Financial Planning Professional

3 weeks ago


Altrincham, Trafford, United Kingdom Taylor James Professional Recruitment Full time

We 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 through extensive referrals.

As a Financial Planner, you will be supported by both experienced Administrators and Paraplanners.

The ideal candidate will have:

  • 2 years' experience in Paraplanning (essential)
  • Diploma Level 4 (essential)
  • Client meeting exposure (desirable)
  • Ability to generate new business
  • Knowledge in all aspects of financial advice covering Pensions, Investments, & Protection products
  • Confidence and ability with sales and presentational skills

In return, this opportunity offers a competitive basic salary, excellent uncapped earning potential, and an extensive benefits package.



  • Altrincham, Trafford, United Kingdom mbf. Full time

    Financial Planning Administrator Rolembf. is seeking a highly motivated Junior Financial Planning Administrator to join their dynamic team in Altrincham. As a key member of the Financial Planning department, you will play a crucial role in supporting the Financial Planning Administrators in providing top-notch financial advice to high-net-worth...


  • Altrincham, Trafford, United Kingdom Blakemore Recruitment Full time

    We are seeking a highly organized and detail-oriented Client Support Administrator to join our team at Blakemore Recruitment.Job PurposeTo provide exceptional support to our Financial Planning Consultants, ensuring seamless sales processes and exceptional client experiences.Key ResponsibilitiesProvide efficient new business processing services, ensuring...


  • Altrincham, Trafford, United Kingdom Taylor James Professional Recruitment Full time

    IFA 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...


  • Altrincham, Trafford, United Kingdom Blakemore Recruitment Full time

    We are currently recruiting for a Financial Planning practice based in Altrincham who are looking for a Client Support Administrator.Job PurposeTo provide dedicated, accurate and efficient sales support service for agreed Financial Planning Consultants.ResponsibilitiesProviding an efficient new business processing service for sales consultants, completing...


  • Altrincham, Trafford, United Kingdom NJR Recruitment Full time

    We are seeking an experienced Financial Planning Administrator to join our team at NJR Recruitment. This is a fantastic opportunity for someone with a proven background in working within a Financial Planning Practice to take their career to the next level.Job Description:As a Financial Planning Administrator, you will play a vital role in supporting the...


  • Altrincham, Trafford, United Kingdom Bond Rec Full time

    Job OverviewBond Recruitment is delighted to be recruiting a skilled Financial Services Professional on behalf of our client, a highly regarded firm of financial planners based in Altrincham.About the RoleTo provide research support, prepare written suitability reports, and offer technical assistance to a team of advisers, senior advisers, and partners.To...


  • Altrincham, Trafford, United Kingdom Association of International Certified Professional Accountants Full time

    Company OverviewYour new company is a dynamic and growing Real Estate business based in the North West. They're looking to strengthen their finance function with an experienced Finance Manager.Your New RoleIn your new role as Finance Manager, you will oversee a team of three Management Accountants who manage over 12 entities. You will be responsible for...


  • Altrincham, Trafford, United Kingdom Myerson Limited Full time

    Job Title: Management AccountantAbout the Role:We are seeking a highly skilled Management Accountant to join our Finance Team at Myerson Limited, a Top 200 UK Law Firm. As a Management Accountant, you will play a key role in providing financial analysis and planning to support business decisions.About the Firm:Myerson Limited is a Top Tier law firm,...


  • Altrincham, Trafford, United Kingdom Tribal Tech Limited Full time

    Job Title: Financial Reporting SpecialistLocation: UKSalary: £45,000 - £50,000 per annumJob Overview:A leading FMCG organisation based in the UK are seeking a highly skilled and commercially minded Financial Reporting Specialist to join their finance team.This is an exciting opportunity for a dynamic finance professional to take on a key role in driving...


  • Altrincham, Trafford, United Kingdom Tribal Tech Limited Full time

    Job Title: Financial Reporting SpecialistLocation: UKSalary: £45,000 - £50,000 per annumJob Overview:A leading FMCG organisation based in the UK is seeking a highly skilled and commercially minded Financial Reporting Specialist to join their finance team. This is an exciting opportunity for a dynamic finance professional to take on a key role in driving...


  • Altrincham, Trafford, United Kingdom Michael Page Finance Full time

    We are seeking a skilled and dedicated Audit & Accounts Senior to join our team at Michael Page Finance. The successful candidate will be responsible for overseeing a portfolio of clients, ensuring their audit and accounting needs are met.Key Responsibilities:Manage and deliver audit engagements from planning through to completion.Prepare and review...


  • Altrincham, Trafford, United Kingdom Hardy Booth Recruitment Full time

    As a Financial Administrator with Hardy Booth Recruitment, you will be responsible for providing administrative support to the finance team in Altrincham.Key Responsibilities:Financial data entry and managementPreparation of financial reports and statementsAssistance with financial planning and budgetingAdministration of employee benefits and...


  • Altrincham, Trafford, United Kingdom Halecroft Recruitment Full time

    Halecroft Recruitment is proud to be working on behalf of an award-winning Chartered UK Financial Planning and Wealth Management Firm to appoint a Senior Financial Consultant in Cheshire.This is an exceptional opportunity to build and maintain client relationships, deliver high-quality, tailored advice to High Net Worth Individuals with full back-office...


  • Altrincham, Trafford, United Kingdom Taylor James Professional Recruitment Full time

    Job Title: Paraplanning ManagerOur client, a prestigious firm of financial planners in south Manchester, are seeking an experienced Paraplanning Manager to join their team on a permanent basis.The ideal candidate will have a solid background in paraplanning, with experience in managing a team and implementing process improvements.Key responsibilities will...


  • Altrincham, Trafford, United Kingdom Dandara Living Full time

    At Dandara Living, we are seeking a Senior Financial Leader to form a key part of our regional management team, supporting the business in delivering on our ambitious business plan. The role will oversee the regional finance function and manage a small team, assisting in the implementation and development of our BTR IT module within our main ERP system...


  • Altrincham, Trafford, United Kingdom Michael Page (UK) Full time

    About Our ClientMichael Page (UK) is proud to partner with a well-established firm in the professional services industry based in Altrincham.Job DescriptionWe are seeking a Senior Audit and Accounting Professional to oversee a portfolio of 8 audit clients and manage general accounts responsibilities.Key ResponsibilitiesManage and deliver audit engagements...


  • Altrincham, Trafford, United Kingdom Zachary Daniels Full time

    Exciting Opportunity for a Chief Financial Strategist to Join Our Client's Team in AltrinchamAbout the CompanyZachary Daniels Finance is proud to be partnering with this rapidly growing PE backed international business. As an exclusive recruitment partner, we are seeking a highly skilled and experienced Chief Financial Strategist to lead their finance...


  • Altrincham, Trafford, United Kingdom Law Support Ltd Full time

    We are seeking an experienced Financial Administrator to join our team at Law Support Ltd. The successful candidate will be responsible for managing the firm's financial transactions, including input and approval of CHAPS/BACS payments, credit card statement reconciliation, and bank reconciliations.The ideal candidate will have previous experience in a...


  • Altrincham, Trafford, United Kingdom Belinda Roberts Ltd Full time

    Belinda Roberts Ltd, a fast-growing e-commerce business based in the Altrincham area, is seeking an experienced Assistant Financial Controller to join their team. This newly created role is a result of the company's rapid growth and investment in the business.The ideal candidate will have a strong background in financial management, with experience in...


  • Altrincham, Trafford, United Kingdom Belinda Roberts Ltd Full time

    Financial Controller Opportunity at Belinda Roberts LtdWe are seeking a highly skilled Financial Controller to join our team at Belinda Roberts Ltd, a fast-growing e-commerce business in the Altrincham area.Key ResponsibilitiesReconcile various financial controls across systems and bank accountsPrepare and present monthly management accountsDevelop and...