Paraplanner

3 weeks ago

Southport, United Kingdom Ferguson Dean Full time

A long established, successful Wealth Management firm in Southport are looking for a paraplanner to join their team. The practice have recently purchased a local firm in the region and as such are looking to add technical expertise to grow their existing team. With a focus on HNW and UHNW clients, you will have experience of major systems such as IO, Dynamic Planner etc.. but training will be provided as required.


Package


  • Excellent salary, study support, defined career path, excellent benefits and pension,


The company


  • A leading Wealth Management practice who are acquiring retiring client portfolios.


The Role

  • Working with an Adviser whose firm has been acquired by the practice and providing them with technical support.
  • Providing full paraplanning 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

    1 week ago

    Southport, United Kingdom Ferguson Dean Full time

    A long established, successful Wealth Management firm in Southport are looking for a paraplanner to join their team. The practice have recently purchased a local firm in the region and as such are looking to add technical expertise to grow their existing team. With a focus on HNW and UHNW clients, you will have experience of major systems such as IO, Dynamic...

  • Paraplanner

    3 weeks ago

    Southport, United Kingdom Ferguson Dean Full time

    Job Description A long established, successful Wealth Management firm in Southport are looking for a paraplanner to join their team. The practice have recently purchased a local firm in the region and as such are looking to add technical expertise to grow their existing team. With a focus on HNW and UHNW clients, you will have experience of major systems...

  • Paraplanner

    4 weeks ago

    Southport, United Kingdom Ferguson Dean Full time

    A long established, successful Wealth Management firm in Southport are looking for a paraplanner to join their team. The practice have recently purchased a local firm in the region and as such are looking to add technical expertise to grow their existing team. With a focus on HNW and UHNW clients, you will have experience of major systems such as IO, Dynamic...

  • Paraplanner

    4 weeks ago

    Southport, UK, Merseyside, United Kingdom Ferguson Dean Full time

    A long established, successful Wealth Management firm in Southport are looking for a paraplanner to join their team. The practice have recently purchased a local firm in the region and as such are looking to add technical expertise to grow their existing team. With a focus on HNW and UHNW clients, you will have experience of major systems such as IO, Dynamic...

  • Financial Planning Assistant

    5 months ago

    Southport, United Kingdom Ortus PSR Full time

    An award-winning Chartered independent financial planning practice in Southport, who prides themselves on providing excellent client service through long term financial planning, are looking to hire an experienced Administrator to support the Financial Advisers and Paraplanners. They are currently seeking a Technical Administrator to join their team. This...

  • Financial Adviser

    5 months ago

    Southport, United Kingdom Ortus PSR Full time

    Exciting Opportunity: Associate Adviser Position with Growth Potential Are you ready to launch your career in the dynamic world of Financial Planning? Our esteemed client is seeking talented and ambitious individuals to join their team as Associate Advisers. As an Associate Adviser, you will receive comprehensive training and support to develop your skills...

  • Full & Part Time Customer Service

    6 months ago

    Southport, United Kingdom KBA FS Ltd Full time

    **Customer Consultant Role** We have an exciting opportunity within our Southport agency for a self-motivated Customer Consultant who is a team player and will be passionate about delivering excellent service to our customers. If you like people and enjoy delivering a high-quality customer experience, you’ll enjoy working within our agency as a customer...