Current jobs related to Paraplanner - Financial Planning Specialist - Preston, Lancashire - Recruit UK

  • Financial Planning Specialist

    4 weeks ago

    Preston, Lancashire, United Kingdom Ferguson Dean Full time

    About Ferguson DeanFerguson Dean is a leading national practice with a strong reputation in the Financial Planning sector.Job SummaryWe are seeking an experienced Paraplanner to support our Adviser in delivering exceptional client service and driving business growth.Key ResponsibilitiesUndertake comprehensive reviews of clients' financial situations and...

  • Financial Planning Specialist

    4 weeks ago

    Preston, Lancashire, United Kingdom Ferguson Dean Full time

    About Ferguson DeanFerguson Dean is a leading national practice with a strong reputation in the Financial Planning sector.Job SummaryWe are seeking an experienced Paraplanner to support our Adviser in delivering exceptional client service and driving business growth.Key ResponsibilitiesUndertake comprehensive reviews of clients' financial situations and...

  • Senior Financial Planning and Strategy Specialist

    6 days ago

    Preston, Lancashire, United Kingdom Hays Specialist Recruitment Limited Full time

    Finance Business Partner Role OverviewAt Hays Specialist Recruitment Limited, we're committed to fostering a diverse and inclusive culture, welcoming individuals from all backgrounds to contribute to our ongoing growth and development. As a Finance Business Partner, you will work closely with senior stakeholders, providing influential financial insights to...

  • Financial Planning Specialist

    1 month ago

    Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Financial Planning Specialist **Job Purpose:** As a Financial Planning Specialist, you will be responsible for meeting with clients and prospective clients to provide financial planning services in accordance with the company's propositions. Your goal will be to generate compliant initial and ongoing income for the company. **Key Responsibilities:** *...

  • Financial Planning Specialist

    1 month ago

    Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Financial Planning Specialist **Job Purpose:** As a Financial Planning Specialist, you will be responsible for meeting with clients and prospective clients to provide financial planning services in accordance with the company's propositions. Your goal will be to generate compliant initial and ongoing income for the company. **Key Responsibilities:** *...

  • Financial Planning Specialist

    2 weeks ago

    Preston, Lancashire, United Kingdom JohnstonGreer Ltd Full time

    JohnstonGreer Ltd is seeking a skilled Financial Planning Specialist to join their Private Client team. As a Financial Planning Specialist, you will provide independent advice to HNW individuals, including business owners, professionals, and their families.The ideal candidate will have experience in providing holistic financial planning, operating across...

  • Paraplanner

    2 months ago

    Preston, UK, Lancashire, United Kingdom Ferguson Dean Full time

    An instantly recognisable name in the Financial Planning sector are looking to recruit an additional paraplanner to join their team. Being part of wider group they have major financial support and after buying out another firm in the region they are looking for you to support the Adviser in the firm. They work with clients in the £100k to £1m space and are...

  • Financial Planning Specialist

    2 weeks ago

    Preston, Lancashire, United Kingdom beBee Professionals Full time £45,000 - £65,000

    At beBee Professionals, we are seeking a highly skilled Financial Planning Specialist to lead our finance team in Preston, United Kingdom. The ideal candidate will oversee financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Develop and implement financial plans, forecasts,...

  • Financial Planning Specialist

    2 weeks ago

    Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Artemis Recruitment Consultants Ltd is seeking a skilled Financial Planning Specialist to provide financial planning services to clients in accordance with the company's propositions. The ideal candidate will have a Chartered or working towards qualification and be able to meet with clients and prospective clients to provide financial planning advice.The job...

  • Financial Planning Specialist

    2 weeks ago

    Preston, Lancashire, United Kingdom Agility Resoucing Full time

    Key ResponsibilitiesWe are seeking a highly skilled Financial Planning Specialist to join our team. The successful candidate will be responsible for preparing monthly management accounts, assisting with budgets and forward financial planning, and providing a monthly KPI reporting pack for senior management.The ideal candidate will have excellent Excel skills...

  • Financial Planning Specialist

    1 month ago

    Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Financial Planning Specialist **Job Purpose:** As a Private Client Advisor with Artemis Recruitment Consultants Ltd, you will be responsible for meeting with clients and prospective clients to provide financial planning services in accordance with the company's propositions. Your goal will be to generate compliant initial and ongoing income for the...

  • Financial Planning Specialist

    2 months ago

    Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Financial Planning Specialist **Job Purpose:** As a Private Client Advisor with Artemis Recruitment Consultants Ltd, you will be responsible for meeting with clients and prospective clients to provide financial planning services in accordance with the company's propositions. Your goal will be to generate compliant initial and ongoing income for the...

  • Financial Planning Specialist

    4 weeks ago

    Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Chartered Financial Planner - CumbriaArtemis Recruitment Consultants Ltd is seeking a Private Client Advisor to provide financial planning services to clients in accordance with the company's propositions. The successful candidate will be responsible for meeting with clients and prospective clients to discuss their financial needs and provide tailored...

  • Financial Planning Specialist

    4 weeks ago

    Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Chartered Financial Planner - CumbriaArtemis Recruitment Consultants Ltd is seeking a Private Client Advisor to provide financial planning services to clients in accordance with the company's propositions. The successful candidate will be responsible for meeting with clients and prospective clients to discuss their financial needs and provide tailored...

  • Financial Planning Specialist

    1 month ago

    Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Chartered Financial Planner - CumbriaArtemis Recruitment Consultants Ltd is seeking a Private Client Advisor to provide financial planning services to clients in accordance with the company's propositions. The successful candidate will be responsible for meeting with clients and prospective clients to discuss their financial needs and provide tailored...

  • Senior Financial Planning Specialist

    1 week ago

    Preston, Lancashire, United Kingdom Spencer Clarke Group Ltd. Full time

    About the roleAs a Senior Financial Planning Specialist at Spencer Clarke Group Ltd., you will play a vital role in supporting the Finance, Operations, and Sales Teams on a day-to-day basis, providing detailed analysis across the business to facilitate continuous improvement, growth, and much more.Key responsibilities include:Manage and report on the...

  • Financial Planning Specialist

    1 month ago

    Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Chartered Financial Planner - CumbriaArtemis Recruitment Consultants Ltd is seeking a Private Client Advisor to provide financial planning services to clients in accordance with the company's propositions. The successful candidate will be responsible for meeting with clients and prospective clients to discuss their financial needs and provide tailored...

  • Financial Planning Specialist

    1 month ago

    Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Chartered Financial Planner - CumbriaArtemis Recruitment Consultants Ltd is seeking a Private Client Advisor to provide financial planning services to clients in accordance with the company's propositions. The successful candidate will be responsible for meeting with clients and prospective clients to discuss their financial needs and provide tailored...

  • Financial Planning Specialist

    1 month ago

    Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Chartered Financial Planner - CumbriaArtemis Recruitment Consultants Ltd is seeking a Private Client Advisor to provide financial planning services to clients in accordance with the company's propositions. The successful candidate will be responsible for meeting with clients and prospective clients to discuss their financial needs and provide tailored...

  • Financial Planning Specialist

    1 month ago

    Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Chartered Financial Planner - CumbriaArtemis Recruitment Consultants Ltd is seeking a Private Client Advisor to provide financial planning services to clients in accordance with the company's propositions. The successful candidate will be responsible for meeting with clients and prospective clients to discuss their financial needs and provide tailored...

Paraplanner - Financial Planning Specialist

2 months ago

Preston, Lancashire, United Kingdom Recruit UK Full time

Job Title: Paraplanner

Industry: Financial Services

Location: Preston

Salary: £30,000 - £32,000

Job Type: Full-time

About the Role:

We are seeking an experienced Paraplanner to join our team at an Independent Financial Advice firm in Preston. As a Paraplanner, you will play a crucial role in supporting our Financial Advisers in providing high-quality advice to our clients.

Key Responsibilities:

  • Produce professional suitability reports for clients
  • Tailor suitability letters to individual client needs
  • Prepare files for meetings and manage existing business administration
  • Conduct research on products, providers, and funds
  • Assist administrators during busy periods and work collaboratively as part of a team

What We Offer:

  • Competitive salary up to £32,000
  • Pension matching up to 5%
  • Office-based role with opportunities for career progression
  • Group death in service benefit
  • Study support
  • 25 days annual leave (excluding Bank Holidays)

Requirements:

  • 2 years' experience in a Paraplanning role at an IFA firm
  • Strong technical knowledge of financial products, including pensions, investments, and protection policies
  • Experience with client cash-flow modelling software is desirable
  • Excellent suitability report writing skills

About Recruit UK:

We are a specialist recruitment agency in the financial services sector, with a network of over 100,000 connections. We pride ourselves on providing a personal and tailored approach to recruitment, matching candidates with the perfect role.

Our Commitment:

  • We take the time to understand your needs and goals
  • We provide honest feedback on your job prospects
  • We use our network to find you the perfect match
  • We prioritize career happiness and well-being
  • We cover the entire UK with a local touch
  • We respect your time and preferences