- Excellent salary, study support, defined career path, excellent benefits and pension,
- A national IFA practice
- Working with clients broadly in the £250k plus space but working on a generalist basis, providing full support to the team of Advisers.
- Undertaking research and production of reports
- Dealing with client queries as required
- Attending team meetings as required, in face or remote.
- Being the first point of contact for clients
- Other duties as required.
- Experienced in paraplanning and technical support.
- Ideally CII Dip or close to.
- Experience of all major software packages and range of platforms/providers.
- Apply with a CV to below email for confidential discussion and review of opportunity and process
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A regional IFA practice in Liverpool are looking to add a paraplanner to their Client Management team. · ...
Liverpool1 month ago
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A national IFA practice in Liverpool are looking to recruit an experienced paraplanner to join their team. · ...
Liverpool1 month ago
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A respected financial advisory firm is seeking a Client Manager / Paraplanner to join their team. This role provides critical support to advisers, the Operations Manager, and the Compliance Team. · Support advisers in research and analysis to meet client objectives. · Prepare cli ...
Liverpool1 month ago
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Paraplanner Job summary · We are seeking a motivated Paraplanner to join a growing Wealth Management team in Liverpool. · Diploma-qualified (or working towards) in financial services · Strong experience in paraplanning ideally across pensions investments and financial planning r ...
Liverpool1 month ago
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A well-established, forward-thinking financial planning firm in Southport is seeking an experienced Paraplanner to join its growing team. · ...
Liverpool1 month ago
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A selection of established wealth management firms in Liverpool City Centre are seeking skilled Paraplanners to join their teams. · Paraplanning experience within financial services · ...
Liverpool1 month ago
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This role provides valuable exposure to the financial planning industry and offers opportunities for professional development. · The ideal candidate will be organised, detail-oriented, and eager to contribute to a dynamic team dedicated to delivering exceptional client service. ...
Liverpool L RL1 month ago
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Bond Recruitment is proud to be working with a leading IFA firm in Liverpool, · they are currently recruiting for a Paraplanner to join their busy team. · ...
Liverpool £28,000 - £50,000 (GBP) per year5 days ago
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Paraplanner · Growing Independent Financial Planning Firm · Based in Liverpool | Hybrid Working Available | Up to £50,000 + Excellent Benefits · The Opportunity · A successful and expanding independent financial planning practice is looking for an experienced Paraplanner to join ...
Liverpool £28,000 - £50,000 (GBP) per year3 days ago
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We are seeking a technically strong Paraplanner to support our Wealth Advisers with complex project work across pensions, investments, tax protection etc. · ...
Wirral, England1 month ago
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A leading national IFA practice are looking to recruit a paraplanner to join them in their Wirral office.This multi office firm are going through a period of rapid growth and have a defined career path in place to move into advice. · Working with clients broadly in the £250k plus ...
Wirral1 month ago
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We're seeking a technically strong Paraplanner to support our Wealth Advisers with complex project work across pensions, investments, · tax protection.We pride ourselves on making financial planning simple · transparent cutting through complexity so clients can confidently make ...
Wirral1 month ago
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We are seeking trainee paraplanners to join a growing financial services team. · This is a fantastic opportunity for individuals looking to start or grow their career in financial planning. ...
Liverpool1 month ago
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A regional IFA practice in Liverpool are looking to add a paraplanner to their Client Management team. · You will be working one on one with a Senior Adviser, · ideally have experience of HNW clients (£250k plus), · receive excellent salary (£35k- £45k) executive benefits and unr ...
Liverpool3 weeks ago
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We are looking for an experienced Paraplanner to support our team of advisers in a professional client-focused business. · ...
Lymm1 week ago
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We are currently supporting a reputable client-focused Financial Planning firm seeking an experienced Paraplanner. As a Paraplanner you will play a key role in supporting Financial Advisers delivering high-quality advice to clients. · Writing clear concise and compliant suitabili ...
Chester3 weeks ago
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This is an excellent opportunity for a technically strong paraplanner looking to join a supportive business that values quality advice, professional development, and long-term career progression.Producing suitability reports and financial recommendations · Conducting detailed res ...
Chorley1 month ago
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This is a fully remote opportunity for an experienced Paraplanner to join a leading financial planning firm. · Deliver high-quality technical support and produce compliant suitability reports · Conduct research and analysis on financial products · ...
Southport1 month ago
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We're a Chartered Independent Financial Advisory firm in Chester, with over 40 years of success built on thoughtful, ethical advice. · Writing suitability reports that give clients clarity and confidence in their choices · Researching products and platforms to find real-world sol ...
Chester, England1 month ago
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Job Role: Paraplanner · Recruit UK · Location: Warrington · Salary: £40,000- £50,000 · Reference Number: 10191 · The Opportunity · Recruit UK is proud to be partnering with a respected financial planning firm to recruit an experienced Paraplanner who will also play a key role in ...
Warrington £28,000 - £50,000 (GBP) per year4 hours ago
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We are seeking an experienced and detail-driven Paraplanner to join a supportive and forward-thinking team. · This is a fantastic opportunity for a skilled Paraplanner to play a vital role in delivering high-quality financial advice. ...
Chester1 week ago
Paraplanner - Wirral - Ferguson Dean
Description
A leading national IFA practice are looking to recruit a paraplanner to join them in their Wirral office. This multi office firm are going through a period of rapid growth and have a defined career path in place to move into advice. They are a generalist practice and work with a broad spectrum of clients. You will be working on a work flow basis, not on one to one with a specified Adviser.
Package
The company
The Role
The candidate
Next steps
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Paraplanner
Only for registered members Liverpool
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Paraplanner
Only for registered members Liverpool
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Paraplanner
Only for registered members Liverpool
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Paraplanner
Only for registered members Liverpool
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Paraplanner
Only for registered members Liverpool
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Paraplanner
Only for registered members Liverpool
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Paraplanner
Only for registered members Liverpool L RL
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Paraplanner
Bond Recruitment- Liverpool
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Paraplanner
Only for registered members Liverpool
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Paraplanner
Only for registered members Wirral, England
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Paraplanner
Only for registered members Wirral
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Paraplanner
Only for registered members Wirral
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Trainee Paraplanner
Only for registered members Liverpool
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Paraplanner - Ferguson Dean
Only for registered members Liverpool
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Paraplanner
Only for registered members Lymm
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Paraplanner
Only for registered members Chester
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Paraplanner
Only for registered members Chorley
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Paraplanner
Only for registered members Southport
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Paraplanner
Only for registered members Chester, England
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Paraplanner
Only for registered members Warrington
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Paraplanner
Only for registered members Chester
