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We are looking for an experienced holistic Financial Adviser to join this predominantly mortgage focused business to support with the large quantity of mortgage leads and build on the existing wealth pipeline. This Financial Adviser position is based in the centre of Chester, with parking available.

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 C

One of Quilter's partner firms, Moneytree Wealth Management are seeking an experienced Paraplanner to join their modern and forward-thinking team. The company are poised for significant growth over the next 18 months and as a result, they are actively seeking to expand their friendly and collaborative team based in Chester. They are committed to innovation, professionalism and client satisfaction by delivering an excellent service to their clients, helping them to achieve their personal financial goals. Responsibilities: • Prepare comprehensive suitability reports ensuring accuracy and compliance with regulatory standards., • Handle new business applications, including data entry and documentation, with meticulous attention to detail., • Conduct cashflow modelling to assist in financial planning strategies and client recommendations., • Liaise with key stakeholders including clients, advisers and providers, facilitating effective communication and ensuring seamless workflow., • Perform tax calculations and analysis to support investment decisions and tax planning strategies., • Assist in the development of tailored financial strategies. Requirements: • Relevant qualifications such as Diploma of Financial Planning (DFP) or Advanced Diploma of Financial Planning (ADFP) required., • Demonstrable experience in a paraplanning role required., • Exceptional attention to detail, accuracy and accountability in all aspects of work., • Proficiency in financial planning software (Cashflows etc) and Microsoft Office Suite., • Ability to liaise effectively within a team environment. Benefits • Salary from £35,000 depending on experience and qualifications, • Generous bonus structure based on performance, • Workplace Pension, • Private Medical Insurance, • Company Sick Pay, • Company Events – Staff Summer and Christmas Parties, • Funding of Diploma of Financial Advice and other qualifications, • Hybrid working model following training period, • Monday to Friday only

Are you Level 4 qualified and looking for the stability of an employed package with clear bonus potential? This role could suit a self-employed Adviser looking for security, or a Paraplanner/Wealth Manager ready for their next step into a ready-made client bank. James's Place Partner Practice w

They are looking to expand their team and ideally seeking a Mortgage Advisor who wants to progress into wealth advice or a Financial Advisor who is happy doing some mortgages. Mortgage Advisor and/or Financial Advisor Requirements. This established financial advisory and mortgage brokerage based in

The Opportunity A boutique consultancy in South Manchester, specialising in planning, project, and cost management is seeking an experienced and strategic Associate Town Planner to join its thriving team. This role offers the opportunity to lead and influence high-profile residential and commercial projects, providing strategic planning advice and navigating complex planning processes from inception to delivery. About the Consultancy This forward-thinking consultancy challenges traditional approaches to property development. With a collaborative and innovative mindset, the firm works closely with clients to deliver tailored solutions that meet their unique needs. It has been involved in notable projects such as the development of over 100 new homes in Manchester, focusing on quality design and community integration. Key Responsibilities • Lead and manage planning applications for residential and commercial developments, ensuring compliance with local planning policies and regulations., • Provide strategic planning advice to clients, guiding them through the planning process and identifying opportunities for development., • Collaborate with multidisciplinary teams, including architects, engineers, and cost managers, to deliver integrated solutions., • Engage with local authorities, stakeholders, and communities to facilitate smooth planning processes and approvals., • Mentor and develop junior planning staff, fostering a collaborative and supportive team environment., • Contribute to business development efforts, identifying new opportunities and building strong client relationships. Candidate Profile The ideal candidate will possess: • A degree in a Planning related field., • A wealth of experience in town planning, with a focus on residential and commercial developments., • In-depth knowledge of planning legislation and policies in the UK., • Proven experience in managing complex planning applications and negotiations., • Strong leadership and communication skills, with the ability to collaborate effectively with diverse teams and stakeholders., • A proactive and solution-oriented approach to problem-solving What the Consultancy Offers • A leadership role within a growing boutique consultancy that values innovation and collaboration., • The opportunity to work on impactful projects that shape communities and urban environments., • A supportive and inclusive work culture that prioritises employee well-being and professional development., • Competitive salary and benefits package, with opportunities for career progression. When applying to any role through Cobalt, your CV will never be shared with a client without your prior consent. Apply in confidence below or get in touch with me for a confidential discussion about the position via

My client is a highly successful and dynamic group providing financial planning and wealth management services across the UK.We are seeking an experienced Administrator to work on a full time, permanent basis and you will need to be office based.You will need to have the desire to want to learn and

They are looking to expand their team and ideally seeking a Mortgage Advisor who wants to progress into wealth advice or a Financial Advisor who is happy doing some mortgages. Our client is a local financial planning and mortgage advisory firm based in Cheshire.

This Financial Adviser opportunity is with a predominantly mortgage focused business, you would have the opportunity to work closely with the Mortgage Advisers for wealth leads and build on the existing pipeline. Are you a holistic Financial Adviser? Do you have a passion for outstanding customer se

Moneytree Wealth Management is a modern and forward-thinking financial services firm poised for significant growth over the next 18 months. Referrals increase your chances of interviewing at Moneytree Wealth Management by 2x.

PROGRAMME OVERVIEW Are you in your final year of sixth form or college looking to kick-start your career within financial services? Our school leaver programme is designed by industry experts to get your career in Wealth Planning off to the best start.

This is a part-time remote role for an Investing Adviser to invest in some of Sustainable Wealth Group's startup clients raising funds at the Pre-Seed to Series A stage.

Wealth Management Administrator. The Role: Wealth Management Administrator. The Person: Wealth Management Administrator.

This is a part-time remote role for an Investing Adviser to invest in some of Sustainable Wealth Group's startup clients raising funds at the Pre-Seed to Series A stage.

This is a part-time remote role for an Investing Adviser to invest in some of Sustainable Wealth Group's startup clients raising funds at the Pre-Seed to Series A stage.