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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

Administration Support Officer   £19,000 – £23,000      Chorley      Ref: 745

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

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

Personal Assistant     £25,000 – £27,000       Altrincham         Ref: 730

Personal 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

Paraplanner FT/PT     £20,000 – £27,000       Knutsford         Ref: 728

Established in 2002, this small yet highly profitable IFA practice are looking for a paraplanner to join the team.

Primarily dealing with personal pensions and investments, with long standing secure relationships with local partnering accountancy practices, and a very loyal client bank...View more details

SSAS & SIPP Administrator     £22,000 – £25,000       Sale         Ref: 729

Award winning, highly specialised firm of pension consultants with many years experience. Professional Trustees to individuals Small Self-Administered Scheme (SSAS) or Self-Invested Personal Pension Plan (SIPP)… View more details

Trainee IFA     £30,000 – £40,000       Sale         Ref: 665

You will not be expected to bring a transferable client bank, therefore quite a unique opportunity.  However, you must have first class people skills in order to retain and develop these established clients…… 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: 647

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:J -691

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

Tech Admin/Paraplanner  4/5 days    £24,000 – £28,000     Altrincham     Ref:J – 705

Well Established Independent Financial Planning Practice in Altrincham are currently expanding their team due to a steady increase in business over recent years.  The firm provide advice in… 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             Bolton       Ref:J – 677

My client is in search of an experienced Paraplanner to join their busy and expanding practice, they currently work with partners of a FTSE 100 Wealth Management Company.  Due to the varied nature of the client business you will get exposure across all products.  The role involves:… 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

Business Support (IFA)       £19,000 – £23,000       Knutsford       Ref:J – 586

Well Established Wealth Management Firm in a beautiful, easily accessible location in Cheshire, with the aim to provide a unique and modern approach to financial planning for high networth Individuals and the employee benefit market and exciting growth plans over the next 5 years…….View more details

Diploma Qualified Paraplanner    £30,000 – £38,000       Chorley       Ref:J – 538

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   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

Administrator/Trainee Paraplanner – £20,000 – £24,000    Altrincham   Ref: J – 1607

A large sucessful and reputable Financial Services organisation based in South Manchester currently have an  opportunity for an experienced Financial Services Administrator to join their friendly team.

Further qualifications will be supported, as will progression in to paraplanning if the successful applicant so desires.
Responsibilities will include;… 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….

Independent Financial Advisor – £25,000 – £50,000 Manchester Ref: J-481

Established in 2010 and going from strength to strength; Owner Managed, Directly authorised, Whole of Market IFA practice with a healthy book of 2000 local SME corporate and private clients, with a wide range of funds under management, are looking to grow their Advisor team by two people.. View more details……

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