Mitchell Hall Consulting

Chartered Financial Planning Practice - IFA Administrator role My client is a leading Chartered Financial Planning Practice, and are looking to augment their successful team by recruiting an IFA Administrator, to join their Alderley Edge office. You'll be supporting the Financial Planners & Paraplanners, dealing with new business admin, suitability letters, client queries and other aspects of financial services administration, making you a pivotal member of the team. A competitive salary package is on offer with this office based role, depending on experience (up to 35,000) with benefits, making this a sought after opportunity! Ideally you'll have experience within administration in an IFA/Wealth office. Experience with CURO, good IT skills & ability to deal with client queries would also be ideal forthis full time, office based role. Click and apply ASAP, as a short list of candidates, is being drawn up!

Senior Paraplanner role - Chartered Financial Planning practice My client is a leading Chartered Financial Planning practice, giving bespoke advice to discerning clients, and are looking to augment their successful team with a Senior Paraplanner to work from their Alderely Edge office. You'll be involved in the financial planning process from start to finish, supporting the Financial Planner at each stage, but also dealing with clients directly and their technical queries,making you a pivotal member of the team. Effectively, this is a client-facing Paraplanner role dealing with HNW clients. A competitive salary of between 40,000 and 60,000 is on offer with this office based role, along with comprehensive benefits. Ideally, you'll be an experienced Paraplanner, Level 6/Chartered Level, or near there, strong technical knowledge in financial planning and able to manage a work load to success! My client would also consider a less experienced Paraplanner, looking to grow in the role. Experience with Voyant, Curo, FE Analytics, Genovo, O&M Pension Profiler woiuld also be ideal for this opportunity! Click and apply ASAP as my client is considering CVs as we speak

Client Relations Manager role - leading IFA Wealth practice! Award winning, IFA Wealth practice in Hawarden, are looking to augment their successful Financial Planning team, by recruiting a Client Relations Manager, to join their office. You'll be supporting the team of Financial Planners with end to end management of the business process, preparing reports, documents, general admin support and deal with client queries - the role sits between IFA Admin and Paraplanning. A competitive salary is on offer with this role of up to 33k, depending on quals/experience, excellent benefits, career progression & hybrid working, post-probation, making this a sort after opportunity! Ideally you'll be a Paraplanner, looking to do less reports and more of other functions, or a Senior IFA Administrator, looking to progress. Ideally, you'll be studying to Level 4 Diploma, experienced with the likes of Intelligent Office, Cash Calc, FE Analytics etc and have a good attention to detail. Click and apply ASAP for this role, as my client is keen to secure the right candidate

Chartered Wealth Practice - IFA Administrator role My client is a Chartered IFA Wealth Management practice with a friendly but professional office environment. They are looking to augment their successful team by recruiting an experienced IFA/Wealth Management Administrator to join their office in Chester. You'll be supporting the Financial Planners & Paraplanners, dealing with new business admin, client suitability letters, client queries and other aspects of financial services administration, making you a pivotal member of the team. A competitive salary package is on offer with this role, depending on experience with Pension benefits, Holiday entitlement & CII funded exams, in this sought after opportunity! Ideally you'll have 2 years experience within administration in an IFA/Wealth office, experience with IO-Intelligent Office, Investment Platforms, good IT skills, organised within your work, & knowledge of IFA administration would be crucial, within this opportunity. The role is a full time, office based opportunity, for someone who wants to stay within the admin side for the near future, rather than a stepping stone to paraplanning, straight away! Click and apply ASAP, as a short list is being drawn up for interview!