Current jobs related to Paraplanner - Preston - Serata Search (UK) Ltd

  • Paraplanner

    2 days ago

    Preston, United Kingdom Ferguson Dean Full time

    Job Description An instantly recognisable name in the Financial Planning sector are looking to recruit an additional paraplanner to join their team. Being part of wider group they have major financial support and after buying out another firm in the region they are looking for you to support the Adviser in the firm. They work with clients in the £100k to...

  • Paraplanner

    2 months ago

    Preston, United Kingdom Ferguson Dean Full time

    An instantly recognisable name in the Financial Planning sector are looking to recruit an additional paraplanner to join their team. Being part of wider group they have major financial support and after buying out another firm in the region they are looking for you to support the Adviser in the firm. They work with clients in the £100k to £1m space and are...

  • Paraplanner

    3 months ago

    Preston, United Kingdom Ferguson Dean Full time

    An instantly recognisable name in the Financial Planning sector are looking to recruit an additional paraplanner to join their team. Being part of wider group they have major financial support and after buying out another firm in the region they are looking for you to support the Adviser in the firm. They work with clients in the £100k to £1m space and are...

  • Paraplanner Associate

    2 days ago

    Preston, United Kingdom Ferguson Dean Full time

    About the RoleFerguson Dean is seeking a skilled Paraplanner to support the Adviser in their team. The ideal candidate will have experience working with HNW and UHNW clients, with a strong understanding of financial planning and wealth management.Key Responsibilities:Undertake reviews for clients to ensure they are on track to meet their financial...

  • Paraplanner

    2 months ago

    Preston, UK, Lancashire, United Kingdom Ferguson Dean Full time

    An instantly recognisable name in the Financial Planning sector are looking to recruit an additional paraplanner to join their team. Being part of wider group they have major financial support and after buying out another firm in the region they are looking for you to support the Adviser in the firm. They work with clients in the £100k to £1m space and are...

  • Administrator

    5 months ago

    Preston, United Kingdom NJR Recruitment Full time

    ADMINISTRATOR - Pensions & Investments PRESTON AREA (PR4) 21,000 - 25,000 + BENEFITS + EXAM SUPPORT - New business processing - Ensuring that partners are fully prepared for meetings with clients - Assisting the Paraplanners in relation to Investments and Pensions matters - Liaising closely with other companies to generate new leads for the advisers,...

  • Financial Services Administrator

    5 months ago

    Preston, United Kingdom NJR Recruitment Full time

    **ADMINISTRATOR - Pensions & Investments** **PRESTON AREA (PR4)** **212000 - 25,000 + BENEFITS + EXAM SUPPORT** **FULL & PART TIME HOURS ARE AN OPTION** - New business processing - Ensuring that partners are fully prepared for meetings with clients - Assisting the Paraplanners in relation to Investments and Pensions matters - Liaising closely with other...

  • Administrator- Pensions

    5 months ago

    Preston, United Kingdom NJR Recruitment Full time

    **ADMINISTRATOR - Pensions & Investments** **PRESTON AREA (PR4)** **21,000 - 25,000 + BENEFITS + EXAM SUPPORT** **FULL & PART TIME HOURS ARE AN OPTION** - New business processing - Ensuring that partners are fully prepared for meetings with clients - Assisting the Paraplanners in relation to Investments and Pensions matters - Liaising closely with other...

  • Financial Planning Specialist

    4 weeks ago

    Preston, United Kingdom Ferguson Dean Full time

    About the RoleFerguson Dean, a leading national practice, is seeking a skilled Paraplanner to support their Adviser in delivering exceptional client service. The ideal candidate will have experience working with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients, with a strong background in report writing and research.Key ResponsibilitiesUndertake...

  • Financial Planning Specialist

    4 weeks ago

    Preston, United Kingdom Ferguson Dean Full time

    About the RoleFerguson Dean, a leading national practice, is seeking a skilled Paraplanner to support their Adviser in delivering exceptional client service. The ideal candidate will have experience working with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients, with a strong background in report writing and research.Key ResponsibilitiesUndertake...

  • Financial Planning Specialist

    4 weeks ago

    Preston, Lancashire, United Kingdom Ferguson Dean Full time

    About Ferguson DeanFerguson Dean is a leading national practice with a strong reputation in the Financial Planning sector.Job SummaryWe are seeking an experienced Paraplanner to support our Adviser in delivering exceptional client service and driving business growth.Key ResponsibilitiesUndertake comprehensive reviews of clients' financial situations and...

  • Financial Planning Specialist

    4 weeks ago

    Preston, Lancashire, United Kingdom Ferguson Dean Full time

    About Ferguson DeanFerguson Dean is a leading national practice with a strong reputation in the Financial Planning sector.Job SummaryWe are seeking an experienced Paraplanner to support our Adviser in delivering exceptional client service and driving business growth.Key ResponsibilitiesUndertake comprehensive reviews of clients' financial situations and...

  • Wealth Management Director

    4 weeks ago

    Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Job Title: Wealth DirectorWe are seeking a highly skilled and experienced Wealth Director to join our team at Artemis Recruitment Consultants Ltd.Key Responsibilities:Prospecting and Client Acquisition: Identify and pursue new business opportunities, ensuring alignment with the firm's business plan and objectives.Client Relationship Management: Develop and...

  • Wealth Management Director

    4 weeks ago

    Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Job Title: Wealth DirectorWe are seeking a highly skilled and experienced Wealth Director to join our team at Artemis Recruitment Consultants Ltd.Key Responsibilities:Prospecting and Client Acquisition: Identify and pursue new business opportunities, ensuring alignment with the firm's business plan and objectives.Client Relationship Management: Develop and...

  • Client Retention/financial Services Administrator

    5 months ago

    Preston, United Kingdom Clarify Consultancy Ltd Full time

    **Client Retention/Financial Services Administrator** Due to expansion our client, a financial services company, is looking for an experienced Client Retention/Financial Services Administrator to support the Paraplanners and Advisers, by providing successful delivery of operational and administrative support. Duties to Include: - Preparing client files...

  • Learning and Development Team Lead

    1 month ago

    Preston, Lancashire, United Kingdom Agility Resoucing Full time

    LocationUnited KingdomJob TypePermanentAbout the RoleGroup Recruitment LeadChorleyHybrid working, 35 hours per weekWe are a leading financial planning and wealth management firm with over 20 local offices nationwide. Founded in 2008, we employ over 300 people, including highly qualified financial planners and paraplanners.We are seeking a Recruitment/Talent...

  • Learning and Development Team Lead

    1 month ago

    Preston, Lancashire, United Kingdom Agility Resoucing Full time

    LocationUnited KingdomJob TypePermanentAbout the RoleGroup Recruitment LeadChorleyHybrid working, 35 hours per weekWe are a leading financial planning and wealth management firm with over 20 local offices nationwide. Founded in 2008, we employ over 300 people, including highly qualified financial planners and paraplanners.We are seeking a Recruitment/Talent...

  • Ifa Administrator

    5 months ago

    Preston Park, United Kingdom Cranleigh Personnel Full time

    **Job title: IFA Administrator / Wealth Planning Administrator** **Location: Preston Park, Brighton** **Salary: £25,000 - £35,000 depending upon experience** Are you an IFA Administrator / Wealth Planning Administrator who loves supporting and being part of a team? If so, we may have the perfect opportunity for you. **Information on the...

  • Ifa Administrator

    5 months ago

    Preston Park, United Kingdom Cranleigh Personnel Full time

    **Job title: IFA Administrator / Wealth Planning Administrator** **Location: Preston Park, Brighton** **Salary: £25,000 - £35,000 depending upon experience** Are you an IFA Administrator / Wealth Planning Administrator who loves supporting and being part of a team? If so, we may have the perfect opportunity for you. **Information on the...

  • Financial Adviser

    1 month ago

    Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Trainee Financial Adviser - PrestonWe are seeking a highly motivated and ambitious individual to join our team as a Trainee Financial Adviser in Preston. As a Trainee Financial Adviser, you will play a key role in advising clients on their financial needs and objectives.Key Responsibilities:Prospect and contact potential clients in accordance with our...

Paraplanner

3 months ago

Preston, United Kingdom Serata Search (UK) Ltd Full time

Paraplanner

28K TO 35K Basic, great benefits including 25 days holiday, flexible hours, pension and medical cover

Based Preston city centre – free parking

Our client is a small but very reputable IFA practice in Preston that have been established for many years and have an exceptional client base. The offices are lovely, and you’d be working with some really great people, the Directors really look after their staff and reward generously.

The ideal person will need to have worked within the Financial Services industry and as a Paraplanner for the last 2 years and have a working and competent knowledge of financial services products. You will have good communication skills, be organised, happy to take responsibility for your own work and be able to work to deadlines. You must have had experience of writing suitability reports.

If not already qualified to diploma level, should be part qualified or keen to progress further.

Responsibilities as Paraplanner

·        Produce professional suitability reports

·        Tailoring suitability letters to individual clients

·        Responsible for file preparation for meetings and existing business administration

·        Provide specific product, provider and fund research

·        Assisting administrators during busy periods and working in a team environment.

·        Submit new business applications and produce quotations

·        Deal with providers and with clients

·        Chase outstanding pipeline cases

·        Chase outstanding fees

Main Skills as Paraplanner

·        Experience using Intelligent Office and Selectapension would be an advantage

·        Ideally possess a minimum of 2 years of experience as a Paraplanner

·        Experience of writing suitability reports

·        Good knowledge of financial products – particularly pensions and investments

·        Excellent attention to detail

·        Well organised and efficient

·        Strong administrative skills

 

We welcome applicants from all nationalities but applicants must be able to commute to this role's location and be eligible to work in the UK.


“Serata Search are operating as an employment agency”