- Excellent report writing skills
- Competitive salary (depending on experience and qualifications)
- Flexible working arrangements if required
- Opportunities for career growth and professional development, including working towards IFA status if required
- Contributory pension scheme
- Group Private Medical cover
- £32,000
- £42,000 pro rata depending on level of experience and qualifications Work hours (office based but hybrid considered) – between 24-36 hours per week
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Financial Paraplanner
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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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Eventus Legal Stockport, Greater Manchester, United KingdomYou will benefit from 25 days holiday plus bank holidays, annual year end bonus, free parking and a great pension plan. · Understand clients overall financial position from IFA fact finds. · * Support with conducting annual reviews in line with SLAs. · * Working closely with t ...
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CB3 Associates Ltd Sheffield, United Kingdom £34,000 - £37,000Regionally renowned and very well-established wealth management firm looking to bring in an experienced Paraplanner into their technical back-office support team:Location: Sheffield Working: Yes - Even split between office/home workingPackage: £34-37k base DOE + bonus & full comp ...
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Financial Paraplanner
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Exchange Street Recruitment Oldham, Greater Manchester, United KingdomJob Description The phrase "work-life balance" has been around for years now. They offer hybrid working where you only need to go into their office twice a week. · One is time, time that is otherwise spent in traffic or on public transport. Trust that you'll get on with your job ...
Financial Paraplanner - Buxton, Derbyshire, United Kingdom - SLATER FINANCIAL LTD
3 weeks ago
Description
Slater Financial Ltd is a reputable, well established IFA firm, based in Buxton and is currently seeking a Paraplanner to join their thriving team.
The company has experienced continued year on year growth over the last decade and has achieved this through developing excellent relationships with clients and building a strong reputation within the local community.
The business success is based on combining the professional and personal touch of a traditional financial advisory business, with a 'walk in' shop front, underpinned by a modern technology driven support model.
This firm has high standards and expects the level of service from everyone to be top quality.Slater Financial Ltd have created a culture where the business remains client focused and a genuinely strong team/family feel has been developed within the business.
Full training support will be provided in order to meet objectives.Financial services qualifications