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Are you looking for a new opportunity? – Search over!

View a selection of current jobs within Financial Planning

Please note this is only a selection of vacancies we are currently handling within Financial Planning.  If you are looking for a new opportunity in this area get ahead of the pack by making an appointment to discuss your options with one of our consultants. To get in touch, call us now on 0161 973 0133 or email your contact details to diana@threesixtyselection.com

 

Financial Planning Administrator     £18,000 – £25,000     Stafford       Ref: 896

Award winning Financial Planning and Private Ultra High Net Worth Investment firm, currently with 15 employees are recruiting for a Financial Planning Administrator.  A large number of this prestigious firms clients reside in London.. …View more details

Financial Planner     £30,000 – £50,000     Alderley Edge         Ref: 702

Modern boutique Wealth Management practice who provide whole of market financial advice across retirement planning, investments and protection are looking for a polished, professional individual with experience of giving advice to join the business. …View more details

Technical Consultant (IFA)      £25,000 – £30,000     Altrincham         Ref: 891

Chartered award winning Financial Planning firm with over 70 employees across 3 offices, the Altrincham office are currently recruiting for Technical Consultants.  There is a clear progression path for those that want to move on from a Technical Consultant role to an advisory role once Chartered. View more details

Paraplanner (FT/PT)      £22,000 – £25,000     Northwich         Ref: 874

An excellent opportunity has arisen for a professional and adaptable Paraplanner within a small friendly family-run Wealth Management company. This position is based within a Practice of a highly respected FTSE 100 Wealth Management Company…View more details

Compliance Assistant      £22,000 – £26,000      Manchester         Ref: 869

Opportunity for an individual to join a small but highly experienced Manchester team in the position of a Compliance Assistant.

The role will involve working closely with the Compliance Officer and the rest of the team to ensure that the firm fulfils its regulatory requirements and pro-actively works to achieve the highest professional standard…View more details

Client Services Administrator      £19,000 – £21,000      Crewe         Ref: 864

  • Managing Intelliflo tasks
  • Ensuring adviser is fully prepared for meeting, update client records, preparing client portfolios reports and income statements.
  • Maintaining records of client reviews so that monthly MI can be produced, notify adviser of clients to be seen.. View more details

Trainee Paraplanner      £Negotiable      Cheadle         Ref: 859

Administrator/Trainee/Paraplanner required to provide an effective and efficient administration service to the highly qualified and experienced Advisers and to Head Office… View more details

Trainee Paraplanner      £22,000 – £25,000      Lymm         Ref: 855

An exciting opportunity for a Trainee Paraplanner to join a dynamic team of well established Independent Financial Advisers in Lymm, Cheshire.

A highly successful and innovative firm of Independent Financial Advisers with a reputation for providing unique financial solutions to High Net Worth individuals and businesses across the whole of the UK… View more details

Paraplanner      £25,000 – £35,000       Knutsford         Ref: 854

Established in 2009, with the aim to provide a unique and modern approach to financial planning for high net worth Individuals and the employee benefit market, now managing over £200m of assets for clients and awarded Chartered status from the Chartered Insurance Institute in 2013, showing their commitment to high levels of standards and professionalism…....View more details

Technical Services Consultant      £35,000 – £40,000    South Manchester   Ref: 853

AIM listed UK wide Company, with a number of different groups across the business, including a Top 50 Directly Authorised IFA, a Mortgage Group, an Employee Benifits Group and a Wrap company require a File Reviewer for their Compliance function, which provides specialist advice to around 350 firms UK wide, predominantly Small to Medium Directly Authorised IFA offices…...View more details

Paraplanner         £27,000 – £34,000      Chorley         Ref: 843

This is a professional position within a Chartered practice that supports Independent Financial Advisers directly in servicing existing and potential clients.

This involves working alongside 7 fellow paraplanners, a group of nominated Independent Financial Advisers, their administration assistants and in house compliance team…..View more details

IFA Administrator         £20,000 – £24,000      Knowsley         Ref: 842

Independent Financial Advice firm who provide advice across the whole a spectrum of financial planning to private clients, business owners and corporate bodies.The firm currently require an administator to support the advisers and a paraplanner in the administration of selling Pensions, Investments, Personal and business protections, IHTP...View more details

Financial Adviser         £30,000 – £40,000      Altrincham         Ref: 841

Professional, forward thinking Wealth Management practice who provide whole of market financial advice across retirement planning, investments and protection are looking for a polished, professional individual with some experience of giving advice to clients….....View more details

Client Services Manager         £20,000 – £25,000      Ellesmere Port         Ref: 838

Directly Authorised and established in 1998, this practice has a total of 7 staff, with an average 10/15 years service at the business, the employees describe their employer as a caring firm…..…..View more details

Adviser Support                £20,000 – £24,000          Chorley               Ref: 744

Award winning Chartered IFA firm with over 20 highly qualified advisers who look after the investment, pension, protection, mortgage and estate planning requirements of more than six thousand personal and professional clients throughout the UK…..…..View more details

Paraplanner                 £25,000 – £32,000          Hale                Ref: 769

Client service and satisfaction is key to the firm and who aim to combine traditional service values with forward thinking innovative solutions to provide the best results. The firm offer a broad range of financial services advice, including cash flow modelling along with their own investment propostion….…..View more details

Part Time IFA Administrator     £22,000 – £25,000           Sale       Ref: 798

Small, long established IFA require solid administrator to come in 3, 4 or 5 days per week to assist the 3 advisers, and support staff. The technical Paraplanning in outsourced, and you will be expected to assist with all of the admisistration around the sales process...…..View more details

Client Support     £22,000 – £23,000           Altrincham        Ref: 797

Award winning, chartered, medium size Financial Planning practice who specialise in financial planning for high net worth and professional sports players..…..View more details

Paraplanner     £25,000 – £35,000 plus Bonus     Liverpool        Ref: 796

Due to a current merger, an established Liverpool IFA firm are currently seeking an experienced Paraplanner to work closely with two Financial Planners in a specialist sports practice..…..View more details

Paraplanner     £30,000 – £36,000 plus Bonus     New Mills         Ref: 794

Boutique Financial Life Planning firm currently seeking an experienced Paraplanner to work closely with two Financial Planners and the Technical Team.…..View more details

Paraplanner   £25,000 – £32,000            Hale          Ref: 769

The firm offer a broad range of financial services advice, including cash flow modelling along with their own investment propostion. Client needs may be straightforward or be more complex, therefore total commitment to fully understanding clients’ aims and ambitions is essential….View more details

Paraplanner   £25,000 – £32,000            St. Helens          Ref: 772

This is a fantastic position for an experienced paraplanner to join a small well established, growing firm that can offer genuine career development by having such a broad proposition on offer.

You will part of a technical team and be actively involved in the back-office process as a key member of the back office team…..View more details

IFA Administrator   £20,000 – £24,000            Altrincham          Ref: 770

This well renowned firm is owned by a large private equity firm which owns a growing number of advisory firms in the US, Canada and Australia. This being the first business to be acquired outside of the US in 2008, selected based on thier ethos of building long term service-focused relationships with clients……View more details

IFA Administrator   £18,000 – £23,000             Bury             Ref: 764

Established in 2001 our client are an Independent Financial Advisory Firm based in Bury, 9 miles north of Manchester between Bolton and Rochdale. Close to the M66, M60 and M62 motorway network…..View more details

Paraplanner   £28,000 – £35,000             Stockport             Ref: 668

With very close relationships with over 30 local accountancy practices, this financial planning arm of the group provide independent advice to a whole spectrum of individual and corporate clients….View more details

IFA Administrator   £20,000 – £25,000      Macclesfield      Ref: 754

Based in the heart of Macclesfield, long-established leading Independent Financial Advice firm predominantly servicing clients in Cheshire, Derbyshire and Staffordshire, but also across the UK.

Offering Independent Financial Advice for over 40 years, to individuals, medical professionals, businesses and their employees….View more details

Adviser Support Officer £20,000 – £23,000      Stockport      Ref: 742

Hight Net Worth City Centre Practice require a further administrator for their team.  Currently there are three advisers, all of whom have been with the business for many years, the latest joining the firm in 2002.  There are 5 support staff, 3 paraplanners a PA and an office manager.  The business is looking to compliment this with a further Adviser Support team member…View more details

Adviser Support      £20,000 – £23,000      Manchester      Ref: 737

Hight Net Worth City Centre Practice require a further administrator for their team.  Currently there are three advisers, all of whom have been with the business for many years, the latest joining the firm in 2002.  There are 5 support staff, 3 paraplanners a PA and an office manager.  The business is looking to compliment this with a further Adviser Support team member…View more details

Financial Planning Assistant     £25,000 – £27,000       Altrincham         Ref: 730

Financial Planning Assistant required for Chartered IFA firm with approximately 75 staff of which around 15 are currently in the PA team. The PA’s are all working towards the Diploma and beyond. Each PA will work in conjunction with the Advisers and their Paraplanner. The Paraplanners tend to be office-based with minimal client contact. Whereas the PA is very client facing and deals with client enquries, escalating where appropriate...View more details

Corporate Schemes Administrator     £24,000 – £26,000       Altrincham         Ref: 727

Award winning Chartered Financial Planning firm, part of a Group with expertise in insurance, mortgages and financial planning for individuals, companies and sports professionals. The Corporate Scheme Administrator is responsible for the production of due diligence on products, providers and funds in line with company policy and high quality advice and supporting suitability reports for sales consultants….. View more details

Technical Support Analyst           £33,000 – £40,000         Altrincham           Ref: 726

Award winning Chartered Financial Planning firm, part of a Group with expertise in insurance, mortgages and financial planning for individuals, companies and sports professionals. The Technical Support Analyst is responsible for the production of due diligence on products, providers and funds in line with company policy and high quality advice and supporting suitability reports for sales consultants…. View more details

Technical Planner           £25,000 – £33,000              Altrincham               Ref: J647

A bonus is paid on completion of the Diploma in Financial Services and on achieving Chartered status. The firm also provide development opportunities within the paraplanning team, with the ability for staff to progress to Senior or Manager status, with the role designed more closely around their professional interests and to provide greater responsibility and recognition…. View more details

Compliance Monitoring Officer       £35,000 – £50,000     Manchester        Ref: J691

If you would like to work for a forward thinking company in a self managed environment please read further. Applications welcome from either paraplanners, or candidates with file monitoring experience.…. View more details

Paraplanner            £28,000 – £35,000              Bury               Ref: 685

This role would be ideal for an individual who would like to really fulfil their potential as a career paraplanner. In addition to the current business needs, your personal development plan will be tailored around your aspirations, you will be encouraged and supported through any industry qualifications including the advanced diploma… View more details

Trainee Paraplanner       £19,000 – £25,000       Knutsford        Ref:J -663

Established in 2009, with the aim to provide a unique and modern approach to financial planning for high net worth Individuals and the employee benefit market, now managing over £200m of assets for clients and awarded Chartered status from the Chartered Insurance Institute in 2013, showing their commitment to high levels of standards and professionalism…. View more details

Paraplanner       £28,000 – £35,000        Bury         Ref:J -695

There are currently 3 high performing advisers, 2 paraplanners and 5 admininstrative staff in this long standing IFA practice.  The firm take care of a good mixture of very wealthy private clients and businesses… View more details

Paraplanner        c£30,000             Cheadle       Ref:J – 674

The employees in this small directly authorised IFA team have 100 years combined experience in the Financial Services industry and bring their own specific talents to the mix, but first and foremost, they pride themselves on and enjoy helping other people.  Providing advice to individuals and families across Pensions, Investments, and Protection, the paraplanning team work closely with the advisors assisting in the client management, technical research and report writing…. View more details

Paraplanner/Senior Paraplanner       £25,000 – £33,000        Cheshire     Ref:J – 647

Medium sized IFA practice who specialise in Pensions and Investments for a large number of private clients are looking to recruit a further administrator for their busy team.  The successful applicant will report to the Client Services Manager and will be allocated to two financial advisers, processing new business, producing valuations, client reviews, some illustrations, cash flow modelling, preparing appointment packs for your advisers….. View more details

IFA Administrator   Competitive Salary       Bolton       Ref:J – 522

The successful candidate will join a busy, professional support team working with the advisers in the provision of financial planning advice to clients.

You will join a team of 3 Advisers, 2 paraplanners, 4 administrators and a finance support.

You will input the fact find information and documentation onto the back office system, diarise events, producing new business packs and preparation for client meetings and producing client portfolio review information and presenting this with meeting packs. Ensuring systems are fully updated to enable accurate management information and reporting, and liaising with providers and clients.. View more details

Technical Paraplanner – £25,000 – £35,000      Altrincham Ref:      J-1604

Leading financial services firm who provide financial planning, mortgage, and insurance advice, who pride themselves on their customer service. With a highly qualified team; the majority of advisers and paraplanners are Chartered or well on their way towards achieving this status… View more details….

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