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Date: 4 days ago
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Crewe, Cheshire
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£35,000 - £40,000 per annum
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0 applications
Corporate and Wealth Management Independent Financial Adviser Macclesfield To £40,000 basic, OTE £80,000, Package negotiable With 40 years of experience this boutique Wealth Management firm has seen an outstanding level of success and is currently generating additional corporate leads at the rate of over 4 per month. You will have access to the client bank of high net worth individuals that have come f...
£21,500 - £32,500 package plus individual performance award, dependent on experience and location. At RBS, the vision of UK Retail (including the RBS and Natwest branch networks) is to become Britain’s most helpful and sustainable bank. Our people are key in helping us achieve this, which is why we place a high priority on recruiting the very best people with the right skills, experience and behaviours. Our mortgage ...
One of the UK`s leading providers of skilled technical resource supporting the regulatory environment are offering fantastic contract opportunities within the financial services industry for UK Graduates to undertake Technical Administration roles for an important client in Chester. The rate on offer is £120-£125 per day for a period of 12-18 months. As a Customer Service Administrator you will: - Data gather and analy...
Our client is one of the Top 100 advisors in the UK and as a result of continued expansion currently require several qualifed IFA's to join their expanding team. Dealing with a full range of products including Investments, Pensions, Protection and Mortgages on a fully independent basis their consultants have access to all of the tools required to ensure the futures of their clients are secure and prosperous. The ideal candidate w...
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Date: 2 days ago
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Crewe, Cheshire
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£30,000 - £34,000 per annum
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0 applications
Financial Planner - North West- £30k - £34k Basic + Bonus & Benefits. A Fantastic opportunity has arisen within a successful Financial Services firm based in Cheshire Your role will be to provide holistic financial planning advice to the firms clients. Also you will be looking develop new business. In return you will be provided with access to a large client bank and have the freedom to manage your own d...
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Date: 2 days ago
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Crewe, Cheshire
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£20,000 - £24,000 per annum
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0 applications
Paraplanner - Cheshire - Salary £20,000 - £24,000 Wealth Management company dealing with ultra high net worth individuals who are looking to increase the size of their paraplanning team due business growth. The ideal candidate will have as a minimum 2 years experience within a paraplanning capacity. FPC is the minimum standard and they would be looking for an individual who has the ambition to obtain the Diploma...
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Date: 16 May
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Nantwich, Cheshire
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£50,000 - £150,000 per annum, negotiable, OTE
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6 applications
Our client is an expanding, ambitious and extremely successful Chartered Financial Planning practice based in Cheshire with £77m funds under management. Having acquired two HNW client banks and with a current adviser due to retire at the end of the year, the firm is seeking to grow their advisory team to cope with demand for their services. The company is therefore in the envious position of being able to provide their existing ...
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Date: 2 May
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Crewe, Cheshire
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£35,000 - £45,000 per annum, OTE
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2 applications
My client is a leading Regional IFA Practice in Cheshire, who are looking to secure an Employed Independent Financial Adviser, to work out their Office near Crewe... From day 1, you'll enjoy a competitive Basic Salary Package (i.e. the base salary alone is negotiable and could be in the 20's or 30's dependent on various factors), with an achievable Bonus Scheme on top, creating a strong on target earnings (OTE). Furthermore, my ...
Leading Accountancy Wealth Management IFA Practice, in the Newcastle-under-Lyme area, are looking to augment their technical team, through securing the services of an experienced Paraplanner... From day 1, you'll enjoy an excellent working environment, a dynamic team to work with, dealing with HNW clients, their Portfolios and fairly complex financial planning issues. You will be dealing with all aspects of report writing, technical a...
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Date: 14 April
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Crewe, Cheshire
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£35,000 - £100,000 per annum, OTE
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0 applications
Network members - what good is a high split/low cost option if you aren’t seeing enough clients? If you are struggling to see enough clients then you need to speak to us. Our client is one of the UK’s leading large IFA firms that has consistently won awards and can guarantee new appointments for its advisers, whilst providing them with an autonomous grown up environment, excellent support and technology, and the chance to create true...
The jobholder is expected to meet customer needs with particular emphasis on the protection, pension, investment and general insurance products available through our Client's branch network. In proactively developing and strengthening customer relationships, the jobholder will generate new business in line with Best place to Bank principles. Key responsibilities will include: - Achieving personal and team’s sales...
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Date: 5 August 2011
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Crewe, Cheshire
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£20,000 - £28,000 per annum
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25 applications
Paraplanner - £20k-£28k - Crewe. Established IFA practice based in Crewe require a Paraplanner to join successful team. Your will be specialising with investments and working with ISA,PEPS,Unit Trusts and Bonds. Your duties will be to attend client meetings, prepare reports for clients, carry out research into products and specific funds, prepare suitability letters and liaise with clients and insurance companies. Thi...
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Date: 5 August 2011
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Crewe, Cheshire
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£15,000 - £18,000 per annum
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57 applications
IFA Administrator - Cheshire - £15k-£18k. IFA practice based near Crewe require an IFA Administrator to join the support team and work with the Advisors and Director. The reason for the vacancy is due to rapid expansion within the business. Your role will be to work with the support team in assisting the IFA's and Director with client queries, preparing valuations and reports and process new business administration for...
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Date: 18 March 2011
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Crewe, Cheshire
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£20,000 - £25,000 per annum
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17 applications
Paraplanner - £20k-£25k - Crewe Established IFA practice based near Crewe require a Paraplanner to join successful team. Your will be specialising with investments and working with ISA,PEPS,Unit Trusts and Bonds. Your duties will be to attend client meetings, prepare reports for clients, carry out research into products and specific funds, prepare suitability letters and liaise with clients and insurance companies. Th...
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Date: 18 March 2011
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Crewe, Cheshire
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£15,000 - £18,000 per annum
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36 applications
IFA Administrator - Cheshire - £15k-£18k. IFA practice based near Crewe require an IFA Administrator to join the support team and work with the Advisors and Director. The reason for the vacancy is due to rapid expansion within the business. Your role will be to work with the support team in assisting the IFA's and Director with client queries, preparing valuations and reports and process new business administration for...
Our client, a prestigious national financial services firm is looking to recruit an experienced, outgoing and enthusiastic Financial Planning Executive/ Paraplanner to join their established team. Working as part of a fast moving team, you will provide assistance to Fee Earners / Assistant Mangers. Responsibilities will include, processing new business, researching product details and technical issues to provide the fee earners with appropr...
Our client, a national financial services company is looking to recruit an ambitious, articulate and efficient Senior Administrator/PA. Reporting to the Partners, you will be responsible for managing the Front of House / Reception, processing new business, compliance awareness, produce and maintain daily and monthly figures for Management Team, using Microsoft Word, Excel and Powerpoint, in addition to diary management, organising tra...
Our client is national financial services company with over 30 years experience. They have a team of six financial advisors and a support team of eight staff. They are currently looking to recruit an experienced Paraplanner for their Cheshire office. Key Responsibilities Include: Product research with particular emphasis on investment business Drafting of investment reports on behalf of, and under the direction of the ad...
A busy IFA firm are looking for a paraplanner to assist two IFA partners. The role will involve a variety of tasks; including writing comprehensive suitability reports, researching and providing quotations. A good communicator who is technically minded is required to deal with clients, providers and IFA's. Ideally the candidate will be working towards the diploma is financial services (or equivalent) with experience working in a paraplannin...
