will have at least 5 years of experience in offering technical support, be chartered or close to...

**Assistant Planner - Wiltshire** **HA 11021** **Salary: Negotiable depending on skills and experience** - A relevant town planning/ related degree and ideally a further MSc - An ambition to purse Chartered Planner status - Some post qualification town planning experience - A full UK drivers licence **Benefits**: - Joining an established company with...

About the RoleAvenue Recruitment Group LTD is recruiting for a Chartered Technical Advisor to join their financial planning practice. As a key member of the technical team, the successful candidate will provide expert technical support to financial planners, ensuring that clients receive the highest level of service. This role requires a deep understanding...

Avenue Recruitment Group LTD is seeking a highly skilled Chartered Paraplanner to join their technical team. The ideal candidate will have at least 5 years of experience in providing technical support to financial planners and be chartered or close to achieving the chartered milestone.This role offers a competitive salary of £55,000.00 plus benefits and...

IFA/ Financial Planner Region: West Yorkshire £60,000-£100,000 base dependent on experience Would you like to work for an award winning Financial Advice business? Would you like to work for an organisation that prides itself in supporting their staff? Due to their ongoing success an opportunity has arisen in a well-established national financial firm. Due...

Financial Adviser (Employed) West Midlands + Home based Our Client is a highly successful and innovative Wealth Management Practice who have a national presence who now have an opportunity based out of their Bromsgrove office. Our Client have built a reputation and culture for providing unique financial solutions to High Net Worth individuals and...

Avenue Recruitment Group LTD is seeking a skilled Financial Planning Expert to join their technical team. The ideal candidate will be chartered or nearing the chartered milestone and possess at least 5 years of experience in providing technical support to financial planners. This role offers a competitive salary of £55,000 plus benefits and bonuses....

IFA/ Financial Planner Region: West Yorkshire £60,000-£100,000 base dependent on experience Would you like to work for an award winning directly Authorised business? Would you like to work for an organisation that prides itself in supporting their staff? Due to their ongoing success an opportunity has arisen in a well-established national...