![Ferguson Dean](https://media.trabajo.org/img/noimg.jpg)
Paraplanner
2 weeks ago
A Chartered IFA practice in Lancashire are looking for a paraplanner to join their team. They have a ream of 5 paraplanners and additional support staff and they have over £1bn in AUM with advisers across the North West. You will be supporting the advisers on a work flow, not one to one basis. Full study support will be provided for Dip and Chartered accreditation with an opportunity to move towards Advisory if you wish. The role is hybrid.
Hit Apply below to send your application for consideration Ensure that your CV is up to date, and that you have read the job specs first.They are part of a larger national group but are independent of their influence.
Package
- Excellent salary, study support, defined career path, excellent pensions and benefits
The company
- An award winning, Chartered Financial Planning practice with investor in people accreditation.
The Role
- Working with a team of financial planners across the North West of England.
- Providing full technical support
- Undertaking research and production of reports
- Dealing with client queries as required
- Attending team meetings as required, in face or remote.
- Other duties as required.
The candidate
- Experienced in paraplanning and technical support.
- Ideally CII Dip or close to.
- Experience of all major software packages and range of platforms/providers.
Next steps
- Apply with a CV to below email for confidential discussion and review of opportunity and process
-
Paraplanner
2 weeks ago
Preston, Lancashire, United Kingdom Ferguson Dean Full timeA Chartered IFA practice in Lancashire is seeking a paraplanner to join their team. They have a team of 5 paraplanners and additional support staff, managing over £1bn in AUM with advisors across the North West.You will support the advisors on a work flow basis, not one-to-one.Full study support will be provided for Dip and Chartered accreditation, with an...
-
Financial Paraplanner
2 weeks ago
Preston, Lancashire, United Kingdom Ferguson Dean Full timeA Chartered IFA practice in Lancashire are looking for a paraplanner to join their team. They have a ream of 5 paraplanners and additional support staff and they have over £1bn in AUM with advisers across the North West. You will be supporting the advisers on a work flow, not one to one basis. Full study support will be provided for Dip and Chartered...
-
Paraplanner
1 month ago
Preston, UK, Lancashire, United Kingdom Ferguson Dean Full timeA Chartered IFA practice in Lancashire are looking for a paraplanner to join their team. They have a ream of 5 paraplanners and additional support staff and they have over £1bn in AUM with advisers across the North West. You will be supporting the advisers on a work flow, not one to one basis. Full study support will be provided for Dip and Chartered...
-
Paraplanner
4 weeks ago
Preston, UK, Lancashire, United Kingdom Ferguson Dean Full timeA Chartered IFA practice in Lancashire are looking for a paraplanner to join their team. They have a ream of 5 paraplanners and additional support staff and they have over £1bn in AUM with advisers across the North West. You will be supporting the advisers on a work flow, not one to one basis. Full study support will be provided for Dip and Chartered...
-
Paraplanner / Financial Services Administrator
2 weeks ago
Preston, Lancashire, United Kingdom Aspire Executive Search Full timeClient Support Administrator / Paraplanner Preston, Salary up to £35000 (Dependent upon level of experience) Excellent benefits including a bonus and ParkingThis is an excellent and interesting opportunity to work for a Preston based IFA firm who have a client centred approach and are experienced in helping HIgh net worth clients with complex needs.Do you...
-
Financial Planner
2 weeks ago
Preston, Lancashire, United Kingdom Exchange Street Claims ltd Full time £4Glass ceilings. It's not anyone's fault. You just sometimes outgrow the firm you've joined. And it's very common amongst planners towards the start of their career. They've had an opportunity, taken it, but have soon realised that if they're going to grow, they need to move on. Which is where this firm comes in. This is the type of business that people...
-
IFA Administrator
4 weeks ago
Preston, Lancashire, United Kingdom Idex Full timeMy client is currently looking to appoint an experienced IFA Administrator to join their team in Preston. The administrator role is an integral and very important part of the delivery of advice services by the Advisers to their valued clients. Good communication skills will be important, as is accuracy of output and good client service.ResponsibilitiesWork...
-
IFA Administrator
1 month ago
Preston, Lancashire, United Kingdom Idex Full timeMy client is currently looking to appoint an experienced IFA Administrator to join their team in Preston. The administrator role is an integral and very important part of the delivery of advice services by the Advisers to their valued clients. Good communication skills will be important, as is accuracy of output and good client service.ResponsibilitiesWork...
-
Trainee Wealth Manager
2 weeks ago
Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full time £24,000 - £30,000Type of Position: Trainee Wealth Manager - Cumbria Pay: £24k - £30k Trainee Wealth Manager - Cumbria Our client is looking to welcome a Trainee Wealth Manager into their team in Cumbria, to advise clients as appropriate to their circumstances and objectives. Specific responsibilities Prospecting and contacting potential clients in accordance with the...
-
Trainee Financial Adviser
2 weeks ago
Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full time £24,000 - £30,000Type of Position: Trainee Financial Adviser - Cumbria Pay: £24k - £30k Trainee Financial Adviser - Cumbria Our client is looking to welcome a Trainee Financial Adviser into their team in Cumbria, to advise clients as appropriate to their circumstances and objectives. Specific responsibilities Prospecting and contacting potential clients in accordance...
-
Group People Advisor
2 weeks ago
Preston, Lancashire, United Kingdom Perspective Financial Group Ltd Full timeWe are proud to be the UK's best client-centric financial planning firm for both our clients and our staff. Founded in 2008 and with over 35 local offices nationwide, we employ 450 people including more than 160 highly qualified financial planners and paraplanners.We regard financial planning as a profession, providing specialist expertise to individuals,...
-
Paraplanner
2 weeks ago
Preston, United Kingdom Ferguson Dean Limited Full timeA leading financial planning firm in Preston are looking for a Dip qualified paraplanner to join their team. The firm work across the UK with clients in the £250k plus space in the main, and have a defined careeer path internally. All paraplanners will receive support to reach Chartered. Package You will receive excellent salary (£30k-£40k) executive...
-
Paraplanner
4 weeks ago
Preston, United Kingdom mbf. Full time**Paraplanner - Leading Wealth Management Organisation - Preston - Salary negotiable plus bonus and benefits** MBF are currently working with a leading wealth management organisation who specialise in providing financial advice to HNW individuals. They are currently looking for an experienced Paraplanner to work alongside two of their Directors. This is an...
-
Paraplanner
4 weeks ago
Preston, United Kingdom Ferguson Dean Full timeA Chartered IFA practice in Lancashire are looking for a paraplanner to join their team. They have a ream of 5 paraplanners and additional support staff and they have over £1bn in AUM with advisers across the North West. You will be supporting the advisers on a work flow, not one to one basis. Full study support will be provided for Dip and Chartered...
-
Paraplanner
1 month ago
Preston, United Kingdom Ferguson Dean Full timeA Chartered IFA practice in Lancashire are looking for a paraplanner to join their team. They have a ream of 5 paraplanners and additional support staff and they have over £1bn in AUM with advisers across the North West. You will be supporting the advisers on a work flow, not one to one basis. Full study support will be provided for Dip and Chartered...
-
Paraplanner
3 weeks ago
Preston, Lancashire, United Kingdom Ferguson Dean Limited Full time €250,000A leading financial planning firm in Preston are looking for a Dip qualified paraplanner to join their team. The firm work across the UK with clients in the £250k plus space in the main, and have a defined careeer path internally. All paraplanners will receive support to reach Chartered. Package You will receive excellent salary (£30k-£40k) executive...
-
Paraplanner
3 weeks ago
Preston, Lancashire, United Kingdom Ferguson Dean Limited Full time €250,000A leading financial planning firm in Preston are looking for a Dip qualified paraplanner to join their team. The firm work across the UK with clients in the £250k plus space in the main, and have a defined careeer path internally. All paraplanners will receive support to reach Chartered. Package You will receive excellent salary (£30k-£40k) executive...
-
Paraplanner
1 month ago
Preston, Lancashire, United Kingdom Ferguson Dean Limited Full time €250,000A leading financial planning firm in Preston are looking for a Dip qualified paraplanner to join their team. The firm work across the UK with clients in the £250k plus space in the main, and have a defined careeer path internally. All paraplanners will receive support to reach Chartered. If you would like to know a bit more about this opportunity, or are...
-
Paraplanner
3 weeks ago
Preston, United Kingdom Ferguson Dean Full timeA Chartered IFA practice in Lancashire are looking for a paraplanner to join their team. They have a ream of 5 paraplanners and additional support staff and they have over £1bn in AUM with advisers across the North West. You will be supporting the advisers on a work flow, not one to one basis. Full study support will be provided for Dip and Chartered...
-
Paraplanner
4 weeks ago
Preston, United Kingdom Ferguson Dean Full timeA Chartered IFA practice in Lancashire are looking for a paraplanner to join their team. They have a ream of 5 paraplanners and additional support staff and they have over £1bn in AUM with advisers across the North West. You will be supporting the advisers on a work flow, not one to one basis. Full study support will be provided for Dip and Chartered...
-
Paraplanner
1 month ago
Preston, United Kingdom Ferguson Dean Full timeA Chartered IFA practice in Lancashire are looking for a paraplanner to join their team. They have a ream of 5 paraplanners and additional support staff and they have over £1bn in AUM with advisers across the North West. You will be supporting the advisers on a work flow, not one to one basis. Full study support will be provided for Dip and Chartered...
-
Paraplanner
1 month ago
Preston, United Kingdom Ferguson Dean Full timeA Chartered IFA practice in Lancashire are looking for a paraplanner to join their team. They have a ream of 5 paraplanners and additional support staff and they have over £1bn in AUM with advisers across the North West. You will be supporting the advisers on a work flow, not one to one basis. Full study support will be provided for Dip and Chartered...
-
Paraplanner
1 month ago
Preston, United Kingdom Ferguson Dean Full timeA Chartered IFA practice in Lancashire are looking for a paraplanner to join their team. They have a ream of 5 paraplanners and additional support staff and they have over £1bn in AUM with advisers across the North West. You will be supporting the advisers on a work flow, not one to one basis. Full study support will be provided for Dip and Chartered...
-
Paraplanner
4 weeks ago
Preston, United Kingdom Ferguson Dean Full timeA Chartered IFA practice in Lancashire are looking for a paraplanner to join their team. They have a ream of 5 paraplanners and additional support staff and they have over £1bn in AUM with advisers across the North West. You will be supporting the advisers on a work flow, not one to one basis. Full study support will be provided for Dip and Chartered...
-
Paraplanner
4 weeks ago
Preston, United Kingdom Ferguson Dean Full timeA Chartered IFA practice in Lancashire are looking for a paraplanner to join their team. They have a ream of 5 paraplanners and additional support staff and they have over £1bn in AUM with advisers across the North West. You will be supporting the advisers on a work flow, not one to one basis. Full study support will be provided for Dip and Chartered...
-
Paraplanner
1 month ago
Preston, United Kingdom Ferguson Dean Full timeA Chartered IFA practice in Lancashire are looking for a paraplanner to join their team. They have a ream of 5 paraplanners and additional support staff and they have over £1bn in AUM with advisers across the North West. You will be supporting the advisers on a work flow, not one to one basis. Full study support will be provided for Dip and Chartered...
-
Paraplanner
4 weeks ago
Preston, United Kingdom Ferguson Dean Full timeA Chartered IFA practice in Lancashire are looking for a paraplanner to join their team. They have a ream of 5 paraplanners and additional support staff and they have over £1bn in AUM with advisers across the North West. You will be supporting the advisers on a work flow, not one to one basis. Full study support will be provided for Dip and Chartered...
-
Paraplanner
3 weeks ago
Preston, United Kingdom Ferguson Dean Full timeA Chartered IFA practice in Lancashire are looking for a paraplanner to join their team. They have a ream of 5 paraplanners and additional support staff and they have over £1bn in AUM with advisers across the North West. You will be supporting the advisers on a work flow, not one to one basis. Full study support will be provided for Dip and Chartered...
-
Paraplanner
4 weeks ago
Preston, Lancashire, United Kingdom Ferguson Dean Full timeA Chartered IFA practice in Lancashire are looking for a paraplanner to join their team. They have a ream of 5 paraplanners and additional support staff and they have over £1bn in AUM with advisers across the North West. You will be supporting the advisers on a work flow, not one to one basis. Full study support will be provided for Dip and Chartered...
-
Paraplanner
2 weeks ago
Preston, Lancashire, United Kingdom Ferguson Dean Full timeJob Description A Chartered IFA practice in Lancashire are looking for a paraplanner to join their team. They have a ream of 5 paraplanners and additional support staff and they have over £1bn in AUM with advisers across the North West. You will be supporting the advisers on a work flow, not one to one basis. Full study support will be provided for Dip...
-
Paraplanner
1 month ago
Preston, Lancashire, United Kingdom Ferguson Dean Full timeA Chartered IFA practice in Lancashire are looking for a paraplanner to join their team. They have a ream of 5 paraplanners and additional support staff and they have over £1bn in AUM with advisers across the North West. You will be supporting the advisers on a work flow, not one to one basis. Full study support will be provided for Dip and Chartered...