Paraplanner & Financial Planning Specialist

A regional IFA practice in Cheshire, Ferguson Dean, is seeking a paraplanner to join their team. With the backing of a leading national group, one of the current paraplanners is moving into a trainee adviser role, hence the need for an additional paraplanner.As a paraplanner, you will work with clients who have a minimum portfolio size of £500k, providing...

A prestigious regional IFA practice, Ferguson Dean, in Cheshire is seeking a skilled Paraplanner to join their team. The current role has become vacant due to one of the paraplanners transitioning into a trainee adviser position. With full support towards achieving Diploma and Chartered status, this opportunity presents an excellent chance for professional...

Job OverviewBond Rec is expanding its Client Services team to support high net worth individuals and the employee benefit market. We are seeking an experienced Financial Planning Assistant to process new business, manage clients, and maintain high levels of risk management and operational effectiveness.Key ResponsibilitiesAdministration support to the IFA...

Ferguson Dean, a leading regional IFA practice in Cheshire, is looking for a skilled paraplanner to join their team. As a paraplanner, you will play a crucial role in providing complex financial planning advice to clients with a minimum portfolio size of £500k.You will be responsible for undertaking reviews, preparing reports, and conducting whole-of-market...

We are seeking a highly motivated paraplanner to join our team at Ferguson Dean, a regional IFA practice in Cheshire. As a paraplanner, you will be responsible for providing complex financial planning advice to clients with a minimum portfolio size of £500k.Key responsibilities will include undertaking reviews, preparing reports, and conducting...

Job Description:\The Financial Planning Administrator will provide administrative support to ensure clients and colleagues receive a professional service. They will be responsible for being a point of contact for both clients and third parties, responding to general enquiries by telephone and email, booking client meetings and diary management.\This is a...

Job DescriptionWe are seeking an experienced Business Support Specialist to join our team at Bond Rec. As a Business Support Specialist, you will be responsible for processing new business, managing clients, and maintaining high levels of risk management and operational effectiveness.ResponsibilitiesAdministration support to the IFA Client Services Team and...

We are seeking an experienced Financial Planning Support Specialist to join our team at Capio Recruitment. This role is ideal for someone with a passion for finance and administration, who is looking to take their career to the next level.In this exciting position, you will work closely with senior financial advisors and directors to provide administrative...

About the Role:We are seeking an experienced Financial Planning Support Specialist to join our team. In this role, you will have the opportunity to work closely with experienced professionals, developing your skills and knowledge in paraplanning and financial planning. You will be responsible for maintaining accurate records, creating illustrations, and...

Financial Planning AdministratorWe are seeking a detail-oriented and organized Financial Planning Administrator to join our team. As a key member of the financial services team, you will provide administrative support to Financial Advisors and Paraplanners.Key Responsibilities:Liaise with providers to obtain relevant informationProvide administrative support...

Ferguson Dean is a regional IFA practice based in Cheshire. We are seeking an experienced Paraplanner to join our team.About the JobThe successful candidate will be responsible for conducting thorough reviews for high-net-worth clients with complex financial planning needs.The role involves preparing comprehensive reports, researching and analyzing market...

Company Overview\Mcgregor Recruitment is a well-established Financial Services business.\\Job Description\We are seeking an experienced Apprentice Financial Advisor to assist our Financial Advisors and Paraplanners. The ideal candidate will have previous experience in Financial Services, a good understanding of Whole of Market wrappers and products, strong...

We are proud to partner with Prestige Recruitment Group to offer an exciting opportunity for a skilled Administration Pensions professional to join our team in Knutsford, Cheshire.About the Role:The successful candidate will be responsible for providing technical research support to Chartered Financial Advisors, managing existing business, and maintaining...

About the RoleWe are looking for an experienced Administrative Coordinator to join our Wealth Management team at Bond Rec. As an Administrative Coordinator, you will be responsible for providing administration support to the IFA Client Services Team and Paraplanners, as well as managing clients and maintaining high levels of risk management and operational...

Company Overview:\Eventus Recruitment Group is a well-established recruitment agency specialising in finance and accountancy roles. We pride ourselves on building long-lasting relationships with our clients and candidates, providing expert advice and guidance throughout the recruitment process.\Job Title: Financial Planning Administrator\Location: Knutsford,...

Job Title: Experienced Financial Planning Administrator£26,000 to £30,000 plus company bonus & company benefits packageWe are working with a boutique Financial Planning firm that has exciting growth plans and is looking for a new member of the client services team due to an internal promotion.The successful candidate will be supporting one of the senior...

Financial Planning Administrator Role\As a key member of the team at Mcgregor Recruitment, you will be responsible for providing high-quality support to our Financial Advisors and Paraplanners. This will involve liaising with providers, supporting with administrative tasks, presenting information professionally, preparing client valuations, managing client...

Job Summary:\We are seeking an experienced Financial Planning Administrator to join our team. As a key member of the team, you will provide administrative support to ensure clients and colleagues receive a professional service.\The ideal candidate will have a proven track record in a financial services administration role, excellent written English skills,...

Ferguson Dean, a well-established regional IFA practice, is looking for a skilled Paraplanner to join their team in Cheshire. The current vacancy arises from one of the existing paraplanners moving into a trainee adviser role, creating an exciting opportunity for a motivated individual.**Compensation Package**An annual salary ranging from £35,000 to...

Prestige Recruitment Group is a leading recruitment agency that specialises in placing highly skilled professionals in the financial services sector.We are currently partnering with a prestigious firm in Knutsford, Cheshire, to recruit an experienced Administration Pensions professional to join their team.About the Role:The successful candidate will be...