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.
Servicing Team Administrator
We are looking for an Administrator to join our Servicing Team in Altrincham. This is a great role for someone who already has a basic knowledge of financial services products to build on their experience and progress further. This role provides an effective link between our Financial Consultants and product providers by means of issuing signed letters of authority to obtain relevant policy information. Full study support is provided to achieve the Certificate/Diploma in Financial Planning.
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.