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A fantastic opportunity to join with an experienced IFA firm who have been established for 25 years. The firms principal alone has £30m in funds under management and a renewal stream of £150,000 per year mainly working with accountants and solicitors. You will be working as a para planner to one of the owners of the firm using the first system, doi...
To provide research, technical report writing and client support for the Advisers of this well-establish consultancy practice. Typical duties will include: - Being the first point of contact for all technical queries - Delivering and exceptional client experience - Assisting with the research of products, technical analysis and prepar...
Our client prides themselves on there independence as they are not tied to one or a group of companies, they are able to advise from the whole market place when looking at financial planning with new or existing clients, which allows them to deliver advice and recommendation that will help achieve goals. Key Responsibilities:Produce suitabili...
The role: One of the most widely respected firms of independent financial advisers in the region, are looking for an experienced and focused individual to join as part of their expanding team. You will be supporting Independent Financial Advisers, by producing a range of materials supported by detailed research and knowledge of providing financia...
Organisation Description:Our client is a highly successful firm of IFAs, based Manchester City centre, seeking to recruit an additional Paraplanner. This is a medium sized firm of Advisors with a solid client base, made up of predominately HNW clients.Job Description:You will provide a full paraplanning service on a 1:1 basis with an IFA in...