Paraplanner and Financial Advisor

A well-established financial planning firm in Lytham requires a highly skilled Paraplanner to support their continued success.The ideal candidate will have a strong analytical skillset, proficiency in writing complex reports, and the ability to build and nurture strong client relationships.Key Responsibilities:Record Keeping: Maintain accurate and up-to-date...

Established in the heart of Lytham, our reputable financial planning firm is seeking a skilled Paraplanner to join their growing team.We offer a competitive salary of up to £40,000 per annum, along with opportunities for professional growth and development within a supportive and forward-thinking environment.About the Role:Fundamental Responsibilities:...

Join a reputable financial planning firm in Lytham as a skilled paraplanner to support their expanding team.The ideal candidate will have experience in a financial planning environment, proficiency in writing complex reports, and a strong analytical skillset. The role offers competitive remuneration of up to £40k per annum, along with opportunities for...

Job OverviewWe are looking for a skilled Senior Customer Service Representative to join our team in Lytham. In this role, you will be responsible for handling calls, written queries, and claims related to policies, ensuring fair treatment of policyholders and financial advisers.Your key responsibilities will include:Processing customer and Independent...

About the RoleWe are seeking an experienced Senior Customer Service Representative to join our team in Lytham. As a member of our Customer Service Operation, you will be responsible for handling calls, written queries, and claims related to policies, ensuring fair treatment of policyholders and financial advisers.Your key responsibilities will...

Job DescriptionWe are seeking a highly motivated Senior Customer Service Representative to join our team in Lytham. As part of our Customer Service Operation, you will handle calls, written queries, and claims related to policies, ensuring fair treatment of policyholders and financial advisers.Your key responsibilities will include:Processing customer and...

About the RoleWe are seeking a skilled Business Development Executive to spearhead new business growth and expansion within our Direct Healthcare portfolio. As a key member of our team, you will be responsible for identifying and converting new business opportunities, exceeding financial targets, and expanding our client base.Key ResponsibilitiesSpearheading...

About Gallagher Benefit ServicesGallagher Benefit Services is a leading provider of workplace benefits, dedicated to helping clients build environments where employees thrive. We're seeking a skilled Healthcare Portfolio Manager to join our team and contribute to our mission of shaping the future of workplaces.Key ResponsibilitiesManage lead generation to...

Job Description Paraplanner – Lytham - £30-40K Our client a reputable and long-established financial planning firm based in Lytham are currently expanding their team due to ongoing growth and success. They are actively seeking an experienced and dedicated Paraplanner. This is an exciting opportunity for a detail-oriented professional to contribute...

Paraplanner – Lytham - £30-40KOur client a reputable and long-established financial planning firm based in Lytham are currently expanding their team due to ongoing growth and success. They are actively seeking an experienced and dedicated Paraplanner. This is an exciting opportunity for a detail-oriented professional to contribute meaningfully to a...

Paraplanner – Lytham - £30-40KOur client a reputable and long-established financial planning firm based in Lytham are currently expanding their team due to ongoing growth and success. They are actively seeking an experienced and dedicated Paraplanner. This is an exciting opportunity for a detail-oriented professional to contribute meaningfully to a...

Our client is a borderless independent financial advisory consultancy unrelenting in its commitment to safeguarding its clients financial future. Offering a fresh approach with a dynamic energy that sets it apart from its competitors in the offshore marketplace. We have opportunities for financial advisory professionals who are you looking to take the next...

Our client is a borderless, independent financial advisory consultancy, unrelenting in its commitment to safeguarding its clients financial future. Offering a fresh approach with a dynamic energy that sets it apart from its competitors in the offshore marketplace. We have opportunities for financial advisory professionals who are you looking to take the next...

About UsClick and Connect Online Limited is a pioneering financial advisory consultancy, dedicated to safeguarding our clients' financial futures. With a dynamic energy that sets us apart from competitors in the offshore marketplace, we offer a fresh approach to financial planning.Salary and BenefitsWe are offering an attractive remuneration package for this...

Job Title: Paraplanner Salary: £40k-£45k per annum (depending on experience) + benefits including pension, discretionary bonus, and share options Location: London (Zone 1) Working Arrangement: (Hybrid working, however, this may be unlikely in the first few months when integrating into the team. Typical WFH is on Monday and Friday but we do like...

Job Opportunity: We are seeking a highly skilled Paraplanner to join our team at Blakemore Recruitment. The ideal candidate will have 2+ years' experience in a similar role and a clear understanding of the financial planning process. Key Responsibilities:• Receiving debriefings from Financial Advisors and actioning required tasks• Analyzing and...

**HR ADVISOR** - Up to 29.5K - True Generalist Position - Split between Lytham and Preston Are you looking for a new challenge? Current HR role not really stimulating and giving you the responsibility you want? Looking for that next step with some HR Advisor experience behind you? This opportunity provides the chance develop your skills looking after your...

Job Title: Junior Paraplanner Salary: £30k-£40k per annum (depending on experience) + benefits including pension, discretionary bonus, and share options Location: London (Zone 1) Working Arrangement: (Hybrid working, however, this may be unlikely in the first few months when integrating into the team. Typical WFH is on Monday and Friday but we...

Job Summary:We are seeking an experienced Paraplanner for our award-winning financial planning firm. As a Paraplanner, you will play a crucial role in providing high-level technical support to our advisers and clients. Your expertise will be utilised to produce cash flow models and high-quality suitability reports.Key Responsibilities:Analysis of client...

Independent Financial Adviser One of IT Bods leading clients is a boutique Independent Financial Adviser (IFA) firm in St Helens who are seeking an experienced Financial Adviser to join their team. If you are looking for a dynamic, supportive and rewarding environment to help take your career to the next level then this could be the role for you. The...

About the Role:Cameron James is seeking a Senior Paraplanner to join their team, providing high-quality financial planning support to Financial Advisers in accordance with FCA standards and Chartered Code of Ethics.Main Responsibilities:Constructing recommendations and technical reports (reasons why & suitability letters)Researching and processing of the...

Our client is a borderless independentfinancial advisory consultancy unrelenting in its commitment tosafeguarding its clients financial future. Offering a freshapproach with a dynamic energy that sets it apart from itscompetitors in the offshore marketplace. We have opportunities forfinancial advisory professionals who are you looking to take thenext step in...

**Allstaff Recruitment** are currently seeking a **Financial Advisor** based in **St Neots** for a reputable professional organisation. - **Summary of the**_ **Financial Advisor** _**role **_ **Salary**: Dependent on experience **Location**: St Neots **Type of Contract**: Permanent, Full-time. **Hours**: Full time, 37.5 hours a week - **The role **_ As the...

Overview: We are currently seeking a skilled and motivated Financial Advisor to join our team in the United Kingdom. The successful candidate will be responsible for providing expert financial advice to clients managing and growing their portfolios and contributing to the overall success of our financial services division. Responsibilities: Conduct...

Overview: We are currently seeking a skilled and motivated Financial Advisor to join our team in the United Kingdom. The successful candidate will be responsible for providing expert financial advice to clients managing and growing their portfolios and contributing to the overall success of our financial services division. Responsibilities: Conduct...

Independent Financial Adviser One of IT Bods leading clients is a boutique Independent Financial Adviser (IFA) firm in St Helens who are seeking an experienced Financial Adviser to join their team. If you are looking for a dynamic, supportive and rewarding environment to help take your career to the next level then this could be the role for you. The...

Independent Financial AdviserOne of IT Bods leading clients is a boutique Independent Financial Adviser (IFA) firm in St Helens who are seeking an experienced Financial Adviser to join their team.If you are looking for a dynamic, supportive and rewarding environment to help take your career to the next level then this could be the role for you.The...

Overview:We are currently seeking a skilled and motivated FinancialAdvisor to join our team in the United Kingdom. The successfulcandidate will be responsible for providing expert financial adviceto clients managing and growing their portfolios and contributingto the overall success of our financial servicesdivision. Responsibilities: Conduct comprehensive...