Paraplanner (Pensions Management)
4 weeks ago
Company Description Prismatic Wealth Limited is a firm of fee-based and wholly Independent Financial Advisers located in Stockton-On-Tees. With over £220 million of funds under management and over 30 years of experience in investment management, Prismatic Wealth has built an enviable reputation. Our dedicated and highly qualified team of financial advisers and support staff are committed to developing creative and innovative solutions to help clients achieve their goals and manage their financial affairs.
This is a full-time role for a Paraplanner at Prismatic Wealth Limited, though part-time would be considered for the right candidate. The Paraplanner will be responsible for various day-to-day tasks including financial planning, conducting research, analysing investments, report writing, and liaising with advisers. This is a hybrid role, based in Stockton-On-Tees with the flexibility for some remote work.
Strong financial planning skills
Proficient in report writing
Ability to provide sound financial advice and support
Prismatic Wealth offer an excellent benefits package, including pension scheme, Health Cash Plan, Critical Illness and Death In Service Scheme.
-
Paraplanner (Pensions Management)
4 days ago
Stockton-on-Tees, County Durham, United Kingdom Dawn Consulting (Sw) Limited Full time €40,000Paraplanner, The Role: I am recruiting an experienced Paraplanner to join the team at Mercury Wealth Management, an independent Accredited and Chartered Financial Planning firm based in Stockton-on-Tees (TS18). This is a great opportunity for a diploma qualified Paraplanner (DipPFS) to be involved in client meetings and develop their technical expertise and...
-
Paraplanner (Pensions Management)
1 week ago
Stockton-on-Tees, County Durham, United Kingdom Prismatic Wealth Limited Full time €31,000 - €37,000Prismatic Wealth Limited is a firm of fee-based and wholly Independent Financial Advisers located in Stockton-On-Tees. Our dedicated and highly qualified team of financial advisers and support staff are committed to developing creative and innovative solutions to help clients achieve their goals and manage their financial affairs. This is a full-time role...
-
Paraplanner (Pensions Management)
1 week ago
Stockton-on-Tees, County Durham, United Kingdom Prismatic Wealth Limited Full time €31,000 - €37,000Prismatic Wealth Limited is a firm of fee-based and wholly Independent Financial Advisers located in Stockton-On-Tees. Our dedicated and highly qualified team of financial advisers and support staff are committed to developing creative and innovative solutions to help clients achieve their goals and manage their financial affairs. This is a full-time role...
-
Paraplanner (Pensions Management)
2 weeks ago
Stockton-on-Tees, County Durham, United Kingdom Prismatic Wealth Limited Full timePrismatic Wealth Limited is a firm of fee-based and wholly Independent Financial Advisers located in Stockton-On-Tees. With over £220 million of funds under management and over 30 years of experience in investment management, Prismatic Wealth has built an enviable reputation. Our dedicated and highly qualified team of financial advisers and support staff...
-
Paraplanner (Pensions Management)
7 days ago
Stockton-on-Tees, County Durham, United Kingdom Dawn Consulting (Sw) Limited Full timeParaplanner, The Role: I am recruiting an experienced Paraplanner to join the team at Mercury Wealth Management, an independent Accredited and Chartered Financial Planning firm based in Stockton-on-Tees (TS18).
-
Paraplanner
4 days ago
Stockton-on-Tees, County Durham, United Kingdom Dawn Consulting (Sw) Limited Full time €40,000Paraplanner, The Role: I am recruiting an experienced Paraplanner to join the team at Mercury Wealth Management, an independent Accredited and Chartered Financial Planning firm based in Stockton-on-Tees (TS18). This is a great opportunity for a diploma qualified Paraplanner (DipPFS) to be involved in client meetings and develop their technical expertise...
-
Paraplanner
1 week ago
Stockton-on-Tees, County Durham, United Kingdom Dawn Consulting (Sw) Limited Full timeParaplanner, The Role: I am recruiting an experienced Paraplanner to join the team at Mercury Wealth Management, an independent Accredited and Chartered Financial Planning firm based in Stockton-on-Tees (TS18). This is a great opportunity for a diploma qualified Paraplanner (DipPFS) to be involved in client meetings and develop their technical expertise...
-
Paraplanner
4 weeks ago
Stockton-on-Tees, County Durham, United Kingdom Dawn Consulting (Sw) Limited Full timeParaplanner, The Role: I am recruiting an experienced Paraplanner to join the team at Mercury Wealth Management, an independent Accredited and Chartered Financial Planning firm based in Stockton-on-Tees (TS18). This is a great opportunity for a diploma qualified Paraplanner (DipPFS) to be involved in client meetings and develop their technical expertise...
-
Paraplanner
4 weeks ago
Stockton-on-Tees, County Durham, United Kingdom Dawn Consulting (Sw) Limited Full timeParaplanner, The Role: I am recruiting an experienced Paraplanner to join the team at Mercury Wealth Management, an independent Accredited and Chartered Financial Planning firm based in Stockton-on-Tees (TS18). This is a great opportunity for a diploma qualified Paraplanner (DipPFS) to be involved in client meetings and develop their technical expertise...
-
Paraplanner
1 month ago
Stockton-on-Tees, United Kingdom CareerBliss Full timeParaplanner, The Role: I am recruiting an experienced Paraplanner to join the team at Mercury Wealth Management, an independent Accredited and Chartered Financial Planning firm based in Stockton-on-Tees (TS18). This is a great opportunity for a diploma qualified Paraplanner (DipPFS) to be involved in client meetings and develop their technical expertise and...
-
Paraplanner
1 month ago
Stockton-on-Tees, United Kingdom Dawn Consulting (Sw) Limited Full timeParaplanner, The Role: I am recruiting an experienced Paraplanner to join the team at Mercury Wealth Management, an independent Accredited and Chartered Financial Planning firm based in Stockton-on-Tees (TS18). This is a great opportunity for a diploma qualified Paraplanner (DipPFS) to be involved in client meetings and develop their technical expertise and...
-
Paraplanner
1 month ago
Stockton-On-Tees, United Kingdom Dawn Consulting (Sw) Limited Full timeParaplanner, The Role: I am recruiting an experienced Paraplanner to join the team at Mercury Wealth Management, an independent Accredited and Chartered Financial Planning firm based in Stockton-on-Tees (TS18). This is a great opportunity for a diploma qualified Paraplanner (DipPFS) to be involved in client meetings and develop their technical expertise and...
-
Paraplanner
1 week ago
Stockton-on-Tees, United Kingdom Dawn Consulting (Sw) Limited Full timeParaplanner, The Role: I am recruiting an experienced Paraplanner to join the team at Mercury Wealth Management, an independent Accredited and Chartered Financial Planning firm based in Stockton-on-Tees (TS18).Are you the right candidate for this opportunity Make sure to read the full description below.This is a great opportunity for a diploma qualified...
-
Paraplanner
2 weeks ago
Stockton-On-Tees, United Kingdom Dawn Consulting (Sw) Limited Full timeParaplanner, The Role: I am recruiting an experienced Paraplanner to join the team at Mercury Wealth Management, an independent Accredited and Chartered Financial Planning firm based in Stockton-on-Tees (TS18).Are you the right candidate for this opportunity Make sure to read the full description below.This is a great opportunity for a diploma qualified...
-
Paraplanner
4 weeks ago
Stockton-on-Tees, United Kingdom Dawn Consulting (Sw) Limited Full timeParaplanner, The Role: I am recruiting an experienced Paraplanner to join the team at Mercury Wealth Management, an independent Accredited and Chartered Financial Planning firm based in Stockton-on-Tees (TS18). This is a great opportunity for a diploma qualified Paraplanner (DipPFS) to be involved in client meetings and develop their technical expertise and...
-
Paraplanner
4 weeks ago
Durham, County Durham, United Kingdom Dawn Consulting (Sw) Limited Full timeParaplanner, The Role: I am recruiting an experienced Paraplanner to join the team at Mercury Wealth Management, an independent Accredited and Chartered Financial Planning firm based in Stockton-on-Tees (TS18). This is a great opportunity for a diploma qualified Paraplanner (DipPFS) to be involved in client meetings and develop their technical expertise...
-
Paraplanner
4 weeks ago
Durham, County Durham, United Kingdom Dawn Consulting (Sw) Limited Full timeParaplanner, The Role: I am recruiting an experienced Paraplanner to join the team at Mercury Wealth Management, an independent Accredited and Chartered Financial Planning firm based in Stockton-on-Tees (TS18). This is a great opportunity for a diploma qualified Paraplanner (DipPFS) to be involved in client meetings and develop their technical expertise...
-
Paraplanner
4 weeks ago
Stockton-On-Tees, North East, United Kingdom Dawn Consulting (Sw) Limited Full timeParaplanner, The Role: I am recruiting an experienced Paraplanner to join the team at Mercury Wealth Management, an independent Accredited and Chartered Financial Planning firm based in Stockton-on-Tees (TS18). This is a great opportunity for a diploma qualified Paraplanner (DipPFS) to be involved in client meetings and develop their technical expertise and...
-
Paraplanner
4 weeks ago
Durham, United Kingdom Dawn Consulting (Sw) Limited Full timeParaplanner, The Role: I am recruiting an experienced Paraplanner to join the team at Mercury Wealth Management, an independent Accredited and Chartered Financial Planning firm based in Stockton-on-Tees (TS18). This is a great opportunity for a diploma qualified Paraplanner (DipPFS) to be involved in client meetings and develop their technical expertise and...
-
Paraplanner
4 weeks ago
Durham, United Kingdom Dawn Consulting (Sw) Limited Full timeParaplanner, The Role: I am recruiting an experienced Paraplanner to join the team at Mercury Wealth Management, an independent Accredited and Chartered Financial Planning firm based in Stockton-on-Tees (TS18). This is a great opportunity for a diploma qualified Paraplanner (DipPFS) to be involved in client meetings and develop their technical expertise and...
