Financial Services Jobs in Manchester - Financial Services Recruitment

The opportunity for a Financial Planning Administrator to join a leading Financial Services Practice which provides a highly personalised financial planning and investment management service. Key Responsibilities Making appointments and diary management for advisors Meeting preparation for client meetings (including use of FE Analytics, and basic calculations to quantify investment growth) Simple tax calculations (income […]

The opportunity for a Financial Planning Administrator to join a National Financial Services Practice who provide a personal, independent and bespoke wealth management service to high net worth clients. The Opportunity During a period of growth, our client is looking for someone to provide high quality technical administration and analytical support to the successful Financial […]

This is a fantastic opportunity, to join a well established and Chartered financial planning firm in Preston within an entry level position with the chance to progress and develop throughout, towards a senior IFA Admin/Junior Paraplanner.  During a period of growth, our client is looking for someone to provide administration support to the successful Financial Planners of […]

The opportunity for an experienced Paraplanner to join a leading regional Financial Planning practice in Lancashire.  What will the role entail? Preparation and maintenance of client files  Preparation and implementation of recommendations and financial plans, including cash flow analysis where necessary   Preparation of ongoing client reviews of client affairs  Undertake necessary research  What's on […]

The opportunity for an experienced Paraplanner / File Checker to join a reputable Pensions firm who provide an unparalleled service to their client-base. Responsibilities Keep up to date with training and supervision requirements according to their competence as set out in the T&C Scheme. Provide weekly reports to the Paraplanner/File Checker Supervisor relating to output, quality […]

The opportunity for an administration assistant to join a leading Financial Services Practice which provides a highly personalised pension service. Key Responsibilities To establish and monitor the new cases being received. Check all incoming information relating to ensure its correct and complete Contact the client with any queries, outstanding documents, or updates Perform smart search […]

The opportunity for a Financial Planning Administrator to join a leading Financial Services Practice which provides a highly personalised pension service. Key Responsibilities To process new applications for business both in online and paper format To carry out all compliance administration associated with new business, this includes ensuring forms are completed and chasing information where […]

The opportunity for an experienced DB Paraplanner to join a reputable Pensions firm who provide an unparalleled service to their client-base. Responsibilities Provide weekly reports to the Paraplanner Supervisor relating to output, quality concerns and other Management Information as required.   Supporting the PTS in research and analysis to meet Client needs and objectives  Supporting the […]

An exciting opportunity has arisen for an experienced financial planning professional to join a growing wealth management practice in Manchester.   The firm have consolidated throughout the COVID pandemic and are now looking to grow the business, with this role being a key component to facilitate this expansion.  Key responsibilities Preparing new business and client review […]

This is a fantastic opportunity, to join a well established and Chartered financial planning firm on the outskirts of Preston within a junior paraplanning with the chance to progress and develop throughout.  During a period of growth, our client is looking for someone to provide administration and junior paraplanning support to the successful Financial Planners of the […]