Paraplanner

Paraplanner, 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 and...

Paraplanner, 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 and...

Prismatic Wealth Limited is a firm of fee-based and wholly Independent Financial Advisers located in Stockton-On-Tees. With over £220 million of funds under management and over 30 years of experience in investment management, Prismatic Wealth has built an enviable reputation. Our dedicated and highly qualified team of financial advisers and support staff...

Company Description Prismatic Wealth Limited is a firm of fee-based and wholly Independent Financial Advisers located in Stockton-On-Tees. With over £220 million of funds under management and over 30 years of experience in investment management, Prismatic Wealth has built an enviable reputation. Our dedicated and highly qualified team of financial advisers...

Company Description Prismatic Wealth Limited is a firm of fee-based and wholly Independent Financial Advisers located in Stockton-On-Tees. With over £220 million of funds under management and over 30 years of experience in investment management, Prismatic Wealth has built an enviable reputation. Our dedicated and highly qualified team of financial advisers...

About the company: Our Clients were established in the early 1980’s and is one of the largest independent financial advisors in the midlands, authorised and regulated by the FCA. They have an extensive team of highly qualified experienced independent financial advisers, many being highly respected specialists in their particular fields. You will be...

I am recruiting on behalf of my client, a smaller family run firm who offer independent financial advice that pride themselves on the first-class service they provide their clients are looking to expand due to the continued success of the business. Seekinga bright and driven individual to join us. We have opportunity for an experienced Technical...

A Chartered Financial Planning firm is seeking an experienced Executive Assistant to join their team to support an Adviser. You will be working within a team that prioritises Teamwork, Passion, Ambition, Community, and Honesty to guide their approach to work and their clients. We are looking for an experienced IFA Administrator who is looking for a new...

Capio Recruitment is working with a highly respected financial planning firm on an exciting opportunity for a IFA Administrator to join a forward-thinking practice in Stoke-on-Trent, due to impressive growth in recent years. The firm prides themselves ontheir service to their clients, specialising in providing financial advice to high-net-worth...