Experienced Paraplanning 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...

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...

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 that require an experienced Chartered Financial Planning Paraplanning Expert 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.**Job Overview**We are seeking a highly...

Ferguson Dean is a dynamic and forward-thinking regional Chartered Financial Planning practice based in Shrewsbury.We are seeking an experienced Paraplanning and Technical Support Specialist to join our team and contribute to the success of our HNW and UHNW clients.In this role, you will be responsible for delivering exceptional client service, providing...

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...

The role of the Paraplanner is to provide crucial support to the Financial Planning process. This involves working closely with Financial Planners and other staff to deliver high-quality client services. If you have a passion for financial planning and excellent communication skills, we would love to hear from you!Key ResponsibilitiesSupport Financial...

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...

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...

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...

About the RoleAs a Sales Manager at Citation Professional Solutions, you will be responsible for leading and coaching a high-performing sales team to achieve exceptional results. This is a fantastic opportunity to leverage your expertise in B2B sales and drive business growth.Key ResponsibilitiesLeading and motivating the sales team to meet and exceed sales...

Job Title:Experienced Accountancy ProfessionalCompany Overview:McGregor Recruitment is dedicated to placing skilled professionals in top accounting and finance roles.Salary and Benefits:The estimated annual salary range for this position is £40,000 - £55,000 depending on your experience.Job Description:We are seeking an experienced accountancy professional...

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...

Job SummaryWe are seeking an experienced Interim Financial Accountant to join our team at Hays Senior Finance. As a key member of the team, you will be responsible for providing financial support to the organization, ensuring accurate and timely financial reporting and analysis. This role involves working within a hybrid model, providing a friendly and...

About the RoleWe are seeking an experienced Paraplanner to join our team at Ferguson Dean in Shrewsbury. As a Paraplanner, you will be the first point of contact for clients in the HNW and UHNW space, providing full support to our Advisers.Your key responsibilities will include:Providing technical support to clients and AdvisersUndertaking research and...

About the Role at Ferguson DeanWe are looking for a highly motivated and experienced HNW Client Service Coordinator to join our team in Shrewsbury.In this role, you will be responsible for coordinating the provision of exceptional client service, supporting clients and advisers with technical inquiries, and conducting research to produce detailed reports.Key...

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...

About the Company At Ferguson Dean, we pride ourselves on being a leading regional Chartered Financial Planning practice. We are seeking an experienced Financial Planner Assistant to join our team in Shrewsbury. This is an excellent opportunity to work with clients in the HNW and UHNW space, providing detailed technical support and guidance.As a member of...

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...