Financial Adviser jobs in Whaley Bridge
- Recruit Wealth LtdRochdale
- Protection and financial security planning.
- We are keen to speak with experienced advisers who have a proven track record within financial planning, with a CV…
- Jane Deane Recruitment LimitedLymm WA13 9SD
- On-site parking
- Diploma in financial planning as a minimum.
- Offer personalised advice and support tailored to client requirements, ensuring high standards of service delivery.
- Eventus Recruitment GroupKnutsford WA16
- Researching financial products and constructing financial planning solutions.
- Supporting advisers and colleagues on documentation quality and standards.
- View all Eventus Recruitment Group jobs - Knutsford jobs
- Salary Search: Paraplanner salaries in Knutsford
- Eventus Recruitment GroupManchester M3
- This is a permanent, full-time role that is mostly home-based, three to four days from home with the option of office-based working in Manchester or any of the…
- Eventus Recruitment GroupSalford M50
- Proven experience delivering regulated holistic financial advice.
- Delivering holistic, regulated financial planning advice to clients affected by life-changing…
- View all Eventus Recruitment Group jobs - Salford jobs
- Salary Search: Financial Planner salaries in Salford
Investment Consultant
Multiple openingsBaron & CabotManchester- Annual leave
- Relocation assistance
- Property Investment Consultant -_ Package_ & Bonus.
- 2% commission split on the Gross Development Value (GDV) (OTEs of £153,000 per year).
- Eventus Recruitment GroupKnutsford WA16
- Free parking
- Company pension
- On-site parking
- At least five years in a paraplanning role at a financial planning organisation.
- Level 4 Diploma qualified in financial planning, with Chartered status or…
View similar jobs with this employerParaplanner
NewEventus Recruitment GroupAltrincham WA14- Company pension
- An organised approach to managing a caseload alongside two advisers.
- Working directly with the advisers on live cases rather than through a work queue.
- RWinvestManchester
- Company pension
- Company events
- Cycle to work scheme
- Our best performers have come from a wide range of industries, such as travel, financial services, car sales, recruitment, media sales etc.
View similar jobs with this employerNJR RecruitmentSheffield- Free parking
- Private medical insurance
- Study support towards CII Diploma.
- 23 days holiday + bank holidays.
- To provide efficient administrative support to a number of IFA's.
- Barker Munro Recruitment LimitedManchester M2 5WD
- Sick pay
- Life insurance
- Private dental insurance
- Company pension
- Private medical insurance
- Work from home
- Represent the business on larger, complex Mid Market and Mid Corporate risks.
- Negotiate coverage, wordings and pricing alongside Trading Underwriters.
- Barker Munro Recruitment LimitedManchester M2 5WD
- Sick pay
- Life insurance
- Private dental insurance
- Company pension
- Private medical insurance
- Work from home
- Represent the business on larger, complex Mid Market and Mid Corporate risks.
- Negotiate coverage, wordings and pricing alongside Trading Underwriters.
- NJR RecruitmentSheffield
- Company pension
- Supporting financial advisers in client meetings and preparing for reviews.
- Assisting with research, reports, and financial recommendations.
- Jane Deane Recruitment LimitedManchester M2 1DA
- Flexitime
- Childcare
- Life insurance
- Company pension
- Private medical insurance
- Work from home
- Working directly and effectively with paraplanners to resolve queries when adviser is not available.
- Accurate and timely updates to work log Provide updates…
Paraplanner
NewGrove Talent SolutionsCrewe- Annual leave
- Sick pay
- Life insurance
- Company pension
- Work from home
- Produce comprehensive, compliant financial planning reports for advisers to present to clients.
- The successful candidate will play a key role in supporting…
- NJR RecruitmentManchester
- Company pension
- Work from home
- In addition to excellent career progression - with fantastic opportunities for promotion - training and support, you will also have the exciting opportunity to…
Job Post Details
Financial Planner - job post
Job details
Pay
- £65,000 - £100,000 a year
Job type
- Permanent
- Full-time
Location
Full job description
Recruit Wealth are delighted to be representing one of the UK’s fastest-growing national Financial Planning names, currently undergoing an exciting period of private equity–backed expansion and strategic acquisition.
This highly regarded business offers a truly holistic client proposition, combining financial planning, wealth management, investment management and professional services to deliver exceptional outcomes for private clients across the UK.
Due to continued growth, an outstanding opportunity has arisen for an experienced Financial Planner to join their Rochdale regional office, one of over 70+ offices nationwide.
The Opportunity
This is a highly attractive advisory opportunity where you will inherit an established client base (through succession planning), while also benefiting from internal referral streams and the opportunity to build further relationships and new business.
Further details around inherited households, assets under management (AUM), average client size and ongoing advice fees will be discussed during the application process, however this will be highly attractive to a quality planner, seeking their next long-term move.
You will deliver holistic financial planning advice across:
- Pensions and retirement planning
- Investments and wealth management
- Protection and financial security planning
All within a market-leading, whole of market, independent advice framework that places long-term client outcomes at the centre of everything they do.
What Makes This Business Different
Our client is widely recognised as one of the largest and most respected names in the UK financial planning sector. The business has built an outstanding reputation through its transparent charging structure, client-first philosophy and award-winning advisory service.
With significant financial backing and ambitious growth plans, this is an excellent opportunity to join a firm that combines stability, scale and long-term career opportunity.
Support & Infrastructure
Advisers are supported by a highly experienced and established office team, allowing you to focus on what you do best, building relationships and delivering exceptional advice.
You will benefit from:
- Full in-house Paraplanning and Administrative support
- Established regional and national support teams
- Strong internal referral channels
- A collaborative culture across a national network of offices
We are keen to speak with experienced advisers who have a proven track record within financial planning, with a CV to evidence this.
Ideally you will have:
- At least several years’ Financial Planning/Wealth Advisory experience
- Competent Adviser Status (CAS)
- Statement of Professional Standing (SPS)
- FCA registration
- Minimum Level 4 Diploma in Financial Planning and continuing to study further
- A demonstrable track record advising private clients on pensions, investments and protection
Package & Benefits
This is an employed position, offering an excellent overall package, including:
- Competitive base salary
- Attractive bonus structure linked to new business/initial fees & on-going advice
- Long standing, inherited client relationships, through acquisition and succession planning
- Full support infrastructure with incentives for senior opportunities if desired
- Comprehensive company benefits package
Hybrid, home, office and flexible working is fully supported to see clients and run your diary with autonomy.
Applications will be well received by those in the Lancashire/surrounding areas to continue client contact and relationships.
Please apply to us here at Recruit Wealth for an immediate response
Pay: £65,000.00-£100,000.00 per year
Work Location: Hybrid remote in Rochdale