Current jobs related to Financial Planning Support Specialist - Birkenhead, Wirral - Ferguson Dean

  • Financial Planning Specialist

    1 week ago

    Birkenhead, Wirral, United Kingdom Ernest Gordon Recruitment Careers Full time

    Financial Planning SpecialistErnest Gordon Recruitment Careers is seeking a skilled Financial Planning Specialist to join their team. The ideal candidate will have a CIMA qualification and experience in preparing and completing management accounts.Key Responsibilities:Manage and prepare management accountsMonitor cashflow and stocksReconcile bank...

  • Financial Planning Specialist

    1 week ago

    Birkenhead, Wirral, United Kingdom Recruit Wealth Ltd Full time

    Role OverviewThe Paraplanning Team at Recruit Wealth Ltd is seeking an experienced Financial Planning Specialist to join their regional offices. This is an exciting opportunity to work with a well-established, trusted brand that has secured Private Equity backing.Main ResponsibilitiesPrepare pre-approval documentation and suitability reports, ensuring...

  • Financial Planning Specialist

    3 weeks ago

    Birkenhead, Wirral, United Kingdom The Eventus Recruitment Group Full time

    Paraplanner Job OpportunityEventus Recruitment Group is seeking an experienced Paraplanner to join our team in Chester, Cheshire. This is a fantastic opportunity to work with a market-leading Financial Planning firm, providing a complete range of independent Financial Planning offerings.Job ResponsibilitiesSupport Financial Advisers in providing,...

  • Financial Planning Specialist

    3 weeks ago

    Birkenhead, Wirral, United Kingdom The Eventus Recruitment Group Full time

    Paraplanner Job OpportunityEventus Recruitment Group is seeking an experienced Paraplanner to join our team in Chester, Cheshire. This is a fantastic opportunity to work with a market-leading Financial Planning firm, providing a complete range of independent Financial Planning offerings.Job ResponsibilitiesSupport Financial Advisers in providing,...

  • Financial Planning Specialist

    3 weeks ago

    Birkenhead, Wirral, United Kingdom The Eventus Recruitment Group Full time

    Paraplanner Job OpportunityEventus Recruitment Group is seeking an experienced Paraplanner to join our team in Chester, Cheshire. This is a fantastic opportunity to work with a market-leading Financial Planning firm, providing a complete range of independent Financial Planning offerings.Job ResponsibilitiesThe successful candidate will be responsible for...

  • Financial Planning Specialist

    3 weeks ago

    Birkenhead, Wirral, United Kingdom The Eventus Recruitment Group Full time

    Paraplanner Job OpportunityEventus Recruitment Group is seeking an experienced Paraplanner to join our team in Chester, Cheshire. This is a fantastic opportunity to work with a market-leading Financial Planning firm, providing a complete range of independent Financial Planning offerings.Job ResponsibilitiesThe successful candidate will be responsible for...

  • Financial Planning Assistant

    4 weeks ago

    Birkenhead, Wirral, United Kingdom The Eventus Recruitment Group Full time

    Paraplanner OpportunityEventus Recruitment Group is seeking an experienced Paraplanner to join a successful Financial Planning business based in the North West region. This is a fantastic opportunity to join a well-established and respected firm on a permanent full-time basis.Key ResponsibilitiesSupport Financial Advisers in providing, implementing, and...

  • Financial Planning Assistant

    4 weeks ago

    Birkenhead, Wirral, United Kingdom The Eventus Recruitment Group Full time

    Paraplanner OpportunityEventus Recruitment Group is seeking an experienced Paraplanner to join a successful Financial Planning business based in the North West region. This is a fantastic opportunity to join a well-established and respected firm on a permanent full-time basis.Key ResponsibilitiesSupport Financial Advisers in providing, implementing, and...

  • Financial Planning Expert

    2 weeks ago

    Birkenhead, Wirral, United Kingdom beBee Professionals Full time £45,000 - £65,000

    Financial Planning ExpertWe are seeking a detail-oriented and experienced Financial Planning Expert to join our finance team in Birkenhead, United Kingdom. You will oversee financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Prepare financial reports, forecasts, and budgets...

  • Financial Management Specialist

    2 weeks ago

    Birkenhead, Wirral, United Kingdom Your World Recruitment Ltd Full time

    Job SummaryWe are seeking a highly skilled Financial Management Specialist to join our team at Your World Recruitment Ltd. The successful candidate will provide comprehensive financial management support to senior managers and budget holders, ensuring accurate financial information and forecasts.Key ResponsibilitiesProvide financial information and forecasts...

  • Financial Planning Specialist

    5 days ago

    Birkenhead, Wirral, United Kingdom Ernest Gordon Recruitment Full time

    Ernest Gordon Recruitment seeks an experienced Management Accountant to join our team in a manufacturing company.As a Management Accountant, you will be responsible for:Preparing and analysing financial reports to inform business decisionsDeveloping and implementing financial policies and proceduresProviding financial guidance and support to management and...

  • Financial Planning Assistant

    6 days ago

    Birkenhead, Wirral, United Kingdom Premier Jobs UK Limited Full time

    This role involves providing paraplanning support to a team of Financial Advisors who deliver holistic financial planning solutions to clients. You will be responsible for research, analysis, and report writing to assist the Financial Advisors in delivering quality, compliant financial planning.Your key duties will include:Preparing pre-approval documents...

  • Financial Planning Assistant

    5 days ago

    Birkenhead, Wirral, United Kingdom Premier Jobs UK Limited Full time

    About the RoleThis is a Paraplanner position within a growing company in the Wirral, offering a unique opportunity for an individual to contribute to the delivery of high-quality financial planning solutions.As a Paraplanner, you will be working closely with a team of Financial Advisors to provide research and analysis support in the creation of suitability...

  • Financial Planning Manager

    5 days ago

    Birkenhead, Wirral, United Kingdom Resourcery Group Full time

    Job Title: Management AccountantLocation: Wirral, UKSalary: Paying up to £39kAbout the Role:Resourcery Group is seeking a proactive and detail-oriented Management Accountant to join our dynamic finance team. This is a fantastic opportunity for an ambitious individual who is working towards completing an accountancy qualification (e.g., ACCA, CIMA, ACA) and...

  • Financial Support Specialist

    4 weeks ago

    Birkenhead, Wirral, United Kingdom Beam Recruit Full time

    Finance Assistant RoleWe are seeking a highly organized and detail-oriented Finance Assistant to join our Credit Control Team. As a key member of our finance function, you will be responsible for providing support in a finance capacity, including daily cash allocation, account reconciliations, and credit checks.Key Responsibilities:Assist in the daily cash...

  • Financial Support Specialist

    4 weeks ago

    Birkenhead, Wirral, United Kingdom Beam Recruit Full time

    Finance Assistant RoleWe are seeking a highly organized and detail-oriented Finance Assistant to join our Credit Control Team. As a key member of our finance function, you will be responsible for providing support in a finance capacity, including daily cash allocation, account reconciliations, and credit checks.Key Responsibilities:Assist in the daily cash...

  • Housing Support Specialist

    2 weeks ago

    Birkenhead, Wirral, United Kingdom Hays Specialist Recruitment Limited Full time

    Your new role at Hays Specialist Recruitment Limited involves working as a housing support and resettlement worker for a social housing provider based in Wirral. This position requires supporting homeless adults, creating needs and risk assessments, and developing support plans to achieve positive outcomes. You will work with customers to provide assistance...

  • Housing Support Specialist

    2 weeks ago

    Birkenhead, Wirral, United Kingdom Hays Specialist Recruitment Limited Full time

    Your new role at Hays Specialist Recruitment Limited involves working as a housing support and resettlement worker for a social housing provider based in Wirral. As a key member of our team, you will be responsible for supporting homeless adults and creating needs and risk assessments to achieve positive outcomes. You will work closely with customers to...

  • Financial Operations Support Specialist

    2 months ago

    Birkenhead, Wirral, United Kingdom Potens Full time

    Financial Operations Support Specialist At Potens, we are currently undergoing significant expansion, and as a result, our finance team is growing. We are looking for a Financial Operations Support Specialist to join our collaborative finance department, directly reporting to our Commercial Finance Manager. If you are a skilled, innovative, and...

  • Financial Operations Support Specialist

    2 months ago

    Birkenhead, Wirral, United Kingdom Potens Full time

    Financial Operations Support Specialist At Potens, we are currently undergoing significant expansion, and as a result, our finance team is growing. We are looking for a Financial Operations Support Specialist to join our collaborative finance department, directly reporting to our Commercial Finance Manager. If you are a skilled, innovative, and...

Financial Planning Support Specialist

2 months ago

Birkenhead, Wirral, United Kingdom Ferguson Dean Full time

About the Opportunity

A prominent national Independent Financial Advisory (IFA) firm is seeking to add a Paraplanner to their expanding team. This well-established practice is experiencing significant growth and offers a clear pathway for career advancement into advisory roles. The firm serves a diverse clientele and operates on a workflow basis, allowing for a collaborative environment rather than a one-on-one adviser model.

Compensation Package

  • Competitive salary
  • Study support for professional development
  • Defined career progression opportunities
  • Comprehensive benefits and pension plan

Company Overview

  • A leading national IFA practice with a strong reputation in the industry.

Role Responsibilities

  • Providing comprehensive support to advisers while working with clients in the £250k plus range on a generalist basis.
  • Conducting thorough research and preparing detailed reports.
  • Addressing client inquiries as needed.
  • Participating in team meetings, whether in-person or remotely.
  • Serving as the primary point of contact for clients.
  • Performing additional duties as required.

Candidate Profile

  • Proven experience in paraplanning and providing technical support.
  • Possession of or working towards CII Diploma is preferred.
  • Familiarity with major software packages and a variety of platforms/providers.

Next Steps

  • Interested candidates are encouraged to submit their CV for a confidential discussion regarding this opportunity.