Financial Planning Professional

15 hours ago


Bangor, Gwynedd, United Kingdom MLR Careers Full time
Job Title: Paraplanner

As a professional in the financial planning industry, you will have the opportunity to work with a multiple award-winning firm, managing assets worth over £6.5 billion. Your role will involve a combination of administrative and paraplanning duties, offering hybrid Work From Home options.

The successful candidate will possess relevant experience and knowledge gained within a financial planning office, at either Junior Paraplanner or Administrator level. Your key responsibilities will include processing new business applications, maintaining client records on Intelliflo Office, responding to client enquiries, and working alongside financial advisers to create financial reports.

The estimated salary for this position is around £25,000 - £35,000 per annum, depending on experience.

  • Bangor, Gwynedd, United Kingdom MLR Careers Full time

    Role OverviewWe are seeking a skilled Paraplanning and Administration professional to join our team. This is an exciting opportunity for a junior Paraplanner or Financial Planning Administrator looking to develop their career in paraplanning.The successful candidate will be responsible for processing new business applications, maintaining client records on...


  • Bangor, Gwynedd, United Kingdom CleverHR Full time

    CleverHRSelf-Employed Financial Adviser, BangorThis is a well-established and successful chartered practice with large SOLLA/LTC opportunities that delivers comprehensive and holistic advice to clients across the region.With a focus on developing and maintaining long-term, trusted relationships with clients, demonstrating honesty, integrity, and excellence,...


  • Bangor, Gwynedd, United Kingdom MLR Careers Full time

    Company OverviewEstablished in 2018, MLR Careers is a multiple award-winning financial planning firm with over £6.5 billion of assets under management. The company offers bespoke financial planning advice in areas including investment, Inheritance Tax, retirement planning, tax planning, and employee benefits.The RoleThis role may suit a junior Paraplanner...


  • Bangor, Gwynedd, United Kingdom MLR Careers Full time

    About the RoleWe are seeking an experienced Financial Planning Administrator/Paraplanner to join our team at a multiple award-winning financial planning firm. As a key member of our administration and paraplanning team, you will play a vital role in providing bespoke financial planning advice to clients.The successful candidate will have relevant experience...


  • Bangor, Gwynedd, United Kingdom VANRATH Full time

    **Job Title:** Financial Planning Expert We are seeking a highly skilled Financial Planning Expert to join our team on a 6-month interim basis. This is an excellent opportunity for someone with experience in capital accounting and budget preparation to work with one of Northern Ireland's largest public sector organizations. The ideal candidate will have at...


  • Bangor, Gwynedd, United Kingdom Northern Ireland Civil Service Full time

    At Northern Ireland Civil Service, we are seeking a skilled Financial Professional to join our team. This role offers a competitive salary of £55,207 - £59,049 (under review) and is based throughout Northern Ireland.We value diversity in the workplace and welcome applications from underrepresented groups, including Protestants, females, young people,...


  • Bangor, Gwynedd, United Kingdom McKinty Associates Full time

    About the Role:We are seeking a highly skilled Financial Professional to join our team at McKinty Associates. The successful candidate will be responsible for preparing accounts for Sole traders, Partnerships and Limited Companies. They will also manage and work closely with a portfolio of clients, preparing VAT returns and HMRC duties.Key...


  • Bangor, Gwynedd, United Kingdom VANRATH Full time

    Job Title: Financial Services ProfessionalVANRATH is partnering with a local charity in Bangor to find a part-time Finance Officer. This role offers an immediate start with potential for permanency and flexible hours.Key Responsibilities:• Manage finance emails, including purchase orders and funding/grant claims• Pay HMRC contributions monthly and check...

  • Financial Professional

    16 hours ago


    Bangor, Gwynedd, United Kingdom McKinty Associates Full time

    About the Role: McKinty Associates is seeking a highly skilled Accountant to join their team in North Down. The ideal candidate will have excellent accounting experience and enjoy helping clients with various financial duties.Main Responsibilities:Prepare accounts for Sole traders, Partnerships and Limited CompaniesManage and work closely with a portfolio of...


  • Bangor, Gwynedd, United Kingdom MLR Careers Full time

    Role OverviewWe are seeking a highly skilled Financial Planning Administrator/Paraplanner to join our team at a leading financial planning firm. As a key member of our administration and paraplanning team, you will play a critical role in delivering exceptional client service and supporting our financial advisers in their day-to-day activities.The successful...


  • Bangor, Gwynedd, United Kingdom MLR Careers Full time

    Job Description:We are seeking a highly skilled Junior Financial Adviser to join our team. As a junior member of the team, you will be responsible for supporting senior members of staff with administrative and paraplanning tasks, including preparing suitability reports, maintaining client records, and responding to client queries.With a strong focus on...


  • Bangor, Gwynedd, United Kingdom CleverHR Full time

    CleverHRSenior Financial Adviser OpportunityThis is a fantastic chance to join a well-established and respected chartered practice with significant opportunities for growth and development.The successful candidate will be responsible for delivering comprehensive and holistic financial advice to clients across the region, building long-term relationships, and...


  • Bangor, Gwynedd, United Kingdom Adra Full time

    We are seeking a highly skilled financial professional to join our team as a Financial Director for Property Operations. With a salary range of $60,000 - $80,000 per annum, this role offers a competitive compensation package.Job DescriptionThis is an exciting opportunity to lead the financial direction of our Property Directorate, working closely with the...


  • Bangor, Gwynedd, United Kingdom ADRA Full time £40,024 - £48,106

    About Us">At ADRA, we're passionate about providing quality homes in North Wales. We have ambitious plans to build hundreds of new homes across the region, while protecting and preserving the rich culture and heritage of our communities.">The Role">We're seeking a highly skilled Financial Services Manager to join our Property department. This role will be...


  • Bangor, Gwynedd, United Kingdom Grwp Llandrillo Menai Full time

    We are seeking a highly skilled Financial Planning Expert to join our team at Grwp Llandrillo Menai. As a Financial Planning Expert, you will play a key role in developing and implementing financial plans that drive business growth and success.The ideal candidate will have a deep understanding of financial planning principles and practices, as well as...


  • Bangor, Gwynedd, United Kingdom MLR Careers Full time

    About the CompanyMLR Careers is a reputable financial planning firm that provides bespoke financial planning advice. With over £6.5 billion of assets under management, our company has established itself as a leader in the industry. We offer a supportive work environment and opportunities for career growth.Job SummaryWe are seeking an experienced...


  • Bangor, Gwynedd, United Kingdom MLR Careers Full time

    Job DescriptionMLR Careers seeks an experienced Paraplanner/Financial Planning Administrator to join their team. As a key member of the financial advisory team, you will provide administrative support in creating financial plans for clients. This role requires strong technical skills, attention to detail, and effective communication skills.Key...

  • Care Professional

    4 weeks ago


    Bangor, Gwynedd, United Kingdom Praxis Care Full time

    Discover a rewarding career with Praxis Care, where you can make a meaningful difference in the lives of individuals with mental health needs, autism, learning disabilities, and dementia. As a Support Worker, your role will be to provide high-quality support services, fostering independence and empowerment.Our comprehensive training program ensures that all...


  • Bangor, Gwynedd, United Kingdom CV-Library Full time

    Job OverviewCV-Library, a leading online job board based in the UK and Ireland, is seeking an experienced Head of Finance and IT - Commercial Management to join their team. As a key member of the management team, you will be responsible for maintaining a financial and administrative function with a commercial outlook.The successful candidate will have a...

  • Financial Professional

    15 hours ago


    Bangor, Gwynedd, United Kingdom McKinty Associates Full time

    We are McKinty Associates, a well-regarded local chartered firm seeking an experienced Accountant to join our team. The successful candidate will be responsible for preparing accounts for sole traders, partnerships, and limited companies.The ideal candidate will have either full qualifications or qualified by experience, working within an accountancy firm....