Current jobs related to Paraplanner - Chorley - Exchange Street Claims & Financial Services

  • Paraplanner Senior Administrator Hybrid

    5 days ago

    Chorley, United Kingdom Cameron James Full time

    Our client is an established, Chartered, Financial Adviser firm based in Chorley who require an experienced Paraplanner or Senior Administrator to join a team of Paraplanners and Financial Advisers. The Paraplanner will work alongside the advisers to discuss the different solutions suitable for the client before implementation. They will compile and...

  • Paraplanner Senior Administrator Hybrid

    4 days ago

    Chorley, Lancashire, United Kingdom Cameron James Full time

    Paraplanner or Senior Administrator OpportunityCameron James is seeking an experienced Paraplanner or Senior Administrator to join their team of Paraplanners and Financial Advisers.The successful candidate will work closely with the advisers to discuss client solutions and compile comprehensive reports to meet client objectives.Key Skills:Good IT skills,...

  • Paraplanner Senior Administrator Hybrid

    4 days ago

    Chorley, Lancashire, United Kingdom Cameron James Full time

    Paraplanner or Senior Administrator OpportunityCameron James is seeking an experienced Paraplanner or Senior Administrator to join their team of Paraplanners and Financial Advisers.The successful candidate will work closely with the advisers to discuss client solutions and compile comprehensive reports to meet client objectives.Key Skills:Good IT skills,...

  • Ifa Administrator

    4 months ago

    Chorley, United Kingdom Taylor James Professional Recruitment LTD Full time

    **Our Chorley based client are looking to appoint an IFA Administrator to join their experienced team on a permanent basis.** You will be joining an award winning firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration package **Supporting a...

  • Financial Services Administrator

    4 months ago

    Chorley, United Kingdom Prestige Recruitment Group Full time

    **Financial Services Administrator** **Chorley, Lancashire** **Salary: £24,000 - £28,000** We are delighted to be working with a Lancashire based and award winning Financial Planning Management Pract based near Chorley. They have an exciting opportunity for an experienced IFA administrator to join a well established and growing financial services...

  • Financial Administrator

    4 months ago

    Chorley, United Kingdom Prestige Recruitment Group Full time

    **Financial Administrator** **Chorley, Lancashire** **Salary: £23,000 - £27,000** We are delighted to be working with a Lancashire based and award winning Financial Planning Management Practice based near Chorley. They have an exciting opportunity for an experienced IFA administrator to join a well established and growing financial services company in...

  • Financial Advisor

    4 months ago

    Chorley, United Kingdom Recruit UK Full time

    **Job Title**: Financial Adviser **Industry**: Financial Planning **Location**:Chorley **Salary**: £45,000 **Job Reference**:8966 Financial Adviser Recruit UK are working on an excellent opportunity for a financial adviser to join a well-established, independent, wealth management firm based in Chorley. The firm in question is passionate about making...

  • Acquisitions File Review Specialist

    3 weeks ago

    Chorley, Lancashire, United Kingdom Perspective Financial Group Ltd Full time

    We are proud to be a leading financial services company, dedicated to providing expert advice to individuals, families, and businesses. Founded in 2008, we have over 35 offices nationwide and employ 450 people, including 160 highly qualified financial planners and paraplanners.Our Mission: We strive to provide exceptional, specialized financial planning and...

  • Acquisitions File Review Specialist

    3 weeks ago

    Chorley, Lancashire, United Kingdom Perspective Financial Group Ltd Full time

    We are proud to be a leading financial services company, dedicated to providing expert advice to individuals, families, and businesses. Founded in 2008, we have over 35 offices nationwide and employ 450 people, including 160 highly qualified financial planners and paraplanners.Our Mission: We strive to provide exceptional, specialized financial planning and...

  • Accounts Payable Clerk

    4 months ago

    Chorley, United Kingdom Perspective Financial Group Ltd Full time

    We are one of the UK’s leading financial planning and wealth management firms with over 20 local offices nationwide. Founded in 2008, we employ over 300 people including over 120 highly qualified financial planners and paraplanners. We are very client-centric and regarded as the firm that regularly sets the standard of excellence in this sector. For us,...

  • Financial Administrator

    4 months ago

    Chorley, United Kingdom Perspective Financial Group Ltd Full time

    We are one of the UK’s leading financial planning and wealth management firms with over 20 local offices nationwide. Founded in 2008, we employ over 300 people including over 120 highly qualified financial planners and paraplanners. We are very client-centric and regarded as the firm that regularly sets the standard of excellence in this sector. For us,...

  • M&a Team Administration Coordinator

    4 months ago

    Chorley, United Kingdom Perspective Financial Group Ltd Full time

    **We 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...

  • M&a Team Leader

    4 months ago

    Chorley, United Kingdom Perspective Financial Group Ltd Full time

    We are one of the UK’s leading financial planning and wealth management firms with over 30 local offices nationwide. Founded in 2008, we employ over 400 people including over 160 highly qualified financial planners and paraplanners. We are very client-centric and regarded as the firm that regularly sets the standard of excellence in this sector. For us,...

  • Financial Administrator

    3 months ago

    Chorley, United Kingdom Perspective Financial Group Ltd Full time

    **We 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...

  • Financial Administrator

    3 months ago

    Chorley, United Kingdom Perspective Financial Group Ltd Full time

    **We 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...

  • M&a Integration Project Coordinator

    4 months ago

    Chorley, United Kingdom Perspective Financial Group Ltd Full time

    We are one of the UK’s leading financial planning and wealth management firms with over 30 local offices nationwide. Founded in 2008, we employ over 400 people including over 160 highly qualified financial planners and paraplanners. We are very client-centric and regarded as the firm that regularly sets the standard of excellence in this sector. For us,...

Paraplanner

3 months ago

Chorley, United Kingdom Exchange Street Claims & Financial Services Full time
It's one thing to say you're a great firm. It's another thing to be able to prove it. This business is in the latter camp. Not only have they won the 2023 award for being the best financial planning firm in the UK to work for. They won it in 2022 as well. Why? Well, progression is standard. They're a long-standing Chartered firm, so help with Chartered exams is par for the course. But they've also had paraplanners become planners, and very successful ones too. So if you're keen on progressing down that route they can put a pathway in place. With several further acquisitions lined up, you'll have opportunities in the next 3-5 years. And it's this progression that helps them keep their best staff for year after year after year. When it comes to mentors and people to learn from, you'll be surrounded by them. So if advice isn't for you but you want to be the best paraplanner you can, then this is the environment for that. Plus they treat people well. There's proper induction and training plans (it's amazing how many firms don't put these in place). There's hybrid working (3 days in the office, 2 from wherever). There's 28 days holiday (plus bank holidays). What does all that say?You're supported. You're listened to. And you're trusted to get on with your job. Sound refreshing? What you'll need: You will need 3+ years experience as a paraplanner and be level 4 qualified.Hitting a glass ceiling or think you're talent is being wasted? Click apply. We will be in touch to tell you everything you need to know.