Financial Planning Support Professional

14 hours ago


Birkenhead, Wirral, United Kingdom Premier Jobs UK Limited Full time

About This Opportunity

We are seeking a highly skilled Paraplanner to join our financial planning team in the Wirral. As a key member of our team, you will be responsible for providing high-quality support to our Financial Advisors and helping them to deliver excellent financial planning solutions to their clients.

Your Key Responsibilities

  • Providing research and analysis support to our Financial Advisors to help them understand client needs and provide tailored solutions.
  • Preparing pre-approval documents and suitability reports that meet the highest standards of compliance and quality.
  • Working closely with our Financial Advisers to gather sufficient information from clients and providing clear instructions to our administrators to ensure proposals and documents are completed correctly.

About Our Company Culture

We are a growing IFA firm with a strong focus on allowing our individuals to grow and develop. We offer a hybrid working model, excellent career progression, and individual development plans shaped around your desired career path.

Our Benefits Package

  • Salary of up to £45,000 depending on experience plus company benefits.
  • Benefits typically include: 4x DIS, PMI, Group Income Protection, Employee Assistance Programme, Medicash, 5% employer pension and 3% employee pension, discretionary annual bonus and 28 days holiday + BHs, rising by 1 day per year up to 30 days.
],

  • Birkenhead, Wirral, United Kingdom Premier Jobs UK Limited Full time

    The company, Premier Jobs UK Limited, is seeking a skilled Financial Planning Support Specialist to join their team. This is an exciting opportunity for individuals who want to work in a dynamic and growing environment.In this role, you will provide support to the Financial Advisors, assisting them in delivering quality financial planning solutions to...


  • Birkenhead, Wirral, United Kingdom Premier Jobs UK Limited Full time

    At Premier Jobs UK Limited, we are seeking a highly skilled Financial Planning Advisor to join our team. In this role, you will be responsible for providing excellent financial planning solutions to our clients.As a key member of our team, you will work closely with our Financial Advisors to provide holistic financial planning and cashflow modelling services...


  • Birkenhead, Wirral, United Kingdom Premier Jobs UK Limited Full time

    **About the Role:**We are seeking a highly skilled Financial Planning Specialist to join our team in Wirral, UK. As a key member of our financial services department, you will be responsible for providing exceptional paraplanning support to our team of experienced Financial Advisors.In this dynamic role, you will assist in delivering high-quality financial...


  • Birkenhead, Wirral, United Kingdom Premier Jobs UK Limited Full time

    About the Role">We are seeking a skilled Paraplanner to join our team in Wirral. As a Paraplanner, you will provide support to our Financial Advisors, assisting in delivering high-quality financial planning solutions.


  • Birkenhead, Wirral, United Kingdom beBee Professionals Full time £45,000 - £65,000

    Financial Planning ExpertWe are seeking a detail-oriented and experienced Financial Planning Expert to join our finance team in Birkenhead, United Kingdom. You will oversee financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Prepare financial reports, forecasts, and budgets...

  • Support Associate

    1 week ago


    Birkenhead, Wirral, United Kingdom Premier Jobs UK Full time

    About Premier Jobs UKWe are a leading provider of job opportunities in the financial services sector. Our mission is to help individuals achieve their career goals and find fulfilling employment.As a Financial Services Coordinator, you will play a vital role in supporting our team of Financial Advisors and providing exceptional customer service to our...


  • Birkenhead, Wirral, United Kingdom Premier Jobs UK Limited Full time

    A highly rewarding opportunity has arisen for a skilled Paraplanner to join our team at Premier Jobs UK Limited. With a salary of up to £45,000 depending on experience, this role offers excellent career progression and the chance to work with a growing company.Job Description:We are seeking an experienced Paraplanner who can provide high-quality support to...


  • Birkenhead, Wirral, United Kingdom Premier Jobs UK Limited Full time £45,000

    Job Summary:We are seeking an experienced Paraplanner to provide vital support to our Financial Advisors in the Wirral area. This role involves assisting in delivering exceptional financial planning solutions.About Us:Premier Jobs UK Limited is a leading provider of financial services, and we are committed to providing our clients with high-quality advice...


  • Birkenhead, Wirral, United Kingdom Job Switch Ltd Full time

    Budget Transformation Program LeadJob Switch Ltd is seeking an experienced finance professional to lead its budget transformation program. The successful candidate will have a proven track record of delivering efficiency savings and implementing financial planning and analysis processes.In this role, you will work closely with senior stakeholders to identify...


  • Birkenhead, Wirral, United Kingdom Premier Jobs UK Limited Full time

    Are you a motivated and detail-oriented individual looking for a challenging role in financial planning? We have an exciting opportunity for a Paraplanner to join our growing company in Wirral. As a key member of our team, you will assist Financial Advisors with holistic planning, cashflow modelling, and research support.The ideal candidate will have...


  • Birkenhead, Wirral, United Kingdom Premier Jobs UK Limited Full time

    Paraplanner Job in the WirralThis role is ideal for a skilled professional seeking to contribute to a growing organization and assist in delivering exceptional financial planning services.As a Paraplanner, you will provide essential support to our team of Financial Advisors who offer comprehensive financial planning to clients, including cashflow...


  • Birkenhead, Wirral, United Kingdom Ernest Gordon Recruitment Full time

    Management Accountant RoleThe Management Accountant role at Ernest Gordon Recruitment presents an exciting opportunity to work in a dynamic manufacturing environment. This varied position requires a CIMA qualification and offers a range of responsibilities.Main Responsibilities:We are seeking an individual with expertise in financial planning and analysis,...


  • Birkenhead, Wirral, United Kingdom Premier Jobs UK Limited Full time

    About the RoleThis is a Paraplanner position within a growing company in the Wirral, offering a unique opportunity for an individual to contribute to the delivery of high-quality financial planning solutions.As a Paraplanner, you will be working closely with a team of Financial Advisors to provide research and analysis support in the creation of suitability...


  • Birkenhead, Wirral, United Kingdom Premier Jobs UK Full time

    This is a highly rewarding role for a skilled and experienced individual to provide paraplanning support to our team of financial advisors in the Wirral, UK.We are seeking a talented professional who can utilise their technical skills to produce accurate financial solutions, while ensuring compliance and effective communication with colleagues and...


  • Birkenhead, Wirral, United Kingdom Rescourcery Group Full time

    Resourcery Group is a high-growth business on the Wirral, looking for an ambitious and qualified Accountant to join their team. The successful candidate will be responsible for establishing a commercial finance & reporting function, working closely with the Group Finance Manager.Main duties include:Collaborating with cross-functional teams to facilitate...


  • Birkenhead, Wirral, United Kingdom Scantec Full time

    We are looking for a Financial Planning Manager to lead our Finance team at Scantec.Main Responsibilities:Prepare and analyze financial data to inform business decisions.Develop and maintain financial models, including forecasting and budgeting.Collaborate with cross-functional teams to drive business growth.Requirements:A strong background in finance, with...


  • Birkenhead, Wirral, United Kingdom Premier Jobs UK Limited Full time

    Paraplanning Job DescriptionWe are seeking a skilled Paraplanner to join our company in the Wirral. The ideal candidate will provide paraplanning support to our team of Financial Advisors, assisting in delivering holistic financial planning solutions to clients.About the Role:This is an excellent opportunity for a career-driven individual to grow and develop...


  • Birkenhead, Wirral, United Kingdom Scantec Full time

    We are looking for a highly skilled Finance Manager to join our team at Scantec and contribute to our financial success.About the Position:Develop and manage budgets, forecasts, and financial reports.Oversee internal audits and ensure compliance with regulatory standards.Lead tax planning and financial obligation management.Mentor and develop team members to...


  • Birkenhead, Wirral, United Kingdom Premier Jobs UK Limited Full time

    **Job Summary:**We are looking for an experienced Paraplanning Support Professional to join our team in Wirral. The successful candidate will be responsible for providing top-notch support to our Financial Advisors, focusing on paraplanning and cash flow modeling.This is an excellent opportunity for a motivated individual to join our growing company and...


  • Birkenhead, Wirral, United Kingdom Rescourcery Group Full time

    About the RoleThis is an exceptional opportunity to become a key member of our Commercial Finance team at the Rescourcery Group. As a Commercial Finance Expert, you will be responsible for developing and implementing financial plans and strategies that drive business growth and profitability.Main Responsibilities:Providing financial guidance and support for...