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Paraplanner
2 weeks ago
A leading regional Financial Planning practice are looking for two paraplanners to join their team in Stoke-on-Trent. Part of a larger group, they are a true success story in the last 18 months, acquiring a number of smaller practices from retiring advisers and successfully incorporating these clients into the business. As a result, they are looking to expand their technical support team. Working on a one to one basis, you will be assigned to an adviser and acting as their first point of contact.
Do you have the right skills and experience for this role Read on to find out, and make your application.
Package
- Excellent salary, study support, defined career path, excellent benefits and pension,
The company
- A Chartered Financial Planning practice.
The Role
- Working directly with a Chartered Adviser who has clients across the Staffordshire region,
- 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
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2 weeks ago
Stoke-on-Trent, United Kingdom Ferguson Dean Full timeA leading regional Financial Planning practice are looking for two paraplanners to join their team in Stoke-on-Trent. Part of a larger group, they are a true success story in the last 18 months, acquiring a number of smaller practices from retiring advisers and successfully incorporating these clients into the business. As a result, they are looking to...
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Stoke-On-Trent, United Kingdom Ferguson Dean Full timeA leading regional Financial Planning practice are looking for two paraplanners to join their team in Stoke-on-Trent. Part of a larger group, they are a true success story in the last 18 months, acquiring a number of smaller practices from retiring advisers and successfully incorporating these clients into the business. As a result, they are looking to...
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2 weeks ago
Stoke-on-Trent, Staffordshire, United Kingdom Ferguson Dean Full timeA leading regional Financial Planning practice are looking for two paraplanners to join their team in Stoke-on-Trent. Part of a larger group, they are a true success story in the last 18 months, acquiring a number of smaller practices from retiring advisers and successfully incorporating these clients into the business. As a result, they are looking to...
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Stoke-on-Trent, Staffordshire, United Kingdom Ferguson Dean Full timeJob Description A leading regional Financial Planning practice are looking for two paraplanners to join their team in Stoke-on-Trent. Part of a larger group, they are a true success story in the last 18 months, acquiring a number of smaller practices from retiring advisers and successfully incorporating these clients into the business. As a result, they...
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Stoke Prior, United Kingdom Premier Jobs UK Full timeThis hybrid working Paraplanner job in the Midlands is an opportunity to join a rapidly growing financial planning firmYou will be providing a full paraplanning function to one of their Senior Financial Advisors, ensuring client service and compliance are always delivered. The business is building an infrastructure to have a 2:1 ratio of back office team to...
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Stoke-On-Trent, UK, Staffordshire, United Kingdom Ferguson Dean Full timeA leading regional Financial Planning practice are looking for two paraplanners to join their team in Stoke-on-Trent. Part of a larger group, they are a true success story in the last 18 months, acquiring a number of smaller practices from retiring advisers and successfully incorporating these clients into the business. As a result, they are looking to...
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City Of Stoke-On-Trent, United Kingdom Ferguson Dean Full timeA leading regional Financial Planning practice are looking for two paraplanners to join their team in Stoke-on-Trent. Part of a larger group, they are a true success story in the last 18 months, acquiring a number of smaller practices from retiring advisers and successfully incorporating these clients into the business. As a result, they are looking to...
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2 weeks ago
City Of Stoke-On-Trent, United Kingdom Ferguson Dean Full timeA leading regional Financial Planning practice are looking for two paraplanners to join their team in Stoke-on-Trent. Part of a larger group, they are a true success story in the last 18 months, acquiring a number of smaller practices from retiring advisers and successfully incorporating these clients into the business. As a result, they are looking to...
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2 weeks ago
City Of Stoke-On-Trent, United Kingdom Ferguson Dean Full timeA leading regional Financial Planning practice are looking for two paraplanners to join their team in Stoke-on-Trent. Part of a larger group, they are a true success story in the last 18 months, acquiring a number of smaller practices from retiring advisers and successfully incorporating these clients into the business. As a result, they are looking to...
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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...
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2 months ago
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Stoke Prior, United Kingdom Premier Jobs UK Limited Full timeThis hybrid working Paraplanner job in the Midlands is an opportunity to join a rapidly growing financial planning firmIf your skills, experience, and qualifications match those in this job overview, do not delay your application.You will be providing a full paraplanning function to one of their Senior Financial Advisors, ensuring client service and...
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3 weeks ago
Stoke Prior, United Kingdom Premier Jobs UK Limited Full timeThis hybrid working Paraplanner job in the Midlands is an opportunity to join a rapidly growing financial planning firmIf your skills, experience, and qualifications match those in this job overview, do not delay your application.You will be providing a full paraplanning function to one of their Senior Financial Advisors, ensuring client service and...