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Mitchell Hall Consulting
Liverpool
Wealth Planning Practice - IFA Administrator role My client is an IFA Wealth Management practice with a friendly but professional office environment. They are looking to augment their successful team by recruiting an experienced IFA/Wealth Management Administrator to join their Liverpool office. You'll be supporting the Financial Planners & Parap
Job Source: Mitchell Hall ConsultingMitchell Hall Consulting
Liverpool, Merseyside
Wealth Planning Practice - IFA Administrator role My client is an IFA Wealth Management practice with a friendly but professional office environment. They are looking to augment their successful team by recruiting an experienced IFA/Wealth Management Administrator to join their Liverpool office. You'll be supporting the Financial Planners & Parap
Job Source: Mitchell Hall ConsultingFerguson Dean Limited
Chester
A leading regional professional practice in Chester are looking for an a new Adviser to join their team. The practice works closely with the Private Client arm of the practice and has a solid portfolio of clients, ranging broadly from £100k to £1m. The team is presently at three, with the Head of FS tasked with growing the team in line with the dem
Job Source: Ferguson Dean LimitedFerguson Dean
Chester, England, United Kingdom
A leading regional professional practice in Chester are looking for an a new Adviser to join their team. The practice works closely with the Private Client arm of the practice and has a solid portfolio of clients, ranging broadly from £100k to £1m. The team is presently at three, with the Head of FS tasked with growing the team in line with the dem
Job Source: Ferguson DeanIDEX Consulting Ltd
liverpool, england, United Kingdom
My client is in the heart of Liverpool city centre and they are looking for an experienced Financial Planner to join their team and build and develop trusted relationships with current and potential clients. The Role: To build new client relationships and maintain and develop existing client relationships through effective ongoing service to help
Job Source: IDEX Consulting LtdFocus Search and Selection
Chester
Financial Planner Are you a dynamic, results-oriented Financial Planner looking to take your career to the next level? My client is seeking a fully qualified professional with a minimum of 5 years' experience to join their esteemed wealth management firm. Key Requirements: Fully qualified Financial Planner with a proven track record. Minimum of 5 y
Job Source: Focus Search and SelectionCameron James
St. Helens
Our client A small Fim of Financial Planner and part or a wider group. Due to on-going success require a Wealth Planning Administrator on a part-time basis for their office in St Helen's. . The Wealth Planning Administrator will be an integral asset within the team, responsible for client and team support activities providing administrative support
Job Source: Cameron JamesHays Specialist Recruitment Limited
United Kingdom
Your new company Due to impending retirement, an exceptional opportunity has arisen within a highly reputable IFA practice to service and develop an existing bank of high quality clients. With substantial assets under management, the company is continuing to grow offering excellent long term prospects. Your new role Client-facing role providing ind
Job Source: Hays Specialist Recruitment LimitedLiverpool
Glass ceilings. It's not anyone's fault. You just sometimes outgrow the firm you've joined. And it's very common amongst planners towards the start of their career. They've had an opportunity, taken it, but have soon realised that if they're going to grow, they need to move on. Which is where this firm comes in. This is the type of business that people retire from, not leave. They're the financial planning arm of a sizeable Chartered Accountancy business. They're client rich and planner poor so need an additional adviser to join the firm. That means a client book with AUM/ongoing. It means an environment with HNW clients and complex cases. It means accountancy departments to pick up leads from. With a £4m turnover and less than 10 planners, this is an opportunity to not only move up a level, but move up two. Because this is the type of firm where planners retire from, not move from. And why else click apply? It's salaried with brilliant support from a team of administrators and eight paraplanners. It's a nurturing firm where they typically recruit from within so the training is excellent. You'll get access to complex cases. Bigger fees. Greater challenges. And you'll be in an environment where having Chartered status is the norm. HERE'S WHAT YOU'LL NEED: You'll need 2+ years post-CAS financial planning experience. You'll need to be ambitious. And you'll have the capability to develop relationships in-house. It's the ability to do that which will mark out a successful and very successful planner at this business. The firm has offices in Preston, Liverpool and Manchester so you'll need to be close to one of them so that you can build rapport with the accountancy departments. But they treat people like grown ups. If they didn't, people would leave, not retire.----------------------------------------------------------------------------------------Ready to smash that ceiling? Click apply. If you don't have an up to date CV don't worry about that, we can sort that later. Everyone will get a response.
Financial Planner IFA jobs in Liverpool
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