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Financial Paraplanner
3 weeks ago
Financial Divisions Liverpool, United KingdomParaplanner to Adviser - Wealth Management Firm - Liverpool - Basic salary £30k - £50k – Full study support · My client is an independent financial advice business who have have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retir ...
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Financial Paraplanner
3 weeks ago
Financial Divisions Liverpool, United KingdomParaplanner to Adviser - Wealth Management Firm - Liverpool - Basic salary £30k - £50k - Full study supportMy client is an independent financial advice business who have have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retiremen ...
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Financial Paraplanner
3 weeks ago
808 Group Liverpool, United KingdomAmazing Paraplanning opportunity in SouthportFundamental Activities:Collating of client data to provide a detailed client overview.Forensic Analysis of Client Factfind, Ceding Scheme Information and Clients Objectives to provide basis for research and solutions.Use of risk profil ...
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Financial Paraplanner
2 weeks ago
IDEX CONSULTING LTD Liverpool, United KingdomIs your CV ready If so, and you are confident this is the role for you, make sure to apply asap. · Preparing suitability reports and provide technical research services holistically across a broad range of financial products to a team of Financial Planners. · • Ensuring that the ...
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Aspire Executive Search Preston, United KingdomClient Support Administrator / Paraplanner Preston, Salary up to £35000 (Dependent upon level of experience) Excellent benefits including a bonus and Parking · This is an excellent and interesting opportunity to work for a Preston based IFA firm who have a client centred approach ...
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Financial Paraplanner
1 week ago
Recruit UK | Certified B Corp™ Warrington, Cheshire, United KingdomJob Title: ParaplannerIndustry: Financial ServicesLocation: WarringtonSalary: £33,000 - £36,000Job Reference: 9058Job Description: ParaplannerRecruit UK is working on a unique opportunity for a Paraplanner to join a well-established Independent Financial Advice company.Our client ...
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Financial Paraplanner
3 weeks ago
IDEX Consulting Chester, Cheshire, United KingdomMy client is a chartered financial planning business and they are currently looking to recruit an experienced, high calibre Paraplanner to join their team in Chester. The successful candidate will work closely with their team of financial advisers to design, develop, and implemen ...
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Financial Paraplanner
2 weeks ago
Capstone Financial Altrincham, Greater Manchester, United KingdomCapstone Financial Paraplanner · Capstone Financial is an award-winning financial advisory firm based in Altrincham. We advise individuals, families, and business owners on what financial plans they need to put in place to achieve their financial goals and objectives for the futu ...
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Financial Paraplanner
3 days ago
Ferguson Dean Preston, Lancashire, United KingdomA Chartered IFA practice in Lancashire are looking for a paraplanner to join their team. They have a ream of 5 paraplanners and additional support staff and they have over £1bn in AUM with advisers across the North West. You will be supporting the advisers on a work flow, not one ...
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Financial Paraplanner
3 weeks ago
Capstone Financial Altrincham, Greater Manchester, United KingdomJob Description Capstone Financial Paraplanner · Capstone Financial is an award-winning financial advisory firm based in Altrincham. We advise individuals, families, and business owners on what financial plans they need to put in place to achieve their financial goals and object ...
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Financial Paraplanner
3 days ago
Ferguson Dean Knutsford, Cheshire, United KingdomJob Description A national IFA practice, a household name in the industry, are looking to recruit an additional paraplanner to join their team in Knutsford. They have three financial planners and three paraplanners in the office at present. One paraplanner is moving to a trainee ...
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Financial Paraplanner
2 weeks ago
IDEX Consulting Ltd Greater Manchester, United KingdomJob Description Our Client is a highly regarded Chartered IFA Wealth Management practice in the North West and they are currently recruiting for an experienced Paraplanner to join their team in Wigan. · Prepare information for analysis by the adviser. · Help manage client relat ...
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Financial Paraplanner
3 weeks ago
mbf Manchester, United KingdomJob Description Paraplanner - Leading Wealth Management Organisation - Manchester/ hybrid - Salary to £50,000 plus first class benefits package · The Wealth Advisors work with clients across multiple sites, delivering high level Financial Planning advice, tailored to each HNW cl ...
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Financial Paraplanner
2 weeks ago
IDEX Consulting Ltd Greater Manchester, United KingdomOur Client is a highly regarded Chartered IFA Wealth Management practice in the North West and they are currently recruiting for an experienced Paraplanner to join their team in Wigan. Prepare information for analysis by the adviser.Prepare Cashflow report where relevantHelp mana ...
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Financial Paraplanner
2 weeks ago
Capstone Financial Altrincham, Greater Manchester, United KingdomCapstone Financial Marketing Assistant Capstone Financial is an award-winning financial advisory firm based in Altrincham. We advise individuals, families, and business owners on what financial plans they need to put in place to achieve their financial goals and objectives for th ...
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Financial Paraplanner
3 weeks ago
IDEX Consulting Wigan, Greater Manchester, United KingdomOur Client is a highly regarded Chartered IFA Wealth Management practice in the North West and they are currently recruiting for an experienced Paraplanner to join their team in Wigan. · Prepare information for analysis by the adviser · Help manage client relationship and takin ...
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Financial Paraplanner
3 weeks ago
mbf Manchester, United KingdomParaplanner - Leading Wealth Management Organisation - Manchester/ hybrid - Salary to £50,000 plus first class benefits package · The Wealth Advisors work with clients across multiple sites, delivering high level Financial Planning advice, tailored to each HNW client. While heav ...
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Financial Paraplanner
3 weeks ago
IDEX Consulting Ltd Knutsford, Cheshire, United KingdomPreparing suitability reports and provide technical research services holistically across a broad range of financial products to a team of Financial Planners. · Ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner whi ...
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Paraplanner
2 weeks ago
Recruit UK Liverpool, United Kingdom**Job Title: Paraplanner** · **Industry: Financial Services** · **Location: Liverpool** · **Salary: £40,000** · **Job Ref: 7274** · **Job Description:Paraplanner** · Recruit UK are working on an excellent opportunity for a paraplanner to join a well-established Independent Financ ...
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Paraplanner
2 weeks ago
mbf. Liverpool, United Kingdom**Paraplanner - Top National Financial Planners - Liverpool & Flexible Working** · **up to £45,000 + Bonus + Benefits** · We are currently working with a National Wealth Management organisation to recruit an experienced Paraplanner. The role will be working for their Liverpool of ...
Financial Paraplanner - Liverpool, United Kingdom - Financial Divisions
Description
Job Description Paraplanner to Adviser - Wealth Management Firm - Liverpool - Basic salary £30k - £50k – Full study supportMy client is an independent financial advice business who have have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across the Northwest.
200 retirees, City professionals, families and professional sportsmen and women with varying levels of assets ranging from £100k - multiple millions.
They have no aspirations to be acquired by a national consolidator and PE firm. The Managing Director is creating a brand-new role within the business for Paraplanner. They are open to recruiting a junior or a senior.The role will be based in the office 3 days per week outside of Liverpool and support the 3 highly established Advisers who have been in the industry for many years.
You will ideally have knowledge of Intelligent Office and preferably a number of platforms such as Aviva, Royal London, Prudential etc.
If you have used FE Analytics or Cashcal this would be very advantageous, but full training will be provided.If you aspire to progress to be a Financial Planner in - 2 years' time then they can offer this route for you.
You will be undertaking all research, calculations and conducting end to end report writing. A very secure and rewarding role is on offer with an excellent benefits package and bonus structure. The Directors are looking to offer between £30k - £50k basic salary depending on your experience levels.They would like someone to be office based to begin with but then you can WFH 2 days per week once you are established in the business.
For more details please contact Peter Fozard at Financial Divisions.
