Current jobs related to Paraplanning Professional - Liverpool, Liverpool - Finlink Ltd

  • Paraplanning Professional

    2 weeks ago

    Liverpool, Liverpool, United Kingdom enable Recruitment Full time

    Paraplanning RoleWe are excited to partner with an award-winning independent financial advice firm to expand their Paraplanning team. Our client has built a strong reputation within the industry, providing bespoke advice and wealth planning expertise to clients across the UK.As a detail-oriented professional with a passion for financial planning and client...

  • Senior Paraplanning Professional

    7 days ago

    Liverpool, Liverpool, United Kingdom Exchange Street Claims & Financial Services Full time

    At Exchange Street Claims & Financial Services, we offer a unique opportunity for an experienced Paraplanner to join our team. As a key member of our financial planning department, you will play a vital role in delivering exceptional client service and contributing to the growth of our business.About the RoleWe are seeking a highly skilled and motivated...

  • Paraplanning Professional for Award-Winning Firm

    2 weeks ago

    Liverpool, Liverpool, United Kingdom enable Recruitment Full time £45,000

    Job Summary:We are seeking a skilled Paraplanner to join our team at an award-winning independent financial advice firm. As a Paraplanner, you will provide critical support to our financial advisers and contribute to delivering exceptional client-centric outcomes.Key Responsibilities: Provide paraplanning support to financial advisers Liaise with the team to...

  • Financial Services Professional

    3 weeks ago

    Liverpool, Liverpool, United Kingdom Vision-FS Recruitment Full time

    Join Our Team as a Financial AdvisorWe are seeking a highly skilled and experienced Financial Advisor to join our team at Vision-FS Recruitment. As a Financial Advisor, you will be responsible for providing expert financial advice to high-net-worth individuals and businesses, helping them achieve their financial goals and objectives.About the RoleThis is an...

  • Financial Services Professional

    4 weeks ago

    Liverpool, Liverpool, United Kingdom Vision-FS Recruitment Full time

    Join Our Team as a Financial AdvisorWe are seeking a highly skilled and experienced Financial Advisor to join our team at Vision-FS Recruitment. As a Financial Advisor, you will be responsible for providing expert financial advice to high-net-worth individuals and businesses, helping them achieve their financial goals and objectives.About the RoleThis is an...

  • Asset Planning Lead

    1 month ago

    Liverpool, Liverpool, United Kingdom IDEX Consulting Full time

    About the RoleWe are seeking an experienced Asset Planning Lead to join our team at IDEX Consulting Ltd. As a key member of our paraplanning team, you will be responsible for providing leadership, mentorship, and technical support to our team members.Key ResponsibilitiesAct as team leader and people manager within our paraplanning team, ensuring adequate...

  • Asset Planning Lead

    1 month ago

    Liverpool, Liverpool, United Kingdom IDEX Consulting Full time

    About the RoleWe are seeking an experienced Asset Planning Lead to join our team at IDEX Consulting Ltd. As a key member of our paraplanning team, you will be responsible for providing leadership, mentorship, and technical support to our team members.Key ResponsibilitiesAct as team leader and people manager within our paraplanning team, ensuring adequate...

  • Senior Financial Planning Manager

    2 weeks ago

    Liverpool, Liverpool, United Kingdom IDEX Consulting Full time

    Job SummaryWe are seeking a highly skilled and experienced Senior Financial Planning Manager to join our team at IDEX Consulting. As a key member of our paraplanning team, you will be responsible for providing leadership, mentorship, and technical support to our team members.Key ResponsibilitiesActing as a team leader and people manager within our...

  • Asset Planning Manager

    2 months ago

    Liverpool, Liverpool, United Kingdom IDEX Consulting Full time

    About the RoleWe are seeking an experienced Asset Planning Lead to join our team at IDEX Consulting Ltd. As a key member of our paraplanning team, you will be responsible for providing leadership, mentorship, and technical support to our team members.Key ResponsibilitiesActing as a team leader and people manager within our paraplanning teamProviding...

  • Risk and Asset Planning Lead

    3 weeks ago

    Liverpool, Liverpool, United Kingdom IDEX Consulting Full time

    About the RoleWe are seeking a highly skilled and experienced Risk and Asset Planning Lead to join our team at IDEX Consulting.The successful candidate will be responsible for leading our paraplanning team, providing leadership, mentorship, and technical support, and ensuring adequate training is provided where required.Key responsibilities will...

  • Financial Services Coordinator

    1 month ago

    Liverpool, Liverpool, United Kingdom Finlink Ltd Full time

    About the RoleWe are seeking a highly skilled Paraplanner to join our team at Finlink Ltd. As a Paraplanner, you will be responsible for providing support to our directors and their clients, with a focus on fund switch reports.Key ResponsibilitiesProvide high-quality Paraplanning services to our directors and their clientsAssist with the preparation of fund...

  • Financial Services Coordinator

    1 month ago

    Liverpool, Liverpool, United Kingdom Finlink Ltd Full time

    About the RoleWe are seeking a highly skilled Paraplanner to join our team at Finlink Ltd. As a Paraplanner, you will be responsible for providing support to our directors and their clients, with a focus on fund switch reports.Key ResponsibilitiesProvide high-quality Paraplanning services to our directors and their clientsAssist with the preparation of fund...

  • Senior Financial Planning Specialist

    2 weeks ago

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

    Independent Resourcing Consultancy Ltd is seeking a highly skilled Senior Financial Planning Specialist to support their financial advisors in delivering exceptional services to clients.Key Responsibilities:- Collaborate with financial advisors to prepare detailed financial plans and reports, ensuring accuracy and compliance with regulatory standards.-...

  • Senior Financial Planning Specialist

    2 weeks ago

    Liverpool, Liverpool, United Kingdom Click and Connect Online Limited Full time

    Company Overview:Click and Connect Online Limited is a leading private wealth advisory firm 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.Role Overview:The Senior Paraplanner will play...

  • Senior Financial Planner

    1 month ago

    Liverpool, Liverpool, United Kingdom Click and Connect Online Limited Full time

    Senior Paraplanner Job DescriptionAt Click and Connect Online Limited, we are seeking a highly skilled and experienced Senior Paraplanner to join our team of financial advisors. As a Senior Paraplanner, you will play a critical role in supporting our financial advisors by preparing detailed financial reports, conducting in-depth research, and developing...

  • Senior Financial Planner

    1 month ago

    Liverpool, Liverpool, United Kingdom Click and Connect Online Limited Full time

    Senior Paraplanner Job DescriptionAt Click and Connect Online Limited, we are seeking a highly skilled and experienced Senior Paraplanner to join our team of financial advisors. As a Senior Paraplanner, you will play a critical role in supporting our financial advisors by preparing detailed financial reports, conducting in-depth research, and developing...

  • Paraplanner - Hybrid/flexible Working

    2 weeks ago

    Liverpool, United Kingdom enable Recruitment Full time €45,000

    We are thrilled to have partnered with an award winning independent financial advice who are actively looking to expand their Paraplanning team! If you are a detailed-orientated professional with a passion for financial planning and client service, we’d love to hear from you! Providing paraplanning support to the financial advisers and liaising with the...

  • Paraplanner (Permanent)

    2 weeks ago

    Liverpool, United Kingdom enable Recruitment Full time €45,000

    We are thrilled to have partnered with an award winning independent financial advice who are actively looking to expand their Paraplanning team! Our client has built themselves a brilliant reputation within industry, and pride themselves on providing truly bespoke advice and wealth planning expertise to their clients across the UK. If you are a...

  • Paraplanner

    1 month ago

    Liverpool, United Kingdom enable Recruitment Full time

    We are thrilled to have partnered with an award winning independent financial advice who are actively looking to expand their Paraplanning team! Our client has built themselves a brilliant reputation within industry, and pride themselves on providing truly bespoke advice and wealth planning expertise to their clients across the UK. If you are a...

  • Paraplanner

    1 week ago

    Liverpool, United Kingdom enable recruitment | B Corp™ Full time

    We are thrilled to have partnered with a forward thinking independent financial advice firm who are actively looking to expand their Paraplanning team on a remote basis. Our client offers a fresh approach to traditional financial planning, with a bespoke process at the heart of what they do. With an impressive growth projection, this opportunity would be...

  • Senior Paraplanner

    3 months ago

    Liverpool, United Kingdom Click and Connect Online Limited Full time

    CompanyOverview: My client isa prestigious private wealth advisory firm dedicated to servinginternational investors and expatriates globally. Renowned fordelivering exceptional financial planning and investment solutionsthey are committed to excellence and innovation in wealthmanagement. As they continue to expand their operations they areseeking a highly...

  • Financial Planner- Equity option

    2 days ago

    Liverpool, United Kingdom Ferguson Dean Full time

    The Liverpool office of a leading national Financial Planning practice are looking for Financial Planners across the North West to join their team. Working on clients in the £500k plus space, they are able to reward successful business originators with leading salary, bonus, client buy out and potential equity. Earnings will be comfortably above £100k,...

  • Financial Planner- Equity option

    4 days ago

    Liverpool, United Kingdom Ferguson Dean Full time

    The Liverpool office of a leading national Financial Planning practice are looking for Financial Planners across the North West to join their team. Working on clients in the £500k plus space, they are able to reward successful business originators with leading salary, bonus, client buy out and potential equity. Earnings will be comfortably above £100k,...

  • Financial Advisor

    1 month ago

    Liverpool, United Kingdom Reed Full time

    Self-Employed Financial Adviser Location: Remote/Flexible, with offices in Liverpool and Lancaster We are seeking motivated and experienced self-employed Financial Advisors to join our dynamic team. As a Financial Advisor, you will provide independent financial advice to clients, helping them achieve their financial goals. You will have the opportunity to...

  • Financial Adviser

    5 months ago

    Liverpool, United Kingdom Puleston Wealth Management Full time

    Job Overview: We are seeking a skilled Financial Advisor on a Self-Employed basis to join our team. As a Financial Advisor, you will be responsible for providing financial planning and advisory services to clients. This is an excellent opportunity for someone with a strong background in financial services to help individuals and families achieve their...

  • Medical School Advisory Board Member

    5 months ago

    Liverpool, United Kingdom BioGrad Education Full time

    **Position: Medical School Advisory Board Member** **Location: Liverpool** **Time Commitment: 1-2 days per year (voluntary)** Overview: We are seeking dedicated individuals to join our Medical School Advisory Board, a panel of 12-15 experts who will play a crucial role in shaping the future of medical education. As a board member, you will contribute your...

  • Financial Planner- Equity option

    4 days ago

    Liverpool, UK, Merseyside, United Kingdom Ferguson Dean Full time

    The Liverpool office of a leading national Financial Planning practice are looking for Financial Planners across the North West to join their team. Working on clients in the £500k plus space, they are able to reward successful business originators with leading salary, bonus, client buy out and potential equity. Earnings will be comfortably above £100k,...

  • Financial Services Administrator

    5 months ago

    Liverpool, United Kingdom Sedulo Full time

    **Our Mission**: At Sedulo we are building a world class team to deliver our mission to make positive change in the communities we work in. We do this by: - Working with our clients to transform their business and personal finances - Connecting and contributing to the business community in the cities we are located in - Working with charities by...

  • Financial Planner

    5 months ago

    Liverpool, United Kingdom Eventus Finance Full time

    Eventus Recruitment are seeking Self-employed Financial Planners behalf of one of the most reputable Directly Authorised Financial Planning firm in the UK. Offering some of the best Advisor support in the marketplace, and with over £1/3 Billion of Assets Under Management, this is an exciting time for the business, it’s clients and advisers alike. We are...

Paraplanning Professional

2 months ago

Liverpool, Liverpool, United Kingdom Finlink Ltd Full time

About Finlink Ltd

Finlink Ltd is a well-established financial services firm with a strong presence in the industry. With a history dating back to 2010, the company has experienced significant growth through organic expansion and strategic acquisitions.

Our Business

We have a diverse range of clients and a strong focus on providing exceptional service. Our team is dedicated to delivering high-quality solutions and building long-term relationships with our clients.

The Role

We are seeking a skilled Paraplanning Professional to join our team. As a Paraplanner, you will be responsible for providing administrative support to our directors, with a focus on fund switch reports. You will work closely with our team to ensure seamless delivery of services to our clients.

Key Responsibilities

  • Provide administrative support to our directors, including fund switch reports
  • Work closely with our team to ensure seamless delivery of services to our clients
  • Contribute to the growth and development of our business

What We Offer

We offer a competitive salary, study support, and opportunities for progression. Our team is supportive and friendly, and we encourage collaboration and open communication. We also offer a range of benefits, including:

  • Salary up to £36k
  • Study support
  • Progression potential
  • Advisor/Leadership academy program
  • Team events
  • Salary review after obtaining qualifications

How to Apply

If you are a motivated and organized individual with a passion for financial services, we encourage you to apply. Please attach your CV and basic contact details, and we will review your application.