Financial Adviser jobs in Warrington
View similar jobs with this employerNJR RecruitmentKnutsford- " Extensive diary management and booking appointments / conferences / networking events.
- " Liaising with and updating HNW individuals.
Mortgage & Protection Adviser - CeMAP Qualified Essential
Urgently neededFirst Mortgage4.1Stockport SK1 3UATypically responds within 1 day- Your ability to assess client needs, cross sell financial products and offer tailored financial advice will be essential in building strong relationships and…
- First Equitable5.0Hybrid work in Liverpool
- As an Independent Financial Adviser, you’ll offer bespoke, ethical financial advice across a broad range of services, helping clients secure their financial…
- Venmores -RightclickfinanceLiverpool L18 1LN
- Assess clients' financial situations and determine suitable mortgage products based on their needs.
- Strong numerical skills with a solid foundation in basic…
- Foresters FinancialWarrington·
- Understanding of the financial services and products we provide.
- Utilising your exceptional sales experience, you will help families and individuals reach their…
- View all Foresters Financial jobs - Warrington jobs - Financial Advisor jobs in Warrington
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View similar jobs with this employerBristol-Myers Squibb4.1Hybrid work in Chester- Understanding of accounting provisions, accounting principles, statutory audit and disclosure requirements of financial statements in at least one jurisdiction…
View similar jobs with this employerBristol-Myers Squibb4.1Hybrid work in Chester- Proficient in accounting provisions, accounting principles, audit and disclosure requirements of financial statements.
- Understanding of US GAAP an advantage .
- Jigsaw FinancialWarrington·
- Candidates will be selling a range of Financial Services products to both new and existing customers, Full financial service product training will be given,…
- Vale Insurance Services LimitedAltrincham WA14 1PFTypically responds within 1 day
- Vale Insurance Services Ltd are looking to hire a highly experienced IFA Administrator.*.
- Somebody whose level of industry knowledge and experience will be a…
View similar jobs with this employerHug AgencyAltrincham- Our clients are passionate about helping individuals and families secure their financial future.
- Earning Potential: Competitive commission structure + bonuses (…
View similar jobs with this employerPrestige Recruitment Group4.2Manchester M1- Build and nurture strong client relationships to help them achieve their financial goals.
- Provide expert financial advice on pensions, investments, and wealth…
Paraplanner
NewMattimore Wealth and WellbeingHybrid work in Crewe CW4 7DE- Strong understanding of financial services and financial planning concepts.
- The ideal candidate will support advisers by preparing comprehensive financial plans…
Account Manager - SSAS Pensions
Urgently neededWhitehall Group (UK) LimitedRamsbottom- Key duties within this position are the building and maintaining of relationships with both clients and financial advisers and acting as designated point of…
- LJW Recruitment Solutions5.0Manchester
- Working collaboratively with accountants, private banks, financial advisers, and investment managers to provide holistic, tailored advice.
- Prestige Recruitment Group4.2Knutsford
- Engage with financial advisers and solicitors to introduce the business.
- Confident in engaging with professional audiences, including financial advisers and…
Job Post Details
Financial Adviser Support - job post
Job details
Pay
- £28,000 - £33,000 a year
Job type
- Permanent
- Full-time
Location
Full job description
Financial Adviser Support (SJP Practice)
28,000 - 33,000
Central Knutsford
*To be considered for this role, Candidates will offer experience of working for a Partner Practice of St James Place *
An Experienced Candidate is required to work for our Clients, a respected and growing firm of Financial Advisers who form part of one of the largest firms of Wealth Managers in the UK. Our Client offers first class training and support and ongoing career development and now require someone to work in an incredibly busy role supporting the Financial Planners. It is essential that those applying for the role can demonstrate capability of working in a changing and fast paced environment, whilst managing and liaising a client bank of High Net Worth Individuals.
Daily duties will consist of;
" Extensive diary management and booking appointments / conferences / networking events
" Liaising with and updating HNW individuals
" Sending LOA's to client for signature
" Processing new business applications
" Preparing Client valuations & illustrations
" Dealing with annual review process -
o Organising
o Preparing pre-meeting paperwork
o Sending LOA's and requests for information to providers
Candidates coming from a Financial Services background and those offering knowledge of Pensions & Investments would be of benefit, but this is not essential however a professional services background is. As mentioned above, the ability to work in a fast paced and pressurised team environment is imperative.
NJR 15639
#FIN
Job Types: Full-time, Permanent
Pay: £28,000.00-£33,000.00 per year
Work Location: In person
Reference ID: NJR 15639