Current jobs related to Paraplanner / Senior Financial Planning - Altrincham - ST Resourcing Ltd

  • Financial Services Administrator

    2 days ago

    Altrincham, United Kingdom Brookfield Financial Planning Full time

    We are looking for an additional IFA administrator/ Accounts Assistant to join our small team and support our Financial Advisers and Paraplanners. This role would suit somebody with financial services experiences or individuals who are interested in moving into the financial services industry. Duties will include but will not be limited to; - Reconciling...

  • Senior Paraplanner

    2 weeks ago

    Altrincham, United Kingdom Exchange Street Financial Services Full time

    **Fancy being a role model?** It sounds a big claim. But throughout your working life there are people you've worked with who have had a huge impact on you. People who have led by example. People who have taught you so many positive things. This Altrincham business needs a role model for their paraplanning team. You'll join an existing team of five...

  • Paraplanner

    3 weeks ago

    Altrincham, United Kingdom Eden Rose Full time

    Paraplanner – National Wealth Management FirmLocation: Altrincham | Salary: £35, 000 - £50,000 + excellent benefitsOur client is a multi-award-winning Wealth Management firm. They provide expert, holistic financial planning and investment advice to a wide range of private clients, combining technical excellence with a personal, client-focused approach.As...

  • Financial Planning Administrator

    4 days ago

    Altrincham, United Kingdom Exchange Street Claims & Financial Services Full time

    The world has changed. But not everyone wanted it to. Lots of people enjoy working in an office environment and can't work comfortably at home. They enjoy collaborating. They enjoy the friendships that collaboration affords. They enjoy being in a different space. This business is full of people who think the same. They enjoy their work because it's not a...

  • Trainee Paraplanner

    2 days ago

    Altrincham, United Kingdom mbf. Full time

    **Trainee Paraplanner - Altrincham - Salary up to £23,500 (Potentially negotiable) plus company benefits** MBF. are currently working with a firm of Financial Planners based in Altrincham to help them recruit a Trainee Paraplanner for their growing team. The company are well established, with several offices across the North-West, a solid base of HNW...

  • Paraplanner

    1 week ago

    Altrincham, United Kingdom ST Resourcing Ltd Full time

    An Independent Financial Advisory firm in the Altrincham are seeking an additional Paraplanner following the promotion of one of their Paraplanners to a Financial Planner. This role could see you taking the same journey. Salary up to £40,000 plus excellentbenefits, this is flexible for the right person. The main purpose of this role is to provide an...

  • Financial Planning Analyst

    2 days ago

    Altrincham, United Kingdom Zachary Daniels Full time

    Director - Finance at Zachary Daniels | Recruiting in FinanceSenior FP&A Analyst | Altrincham (3 days in, 2 remote) | £55,000 - £65,000, plus bonus, double pension, 25 days hol, staff disc, fantastic working environment and career development opportunities, Staff discounts | Retail, e-commerce, consumer and wholesaleDo you want to work with one of the...

  • Customer Service Administrator and Cashier

    2 weeks ago

    Altrincham, United Kingdom Now Financial Planning Full time

    **Job Overview** This is a full-time role that will provide Administration support to NOW Financial Planning along with Cashier duties. Previous experience within a customer facing role would be preferable as the role will include dealing with members of the public. **Key Duties and Responsibilities**: **Cashier Duties**: - Greet Customers and Clients in a...

  • Junior Adviser

    3 weeks ago

    Altrincham, Greater Manchester, United Kingdom Hays Full time

    Your new company Due to continued growth, an excellent opportunity has arisen within a well-established and progressive firm of IFAs for a financial adviser. The firm has over the years established a number of joint ventures with professional introducers to provide their clients with financial planning. A new opportunity has now arisen for an adviser to work...

  • Client Relationship Manager

    6 days ago

    Altrincham, United Kingdom Palatine Talent Full time

    1 day ago Be among the first 25 applicants This range is provided by Palatine Talent. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range Direct message the job poster from Palatine Talent Founder & Managing Director @ Palatine Talent | Customer-centric recruitment solutions founded upon...

Paraplanner / Senior Financial Planning

2 weeks ago

Altrincham, United Kingdom ST Resourcing Ltd Full time

An experienced Financial Planning Administrator is required by a well-respected wealth management firm based in Altrincham. Salary up to £28,000 plus excellent benefits, this is flexible for the right person.

This is a key role in the firm and could see you develop your career and become Financial Planner with the firm.

The role will see you provide full administration support to the Financial Planners, the ultimate aim of this role is to provide paraplanning to them so it would be a great role who wishes to develop their experience.
- Be working towards or hold the diploma in financial planning, level 4
- At least two years industry experience
- Awareness of Defaqto research tools