Client Adviser jobs in Chorley

Due to their ongoing success my client are expanding their Corporate Insolvency team. Duties will involve speaking with company directors who have recently made an inquiry in need of general advice. Responsibilities will vary depending on the size of the company or the relationship with the business owner but will include: Deal with Directors who are in financial distress seeking advice Helping...

My Client is a growing chartered financial planning business and they are currently looking for an experienced IFA Administrator to join their firm in Chorley. Ensuring all business is recorded on relevant data bases and stored/scanned to systems in line with the company standards Assist the business as and when required in various tasks upon request, including meeting and greeting clients,...

You will be an ambitious and focused individual with a passion for financial services and you will view this as a long-term career.

You will have exceptional relationship management skills and you will be a technically strong Diploma / Chartered qualified Adviser.

You will be experienced in providing "holistic financial advice" to personal and corporate clients.

A firm of independent financial advisers is seeking an IFA Administrator to join their Chorley offices. The role involves acting as the main point of contact for client queries related to pensions and investments, as well as providing back office support. Candidates must have strong communication skills, be reliable, and have the ability to handle multiple tasks effectively. Familiarity with...

Our client is seeking employed Financial Advisors in Manchester or Chorley to take over an existing, quality client bank from a retiring Adviser, ideally with a start date in April 2026 In this role, you will be focus on servicing their lower tier clients ensuring they receive great client service in line with their ongoing service agreements. Their typical client is nearing or at retirement...

FI Real Estate Management are recruiting for an experienced Project Manager to join the team in a full time and permanent basis. The ideal candidate will support with the coordination and completion of projects on time within the adjudicated budget and within scope, work with the team, deliver and advise on all aspects of projects from the initial concept through to handover, take in to...

Job Title: Customer Liaison Officer Location: Chorley/St Helens areas Job Type: 2 month temporary (initially) Full UK Driving Licence Required - Company car can be provided.Pay rate: £13.50 - £15.50 per hour depending on experienceWorking Hours: Monday to Friday, 8am to 4.30 - 3pm finish on a Friday.40 hours per weekAre you a people person with a passion for delivering excellent customer service?...

Location CHORLEY Salary Competitive TypePermanent WorkplaceOn-Site Ref88917 Recruiter Managing This Role Trainee Paraplanner Financial Planning Support We are seeking a motivated Trainee Paraplanner to join a well-established financial planning firm. This is an exciting opportunity for someone looking to start their career in paraplanning and gain hands-on experience in producing...

You will act as a guiding technical authority and trusted advisor, shaping how digital product definition is created, structured, governed and consumed from engineering through to shop-floor execution.

You will advise on, architect and implement sophisticated CAD/CAM solutions with a specific focus on NX toolsets, enabling seamless digital thread continuity from design to manufacturing.

A leading Independent Financial Adviser firm in Chorley is seeking an experienced Independent Financial Adviser (IFA) to join their successful practice. This employed role offers a competitive salary of up to £65,000, alongside a bonus structure. The firm supports personal and professional development, emphasizing exceptional client service through holistic financial advice across various...

You will play a key role in supporting advisers, clients, and the wider team, ensuring that client files are accurately maintained, processes are completed efficiently, and excellent service is delivered at all times. This is an excellent opportunity for someone looking to develop their career within financial services.

FI Real Estate Management are recruiting for an experienced Project Manager to join the team in a full time and permanent basis. The ideal candidate will support with the coordination and completion of projects on time within the adjudicated budget and within scope, work with the team, deliver and advise on all aspects of projects from the initial concept through to handover, take in to...

My Client is a growing chartered financial planning business and they are currently looking for an experienced IFA Administrator to join their firm in Chorley.Key Tasks:Daily contact for advisors, updating and liaising to conclude work related tasksPrepare client packs, brochures, applications and anything required for a client meetingSubmission and completion of new business cases adhering to...

FI Real Estate Management are recruiting for an experienced Project Manager to join the team in a full time and permanent basis. The ideal candidate will support with the coordination and completion of projects on time within the adjudicated budget and within scope, work with the team, deliver and advise on all aspects of projects from the initial concept through to handover, take in to...

My Client is a growing chartered financial planning business and they are currently looking for an experienced IFA Administrator to join their firm in Chorley. Key Tasks: - Daily contact for advisors, updating and liaising to conclude work related tasks - Prepare client packs, brochures, applications and anything required for a client meeting - Submission and completion of new business cases...

FI Real Estate Management are recruiting for an experienced Project Manager to join the team in a full time and permanent basis. The ideal candidate will support with the coordination and completion of projects on time within the adjudicated budget and within scope, work with the team, deliver and advise on all aspects of projects from the initial concept through to handover, take in to...

My Client is a growing chartered financial planning business and they are currently looking for an experienced IFA Administrator to join their firm in Chorley.Key Tasks:Daily contact for advisors, updating and liaising to conclude work related tasksPrepare client packs, brochures, applications and anything required for a client meetingSubmission and completion of new business cases adhering to...

My Client is a growing chartered financial planning business and they are currently looking for an experienced IFA Administrator to join their firm in Chorley.Key Tasks:Daily contact for advisors, updating and liaising to conclude work related tasksPrepare client packs, brochures, applications and anything required for a client meetingSubmission and completion of new business cases adhering to...

FI Real Estate Management are recruiting for an experienced Project Manager to join the team in a full time and permanent basis. The ideal candidate will support with the coordination and completion of projects on time within the adjudicated budget and within scope, work with the team, deliver and advise on all aspects of projects from the initial concept through to handover, take in to...

Job description My client is a growing chartered financial planning business and they are currently looking for a Trainee Paraplanner to join their firm in Chorley. About the role To accurately interpret the adviser's client files to ascertain the client's needs and advisers instructions to translate this successfully into a Financial Planning ReportTo carry out appropriate research and...