Current jobs related to Paraplanner - Chester - Ferguson Dean
-
Paraplanner
2 days ago
Chester, United Kingdom Premier Jobs UK Limited Full timeThis hybrid-based Paraplanner job in the Wirral is suitable for an individual looking to be part of a growing company and assist in providing excellent financial planning solutions.You will be providing paraplanning support to their team of Financial Advisors who provide holistic financial planning to clients. In addition, they regularly provide cashflow...
-
Paraplanner
1 month ago
Chester, United Kingdom CV-Library Full timeOur client is a fully Independent Chartered Financial Advisory firm based in Chester, who have a passion for Financial Planning and provide impartial expert advice across Financial Planning, Wealth Management, Pensions & Retirement Planning and Inheritance Tax. We are urgently seeking a Paraplanner to join an existing team providing Paraplanning support to a...
-
Paraplanner
5 months ago
Chester, United Kingdom Lime People Search & Select Ltd Full timeOur client is a fully Independent Chartered Financial Advisory firm based in Chester, who have a passion for Financial Planning and provide impartial expert advice across Financial Planning, Wealth Management, Pensions & Retirement Planning and Inheritance Tax.We are urgently seeking a Paraplanner to join an existing team providing Paraplanning support to a...
-
Paraplanner (Permanent)
2 weeks ago
Chester, Cheshire, United Kingdom Lime People Search & Select Ltd Full time €38,000Our client is a fully Independent Chartered Financial Advisory firm based in Chester, who have a passion for Financial Planning and provide impartial expert advice across Financial Planning, Wealth Management, Pensions & Retirement Planning and Inheritance Tax. We are urgently seeking a Paraplanner to join an existing team providing Paraplanning support to a...
-
Paraplanner
3 weeks ago
Chester, Cheshire, United Kingdom Eventus Legal Full timeAbout the RoleWe are seeking an experienced Paraplanner to join our successful Financial Planning business based near Chester, Cheshire. This is a great opportunity to join an established and successful firm on a permanent full-time basis. Our team is known for its impressive team spirit and supportive working environment, making it a great place to work.Key...
-
Paraplanner
3 weeks ago
Chester, Cheshire, United Kingdom Eventus Legal Full timeAbout the RoleWe are seeking an experienced Paraplanner to join our successful Financial Planning business based near Chester, Cheshire. This is a great opportunity to join an established and successful firm on a permanent full-time basis. Our team is known for its impressive team spirit and supportive working environment, making it a great place to work.Key...
-
Paraplanner - Hybrid/flexible Working
2 weeks ago
Chester, Cheshire, United Kingdom Lime People Search & Select Ltd Full time €38,000Our client is a fully Independent Chartered Financial Advisory firm based in Chester, who have a passion for Financial Planning and provide impartial expert advice across Financial Planning, Wealth Management, Pensions & Retirement Planning and Inheritance Tax. You will work closely with the Advisory team to design, develop, and implement comprehensive...
-
Paraplanner - Financial Planning Specialist
2 weeks ago
Chester, Cheshire, United Kingdom Eventus Legal Full timeAbout the RoleWe are seeking an experienced Paraplanner to join our successful Financial Planning business based near Chester, Cheshire. This is a great opportunity to join a well-established and successful firm on a permanent full-time basis.Key ResponsibilitiesSupport Financial Advisers in providing, implementing, and reviewing strategies and advice to...
-
Paraplanning Professional
3 weeks ago
Chester, Cheshire, United Kingdom ARC Full timeParaplanner RoleOpportunity for a Paraplanner to join a growing IFA business, expanding its support team and looking for a skilled professional to work alongside Advisers.Job Title/Location: Paraplanner, ChesterSalary: £38,000 - £45,000 + generous pension contribution + PMI + study supportRequirements: Paraplanning experience in an IFA/Wealth Management...
-
Paraplanning Professional
3 weeks ago
Chester, Cheshire, United Kingdom ARC Full timeParaplanner RoleOpportunity for a Paraplanner to join a growing IFA business, expanding its support team and looking for a skilled professional to work alongside Advisers.Job Title/Location: Paraplanner, ChesterSalary: £38,000 - £45,000 + generous pension contribution + PMI + study supportRequirements: Paraplanning experience in an IFA/Wealth Management...
-
Financial Planning Assistant
4 weeks ago
Chester, Cheshire, United Kingdom Lime People Search & Select Ltd Full timeParaplanner Job DescriptionLime People Search & Select Ltd is seeking a skilled Paraplanner to join our team in Chester. As a Paraplanner, you will play a crucial role in supporting our Advisers in providing comprehensive financial plans to clients.Key Responsibilities:Client Portfolio Analysis: Prepare detailed analysis of clients' existing portfolios to...
-
Financial Planning Assistant
4 weeks ago
Chester, Cheshire, United Kingdom Lime People Search & Select Ltd Full timeParaplanner Job DescriptionLime People Search & Select Ltd is seeking a skilled Paraplanner to join our team in Chester. As a Paraplanner, you will play a crucial role in supporting our Advisers in providing comprehensive financial plans to clients.Key Responsibilities:Client Portfolio Analysis: Prepare detailed analysis of clients' existing portfolios to...
-
Financial Support Specialist
4 weeks ago
Chester, Cheshire, United Kingdom Puro Accountancy Full timeAbout the RoleWe are seeking a skilled Paraplanner to join our team at Puro Accountancy. As a Paraplanner, you will play a vital role in supporting our advisors by providing high-quality financial reports and research.Key ResponsibilitiesAssist in the preparation of detailed financial reports and researchWork closely with our advisors to ensure seamless...
-
Financial Support Specialist
4 weeks ago
Chester, Cheshire, United Kingdom Puro Accountancy Full timeAbout the RoleWe are seeking a skilled Paraplanner to join our team at Puro Accountancy. As a Paraplanner, you will play a vital role in supporting our advisors by providing high-quality financial reports and research.Key ResponsibilitiesAssist in the preparation of detailed financial reports and researchWork closely with our advisors to ensure seamless...
-
Financial Support Specialist
1 month ago
Chester, Cheshire, United Kingdom Puro Accountancy Full timeAbout the RoleWe are seeking a skilled Paraplanner to join our team at Puro Accountancy. As a Paraplanner, you will play a crucial role in supporting our advisors by providing high-quality financial reports and research.Key ResponsibilitiesProvide detailed financial reports and research to support our advisorsWork closely with the wider team to ensure...
-
Financial Planning Assistant
4 weeks ago
Chester, Cheshire, United Kingdom GCB Recruitment Full timeParaplanner Job OpportunityWe are seeking a skilled Paraplanner to join our client's team in Chester. This is a hybrid working role, offering flexibility and work-life balance.Our client is a highly successful and expanding practice, providing a professional and friendly working environment. The successful candidate will work closely with a team of...
-
Paraplanning Professional
2 weeks ago
Chester, Cheshire, United Kingdom Close Brothers Group Full timeParaplanner Job DescriptionWe are seeking a skilled Paraplanner to join our team at Close Brothers Asset Management. As a Paraplanner, you will play a crucial role in supporting our Advisers and clients in the advice giving process.Key Responsibilities:Collaborate with Advisers to discuss client objectives and identify any shortfalls in client...
-
Paraplanning Professional
2 weeks ago
Chester, Cheshire, United Kingdom Close Brothers Group Full timeParaplanner Job DescriptionWe are seeking a skilled Paraplanner to join our team at Close Brothers Asset Management. As a Paraplanner, you will play a crucial role in supporting our Advisers and clients in the advice giving process.Key Responsibilities:Collaborate with Advisers to discuss client objectives and identify any shortfalls in client...
-
Financial Planning Assistant
4 weeks ago
Chester, Cheshire, United Kingdom Eventus Legal Full timeJob Title: ParaplannerWe are seeking an experienced Paraplanner to join our successful Financial Planning business based near Chester, Cheshire. This is a great opportunity to join an established and successful firm on a permanent full-time basis.About the RoleThe role of Paraplanner is to support our Financial Advisers in providing, implementing and...
-
Financial Planning Specialist
4 weeks ago
Chester, Cheshire, United Kingdom Eventus Legal Full timeJob Title: ParaplannerWe are seeking an experienced Paraplanner to join our successful Financial Planning business based near Chester, Cheshire. This is a great opportunity to join an established and successful firm on a permanent full-time basis.About the RoleThe role of Paraplanner is to support our Financial Advisers in providing, implementing and...
Paraplanner
2 months ago
A regional Wealth Manager in Chester are looking to add a paraplanner to their technical team. They are fully committed to staff development, and offer internal opportunities for both senior and financial advice roles. You will be working one on one with a Senior Adviser, and ideally have experience of HNW clients (£250k plus)
Ready to apply Before you do, make sure to read all the details pertaining to this job in the description below.
Package
- You will receive excellent salary (£35k- £45k) executive benefits and unrivalled internal prospects.
The company
- A regional Wealth Management firm in Chester.
Role
- Undertaking reviews for clients
- Preparation of reports, both from standard paragraphs and free text
- Undertaking whole of the market research
- Working on a collaborative basis with the rest of the team
- Keeping up to date on market positions and global situations
- Using cash flow modelling and lifestyle planning as required
- Working with external DFMs as required
- Attending client meetings as required
The candidate
- Diploma Level 4 as a minimum, ideally working towards Chartered
- Experience of working with HNW and UHNW clients
- Writing reports and undertaking research.
Next steps
- Contact via email below for confidential discussion and review of opportunity and process
