Paraplanner

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...

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...

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...

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,...

**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 & 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...

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...

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...

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...

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...

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...

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** 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...

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...

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...

**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...

**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...

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...

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...

Trainee Financial Adviser - CumbriaWe are seeking a highly motivated and ambitious individual to join our team as a Trainee Financial Adviser in Cumbria. 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 line with our business...