Paraplanner Role
1 month ago
A leading regional Wealth Management practice in Wrexham is seeking a skilled Paraplanner to join their technical team. The company fully supports staff in achieving Diploma and Chartered status. The Paraplanner will work closely with Advisers and Directors on a workflow basis, undertaking client reviews, and preparing reports on market positions and global situations.
Package Highlights:
- Competitive salary (£30k- £45k)
- Executive benefits
- Excellent internal prospects
About the Company:
- A regional Wealth Management firm in Wrexham
Key Responsibilities:
- Undertaking client reviews and preparing reports
- Whole of the market research
- Collaborative working with the team
- Staying up to date on market positions and global situations
- Cash flow modelling and lifestyle planning
- Attending client meetings as required
Ideal Candidate:
- CII Dip or equivalent
- Experience working with HNW and UHNW clients
- Writing reports and undertaking research
-
Dynamic Paraplanner Role
4 weeks ago
Wrexham, Wrexham, United Kingdom Ellis James Partners Ltd Full timeWealth Management Opportunity:A challenging and rewarding role awaits an experienced Paraplanner at Ellis James Partners Ltd. Our dynamic Wealth Management Practice offers a unique opportunity for career growth, with a focus on delivering exceptional client services. If you have a passion for finance and are looking to take your skills to the next level, we...
-
Financial Paraplanner Specialist
4 days ago
Wrexham, Wrexham, United Kingdom Artemis Recruitment Consultants Ltd Full timeAbout the RoleA highly skilled and experienced Paraplanner is sought for a dynamic Wealth Management Practice. As a key member of our team, you will play a pivotal role in providing expert financial advice to individuals and businesses across the UK.Key ResponsibilitiesWrite comprehensive suitability letters on a wide range of topics.Prepare accurate product...
-
Paraplanning Expert Role UK
4 days ago
Wrexham, Wrexham, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob DescriptionThis exciting opportunity has arisen within a successful Wealth Management Practice for an experienced Paraplanner. The ideal candidate will possess strong analytical skills, attention to detail, and excellent communication abilities.ResponsibilitiesDevelop and maintain relationships with clients, providing personalized financial...
-
Financial Services Career Opportunity
4 weeks ago
Wrexham, Wrexham, United Kingdom Ellis James Partners Ltd Full timeEllis James Partners Ltd Job Description:We are seeking an experienced Paraplanner to join our team at Ellis James Partners Ltd. This role offers a unique opportunity for career growth, with a focus on delivering exceptional client services. As a key member of our team, you will provide research and technical support to our Advisors, preparing suitability...
-
Wealth Management Advisor
4 days ago
Wrexham, Wrexham, United Kingdom Artemis Recruitment Consultants Ltd Full timeParaplanning OpportunityA reputable Wealth Management Practice seeks a skilled Paraplanner to join their dynamic team. As a Paraplanner, you will play a crucial role in delivering high-quality financial services to clients across the UK.Key TasksDeliver comprehensive suitability letters for clients.Prepare product illustrations for various financial...
-
Experienced Wealth Management Professional
4 weeks ago
Wrexham, Wrexham, United Kingdom Ellis James Partners Ltd Full timeJob Overview:We are seeking an experienced Paraplanner to join our dynamic Wealth Management Practice in Wrexham. As a key member of our team, you will be responsible for providing research and technical support to our Advisors. If you have a strong background in financial products and compliance, excellent communication skills, and proficiency with IT...
-
UK Financial Services Advisor
1 day ago
Wrexham, Wrexham, United Kingdom Artemis Recruitment Consultants Ltd Full timeRole Overview: We are seeking a skilled Paraplanner to join our Wealth Management team. The successful candidate will provide expert financial advice to clients across the UK, using their knowledge of pensions, investments, and other financial products.Key Skills and Qualifications:Experience in writing suitability letters for various financial...
-
Paraplanner
1 week ago
Wrexham, United Kingdom Ferguson Dean Full timeJob Description A leading regional Wealth Management practice in Wrexham are looking to recruit a paraplanner to their technical team.With around 50 employees in total, they are a true success story in the region and one of the leading firms nationally in the group they are part of.Working on a work flow basis with the Advisers and Directors, they fully...
-
Paraplanner
2 weeks ago
Wrexham, United Kingdom Ferguson Dean Full timeA leading regional Wealth Management practice in Wrexham are looking to recruit a paraplanner to their technical team.With around 50 employees in total, they are a true success story in the region and one of the leading firms nationally in the group they are part of.Working on a work flow basis with the Advisers and Directors, they fully support all...
-
Paraplanner
3 months ago
Wrexham, United Kingdom Ferguson Dean Full timeA leading regional Wealth Management practice in Wrexham are looking to recruit a paraplanner to their technical team. With around 50 employees in total, they are a true success story in the region and one of the leading firms nationally in the group they are part of. Working on a work flow basis with the Advisers and Directors, they fully support all...
-
Paraplanner
2 months ago
Wrexham, United Kingdom Ferguson Dean Full timeJob Description A leading regional Wealth Management practice in Wrexham are looking to recruit a paraplanner to their technical team. With around 50 employees in total, they are a true success story in the region and one of the leading firms nationally in the group they are part of. Working on a work flow basis with the Advisers and Directors, they fully...
-
Paraplanner
3 months ago
Wrexham, United Kingdom Ferguson Dean Full timeA leading regional Wealth Management practice in Wrexham are looking to recruit a paraplanner to their technical team. With around 50 employees in total, they are a true success story in the region and one of the leading firms nationally in the group they are part of. Working on a work flow basis with the Advisers and Directors, they fully support all...
-
Paraplanner
3 months ago
Wrexham, United Kingdom Ferguson Dean Full timeA leading regional Wealth Management practice in Wrexham are looking to recruit a paraplanner to their technical team. With around 50 employees in total, they are a true success story in the region and one of the leading firms nationally in the group they are part of. Working on a work flow basis with the Advisers and Directors, they fully support all...
-
Paraplanner
3 months ago
Wrexham, Wales, Wales, United Kingdom Ferguson Dean Full timeA leading regional Wealth Management practice in Wrexham are looking to recruit a paraplanner to their technical team. With around 50 employees in total, they are a true success story in the region and one of the leading firms nationally in the group they are part of. Working on a work flow basis with the Advisers and Directors, they fully support all...
-
Paraplanner (Flexible Home Working) Featured
2 weeks ago
Wrexham, United Kingdom Marstep Resourcing Solutions Full timeHours: Full time.9am until 5pm (Monday to Friday)Contract type: PermanentSalary: Competitive – Dependant on experienceBenefits:' complimentary gym membership''Medical cash cover plan'' bike to work scheme'' flexibility with home working available on request'' exam support and funding''increasing holiday allowance with length of Service'The Opportunity:...