Chartered Financial Planning Paraplanning Expert

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...

We are seeking a Pension Paraplanning Expert to join our Prestige Recruitment Group team in Wilmslow.The successful candidate will have experience in pension paraplanning and a strong understanding of the financial services industry. Key responsibilities include supporting the adviser team, preparing suitability letters and reports, analysing financial...

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...

We are seeking a talented Paraplanner to join our team at Ferguson Dean, a respected Chartered Financial Planning practice in Shrewsbury. As a key player in our team, you will provide technical support to Advisers and develop a portfolio of clients.The ideal candidate will have experience in paraplanning and technical support, ideally holding a CII Dip or...

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 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...

About Ferguson DeanA leading regional Chartered Financial Planning practice are looking to expand their team in the Shrewsbury area. Their paraplanners act as the first point of contact, working closely with clients in the HNW and UHNW space.**Job Description**As a Financial Planning Support Specialist, you will provide full technical support to your...

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...

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...

About the RoleWe are seeking an Experienced Paraplanning Professional to join our team at Bond Rec. This office-based role involves general accountabilities such as adhering to the Financial Services and Markets Act 2000, following compliance procedures, and maintaining detailed knowledge of product and legislative changes.The successful candidate will have...

We are looking for a talented Financial Planning Assistant to join our team at Ferguson Dean in Shrewsbury.This role involves working closely with Advisers to provide technical support, undertaking research and production of reports, and dealing with client queries as required.The ideal candidate will have experience in paraplanning and technical support,...

About the Company:Equilibrium Financial Planning is a leading provider of financial planning services, dedicated to making people's lives better. Our team is passionate about delivering high-quality financial solutions to our clients.About the Role:We are seeking an experienced Finance Manager to join our team. As a key member of the team, you will be...

Job DescriptionWe are seeking an experienced Financial Planning Specialist 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,...

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...

Role OverviewBond Recruitment is delighted to be recruiting for a skilled Paraplanning Professional on behalf of our client, a leading IFA practice in the region.The role involves providing support to Financial Planners and other staff when informing and advising Clients on their financial strategies, plans, products and investments.Key...

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...

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...

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...

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...