Trainee Financial Planner
2 weeks ago
**Trainee Financial Planner**
**Location: Preston**
**Salary: £30,000 +**
**Responsibilities**:
- Technical support to our Adviser Team
- Research the most suitable product and tax wrapper
- Write suitability letter reports for investment, pension, protection and inheritance tax cases
- Respond to technical client queries relating to trusts defined benefit pensions and tax
**Skills**:
- Previous experience within a fast-paced IFA Practice
- High level of analytical capability and good communication skills
-
Financial Planner
1 week ago
Chorley, United Kingdom Perspective Financial Group Ltd Full timeWe are one of the UK’s leading financial planning and wealth management firms with over 20 local offices nationwide. Founded in 2008, we employ over 300 people including over 120 highly qualified financial planners and paraplanners. We are very client-centric and regarded as the firm that regularly sets the standard of excellence in this sector. For us,...
-
Financial Planner
1 week ago
Chorley, United Kingdom GREAT-MANS LTD Full timeJob Title: Financial PlannerSalary: Up to £70,000 + BonusAbout the Financial Planner OpportunityWe’re working with a modern, forward-thinking financial planning firm who are looking to appoint an experienced Financial Planner . This is a rare opportunity to step into a fully established client bank.If you’re looking for stability, high-quality clients,...
-
Employed Financial Planner
2 weeks ago
Chorley, United Kingdom Ortus Psr Full time**Employed Financial Planner** **Location: Preston** **Salary: £30,000 + OTE** In collaboration with a well established, impressive Independent Financial Advisory practice, I am looking to speak with Financial Planners looking for a new challenge within a friendly and professional outfit. The firm in question are looking to add an Independent Financial...
-
Independent Financial Planner
2 weeks ago
Chorley, United Kingdom IDEX Consulting Ltd Full timeI am currently looking for an experienced Independent Financial Planner to join an award-winning chartered financial planning firm in Cumbria. The role is salaried with benefits and un-capped earnings opportunity. You will receive full support from a fantastic paraplanning and Adviser support team. You will have access to new leads from their business...
-
Chorley, United Kingdom GREAT-MANS LTD Full timeA reputable financial planning firm in Chorley is seeking an experienced Financial Planner to manage an established client bank. The role offers stability and excellent career progression opportunities, backed by a collaborative leadership team. You'll deliver comprehensive financial planning, maintain high compliance standards, and build strong client...
-
Financial Planner
1 week ago
Chorley, United Kingdom Resource Matters Ltd Full timeA leading financial advisory firm is looking for a qualified Financial Planner in Chorley, United Kingdom. The role offers a competitive salary up to £80k plus uncapped quarterly and annual bonuses, with all clients provided, eliminating the need for business development. Ideal candidates should have a strong track record in their role and the legal right...
-
Financial Administrator
7 days ago
Chorley, United Kingdom Perspective Financial Group Ltd Full time**We are proud to be the UK’s best client-centric financial planning firm for both our clients and our staff. Founded in 2008 and with over 35 local offices nationwide, we employ 450 people including more than 160 highly qualified financial planners and paraplanners.** We regard financial planning as a profession, providing specialist expertise to...
-
Financial Administrator
1 day ago
Chorley, United Kingdom Perspective Financial Group Ltd Full time**We are proud to be the UK’s best client-centric financial planning firm for both our clients and our staff. Founded in 2008 and with over 35 local offices nationwide, we employ 450 people including more than 160 highly qualified financial planners and paraplanners.** We regard financial planning as a profession, providing specialist expertise to...
-
Chorley, United Kingdom Heat Recruitment Full timeA well-established financial planning firm in Chorley is seeking a motivated Trainee Paraplanner. This role offers the opportunity to start a career in paraplanning, gaining hands-on experience in producing financial planning reports. Key responsibilities include interpreting client files, conducting research, and preparing accurate reports. The ideal...
-
Employed Financial Planner
1 week ago
Chorley, United Kingdom Ortus PSR Full timeThis is an excellent opportunity at a bespoke financial planning firm, based in the heart of Chorley. Due to an extremely fruitful period of business, they are now looking to expand by adding a new member to the Financial Planning team. **The Opportunity** The opportunity here is for a Financial Adviser, with a professional and level-headed approach to...