Financial Planning Professional
3 days ago
Recruit UK | Certified B Corp™ is working with a leading Independent Financial Advice firm to find a skilled Paraplanner to join their team in Liverpool. The ideal candidate will have a strong background in financial planning and excellent research and analysis skills.
Key Responsibilities:- Support Financial Advisers in delivering high-quality financial planning services to high net worth clients.
- Conduct in-depth research and analysis to inform financial planning recommendations.
- Prepare and present high-quality written suitability reports to clients.
- Collaborate with the financial planning team to ensure seamless delivery of services.
- Level 4 financial diploma qualification.
- Proven experience in paraplanning or a related field.
- Excellent report writing, analysis, and research skills.
- Ability to work in a fast-paced environment and meet deadlines.
Recruit UK | Certified B Corp™ is a specialist recruitment agency in the financial services sector. We have a strong network of connections and a deep understanding of the industry. We are committed to finding the best talent for our clients and helping them achieve their goals.
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Liverpool, Liverpool, United Kingdom Hays Specialist Recruitment Limited Full timeFinancial Planning and Analysis AccountantWe are seeking a highly skilled Financial Planning and Analysis Accountant to join our dynamic finance team at Hays Specialist Recruitment Limited.About the RoleDevelop and implement comprehensive budgeting and forecasting processes to drive business growth and success.Analyse and report on the impact of growth on...
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Financial Planning Specialist
7 days ago
Liverpool, Liverpool, United Kingdom Recruit UK | Certified B Corp™ Full timeAbout the Role:We are seeking a skilled Paraplanner to join our team at Recruit UK | Certified B Corp™. As a Paraplanning Professional, you will play a crucial role in supporting our Financial Advisors in delivering high-quality financial planning services to our clients.Key Responsibilities:Provide in-depth research and analysis to support the delivery of...
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Financial Planning Specialist
1 week ago
Liverpool, Liverpool, United Kingdom Recruit UK | Certified B Corp™ Full timeAbout the Role:We are seeking a skilled Paraplanner to join our team at Recruit UK | Certified B Corp™. As a Paraplanning Professional, you will play a crucial role in supporting our Financial Advisors in delivering high-quality financial planning services to our clients.Key Responsibilities:Provide in-depth research and analysis to support the delivery of...
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Financial Planning Specialist
2 days ago
Liverpool, Liverpool, United Kingdom Ortus PSR Full timeParaplanner Role at Ortus PSROrtus PSR is seeking a skilled Paraplanner to support our financial advisors in delivering exceptional client service. As a key member of our team, you will play a crucial role in conducting research, analysis, and preparing financial reports to help our clients achieve their financial goals.Key Responsibilities:Conduct thorough...
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Financial Planning Specialist
2 days ago
Liverpool, Liverpool, United Kingdom Ortus PSR Full timeParaplanner Role at Ortus PSROrtus PSR is seeking a skilled Paraplanner to support our financial advisors in delivering exceptional client service. As a key member of our team, you will play a crucial role in conducting research, analysis, and preparing financial reports to help our clients achieve their financial goals.Key Responsibilities:Conduct thorough...
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Paraplanning Team Leader
6 days ago
Liverpool, Liverpool, United Kingdom IDEX Consulting Ltd Full timeJob Summary We are seeking a highly skilled and experienced Paraplanning Team Leader to join our team at IDEX Consulting Ltd. As a key member of our financial services team, you will be responsible for leading and managing our paraplanning team, providing leadership, mentorship, and technical support to ensure the delivery of high-quality financial planning...
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Paraplanning Team Leader
6 days ago
Liverpool, Liverpool, United Kingdom IDEX Consulting Ltd Full timeJob Summary We are seeking a highly skilled and experienced Paraplanning Team Leader to join our team at IDEX Consulting Ltd. As a key member of our financial services team, you will be responsible for leading and managing our paraplanning team, providing leadership, mentorship, and technical support to ensure the delivery of high-quality financial planning...
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Financial Planning Analyst
1 day ago
Liverpool, Liverpool, United Kingdom The Very Group Full time{"h3": "About the Role", "p": "We are seeking a highly skilled Financial Planning Analyst to join our Financial Services Finance team. As a key member of the team, you will play a crucial role in supporting the delivery of financial plans that meet the strategic goals of The Very Group.Your primary responsibilities will include developing strategic business...
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Financial Planning Analyst
1 day ago
Liverpool, Liverpool, United Kingdom The Very Group Full time{"h3": "About the Role", "p": "We are seeking a highly skilled Financial Planning Analyst to join our Financial Services Finance team. As a key member of the team, you will play a crucial role in supporting the delivery of financial plans that meet the strategic goals of The Very Group.Your primary responsibilities will include developing strategic business...
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Paraplanning Team Leader
6 days ago
Liverpool, Liverpool, United Kingdom IDEX Consulting Ltd Full timeAbout the RoleWe are seeking a highly skilled and experienced Paraplanning Team Leader to join our team at IDEX Consulting Ltd. As a key member of our financial planning team, you will be responsible for leading and managing a team of paraplanners, providing technical support and guidance, and ensuring the delivery of high-quality financial planning services...
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Paraplanning Team Leader
6 days ago
Liverpool, Liverpool, United Kingdom IDEX Consulting Ltd Full timeAbout the RoleWe are seeking a highly skilled and experienced Paraplanning Team Leader to join our team at IDEX Consulting Ltd. As a key member of our financial planning team, you will be responsible for leading and managing a team of paraplanners, providing technical support and guidance, and ensuring the delivery of high-quality financial planning services...
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Financial Planning Expert
1 week ago
Liverpool, Liverpool, United Kingdom Ortus PSR Full timeWe are proud to represent Ortus PSF, a prestigious financial services firm, in their search for an experienced Financial Planning Expert to join their team. Renowned for its excellence and innovation in the industry, Ortus PSF is an award-winning leader in the financial services sector, operating at the forefront of innovation. With a track record of...
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Senior Financial Professional
1 week ago
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Financial Services Professional
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Liverpool, Liverpool, United Kingdom GCB Recruitment Full time**About the Role**GCB Recruitment is seeking a highly skilled and experienced Financial Services Professional to join our team as a Self-Employed Independent Financial Advisor. Our ideal candidate will be a fully qualified advisor with a strong track record of success in the financial services industry.**Key Responsibilities**As a Self-Employed Independent...
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Financial Services Professional
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Liverpool, Liverpool, United Kingdom GCB Recruitment Full time**About the Role**GCB Recruitment is seeking a highly skilled and experienced Financial Services Professional to join our team as a Self-Employed Independent Financial Advisor. Our ideal candidate will be a fully qualified advisor with a strong track record of success in the financial services industry.**Key Responsibilities**As a Self-Employed Independent...
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Financial Planning and Analysis Accountant
1 week ago
Liverpool, Liverpool, United Kingdom Hays Specialist Recruitment Limited Full timeAbout Our ClientOur client is a dynamic and rapidly growing company in the financial services sector. They are seeking a highly skilled Financial Planning and Analysis Accountant to join their team.Job SummaryThe successful candidate will be responsible for developing and implementing financial planning and analysis processes that will drive business growth...
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Financial Planning and Analysis Accountant
1 week ago
Liverpool, Liverpool, United Kingdom Hays Specialist Recruitment Limited Full timeAbout Our ClientOur client is a dynamic and rapidly growing company in the financial services sector. They are seeking a highly skilled Financial Planning and Analysis Accountant to join their team.Job SummaryThe successful candidate will be responsible for developing and implementing financial planning and analysis processes that will drive business growth...
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Senior Financial Professional
5 days ago
Liverpool, Liverpool, United Kingdom Agility Resoucing Full timeJob OverviewAgility Resourcing is seeking a highly skilled Financial Accountant or Accounting Specialist to join our team. As a key member of our accounting department, you will be responsible for preparing financial statements and reports for our diverse client base.Key Responsibilities:Manage and review bookkeeping and accounting processes to ensure...
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Senior Financial Professional
5 days ago
Liverpool, Liverpool, United Kingdom Agility Resoucing Full timeJob OverviewAgility Resourcing is seeking a highly skilled Financial Accountant or Accounting Specialist to join our team. As a key member of our accounting department, you will be responsible for preparing financial statements and reports for our diverse client base.Key Responsibilities:Manage and review bookkeeping and accounting processes to ensure...
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Senior Financial Planning Specialist
6 days ago
Liverpool, Liverpool, United Kingdom Capio Recruitment Full time £75,000Job Title: Senior Financial PlannerJob Type: Full-timeCompany: Capio RecruitmentAbout the Role:We are seeking a skilled and experienced Chartered Financial Planner to join our high-performing team. As a Senior Financial Planner, you will be responsible for providing comprehensive financial planning advice to our clients, tailored to their individual needs...