Paraplanner or Trainee Paraplanner

1 month ago


BurtononTrent, United Kingdom Cameron James Full time

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 joining a team of approximately 20 colleagues.

The team offer advice to corporate bodies, companies & individual clients offering advice on all aspects of financial services including,

Savings & Investments

Planning for Retirement

Wealth Management

Protection

Equity Release

Mortgages

Due to ongoing success require an experienced Paraplanner ideally with CII qualifications or an individual working towards i.e. a technical Administrator to join the office in Burton Upon Trent, Staffordshire.

For full details and benefits please contact Cameron James.


  • Paraplanner

    1 month ago


    Stockton-on-Tees, United Kingdom CareerBliss Full time

    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

    1 month ago


    Stockton-on-Tees, United Kingdom Dawn Consulting (Sw) Limited Full time

    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

    1 month ago


    Stockton-On-Tees, United Kingdom Dawn Consulting (Sw) Limited Full time

    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

    1 week ago


    Stockton-on-Tees, United Kingdom Dawn Consulting (Sw) Limited Full time

    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).Are you the right candidate for this opportunity Make sure to read the full description below.This is a great opportunity for a diploma qualified...

  • Paraplanner

    2 weeks ago


    Stockton-On-Tees, United Kingdom Dawn Consulting (Sw) Limited Full time

    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).Are you the right candidate for this opportunity Make sure to read the full description below.This is a great opportunity for a diploma qualified...

  • Paraplanner

    4 weeks ago


    Stockton-on-Tees, United Kingdom Dawn Consulting (Sw) Limited Full time

    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

    1 week ago


    Stockton-on-Tees, County Durham, United Kingdom Dawn Consulting (Sw) Limited Full time

    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...

  • Paraplanner

    4 weeks ago


    Stockton-on-Tees, County Durham, United Kingdom Dawn Consulting (Sw) Limited Full time

    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...

  • Paraplanner

    4 weeks ago


    Stockton-on-Tees, County Durham, United Kingdom Dawn Consulting (Sw) Limited Full time

    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...

  • Paraplanner

    4 weeks ago


    Stockton-On-Tees, North East, United Kingdom Dawn Consulting (Sw) Limited Full time

    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

    4 days ago


    Stockton-on-Tees, County Durham, United Kingdom Dawn Consulting (Sw) Limited Full time €40,000

    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...


  • Walton-on-Thames, United Kingdom Pure Resourcing Limited Full time

    **Mortgage Paraplanner** **Surrey** Our client is an established Financial Planning business that specialises in advising their clients on Property Finance and Insurance needs. They are a fun and close-knit team who all share a passion for delivering a truly first-class customer experience,helping to fulfill aspirations and to see their client’s dreams...


  • Stockton-on-Tees, County Durham, United Kingdom Dawn Consulting (Sw) Limited Full time

    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).


  • Stockton-on-Tees, County Durham, United Kingdom Dawn Consulting (Sw) Limited Full time €40,000

    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...


  • Stockton-on-Tees, County Durham, United Kingdom Prismatic Wealth Limited Full time €31,000 - €37,000

    Prismatic Wealth Limited is a firm of fee-based and wholly Independent Financial Advisers located in Stockton-On-Tees. Our dedicated and highly qualified team of financial advisers and support staff are committed to developing creative and innovative solutions to help clients achieve their goals and manage their financial affairs. This is a full-time role...


  • Stockton-on-Tees, County Durham, United Kingdom Prismatic Wealth Limited Full time €31,000 - €37,000

    Prismatic Wealth Limited is a firm of fee-based and wholly Independent Financial Advisers located in Stockton-On-Tees. Our dedicated and highly qualified team of financial advisers and support staff are committed to developing creative and innovative solutions to help clients achieve their goals and manage their financial affairs. This is a full-time role...


  • Stockton-on-Tees, County Durham, United Kingdom Prismatic Wealth Limited Full time

    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...


  • Stockton-on-Tees, County Durham, United Kingdom Prismatic Wealth Limited Full time

    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...


  • Stockton-on-Tees, County Durham, United Kingdom Prismatic Wealth Limited Full time

    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...


  • Henley-on-Thames, United Kingdom Blakemore Recruitment Full time

    We are currently recruiting for a Financial Planning practice based in Henley-on-Thames who are looking to recruit a Paraplanner. They are ideally looking for a Level 4 Diploma Qualified Paraplanner with good paraplanning experience. **Main Purpose of the Role**: - To provide all employees with a focal point for technical enquiries and to produce compliant...