Paraplanning Expertise Professional

Ferguson DeanWe are a leading regional Chartered Financial Planning practice based in Shrewsbury. Our team is dedicated to delivering exceptional service to our clients, and we are now seeking an experienced Paraplanning Professional to join us.The successful candidate will be responsible for providing technical support to our Advisers, working closely with...

Job SummaryBond Recruitment is a leading recruitment agency in the financial services industry, and we are seeking an experienced IFA Support Advisor to join our team. As a Paraplanning Professional, you will play a crucial role in supporting our Financial Planners and other staff in advising clients on their financial strategies, plans, products, and...

Job DescriptionWe are seeking a highly skilled Paraplanning Professional to join our client's IFA practice in the region. As a key member of the team, you will provide support to Financial Planners and other staff when informing and advising Clients on their financial strategies, plans, products and investments.Main ResponsibilitiesComply with the Financial...

Ferguson Dean is a leading regional Chartered Financial Planning practice looking for an experienced HNC Paraplanning Professional to expand their team in Shrewsbury.This role is client-facing, with the successful candidate acting as the first point of contact for clients in the £500k to £10m space.The ideal candidate will need to have experience in...

About the RoleWe are seeking an Experienced Paraplanning Professional to join our team at Bond Rec. This office-based role involves general accountabilities such as adhering to the Financial Services and Markets Act 2000, following compliance procedures, and maintaining detailed knowledge of product and legislative changes.The successful candidate will have...

Ferguson Dean is a leading regional Chartered Financial Planning practice based in Shrewsbury that is seeking to expand its team.Job DescriptionAs a paraplanning specialist, you will be responsible for providing technical support and assistance to financial advisers, conducting research and producing reports, dealing with client queries, and attending...

Job DescriptionFerguson Dean's Paraplanner vacancy involves supporting high net worth clients and collaborating with Advisers. Key responsibilities include:Providing technical support and paraplanning services.Conducting research and creating reports to inform client decisions.Delivering top-notch client service by addressing queries and resolving issues...

About the Role Our Paraplanning team at Ferguson Dean is seeking a skilled individual to provide technical support to our Advisers. As a Paraplanning Support Professional, you will work closely with clients in the High Net Worth (HNW) and Ultra High Net Worth (UHNW) space, providing full support to your team members.We are looking for someone with experience...

Ferguson Dean is a leading regional Chartered Financial Planning practice that are seeking an experienced HWN and UHNW Technical Support Professional to join their team in Shrewsbury. As a key member of the team, you will work closely with clients, providing full technical support and dealing with client queries.**The Role**As a Technical Support...

Key Job DetailsJob Title: Paraplanning ProfessionalLocation: RegionJob Type: Full-timeSalary: £40,000 - £50,000 per annumAbout the RoleThis is a challenging yet rewarding role that requires a high level of technical knowledge about financial products and services. You will be responsible for supporting Financial Planners and other staff when informing and...

Job DescriptionBond Rec is looking for an Experienced Paraplanning Professional to support Financial Planners and staff in advising clients on financial strategies, plans, products, and investments.The ideal candidate will have excellent inter-personal skills, both written and verbal, as well as a high level of technical knowledge about financial products...

Job OverviewBond Rec is seeking a highly skilled and experienced Paraplanner to join our team. As an Experienced Paraplanning Professional, you will play a vital role in supporting Financial Planners and staff in advising clients on financial strategies, plans, products, and investments.The ideal candidate will have a broad knowledge and enthusiasm for the...

About Ferguson DeanA leading regional Chartered Financial Planning practice in Shrewsbury is seeking a highly skilled professional to join its team.The successful candidate will work closely with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, providing full support to advisers and undertaking research to produce detailed reports.Key...

About the RoleProspero Teaching is looking for a dedicated Tutor to provide one-to-one education packages to young people who are not attending school. The successful candidate will create and deliver tailored lessons to help pupils overcome challenges and achieve their goals.The ideal candidate will have relevant qualifications such as QTS, QTLS, PGCE, or...

Citation Professional Solutions is seeking a Marketing Automation Coordinator to join our Operations & Campaigns Marketing Team. In this role, you'll play a crucial part in developing and implementing marketing campaigns within HubSpot, leveraging your expertise in email marketing and CRM management. If you're passionate about marketing automation and have...

About UsHighborn Global Limited is a professional recruitment agency dedicated to providing top-notch candidates for various roles. Our expertise spans across multiple sectors, and we take pride in delivering exceptional services to our clients.

Role OverviewBond Recruitment is delighted to be recruiting for a skilled Paraplanning Professional on behalf of our client, a leading IFA practice in the region.The role involves providing support to Financial Planners and other staff when informing and advising Clients on their financial strategies, plans, products and investments.Key...

Job Overview:We are seeking a skilled accounting professional to join our team as a Client Accountant. This role offers a challenging and rewarding opportunity for someone with a strong background in compliance and client advisory roles.About the Role:The ideal candidate will have at least 4-5 years of experience in a UK-based accountancy practice, with a...

Job DetailsWe are seeking an experienced IFA Support Advisor to join our team at Bond Recruitment, a leading recruitment agency in the financial services industry. As a Paraplanning Professional, you will play a crucial role in supporting our Financial Planners and other staff in advising clients on their financial strategies, plans, products, and...

Job DescriptionWe are seeking an experienced Financial Planning Specialist to join our team at Bond Recruitment, a leading recruitment agency in the financial services industry. As a Paraplanning Professional, you will play a crucial role in supporting our Financial Planners and other staff in advising clients on their financial strategies, plans, products,...