Paraplanner and Researcher

Ferguson Dean, a leading regional IFA practice in Cheshire, is looking for a skilled paraplanner to join their team. As a paraplanner, you will play a crucial role in providing complex financial planning advice to clients with a minimum portfolio size of £500k.You will be responsible for undertaking reviews, preparing reports, and conducting whole-of-market...

We are seeking a highly motivated paraplanner to join our team at Ferguson Dean, a regional IFA practice in Cheshire. As a paraplanner, you will be responsible for providing complex financial planning advice to clients with a minimum portfolio size of £500k.Key responsibilities will include undertaking reviews, preparing reports, and conducting...

We are seeking an experienced Paraplanner to join our team at Ferguson Dean in Cheshire.About the JobThe ideal candidate will have experience working with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients, and strong writing and research skills.About the RoleConduct thorough reviews for high-net-worth clients with complex financial planning...

A regional IFA practice in Cheshire, Ferguson Dean, is seeking a paraplanner to join their team. With the backing of a leading national group, one of the current paraplanners is moving into a trainee adviser role, hence the need for an additional paraplanner.As a paraplanner, you will work with clients who have a minimum portfolio size of £500k, providing...

Ferguson Dean, a well-established regional IFA practice, is looking for a skilled Paraplanner to join their team in Cheshire. The current vacancy arises from one of the existing paraplanners moving into a trainee adviser role, creating an exciting opportunity for a motivated individual.**Compensation Package**An annual salary ranging from £35,000 to...

A prestigious regional IFA practice, Ferguson Dean, in Cheshire is seeking a skilled Paraplanner to join their team. The current role has become vacant due to one of the paraplanners transitioning into a trainee adviser position. With full support towards achieving Diploma and Chartered status, this opportunity presents an excellent chance for professional...

Join us at Ferguson Dean as a Paraplanner / Trainee and take advantage of this exciting opportunity for career growth and development.We are looking for someone with a strong academic background, preferably working towards Dip or Chartered status, and experience in working with HNW and UHNW clients.The ideal candidate will be able to undertake reviews for...

We are proud to partner with Prestige Recruitment Group to offer an exciting opportunity for a skilled Administration Pensions professional to join our team in Knutsford, Cheshire.About the Role:The successful candidate will be responsible for providing technical research support to Chartered Financial Advisors, managing existing business, and maintaining...

Ferguson Dean is a regional IFA practice based in Cheshire. We are seeking an experienced Paraplanner to join our team.About the JobThe successful candidate will be responsible for conducting thorough reviews for high-net-worth clients with complex financial planning needs.The role involves preparing comprehensive reports, researching and analyzing market...

Job TitleA highly skilled Paraplanner is required to join Ferguson Dean's team in Cheshire.We offer a competitive salary and excellent benefits package, including study support towards Diploma and Chartered status.About the RoleConduct thorough reviews for high-net-worth clients with complex financial planning needs.Prepare comprehensive reports using...

At Ferguson Dean, we are seeking a skilled Paraplanner / Trainee to join our team. As a leading national group, we offer an excellent opportunity for career growth and development.We are looking for someone with a strong academic background, preferably working towards Dip or Chartered status, and experience in working with High Net Worth (HNW) and Ultra High...

Category Management OpportunityWe are seeking a highly skilled Category Manager to join our team at Chartered Institute of Procurement and Supply (CIPS). This is an exciting opportunity to optimize and address Barclays 3rd party spend requirements, including defining approaches for relevant spend categories and requirements with close collaboration with the...

About the RoleWe are seeking a Procurement Lead to join our team at Chartered Institute of Procurement and Supply (CIPS). This is an exciting opportunity to optimize and address Barclays 3rd party spend requirements, including defining approaches for relevant spend categories and requirements with close collaboration with the business.Salary: £60,000 -...

Job DescriptionThe Category Management Specialist will play a key role in developing and implementing strategies to optimise and address third-party spend requirements.The successful candidate will have experience with sourcing management, category management, and stakeholder management. They will be able to plan and execute sourcing events, including...

Job SummaryThe Sourcing Operations Lead will be responsible for planning and executing sourcing events, including RFP/RFXs, negotiations, and monitoring of controls and compliance requirements.This is an exciting opportunity to join our team at the Chartered Institute of Procurement and Supply (CIPS) and contribute to the development and implementation of...

Job Title: Procurement StrategistWe are seeking a highly skilled Procurement Strategist to join our team at the Chartered Institute of Procurement and Supply (CIPS). The successful candidate will play a key role in developing and implementing strategies to optimise and address third-party spend requirements.The ideal candidate will have experience with...

Job Title: Sourcing Manager">We are seeking an experienced Sourcing Manager to join our team at Chartered Institute of Procurement and Supply (CIPS). The successful candidate will be responsible for optimising and addressing Barclays 3rd party spend requirements.The role involves the definition, development, and implementation of approaches for relevant...

**Job Title: Paraplanner** **Industry: Financial Services** **Location: Knutsford** **Salary: Up to £50,000** **Job Ref: 16123** **Job Description:Paraplanner** Recruit UK are working on an excellent opportunity for a paraplanner to join a well-established Independent Financial Advice firm in Knutsford. **Company**: This is a well established...

A three Adviser IFA practice in Cheshire are looking for a paraplanner to join their team.With the backing of a leading national group, one of the current paraplanners is moving into a trainee adviser role, hence the need for an additional paraplanner.With full study support towards Diploma and Chartered status you will be working with clients who have a...

A three Adviser IFA practice in Cheshire are looking for a paraplanner to join their team.With the backing of a leading national group, one of the current paraplanners is moving into a trainee adviser role, hence the need for an additional paraplanner.With full study support towards Diploma and Chartered status you will be working with clients who have a...

TRAINEE PARAPLANNER KNUTSFORD AREA UP TO 30K Our Client provides a unique and modern approach to Financial Planning for HNW individuals and the Employee Benefit market. Having been awarded 'Chartered' status from the Chartered Insurance Institute in 2013, our Client is commitment to providing highlevels of professionalism to clients and employees alike....

CF30 Consulting is delighted to be recruiting and experienced Paraplanner with experience of the Defined Benefit (DB) Pension Transfer Market, on behalf of our client, a very well established Pension Transfer Bureau set in the heart of the Cheshire countryside.This can be a fully remote role so we will consider applicants anywhere in the uk. **Specific...

I am working alongside a local Financial Planning practice with a fantastic local reputation, that pride themselves on their reputation and personal approach to Financial Planning. They are looking for an experienced Paraplanner to join up with their team, providing technical support to the Advisers in the firm by preparing recommendations and producing...

Paraplanner (Part-time) : S.Manchester/Cheshire: to £40k + beneifts **Your new company **New opportunity has arisen within a highly reputable, well established firm of IFAs for an experienced paraplanner. Option to work part-time. **Your new role** Providing technical support to advisers, carrying out research and assisting in the preparation of best advice...

Job Description A three Adviser IFA practice in Cheshire are looking for a paraplanner to join their team. With the backing of a leading national group, one of the current paraplanners is moving into a trainee adviser role, hence the need for an additional paraplanner. With full study support towards Diploma and Chartered status you will be working with...

A three Adviser IFA practice in Cheshire are looking for a paraplanner to join their team. With the backing of a leading national group, one of the current paraplanners is moving into a trainee adviser role, hence the need for an additional paraplanner. With full study support towards Diploma and Chartered status you will be working with clients who have a...

A three Adviser IFA practice in Cheshire are looking for a paraplanner to join their team. With the backing of a leading national group, one of the current paraplanners is moving into a trainee adviser role, hence the need for an additional paraplanner. With full study support towards Diploma and Chartered status you will be working with clients who have a...

A three Adviser IFA practice in Cheshire are looking for a paraplanner to join their team. With the backing of a leading national group, one of the current paraplanners is moving into a trainee adviser role, hence the need for an additional paraplanner. With full study support towards Diploma and Chartered status you will be working with clients who have a...

A three Adviser IFA practice in Cheshire are looking for a paraplanner to join their team. With the backing of a leading national group, one of the current paraplanners is moving into a trainee adviser role, hence the need for an additional paraplanner. With full study support towards Diploma and Chartered status you will be working with clients who have a...

A three Adviser IFA practice in Cheshire are looking for a paraplanner to join their team. With the backing of a leading national group, one of the current paraplanners is moving into a trainee adviser role, hence the need for an additional paraplanner. With full study support towards Diploma and Chartered status you will be working with clients who have a...

We are representing a very respected wealth management firm in Knutsford to secure them an experienced Paraplanner. Salary up to £38,000 plus benefits, this is flexible for the right person. The main purpose of this role is to ensure the quality and standard of suitability reports is to the highest standard following the undertaking of full research. Key...

An exciting opportunity has arisen for an experienced Paraplanner to join a growing wealth management practice based in Knutsford. The firm has exciting growth plans over the next 5 years and wants to expand its highly valued Paraplanning team to support its team of client facing advisers. **Key Responsibilities** - Analyse information and conduct research...

My client is currently looking for an experienced Paraplanner to join their business in Knutsford. The firm is a chartered wealth and financial planning firm. Key responsibilities: - Develop and maintain effective relationships with clients and colleagues - Prepare suitability reports across a wide range of financial products - Ensure all relevant...

About the role... As a technical Paraplanner you’ll manage a portfolio of High-Net-Worth clients and provide a high level of support to our team of Financial Planners. You will prepare written advice and provide technical research services holistically across a broad range offinancial products and planning opportunities. Ensure that the preparation of...

Our client was established in 2009, with the aim to provide a unique and modern approach to financial planning for high net worth individuals and the employee benefit market. They currently manage over £350m of assets for clients and were awarded Charteredstatus from the Chartered Insurance Institute in 2013, showing their commitment to high levels of...

Our client was established in 2009, with the aim to provide a unique and modern approach to financial planning for high net worth individuals and the employee benefit market. They currently manage over £350m of assets for clients and was awarded Chartered statusfrom the Chartered Insurance Institute in 2013, showing their commitment to high levels of...

We are delighted to be recruiting for an IFA Administrator in Knutsford, this wealth management firm are looking for a proactive and enthusiastic IFA administrator to join their already established administration team supporting existing Financial Plannersand Paraplanners. Salary up to £30,000 plus benefits, this is flexible for the right person. Key...