Work with us
Most positions are based in our Altrincham Head Office with Financial Planner opportunities countrywide.
Technical Support Analyst (Paraplanner)
We are looking for an experienced Paraplanner to join our technical team in Altrincham to provide research and analysis for our Financial Planners. Ideally, you'll be Diploma qualified, or near to it, with a whole of market background and a good understanding of current financial regulations and legislative changes.
Client Support Administrator
We are looking for an experienced Client Support Administrator to join our fast paced and growing team in Altrincham. The role will consist of providing comprehensive and professional administrative support to our busy Chartered Financial Planners. The ideal candidate will have previous experience in a similar role and be familiar with processing new business, producing valuations, organising fund switches and trades. Knowledge of the Intelligent Office database would also be an advantage. A highly competitive salary and benefits package is on offer for the right person.
We are looking for a Technical Consultant to join our Altrincham office. Ideally, you'll be Diploma qualified, or very near to it, with a whole of market background. In this role, you will work alongside one of our Chartered Financial Consultants to provide an all-round financial planning service to our clients. Whilst studying towards Chartered status, you will engage with our clients on a much more personal level and learn the softer skills required to become an adviser yourself.
Senior Client Support Administrator
We are looking for an experienced Senior Client Support Administrator to work within our LIFT-Sport division. In this role you will provide a wide-ranging and professional administrative support to our Financial Planners. Experience in processing new business, producing valuations, organising fund switches and trades is essential, along with a comprehensive knowledge of all financial products. Ideally, you'll already have achieved your Certificate in Financial Planning and be on your way to being Diploma qualified. A highly competitive salary and benefits package is on offer for the right person.
For detailed job descriptions for all the above, or to apply, please contact Nicola Kane via the link below.
We're always interested in hearing from the very best in the Financial Planning profession. If you think you have what it takes to join one of the UK’s foremost firms of Chartered Financial Planners then why not get in touch. If you're a Graduate looking to start your career in Financial Planning, visit our Graduate Scheme page.