Paraplanner (Pensions Management)

An ethical, bespoke and independent wealth management firm who provide an extremely client focused and professional service. The company has a fantastic reputation and are very forward thinking in terms of technology, IT systems and paperless processes. They provide a very cheerful working environment, encourage promotion from within and are situated in a...

Are you looking for an IFA firm that can provide you a career path based on your skill either into technical or Advising roles? We are currently working with a large regional Financial Advisory business that is looking to take on Paraplanners at all levelsin their career. You will be joining a Chartered Financial Planning practice that prides themselves on...

An exciting opportunity has arisen for a Paraplanner to join a reputable financial services firm. The successful candidate will be responsible for providing efficient and effective support to the financial advisory team. Client Details This firm is a respected player in the financial services industry, having won numerous awards in all areas of financial...

The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service. **The Opportunity** During a period of key expansion, our partner is looking for an experienced Paraplanner to support the successful Financial Planners of the business. The...

**Home based Paraplanner - Salary negotiable to £45,000 - Anywhere in the UK, National Wealth Management Organisation** We are currently working with a National Wealth Management organisation to recruit an experienced Paraplanner to work in their centralised, Home based Paraplanner team. This role will be 100% home based, supporting many of their...

Is 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 preparation of advice for clients is of the highest quality and delivered in an...

Is 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 preparation of advice for clients is of the highest quality and delivered in an...

Previous pensions experience and looking for your next short term assignment in Pensions Administration? You will be joining this in-house company for a period of 2 months with the option for extension if desired. Reporting to the Pensions Operations Manager, you will be familiar with the duties and your focus will be on a DB pension scheme, which is open...

Permanent, Full time Hybrid Working) Prepare suitability reports across a wide range of advice types, financial products, and investment solutions Work with the Financial Planner to ensure the correct client outcome is achieved Attend client meetings to support the Financial Planner in the delivery of cashflow modelling, as required Communicate effectively...

Permanent, Full time Hybrid Working) Prepare suitability reports across a wide range of advice types, financial products, and investment solutions Work with the Financial Planner to ensure the correct client outcome is achieved Attend client meetings to support the Financial Planner in the delivery of cashflow modelling, as required Communicate effectively...

Have you thought about building a career within Pensions administration, working with one of the largest private defined benefit pension schemes in the UK? If so, based in the iconic Royal Liver Buildings in Liverpool, we have an amazing opportunity for someone who thrives on working within a supportive and busy office environment. Our office is a vibrant...

Have you thought about building a career within Pensions administration, working with one of the largest private defined benefit pension schemes in the UK? If so, based in the iconic Royal Liver Buildings in Liverpool, we have an amazing opportunity for someone who thrives on working within a supportive and busy office environment. Our office is a vibrant...

When you join USS, the size and scale of our pension scheme means you will have numerous opportunities to learn and develop your career. Given our size you'll have real autonomy and influence as you collaborate closely with a wide-ranging team of experts. About the role In your role as Pensions Solution Architect you will make a meaningful and valued...

When you join USS, the size and scale of our pension scheme means you will have numerous opportunities to learn and develop your career. Given our size you'll have real autonomy and influence as you collaborate closely with a wide-ranging team of experts. About the role In your role as Pensions Solution Architect you will make a meaningful and valued...

When you join USS, the size and scale of our pension scheme means you will have numerous opportunities to learn and develop your career. Given our size you'll have real autonomy and influence as you collaborate closely with a wide-ranging team of experts. About the role In your role as Pensions Solution Architect you will make a meaningful and valued...

**Financial Services Administrator** **Based in Liverpool, Merseyside.** **Salary: £25,000 - £40,000** This experienced Financial Services Administrator job opportunity in Liverpool City Centre is offering a salary of £25,000 - £40,000. You will be joining a financial services firm who have a highly skilled Financial Planning team. The great bonus...

We are currently working with a leading National Wealth Manager in Liverpool who through demand are looking to expand their paraplanning team. They work with some truly great HNW/UHNW clients including company owners/directors, FTSE 100 company execs, family groups, and affluent retirees. They offer a full range of planning services including Investment,...

Financial Administrator **Salary**: £23,000 - £29,000. Based in Liverpool City Centre. Would you like to join an Independent Financial Advisors in Liverpool City Centre who will invest in your career and qualifications? The Independent Financial Advisors offer valuable staff training, and development plus will invest in your financial services...

Recruit Wealth are representing a highly successful, fast growing, national Financial Planning business who are currently recruiting for an experienced Administrator to join their Liverpool team. Our client is a modern, highly ethical and rewarding employer. They deal with private clients relating to their pensions, investments and other financial planning...

Financial Services Administrator Based in Liverpool City Centre. **Salary**: £23,000 - £27,000 This Financial Services Administrator job opportunity in Liverpool is offering a salary of £23,000 - £27,000. Would you like to join an Independent Financial Advisors in Liverpool City Centre who will invest in your career and qualifications? The...