Holistic Financial Solutions Coordinator

2 weeks ago


Wirral, United Kingdom Premier Jobs UK Limited Full time
Financial Planning Support Role

We are seeking a skilled Paraplanner to provide expert support to our Financial Advisory team in the Wirral. As a key member of our team, you will play a vital role in delivering high-quality financial planning solutions to our clients, utilizing your research, analysis, and report writing skills.

About the Company:

Premier Jobs UK Limited is a leading provider of financial services, committed to delivering exceptional client experiences. We offer a dynamic and supportive environment where you can grow and develop your career.

Key Responsibilities:
  • Support Financial Advisors in preparing pre-approval documents and suitability reports
  • Conduct thorough research and analysis to ensure accurate financial planning solutions
  • Develop and maintain strong relationships with clients
  • Ensure compliance with advice documentation and regulatory requirements
Requirements:
  • Experience as a Paraplanner with a Level 4 Diploma in Financial Planning
  • Excellent communication and interpersonal skills
  • Strong analytical and problem-solving abilities
  • Ability to work accurately and efficiently under pressure
What We Offer:
  • Salary up to £45,000 per annum
  • Comprehensive company benefits package
  • Opportunities for professional development and career progression
  • Flexible working arrangements


  • Wirral, United Kingdom Beam Recruit Full time

    Beam Recruit is a specialist Accountancy & Finance consultancy based in Liverpool, covering vacancies in the Northwest.We are currently seeking a Financial Services Coordinator to join our team on a full-time basis.The successful candidate will be responsible for:Managing a portfolio of clients in an end-to-end capacityChasing outstanding invoices and...

  • Paraplanner

    2 months ago


    Wirral, United Kingdom Premier Jobs UK Limited Full time

    This hybrid-based Paraplanner job in the Wirral is suitable for an individual looking to be part of a growing company and assist in providing excellent financial planning solutions. You will be providing paraplanning support to their team of Financial Advisors who provide holistic financial planning to clients. In addition, they regularly provide cashflow...


  • Wirral, United Kingdom Premier Jobs UK Limited Full time

    Paraplanning Job DescriptionWe are looking for a highly skilled Paraplanner to join our team in the Wirral. As a key member of our Financial Advisory team, you will be responsible for providing expert paraplanning support, ensuring seamless delivery of holistic financial planning solutions to our clients.Job Overview:This is an exciting opportunity for a...


  • Wirral, United Kingdom Page Personnel Logistics Full time

    The Transport Coordinator will be based within the Head Office reporting directly to the Transport Manager. The role will operate alongside the customer base of the business arranging for transport and logistics solutions for customers. **Client Details** My client are an FMCG business, supplying goods business to business, operating in multiple European...


  • Wirral, United Kingdom Premier Jobs UK Limited Full time

    Role OverviewWe are seeking a highly skilled Paraplanner to join our team in the Wirral. As a key member of our financial planning department, you will provide paraplanning support to our Financial Advisors and contribute to delivering excellent financial planning solutions.


  • Wirral, United Kingdom Premier Jobs UK Limited Full time

    Financial Planning RoleWe are seeking a skilled Paraplanner to provide paraplanning support to our team of Financial Advisors in the Wirral. The ideal candidate will assist in delivering comprehensive financial planning solutions to clients, utilizing research, analysis, and report writing skills.About the Opportunity:This is an excellent chance for a...

  • Paraplanner

    6 days ago


    Wirral, Merseyside, United Kingdom Premier Jobs UK Limited Full time €45,000

    This hybrid-based Paraplanner job in the Wirral is suitable for an individual looking to be part of a growing company and assist in providing excellent financial planning solutions. Have you got the right qualifications and skills for this job Find out below, and hit apply to be considered. You will be providing paraplanning support to their team of...

  • Recovery Coordinator

    7 months ago


    Wirral, United Kingdom Change Grow Live Full time

    Overview: Do you want to work for a caring organisation that believes in people? Do you want to make a difference? At Change Grow Live, we're driven by the belief that every individual's life can be positively impacted. We create a safe environment where respect is paramount, tailoring our support to meet each person's unique needs and aspirations. Our...

  • Sales Administrator

    7 months ago


    Wirral, United Kingdom Adele Carr Financial Recruitment Full time

    **reference**: 19530_1693904078 Sales Administrator **Vacancy Type**: Permanent **Location**: Wirral, Merseyside **Salary**: £23000 - £26000 per annum **Job Title**: Sales Administrator **Location**: Bromborough **Salary**: Up to £26,000 per annum (depending on experience) **Roles and Responsibilities**: Collaborate with Account Managers to...


  • Wirral, United Kingdom Autism Together Full time

    **Are you looking for a rewarding career within a charity, helping make a real difference to the lives of autistic people?** An exciting new job opportunity has arisen to coordinate and oversee Autism Together's delivery of the Oliver McGowan training programme, both internally and externally. Whilst Autism Together prides itself on exceptional expertise...


  • Wirral, United Kingdom Contek Recruitment Solutions Ltd Full time

    Job OverviewWe are seeking an experienced Commercial Electrician to join our team at Contek Recruitment Solutions Ltd. This is a full-time, permanent position that requires strong technical skills and excellent communication abilities.


  • Wirral, United Kingdom SSAFA Full time

    This role covers Wirral and surrounding areas. Do you enjoy teamwork and helping others? Are you empathetic with good organisation, IT and communication skills? If so, we’d love to hear from you. You don’t need an Armed Forces background, just a commitment to providing great support to our beneficiaries. **What is a Branch Support Coordinator?** There...


  • Wirral, United Kingdom ADC Entrance Solutions LTD Full time

    **Trainee Contracts Coordinator** Full-time Trainee Contracts Coordinator required for an established manufacturing, installation and service business based in Bromborough, Wirral. An excellent opportunity with great progression paths within our friendly and thriving Operations Department. Join a successful and growing business full of innovative thinkers,...


  • Wirral, United Kingdom Wirral University Teaching Hospital NHS Foundation Trust Full time

    An exciting opportunity has arisen to join the Wirral University Teaching Hospital on a fixed term basis The post holder will work as part of a team to maintain an accurate booking system for all patients attending the Outpatients Department. The role is part of Access and Performance and requires enthusiasm and flexibility as well as a willingness to adapt...

  • Senior Team Leader

    7 months ago


    Wirral, United Kingdom Wirral University Teaching Hospitals NHS Trust Full time

    1. Coordinating training within the Continuing Care Team 2. Implementation of agreed nursing policies and clinical standards in accordance with agreed criteria. 3. Organisation, planning and management of own caseload. 4. Work in partnership with children and their families in identifying health needs and planning care. 5. Identifying children who may not...

  • Complaints Coordinator

    7 months ago


    Wirral, United Kingdom The Accountancy Partnership Full time

    **About The Accountancy Partnership**: Are you a skilled mediator with a knack for resolving issues and ensuring customer satisfaction and overall client experience? We're currently seeking a proactive Complaints Coordinator to join our team full-time at our Birkenhead office. In this pivotal role, you'll be at the forefront of managing client concerns,...

  • Complaints Coordinator

    7 months ago


    Wirral, United Kingdom The Accountancy Partnership Full time

    **About The Accountancy Partnership**: Are you a skilled mediator with a knack for resolving issues and ensuring customer satisfaction and overall client experience? We're currently seeking a proactive Complaints Coordinator to join our team full-time at our Birkenhead office. In this pivotal role, you'll be at the forefront of managing client concerns,...


  • Wirral, United Kingdom Work With Vista Full time

    ResponsibilitiesAs a Family Support Worker at Work With Vista, your key responsibilities will include:1. Supervising Family Contact Sessions:• Ensure safe and appropriate environments for family contact sessions• Facilitate constructive interactions between family members during sessions• Document observations and interactions for case records2....


  • Wirral, United Kingdom ADC Entrance Solutions LTD Full time

    **Job description - Junior Contracts Co-Ordinator** Full-time Junior Contracts Coordinator required for an established manufacturing and installing company based in Bromborough, Wirral. An excellent opportunity with great progression paths within our friendly and thriving Operations Department. Join a successful and growing business full of innovative...

  • Care Assistant

    2 days ago


    Wirral, United Kingdom Care Solutions Wirral Ltd Full time

    **Care Solutions Wirral is a highly successful specialized care provider, supporting Elderly individuals in their own homes.** We offer £11.00 per hour with 30 pence a mile. **£500 Joining Bonus** We offer the following shift patterns: - 7-2pm and 4-10pm - Split shifts Applicants will need to be happy to assist our clients with all aspects of daily...