Financial Planner

A leading financial advisory firm in Bolton le Sands is seeking a qualified Financial Planner. The role offers up to £80k plus package and uncapped quarterly bonuses, with clients provided—allowing advisors to focus on delivering holistic financial advice without the need for business development. This opportunity includes extensive support from the firm...

**Financial Advisor - ALL CLIENTS PROVIDED - Manchester/ Bolton - Salary £40-45K (2.5X Validation plus 60% Fee split thereafter) Plus benefits** MBF are currently working with one of our trusted clients, a well established firm of Financial Advisors based in Bolton, who are looking to recruit an additional Financial Advisor to service an existing book of...

To be considered for this role you must apply via the following linkROLE OVERVIEW:This is a structured two-year development role designed for individuals' aspiring to become Financial Planners.As an Assistant Financial Planner, you will work closely with a Senior Financial Planner/ Business Owner, supporting them in day-to-day client interactions, technical...

BWD are working exclusively with a leading advisory business that have a refreshing and relaxed culture, they also distance themselves from hard sales targets. Offering the opportunity to work with HNW clients, our client offers one of the most attractive packages in the marketplace in a model that offers overall earnings as basic salary. You will work...

The role of the Financial Administrator is to support and ensure the smooth running of the business by providing first class client care for clients and performing general administration duties. Reports to: Senior Financial Administrator / Company Directors We do expect the applicant to have relevant experience working as an administrator within the...

A leading IFA practice in Bolton are looking for an Adviser to join their business. Working closely with a local accountancy practice, you will primarily be responsible for Private Client advice to clients in the £250k to £5m space, but with no upper limits.All paraplanning and administrative support will be provided. Role will include: 1. Portfolio...

. We are currently looking to recruit a Co-ordinator for our depot in Bolton. The purpose of this role is to Pre plan and book work and servicing for our engineers within Marshall Fleet Solutions (MFS), this will include arranging re attendance to fit parts or arranging for our customers to come to our sites for repair. **Responsibilities**: - Manage the...

Job OverviewWe are seeking a motivated and detail-oriented Junior Paraplanner to join our dynamic financial services team. The ideal candidate will support financial planners by preparing comprehensive reports, conducting analysis, and assisting with client communications. This role is perfect for individuals looking to develop their skills in financial...

. An excellent opportunity has arisen to join our team at our Bolton depot for an Administrator. ***Purpose of the position** **To ensure the most efficient and highest possible standard of internal, external customer service and making sure all regional administration procedures are completed within the relevant timescales. Work as part of the team to...

. An excellent opportunity has arisen to join our team at our Bolton depot for an Administrator. Purpose of the position To ensure the most efficient and highest possible standard of internal, external customer service and making sure all regional administration procedures are completed within the relevant timescales. Work as part of the team to maintain,...