Current jobs related to Paraplanner - United Kingdom - Ferguson Dean
-
Senior Paraplanner
1 week ago
United Kingdom Fisher Investments Full time €10,000The Opportunity: The Senior Paraplanner under Fisher Investments Europe's UK Additions Team analyses trading client portfolios and accounts to provide FCA regulated advice on areas such as pension transfers, bond surrenders, investment taxation and account structure suitability. Reporting to your team leader, in this role you will be client-facing and...
-
Senior Financial Paraplanner
1 week ago
United Kingdom Fisher Investments Full time €10,000The Opportunity: The Senior Paraplanner under Fisher Investments Europe's UK Additions Team analyses trading client portfolios and accounts to provide FCA regulated advice on areas such as pension transfers, bond surrenders, investment taxation and account structure suitability. Reporting to your team leader, in this role you will be client-facing and...
-
Financial Services Coordinator
2 weeks ago
United Kingdom Abacus Professional Recruitment Full timeExciting Opportunity: Administrator/Paraplanner - Holywood OfficeAre you ready to make a meaningful impact in the world of financial planning? Our client, a leading independent financial planning firm, is seeking a skilled Administrator/Paraplanner to join their Holywood office team.About the RoleAs an Administrator/Paraplanner, you will play a vital part in...
-
Financial Services Coordinator
2 weeks ago
United Kingdom Abacus Professional Recruitment Full timeExciting Opportunity: Administrator/Paraplanner - Holywood OfficeAre you ready to make a meaningful impact in the world of financial planning? Our client, a leading independent financial planning firm, is seeking a skilled Administrator/Paraplanner to join their Holywood office team.About the RoleAs an Administrator/Paraplanner, you will play a vital part in...
-
Financial Services Coordinator
3 weeks ago
United Kingdom Abacus Professional Recruitment Full timeExciting Opportunity: Administrator/ParaplannerAre you ready to make a meaningful impact in the world of financial planning? Our client, a leading independent financial planning firm, is offering a fantastic opportunity to join their team as an Administrator/Paraplanner in their Holywood office.Why Choose This Role?Our client is one of the UK's leading...
-
Financial Services Coordinator
3 weeks ago
United Kingdom Abacus Professional Recruitment Full timeExciting Opportunity: Administrator/ParaplannerAre you ready to make a meaningful impact in the world of financial planning? Our client, a leading independent financial planning firm, is offering a fantastic opportunity to join their team as an Administrator/Paraplanner in their Holywood office.Why Choose This Role?Our client is one of the UK's leading...
-
Financial Services Coordinator
2 weeks ago
United Kingdom Abacus Professional Recruitment Full timeExciting Opportunity: Administrator/ParaplannerAre you ready to make a meaningful impact in the world of financial planning? Our client, a leading independent financial planning firm, is offering a fantastic opportunity to join their team as an Administrator/Paraplanner in their Holywood office.Why Choose This Role?Our client is one of the UK's leading...
-
Financial Services Coordinator
2 weeks ago
United Kingdom Abacus Professional Recruitment Full timeExciting Opportunity: Administrator/ParaplannerAre you ready to make a meaningful impact in the world of financial planning? Our client, a leading independent financial planning firm, is offering a fantastic opportunity to join their team as an Administrator/Paraplanner in their Holywood office.Why Choose This Role?Our client is one of the UK's leading...
-
Financial Services Coordinator
7 days ago
United Kingdom Abacus Professional Recruitment Full timeExciting Opportunity: Administrator/Paraplanner RoleAbacus Professional Recruitment is seeking a highly skilled and motivated Administrator/Paraplanner to join their team in Holywood. As a key member of the team, you will play a crucial role in supporting the advisers and paraplanners, ensuring our clients receive exceptional service.Your Key...
-
Financial Services Coordinator
3 weeks ago
United Kingdom Abacus Professional Recruitment Full time £30,000Financial Planning Administrator/Paraplanner OpportunityAbacus Professional Recruitment is seeking a skilled Financial Planning Administrator/Paraplanner to join our client's dynamic team in their Holywood office. This is an exciting opportunity to work with a leading independent financial planning firm, managing over £7bn in assets for 14,000 clients.About...
-
Financial Services Coordinator
3 weeks ago
United Kingdom Abacus Professional Recruitment Full time £30,000Financial Planning Administrator/Paraplanner OpportunityAbacus Professional Recruitment is seeking a skilled Financial Planning Administrator/Paraplanner to join our client's dynamic team in their Holywood office. This is an exciting opportunity to work with a leading independent financial planning firm, managing over £7bn in assets for 14,000 clients.About...
-
Financial Services Coordinator
3 weeks ago
United Kingdom Abacus Professional Recruitment Full timeExciting Opportunity: Administrator/ParaplannerAre you ready to make a meaningful impact in the world of financial planning? Our client, a leading independent financial planning firm, is offering a fantastic opportunity to join their team as an Administrator/Paraplanner in their Holywood office.Why Choose This Role?Our client is one of the UK's leading...
-
Financial Services Coordinator
3 weeks ago
United Kingdom Abacus Professional Recruitment Full timeExciting Opportunity: Administrator/ParaplannerAre you ready to make a meaningful impact in the world of financial planning? Our client, a leading independent financial planning firm, is offering a fantastic opportunity to join their team as an Administrator/Paraplanner in their Holywood office.Why Choose This Role?Our client is one of the UK's leading...
-
Financial Services Coordinator
2 weeks ago
United Kingdom Abacus Professional Recruitment Full timeExciting Opportunity: Administrator/ParaplannerAre you ready to make a meaningful impact in the world of financial planning? Our client, a leading independent financial planning firm, is offering a fantastic opportunity to join their team as an Administrator/Paraplanner in their Holywood office.Why Choose This Role?Our client is one of the UK's leading...
-
Financial Services Coordinator
2 weeks ago
United Kingdom Abacus Professional Recruitment Full timeExciting Opportunity: Administrator/ParaplannerAre you ready to make a meaningful impact in the world of financial planning? Our client, a leading independent financial planning firm, is offering a fantastic opportunity to join their team as an Administrator/Paraplanner in their Holywood office.Why Choose This Role?Our client is one of the UK's leading...
-
Financial Services Coordinator
1 week ago
United Kingdom Abacus Professional Recruitment Full timeExciting Opportunity: We are seeking a skilled Administrator/Paraplanner to join our team in Holywood. As a key member of our team, you will play a vital role in supporting our advisers and paraplanners, ensuring our clients receive exceptional service. Your responsibilities will include managing client contact strategies, organizing review meetings,...
-
Financial Services Coordinator
6 days ago
United Kingdom Abacus Professional Recruitment Full timeFinancial Services Administrator**About the Role**We are seeking a skilled Financial Services Administrator to join our team at Abacus Professional Recruitment. As a key member of our team, you will play a vital role in supporting our advisers and paraplanners, ensuring our clients receive exceptional service.**Key Responsibilities*** Proactively manage...
-
Business Development Director
9 hours ago
united kingdom Alexander Lloyd Full timeBusiness Development Manager/Director At Alexander Lloyd, we are pleased to partnered with a longstanding consultancy of ours that are keen to continue their growth heading into 2025. They are well-regarded within the marketplace and could be the next-step for you… Role & Responsibilities: Lead on bids with new clients Responding to RFP’s Attend...
-
Flexible Benefits Consultant
2 weeks ago
United Kingdom Alexander Lloyd Full timeFlexible Benefits ConsultantAre you an experienced flexible benefits consultant? If so, this role could be for you! Here at Alexander Lloyd, we are supporting an established EB consultancy within their flexible benefits team to continue their growth into 2025.Role & Responsibilities:Project manage the implementations and annual renewals of your assigned...
-
Flexible Benefits Consultant
2 days ago
United Kingdom Alexander Lloyd Full timeFlexible Benefits ConsultantAre you an experienced flexible benefits consultant? If so, this role could be for you! Here at Alexander Lloyd, we are supporting an established EB consultancy within their flexible benefits team to continue their growth into 2025.Role & Responsibilities:Project manage the implementations and annual renewals of your assigned...
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)
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
