Financial Planning Support Specialist

1 week ago


Liverpool, Liverpool, United Kingdom Recruit UK | Certified B Corp™ Full time
Job Description

Recruit UK, a Certified B Corp™, is working with a leading Independent Financial Advice firm to find a skilled Paraplanning Professional to join their team in Liverpool. The ideal candidate will have a Level 4 Diploma in Financial Services and at least 2 years of experience in paraplanning.

Key Responsibilities:

  • Provide high-quality written suitability reports to support the delivery of first-class holistic financial planning.
  • Conduct in-depth research and analysis to support the Financial Advisers.
  • Develop and maintain strong relationships with clients and colleagues.

Requirements:

  • Level 4 Diploma in Financial Services.
  • At least 2 years of experience in paraplanning.
  • Excellent report writing, analysis, and research skills.

What We Offer:

  • A competitive salary up to £46,000, negotiable dependent on experience and qualifications.
  • Flexible working arrangements.
  • Excellent benefits package.
  • The opportunity to work with a leading Independent Financial Advice firm.

About Recruit UK:

We are a specialist recruitment agency in the financial services sector, with a reach of over 100,000 connections. We pride ourselves on our unique expertise, insight, and connections, and our commitment to finding the right candidate for the right role.



  • Liverpool, Liverpool, United Kingdom Recruit UK | Certified B Corp™ Full time

    About 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...


  • Liverpool, Liverpool, United Kingdom Recruit UK | Certified B Corp™ Full time

    About 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...


  • Liverpool, Liverpool, United Kingdom Hays Specialist Recruitment Limited Full time

    Financial 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. As a key member of our team, you will play a crucial role in driving business growth and success.About the RoleDevelop and implement budgeting and forecasting processes...


  • Liverpool, Liverpool, United Kingdom Zachary Daniels Recruitment Full time £40,000 - £48,000

    Job DescriptionJob Title: Financial Planning and Analysis SpecialistJob Type: Full-timeIndustry: Retail and E-commerceLocation: MerseysideJob Type: PermanentSalary: £40,000 - £48,000 per annumJob Description:We are seeking a highly skilled Financial Planning and Analysis Specialist to join our team at Zachary Daniels Recruitment. As a key member of our...


  • Liverpool, Liverpool, United Kingdom Zachary Daniels Recruitment Full time £40,000 - £48,000

    Job DescriptionJob Title: Financial Planning and Analysis SpecialistJob Type: Full-timeIndustry: Retail and E-commerceLocation: MerseysideJob Type: PermanentSalary: £40,000 - £48,000 per annumJob Description:We are seeking a highly skilled Financial Planning and Analysis Specialist to join our team at Zachary Daniels Recruitment. As a key member of our...


  • Liverpool, Liverpool, United Kingdom Hays Specialist Recruitment Limited Full time

    Financial 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...


  • Liverpool, Liverpool, United Kingdom Ortus PSR Full time

    Paraplanner 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...


  • Liverpool, Liverpool, United Kingdom Ortus PSR Full time

    Paraplanner 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...


  • Liverpool, Liverpool, United Kingdom Hays Specialist Recruitment Limited Full time

    About 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...


  • Liverpool, Liverpool, United Kingdom Hays Specialist Recruitment Limited Full time

    About 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...


  • Liverpool, Liverpool, United Kingdom Hays Specialist Recruitment Limited Full time

    Company OverviewHays Specialist Recruitment Limited is a leading recruitment agency that specializes in placing top talent in various industries, including financial services.About the RoleWe are seeking a highly organized and detail-oriented individual to join our team as a Financial Services Administrator. As a key member of our team, you will be...


  • Liverpool, Liverpool, United Kingdom YODEL Full time

    Position Summary Financial Accounts Support SpecialistPermanent PositionCompetitive Salary + BenefitsPosition Overview We are seeking a committed Financial Accounts Support Specialist to become a vital part of our Finance department. In this role, you will assist the Management Accounts Team in various financial tasks.Key Responsibilities As a Financial...


  • Liverpool, Liverpool, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job DescriptionRecruit 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...


  • Liverpool, Liverpool, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job DescriptionRecruit 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...


  • Liverpool, Liverpool, United Kingdom Aspire Recruitment Full time

    Job OpportunityWe are seeking a highly skilled Financial Support Specialist to join our team at Aspire Recruitment.About the RoleThe successful candidate will provide administrative support to the finance team, including bookkeeping and data entry tasks.Key ResponsibilitiesAssist the finance team with daily accounting tasks, ensuring accurate and timely...

  • IFA Administrator

    10 hours ago


    Liverpool, Liverpool, United Kingdom Ortus PSR Full time

    Job Summary:Ortus PSR is seeking a highly organized and detail-oriented IFA Administrator to provide exceptional support to our Financial Planning team. As a key member of our team, you will play a vital role in ensuring the smooth operation of our financial planning services.Key Responsibilities:Provide administrative support to our Financial Planners,...

  • IFA Administrator

    8 hours ago


    Liverpool, Liverpool, United Kingdom Ortus PSR Full time

    Job Summary:Ortus PSR is seeking a highly organized and detail-oriented IFA Administrator to provide exceptional support to our Financial Planning team. As a key member of our team, you will play a vital role in ensuring the smooth operation of our financial planning services.Key Responsibilities:Provide administrative support to our Financial Planners,...


  • Liverpool, Liverpool, United Kingdom Independent Resourcing Consultancy Ltd Full time

    Job DescriptionCompany Overview:Our client, a leading Private Wealth Advisory Firm, is dedicated to serving International Investors and Expatriates globally. Renowned for delivering Exceptional Financial Planning and Investment Solutions, they are committed to Excellence and Innovation in Wealth Management. As they continue to expand their operations, they...


  • Liverpool, Liverpool, United Kingdom Independent Resourcing Consultancy Ltd Full time

    Job DescriptionCompany Overview:Our client, a leading Private Wealth Advisory Firm, is dedicated to serving International Investors and Expatriates globally. Renowned for delivering Exceptional Financial Planning and Investment Solutions, they are committed to Excellence and Innovation in Wealth Management. As they continue to expand their operations, they...

  • Support Specialist

    6 days ago


    Liverpool, Liverpool, United Kingdom Creative Support Full time

    Job Summary:Creative Support is seeking a Support Specialist to provide personalised support plans to service users in our learning disabilities supported living services. As a Support Specialist, you will work alongside our dedicated team to provide practical, emotional, and behavioural support to individuals with learning disabilities, enabling them to...