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:
LIFT-Financial 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 one of 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.
Technical Consultant (LIFT-Financial):
We are looking for a Technical Consultant to join the LIFT-Financial team in our London 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 Financial Consultants to provide an all-round financial planning service to our professional clients. Whilst studying towards Chartered status, you will engage with our clients on a much more personal level, learning the softer skills required to become an adviser yourself.
Mortgage Case Handler
We are looking for a strong Mortgage Case Handler with experience of taking clients through from mortgage application stage to completion of their property purchase or re-mortgage. You will work as a part of a vibrant, fast paced team to support our Top Performing Mortgage Consultants and be adept at dealing with High Net Worth clients as you will deal with a first class client base.
You will enjoy using your knowledge of the Financial Services, home buying and conveyancing industries and your strong relationship skills when liaising with Mortgage Lenders, Solicitors, and Mortgage Consultants. You will ideally be CeMAP qualified and possess knowledge of all types of mortgages, including complex deals. Strong mortgage administration experience is crucial.
For detailed job descriptions for all the above, or to apply, please contact Nicola Kane via the link below.
If you're looking to start your career in Financial Planning, visit the LIFT-Academy pages.
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.
Working at LIFT...
Sarah Wilson-Trainor, Chartered Financial Planner
The insight and attention to detail that our Technical Analysts provide is vital. Having an in-house team gives us a real advantage and means I can spend more time with clients.
Dan, Chartered Financial Planner
Working at LIFT can be challenging; the pace is fast and the learning curve steep. However, it is an extremely rewarding company to work for and their professionalism and innovation sets them apart from the wider industry; always looking to improve the service that can be delivered to clients. LIFT will support you along the journey and provide the very best opportunity to make a successful career. It is then really up to you what you make of it.
Ed, Client Support Administrator
As a young graduate with a First in Economics from Loughborough University, I was looking for a structured and progressive graduate scheme in finance. The LIFT training programme appealed to me as it offered the chance to study for professional exams and become a Chartered Financial Planner within an innovative and vibrant organisation. LIFT offers exceptional service to its clients and I would recommend all aspiring graduates to consider applying.
Dan, Chartered Financial Planner
“My first involvement with LIFT was in 2009, having just graduated. I initially worked on a part-time basis, never really intending to pursue a career in financial services. However, after becoming more involved with the company, and recognising the career opportunity that was available to me, I moved onto the Academy programme and I haven’t looked back. I am now a qualified Chartered Financial Planner and a Fellow of the Personal Finance Society, and in the early stages of building my own client bank.
Daniel, Chartered Financial Planner
At LIFT, there is no ceiling, they offer support and rewards for passing exams and a clear career path to help you achieve your personal goals.
Craig, Mortgage Case Handler
'I joined LIFT as an apprentice in 2014. After completing my exams and gaining an NVQ in Business Administration, I am now a case handler on the Mortgages team, working towards eventually becoming a broker. LIFT have been flexible and supportive in helping me to achieve my goals.'
Ryan Etchells, Client Support Administrator
LIFT-Financial have been instrumental in helping me to progress from higher education into a solid career. I've had invaluable, on-the-job experience and study support towards the CII Regulated Diploma in Financial Planning. I've moved around the business from team to team whilst completing exams. Not only would I highly recommend LIFT as an excellent place to work, I would also encourage others to consider an apprenticeship. My ambition is to ultimately become a Chartered Financial Planner.
Daniel Bescoby, Client Support Administrator
LIFT has enabled me to develop further into the highly skilled and professional mindset needed for the industry. Since joining, I've experienced a wide range of roles for different advisers which I believe has helped make me more well-rounded. Having a set pathway for reaching adviser level is something that gives inspiration as well as clarity.
Rachel, Client Service Team
At LIFT I get support to reach my career goals. The company is modern and progressive, the staff are friendly, the work is interesting and I always feel motivated.