Paraplanner
4 days ago
An ethical, bespoke and independent wealth management firm who provide an extremely client focused and professional service.
The company has a fantastic reputation and are very forward thinking in terms of technology, IT systems and paperless processes.
They provide a very cheerful working environment, encourage promotion from within and are situated in a very modern office space.
**The Opportunity**
Due to growth, the business owner is looking to expand the sales support team with an experienced, ideally qualified Paraplanner, supporting a director and adviser.
You will be supported with any further exams and be provided with a fantastic opportunity to learn alongside some a very experienced and technical team members.
**What’s needed for me to be considered?**
- Hold previous experience within an IFA / Financial Planning Practice
- Must be part Level 4 Diploma Qualified as a minimum
- Previous experience dealing with High Net Worth Clients desirable but not essential
- A strong understanding of Pensions and Investment products advantageous
**What next?**
Additionally, refer a friend or colleague to us and receive a cheque for £200 if we assist them in securing a new career.
Job Synonyms:
IFA administrator, Financial planning administrator, private client support, paraplanner assistant, IFA support, junior paraplanner
-
Paraplanner / Trainee Paraplanner
3 days ago
Liverpool, United Kingdom Search Consultancy Full timeParaplanner / Trainee Paraplanner Liverpool £28,000 - £38,000 (fully negotiable depending on experience and qualifications) plus hybrid home/office working, benefits, exam support, bonus An excellent new opportunity has arisen to join a highly successful Financial Planning company based in Liverpool. This is a Paraplanner (or Trainee Paraplanner) position...
-
Paraplanner
2 days ago
Liverpool, United Kingdom Page Personnel Finance Full timePage Personnel are working hand in hand with this fast growing wealth management firm to recruit for a Paraplanner. This role will be based from their Liverpool city centre head office. **Client Details** This growing financial services business have been established for a number of years and currently have 4 offices across the north west. Their varied...
-
Paraplanner
3 days ago
Liverpool, United Kingdom Ortus Psr Full time**Paraplanner** **Location: Liverpool** **Salary: £30,000 - £40,000** The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service. **Responsibilities**: - Technical support to our Adviser Team - Research the most suitable product...
-
Paraplanner
6 days ago
Liverpool, United Kingdom Heat Recruitment Full timeThe opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service. The Opportunity The client is looking for an experienced Paraplanner to support the successful Financial Planners of the business. The firm has the flexibility to mould the...
-
Paraplanner
3 days ago
Liverpool, United Kingdom ST Resourcing Ltd Full timeA Wealth Management firm based in Liverpool are looking for an industry qualified Paraplanner to join their growing team to provide an important function in supporting the Financial Planners within the business. The successful applicant will be Diploma level 4 qualified and working towards being a full Chartered Paraplanner. This role offers 1 day of home...
-
Paraplanner
23 hours ago
Liverpool, United Kingdom Reed Business Support Full timeWe are currently recruiting for a experienced Paraplanner to join a Liverpool based Financial Advice firm The firm have a proven track record of supporting their staff and promoting from within, this role has come about due to internal progression of a Paraplanner moving to an Adviser role. Central Location 1 Day Work From Home Proven path to internal...
-
Trainee Paraplanner
23 hours ago
Liverpool, United Kingdom Purchasing Professionals Full timeTrainee Paraplanner - Competitive salary + excellent benefits. To be considered for this role you will have a thorough approach to work, the ability to demonstrate strong organisational and communication skills, good working knowledge of Word, Excel, Outlook, etc. and be able to work to deadlines along with proven timemanagement skills. Purchasing...
-
Paraplanner
1 day ago
Liverpool, United Kingdom Bruin Financial & Professional Services Full timeParaplanner Liverpool One of the UK’s leading employee benefits and pensions consulting businesses are looking for a Paraplanner to join their rapidly expanding Financial Planning team in their Liverpool office. - Preparing and maintaining the client file - Investment and product research - Preparing recommendations - Implementing recommendations - Review...
-
Paraplanner
4 days ago
Liverpool, United Kingdom Heat Recruitment Full timeThe opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service. **The Opportunity** During a period of key expansion, our partner is looking for an experienced Paraplanner to support the successful Financial Planners of the business. The...
-
Paraplanner
3 days ago
Liverpool, United Kingdom CAPIO RECRUITMENT LIMITED Full time**Job Title: Paraplanner** **Location: Liverpool** **Salary: £28,000 - £35,000** **The Company**: This firm is a highly professional, growing Financial Planning firm that offer holistic Financial Advice to both private individuals and businesses and have been recognised as Chartered Financial Planners. A modern, forward-thinking business that place...
-
Paraplanner
5 days ago
Liverpool, United Kingdom ST Resourcing Ltd Full timeA Wealth Management firm based in Liverpool are looking for an industry qualified Paraplanner to join their growing team to provide an important function in supporting the Financial Planners within the business. The successful applicant will be Diploma level 4 qualified and working towards being a full Chartered Paraplanner. Based in Liverpool city centre...
-
Trainee Paraplanner
5 days ago
Liverpool, United Kingdom Search Consultancy Full timeMy client based in Liverpool City Centre is looking to recruit a Trainee Paraplanner on a permanent basis. The working hours can be flexible working a 40 hour week between the hours of 8am and 6pm to suit. The main duties and responsibilities include - Provide administrative support to the Paraplanner and Advisors - Assist in ensuring all client information...
-
Paraplanner Liverpool
3 weeks ago
Liverpool, United Kingdom Independent Resourcing Consultancy Ltd Full timeOur client is a borderless independent financial advisory consultancy unrelenting in its commitment to safeguarding its clients financial future. Offering a fresh approach with a dynamic energy that sets it apart from its competitors in the offshore marketplace. We have opportunities for financial advisory professionals who are you looking to take the next...
-
Paraplanner - Mortgages
4 weeks ago
Liverpool, United Kingdom NMS Recruit Full time €40,000Ongoing professional development and training ~ Opportunities for career progression NMS Recruit is partnering with a highly respected Financial Services firm based in Liverpool to secure a Paraplanner. This is a full-time opportunity for a strategic financial leader.
-
Paraplanner - Mortgages
4 weeks ago
Liverpool, United Kingdom NMS Recruit Full time €40,000Ongoing professional development and training ~ Opportunities for career progression NMS Recruit is partnering with a highly respected Financial Services firm based in Liverpool to secure a Paraplanner. This is a full-time opportunity for a strategic financial leader.
-
Chartered Paraplanner
3 days ago
Liverpool, United Kingdom Heat Recruitment Full timeThe opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service. **The Opportunity** During a period of key expansion, our client is looking for an experienced Paraplanner to support the successful Financial Planners of the business. The...
-
Paraplanner
3 days ago
Liverpool, United Kingdom DMD Recruitment LTD Full timeIf you're looking for a new paraplanner role then look no further! My client are an incredible firm to work for and have a huge reputation. **The role** - Gathering information - liaising with product providers, human resources, other third parties and also the client to obtain detailed information about their personal finances. - Research - carrying out in...
-
Technical Manager/paraplanner
3 days ago
Liverpool, United Kingdom Page Personnel Finance Full timeWe are working with a growing financial services organisation based in north Liverpool. The role would suit someone who is closed to being chartered and from a paraplanning background. **Client Details** **Description** As Technical Manager/Paraplanner, you will be responsible for managing the workflow from the Financial Planners and Advisers and...
-
Pension Paraplanner
3 days ago
Liverpool, United Kingdom Purchasing Professionals Full time**Pensions Paraplanner - Competitive Salary + Excellent Benefits** **Experience in DB Pensions is essential.** Purchasing Professionals is pleased to be working with a specialist provider of regulated financial advice in the recruitment of an experienced Pensions Paraplanner. Based in the City Centre of Liverpool, the successful individual will be...
-
Paraplanner - Part or Fully Qualified
1 day ago
Liverpool, United Kingdom Cranleigh Personnel Full time**Paraplanner - Part or Fully Qualified** **Location: Liverpool** **Salary: £30,000 -£45,000 depending upon experience** **Are you a Paraplanner who is now considering your next move?** - Do you feel that you are not using your technical skills as much as you should be? - Do you feel frustrated that you are not being paid market rate? - Do you want to...