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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 Adviser    Negotiable     Cheshire & Preston     Ref: 946

Leading UK Personal Injury Financial Planning firm – a company dedicated to providing independent advice to recipients of personal injury damages

This is a key role in the business – the aim being to gradually take over an established client bank.The firm of 30+ employees are independently owned, financially sound and have an ever increasing client base….View more details

Supervisor (IFA Admin)    £24,000 – £26,000     Sandbach     Ref: 935

Well established Financial Planning firm, with 32 employees in the village of Sandbach require an experienced Administration Supervisor.. ….View more details

Technical Consultant (Sports IFA)    £35,000 – £50,000    Manchester      Ref: 934

Chartered award winning Financial Planning firm with over 70 employees across 3 offices, the Altrincham office are currently recruiting for a Technical Consultant, working with professional sporting clients. ….View more details

Compliance Monitoring Officer        £35,000 – £50,000    Manchester      Ref: 928

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

Financial Services Administrator        £20,000 – £22,000       Chester       Ref: 913

We are recruiting a career Financial Services Administrator for a Chartered IFA practice in Chester, to support the Paraplanners and 7 advisers.

This is a full-time, permanent role, working hours will be 9.00am to 5.30pm.  Salary negotiable dependent on experience ….View more details

Financial Services Administrator         £20,000 – £23,000       Sale       Ref: 807

We are currently looking for a full time experienced Financial Services Administrator to join a small Financial Services practice in Sale…. ...View more details

Senior Financial Planning Administrator    £25,000 – £30,000  Altrincham  Ref: 912

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

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

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

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

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

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

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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