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Paraplanner - Fully Remote
3 weeks ago
PB Recruitment Consultants Ltd Warrington, United KingdomA highly established, successful**_ Chartered Independent Financial Practice_** currently requires an experienced **_Remote Paraplanner_**, to join its friendly and vibrant team. · **An exceptional opportunity, one in which you will be well rewarded for your commitment with a com ...
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Remote Paraplanner
48 minutes ago
Recruitment Solutions (Folkestone) Ltd Warrington, United KingdomA unique and exceptional opportunity is now available for a FULLY REMOTE PARAPLANNER, to join a well-established Chartered Independent Financial Practice, with an excellent reputation · It is award-winning and is one of the largest financial planning firms in the area. · It is lo ...
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Paraplanner - Remote Working
1 week ago
Exchange Street Claims & Financial Services Warrington, United Kingdom**If the debate about working from home, an office, or a mix of the two has taught us anything, it's that everyone's situation is different.**You love working from home. Or you need to work from home. Or both. And whilst many firms talk a good game about it, how many actually del ...
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Remote Paraplanner
6 days ago
Recruitment Solutions (Folkestone) Ltd Manchester, United Kingdom Permanent, Full timeA unique and exceptional opportunity is now available for a FULLY REMOTE PARAPLANNER, to join a well-established Chartered Independent Financial Practice, with an excellent reputation · It is award-winning and is one of the largest financial planning firms in the area. · It is lo ...
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Remote Paraplanner
6 days ago
Recruitment Solutions (Folkestone) Ltd Manchester, United Kingdom £36,000A unique and exceptional opportunity is now available for a FULLY REMOTE PARAPLANNER , to join a well-established Chartered Independent Financial Practice, with an excellent reputation · It is award-winning and is one of the largest financial planning firms in the area. · It is ...
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Fully Remote Paraplanner
2 weeks ago
Recruited UK Chester, Cheshire, United KingdomWe are delighted to be working with this wellestablished and highly regarded mortgage brokerage in Warrington. They are now looking to expand their operationalteam and arelooking for a Mortgage Paraplanner to join them. · As a Mortgage Paraplanner, you will play a crucial role i ...
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Trainee Ifa
2 weeks ago
Jane Deane Recruitment Limited Lymm, United KingdomWell established IFA practice based in Cheshire require a Trainee IFA. · The role includes shadowing an existing adviser getting to know their clients, attending meetings, preparing pre and post meeting requirements and dealing with client queries. · The role will develop into an ...
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Homebased Paraplanner
1 week ago
Recruit UK Warrington, United KingdomJob Title: Home-based Paraplanner position · Industry: Financial Services · Location: UK Wide · Salary: £33,000 - £36,000 · Job Reference: 9058 · Job Description: Home-based Paraplanner position · Recruit UK is working on a unique opportunity for a fully remote Paraplanner to joi ...
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Financial Adviser
2 weeks ago
Recruit UK Warrington, United Kingdom Full timeJob Title: Financial Adviser · Industry: Financial Planning · Location: Warrington · Salary: £45,000 - OTE £85,000 · Job Reference: 9067 · Job Description: · Recruit UK is working on an excellent opportunity for a financial adviser to join a well-established, independent, wealth ...
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Ifa Administrator
3 weeks ago
Taylor James Professional Recruitment LTD Altrincham, United Kingdom**Our award winning Altrincham based client are looking to appoint an IFA Administrator to join their experienced team on a permanent basis.** · You will be joining an award winning firm with an impressive employee retention rate, which is a direct result of a fantastic working e ...
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Financial Administrator
1 week ago
Cullen Brooke Altrincham, United KingdomOur client an established firm of financial planners based in south Manchester have a requirement for an experienced financial service administrator. · **Responsibilities**: · - Providing an efficient new business processing service for sales consultants, completing trades/fund s ...
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Ifa Administrator
3 weeks ago
Taylor James Professional Recruitment LTD Stockport, United Kingdom**Our Stockport based client are looking to appoint an IFA Administrator to join their experienced team on a permanent basis.** · You will be joining an award winning firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, con ...
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Financial Advisor
3 weeks ago
Ortus PSR Manchester, United Kingdom**This is a senior level opportunity for an experienced and personable Financial Advisor to join a leading UK IFA Practice in their Manchester office (Hybrid working).** · **They are an entrepreneurial firm with an international reach who have put in place strategic growth plans ...
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Financial Planning Consultant
2 weeks ago
Danbro Lytham, United Kingdom**We're looking for...** · - An ambitious, honest and hardworking individual with a proactive and positive attitude. · - Someone with a passion for client service and the benefits of sound financial planning. · - A strong communicator, capable of explaining & presenting complex m ...
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Financial Services Administrator
3 weeks ago
Jane Deane Recruitment Limited Manchester, United Kingdom**Administrator required to perform the following tasks**: · - **Prepare appropriate client meeting packs - (introductory, factfind, review and presentation meetings).** · - **Create new client records for new business and prospects.** · - **Responsible for ensuring all prospects ...
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Graduate Finance Scheme
2 weeks ago
GWG Associates Preston, United KingdomGWG are currently partnered with a number of Companies (SME's and PLC's) who are looking to bring on a number of graduates into the fields of **Business, Analysis, IT and Finance**. · **Current live roles are as follows**: · - Junior Commercial Analyst · - Graduate BI Analyst · - ...
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Financial Planning Administrator
2 weeks ago
Capio Recruitment Stockport, United Kingdom**Job Role: Financial Planning Administrator (Hybrid Working Available)** · **Salary: £24,000 to £30,000 + Bonus & Benefits** · **Location: Stockport** · Our client is a firm of independent financial planners in a brilliant location just outside of the centre of Stockport, offeri ...
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Personal Assistant to Md
4 weeks ago
Simpson Judge Ltd Preston, United KingdomI am working on a brand-new PA to MD role for a financial services business based on the outskirts of Preston. This role is a 100% remote, meaning your time will be working entirely from home unless needed infrequently for a team meeting.You will make a positive contribution thro ...
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Personal Assistant to Md
4 weeks ago
Simpson Judge Preston, United KingdomI am working on a brand-new PA to MD role for a financial services business based on the outskirts of Preston. This role is a 100% remote, meaning your time will be working entirely from home unless needed infrequently for a team meeting.You will make a positive contribution thro ...
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Wealth Planner
3 weeks ago
Succession Wealth Chester, United Kingdom**Wealth Planner - Chester** · **Home based with links to our Chester office** · **Competitive Basic salary (negotiable dependant on experience) + uncapped monthly bonus** · Succession Wealth was founded in 2009 with the vision of providing independent financial advice and an unr ...
Fully Remote Paraplanner - Warrington, Cheshire, United Kingdom - Recruited UK
Description
We are delighted to be working with this wellestablished and highly regarded mortgage brokerage in Warrington. They are now looking to expand their operationalteam and arelooking for a Mortgage Paraplanner to join them.As a Mortgage Paraplanner, you will play a crucial role in delivering exceptional service. Understand clients overall financial positions from fact-finds.
Collaborate with Mortgage and Protection Advisors to discuss client objectives, identifying and obtaining necessary information for suitability checks.
Conduct annual reviews in accordance with Service Level Agreements (SLAs).
Proficient use of mortgage-specific software.
Proven success and knowledge within Financial Services, specialising in mortgage and protection advice.
Excellent understanding of local market movements, activities, and competitors.
Effective communication skills, both face-to-face and over the phone.
High standard of English grammar and presentation skills.
Strong understanding of financial products and services, with the ability to assess suitability in line with clients goals.
Analytical skills, especially in analysing financial records and providing technical commentary.
Full driving licence.
Experience in advising on a range of products, including residential, buy-to-let (BTL), commercial, and bridging loans.
32 days annual leave, including bank holidays.
~ Day off on your birthday.
~ Complimentary on-site parking.
~ Company pension scheme.
~ Seasonal team events.
~ Salary 22k-30k depending on experience.