Paraplanner

2 weeks ago


Liverpool, United Kingdom Ferguson Dean Full time
Job Description

A rapidly expanding regional IFA firm in Liverpool are looking to recruit an additional paraplanner. The firm have offices throughout the North West, with the ability to work out of either Cumbria or Cheshire, as well as the option to be completely remote based. They are able to offer the opportunity to move into management as well as compliance for the right candidate, as well as moving into a position of further seniority. The firm are independent and have a combination of salaried and self employed advisers.


Package


  • You will receive excellent salary (£30k- £45k) executive benefits and share options.


The company


  • A rapidly expanding regional IFA practice, looking to increase their presence and foot print across the North West.


Role


  • Undertaking reviews for clients
  • Preparation of reports, both from standard paragraphs and free text
  • Undertaking whole of the market research
  • Working on a collaborative basis with the rest of the team
  • Keeping up to date on market positions and global situations
  • Using cash flow modelling and lifestyle planning as required
  • Attending client meetings as required


The candidate


  • Ideally Dip Level 4 but will consider qualified by experience
  • Experience of working with HNW and UHNW clients
  • Writing reports and undertaking research.


Next steps


  • Contact via email below for confidential discussion and review of opportunity and process


  • Paraplanner

    2 months ago


    Liverpool, United Kingdom Puro Accountancy Full time

    ParaplannerLiverpool£40,000Puro Accountancy are delighted to be supporting a top 100 recognised IFA based in Liverpool in their search for a qualified Paraplanner. As a Paraplanner, you will play a crucial role in supporting a small team of Financial Advisors by conducting research, preparing reports, and creating financial plans for their diverse client...

  • Paraplanner

    2 months ago


    Liverpool, United Kingdom Click and Connect Online Limited Full time

    Our client is a borderless independent financial advisory consultancy unrelenting in its commitment to safeguarding its clients financial future. Offering a fresh approach with a dynamic energy that sets it apart from its competitors in the offshore marketplace. We have opportunities for financial advisory professionals who are you looking to take the next...

  • Trainee Paraplanner

    2 months ago


    Liverpool, United Kingdom CV-Library Full time

    Trainee Paraplanner Liverpool City Centre Salary - Competitive Salary w/ Excellent Benefits Package Hours - Monday to Friday, 9am - 5pm Full time, permanent contract Outstanding training and development opportunities This is an exciting position based in Liverpool City Centre for those with keen interested in developing their career within the financial...

  • Trainee Paraplanner

    2 months ago


    Liverpool, United Kingdom Search Full time

    Trainee ParaplannerLiverpool City CentreSalary - Competitive Salary w/ Excellent Benefits PackageHours - Monday to Friday, 9am - 5pmFull time, permanent contractOutstanding training and development opportunities This is an exciting position based in Liverpool City Centre for those with keen interested in developing their career within the financial services...

  • Paraplanner

    2 months ago


    Liverpool, United Kingdom Hoxton Wealth Full time

    Job Title: Paraplanner Company Overview: Hoxton Wealth is a leading international wealth management firm with offices all over the UK. We provide bespoke financial planning and investment management services to high net worth individuals and families. Our team of experienced advisors and specialists work together to deliver tailored solutions that meet our...

  • Paraplanner

    2 months ago


    Liverpool, United Kingdom Hoxton Wealth Full time

    Job Title: ParaplannerCompany Overview: Hoxton Wealth is aleading international wealth management firm with offices all overthe UK. We provide bespoke financial planning and investmentmanagement services to high net worth individuals and families. Ourteam of experienced advisors and specialists work together todeliver tailored solutions that meet our clients...

  • Trainee Paraplanner

    2 months ago


    Liverpool, United Kingdom Search Full time

    Trainee ParaplannerLiverpool City CentreSalary - Competitive Salary w/ Excellent Benefits PackageHours - Monday to Friday, 9am - 5pmFull time, permanent contractOutstanding training and development opportunities This is an exciting position based in Liverpool City Centre for those with keen interested in developing their career within the financial services...

  • Paraplanner

    4 weeks ago


    Liverpool, United Kingdom Hoxton Wealth Full time

    Job Title: Paraplanner Company Overview: Hoxton Wealth is a global financial services firm with offices in key locations, including Cyprus, the United States, the United Kingdom, Dubai, South Africa, and Australia. The company leverages a tech and tax-led approach to financial planning, combining innovative technology solutions with deep expertise in...

  • Trainee Paraplanner

    2 months ago


    Liverpool, United Kingdom Search Full time

    Trainee Paraplanner Liverpool City Centre Salary - Competitive Salary w/ Excellent Benefits Package Hours - Monday to Friday, 9am - 5pm Full time, permanent contract Outstanding training and development opportunities This is an exciting position based in Liverpool City Centre for those with keen interested in developing their career within the financial...

  • Trainee Paraplanner

    4 weeks ago


    Liverpool, United Kingdom Search Full time

    Trainee Paraplanner Liverpool City Centre Salary - Competitive Salary w/ Excellent Benefits Package Hours - Monday to Friday, 9am - 5pm Full time, permanent contract Outstanding training and development opportunities This is an exciting position based in Liverpool City Centre for those with keen interested in developing their career within the financial...

  • Paraplanner

    2 weeks ago


    Liverpool, United Kingdom Hoxton Wealth Full time

    Company Overview:Hoxton Wealth is a global financial services firm with offices in key locations, including Cyprus, the United States, the United Kingdom, Dubai, South Africa, and Australia. The company leverages a tech and tax-led approach to financial planning, combining innovative technology solutions with deep expertise in tax-efficient strategies to...

  • Paraplanner

    3 weeks ago


    Liverpool, United Kingdom Hoxton Wealth Full time

    Company Overview:Hoxton Wealth is a global financial services firm with offices in key locations, including Cyprus, the United States, the United Kingdom, Dubai, South Africa, and Australia. The company leverages a tech and tax-led approach to financial planning, combining innovative technology solutions with deep expertise in tax-efficient strategies to...

  • Paraplanner

    2 weeks ago


    Liverpool, United Kingdom Hoxton Wealth Full time

    Job Description Company Overview: Hoxton Wealth is a global financial services firm with offices in key locations, including Cyprus, the United States, the United Kingdom, Dubai, South Africa, and Australia. The company leverages a tech and tax-led approach to financial planning, combining innovative technology solutions with deep expertise in tax-efficient...


  • Liverpool, United Kingdom CV-Library Full time

    Paraplanner - Liverpool What's in it for you: £35,000 - £42,000pa Ongoing professional development and training Supportive and collaborative work environment Opportunities for career progressionNMS Recruit is partnering with a highly respected Financial Services firm based in Liverpool to secure a Paraplanner. This is a full-time opportunity...

  • Paraplanner

    3 weeks ago


    Liverpool, UK, Merseyside, United Kingdom Hoxton Wealth Full time

    Company Overview:Hoxton Wealth is a global financial services firm with offices in key locations, including Cyprus, the United States, the United Kingdom, Dubai, South Africa, and Australia. The company leverages a tech and tax-led approach to financial planning, combining innovative technology solutions with deep expertise in tax-efficient strategies to...

  • Paraplanner

    3 weeks ago


    Liverpool, United Kingdom Ferguson Dean Full time

    A rapidly expanding regional IFA firm in Liverpool are looking to recruit an additional paraplanner. The firm have offices throughout the North West, with the ability to work out of either Cumbria or Cheshire, as well as the option to be completely remote based. They are able to offer the opportunity to move into management as well as compliance for the...

  • Senior Paraplanner

    3 months ago


    Liverpool, United Kingdom Click and Connect Online Limited Full time

    CompanyOverview: My client isa prestigious private wealth advisory firm dedicated to servinginternational investors and expatriates globally. Renowned fordelivering exceptional financial planning and investment solutionsthey are committed to excellence and innovation in wealthmanagement. As they continue to expand their operations they areseeking a highly...

  • Paraplanner

    3 weeks ago


    Liverpool, UK, Merseyside, United Kingdom Ferguson Dean Full time

    A rapidly expanding regional IFA firm in Liverpool are looking to recruit an additional paraplanner. The firm have offices throughout the North West, with the ability to work out of either Cumbria or Cheshire, as well as the option to be completely remote based. They are able to offer the opportunity to move into management as well as compliance for the...


  • Liverpool, Liverpool, United Kingdom GB035 Mercer (UK) Limited Full time

    Description:Mercer, a business of Marsh McLennan, is a global leader in helping clients realise their investment objectives, shape the future of work and enhance health and retirement outcomes for their people.Our Private Wealth Team are currently seeking candidates for the following position:Senior Paraplanner – London/Bournemouth/UK Wide (hybrid/remote...


  • Liverpool, Liverpool, United Kingdom enable Recruitment Full time £45,000

    Job Summary:We are seeking a skilled Paraplanner to join our team at an award-winning independent financial advice firm. As a Paraplanner, you will provide critical support to our financial advisers and contribute to delivering exceptional client-centric outcomes.Key Responsibilities: Provide paraplanning support to financial advisers Liaise with the team to...