Paraplanner
2 months ago
An instantly recognisable name in the Financial Planning sector are looking to recruit an additional paraplanner to join their team. Being part of wider group they have major financial support and after buying out another firm in the region they are looking for you to support the Adviser in the firm. They work with clients in the £100k to £1m space and are independent.
Package
- You will receive excellent salary (£35k- £45k) executive benefits and earnings.
The company
- A leading national practice.
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
- Dip Level 4
- 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 weeks ago
Preston, United Kingdom Recruit UK Full time**Job Title**: Paraplanner **Industry**: Financial Planning **Location**:Preston **Salary**:£35,000 - £45,000 **Job reference**:15937 **Job Description: Paraplanner** Recruit UK are working on an excellent opportunity for a Paraplanner near Preston to join a fast growing Independent Financial Advice firm. They deal with mass affluent and high net...
-
Trainee Paraplanner
2 weeks ago
Preston, United Kingdom mbf. Full time**Senior Administrator/ Trainee Paraplanner - Preston - Full time/ Part time - Salary negotiable depending on experience and qualifications (£22-30K) plus benefits** MBF. are currently working with a well established firm of Independent Financial Advisors who are looking to recruit a Senior IFA Administrator/ Trainee Paraplanner to work closely with the...
-
Paraplanner
5 months ago
Preston, United Kingdom Ferguson Dean Full timeAn instantly recognisable name in the Financial Planning sector are looking to recruit an additional paraplanner to join their team. Being part of wider group they have major financial support and after buying out another firm in the region they are looking for you to support the Adviser in the firm. They work with clients in the £100k to £1m space and are...
-
Paraplanner
2 weeks ago
Preston, United Kingdom Ferguson Dean Full timeAn instantly recognisable name in the Financial Planning sector are looking to recruit an additional paraplanner to join their team. Being part of wider group they have major financial support and after buying out another firm in the region they are looking for you to support the Adviser in the firm. They work with clients in the £100k to £1m space and are...
-
Paraplanner
5 months ago
Preston, United Kingdom Ferguson Dean Full timeAn instantly recognisable name in the Financial Planning sector are looking to recruit an additional paraplanner to join their team. Being part of wider group they have major financial support and after buying out another firm in the region they are looking for you to support the Adviser in the firm. They work with clients in the £100k to £1m space and are...
-
Paraplanner
5 months ago
Preston, United Kingdom Ferguson Dean Full timeAn instantly recognisable name in the Financial Planning sector are looking to recruit an additional paraplanner to join their team. Being part of wider group they have major financial support and after buying out another firm in the region they are looking for you to support the Adviser in the firm. They work with clients in the £100k to £1m space and are...
-
Paraplanner
2 weeks ago
Preston, United Kingdom Ferguson Dean Full timeAn instantly recognisable name in the Financial Planning sector are looking to recruit an additional paraplanner to join their team. Being part of wider group they have major financial support and after buying out another firm in the region they are looking for you to support the Adviser in the firm. They work with clients in the £100k to £1m space and are...
-
Paraplanner Trainee
2 weeks ago
Preston, United Kingdom mbf. Full time**Paraplanner - Trainee's or Part Qualified considered - Leading Wealth Management Organisation - Preston - Salary negotiable plus bonus and benefits** MBF are currently working with a leading wealth management organisation who specialise in providing financial advice to HNW individuals. They are currently looking for a Paraplanner to work alongside two of...
-
Paraplanner / Financial Services Administrator
2 weeks ago
Preston, United Kingdom Aspire Executive Search Full timeClient Support Administrator / Paraplanner Preston, Salary up to £35000 (Dependent upon level of experience) Excellent benefits including a bonus and Parking This is an excellent and interesting opportunity to work for a Preston based IFA firm who have a client centred approach and are experienced in helping HIgh net worth clients with complex needs. Do...
-
Paraplanner
3 days ago
Preston, Lancashire, United Kingdom Ferguson Dean Full timeAn instantly recognisable name in the Financial Planning sector are looking to recruit an additional paraplanner to join their team. Being part of wider group they have major financial support and after buying out another firm in the region they are looking for you to support the Adviser in the firm. They work with clients in the £100k to £1m space and...
-
Paraplanner
3 days ago
Preston, Lancashire, United Kingdom Ferguson Dean Full timeAn instantly recognisable name in the Financial Planning sector are looking to recruit an additional paraplanner to join their team. Being part of wider group they have major financial support and after buying out another firm in the region they are looking for you to support the Adviser in the firm. They work with clients in the £100k to £1m space and...
-
HNW Paraplanner
3 weeks ago
Preston, Lancashire, United Kingdom Ferguson Dean Full timeAbout the RoleWe are a well-established national practice, recruiting a highly skilled paraplanner to join our team. This role presents a fantastic opportunity for an experienced professional to take on new challenges and responsibilities.Salary and BenefitsThe successful candidate can expect an excellent salary of £35,000 - £45,000 per annum.About Our...
-
Paraplanner
5 months ago
Preston, UK, Lancashire, United Kingdom Ferguson Dean Full timeAn instantly recognisable name in the Financial Planning sector are looking to recruit an additional paraplanner to join their team. Being part of wider group they have major financial support and after buying out another firm in the region they are looking for you to support the Adviser in the firm. They work with clients in the £100k to £1m space and are...
-
Paraplanner (Pensions Management)
3 days ago
Preston, Lancashire, United Kingdom Ferguson Dean Full timeAn instantly recognisable name in the Financial Planning sector are looking to recruit an additional paraplanner to join their team. Being part of wider group they have major financial support and after buying out another firm in the region they are looking for you to support the Adviser in the firm. You will receive excellent salary (£35k- £45k) executive...
-
Financial Administrator Role
1 month ago
Preston, Lancashire, United Kingdom Hays Accounts and Finance Full timeJob Overview A reputable Chartered Financial Planning firm based in Penrith seeks an experienced Paraplanner. The company prides itself on providing a supportive work environment, excellent benefits, and high-quality expertise.Key Responsibilities Collaborate with Financial Planners to prepare for client meetings.Verify the accuracy of client records,...
-
Administrative Support for Financial Planners
4 weeks ago
Preston, Lancashire, United Kingdom Hays Accounts and Finance Full timeWe're Partnering with a Reputable FirmWe're working with a well-established Chartered Financial Planning firm to find an experienced Paraplanner.About the Role:You'll be responsible for collaborating with Financial Planners to prepare for client meetings, ensuring seamless communication and efficient planning processes.Responsibilities:Prepare for client...
-
Financial Services Administrator
2 weeks ago
Preston Deanery, United Kingdom Nelson Scott LLP Full timeOur client is looking for a graduate to join their team who has a keen interest in Financial Planning. They will fully support you with exams and training. Day to day you will be working as an Administrator, supporting the Paraplanner and Advisors within the firm. - processing new business - initial point of contact for clients - assisting the Paraplanner...
-
Recruitment Coordinator for Business Growth
4 weeks ago
Preston, Lancashire, United Kingdom Agility Resoucing Full timeCompany OverviewAgility Resourcing is a leading financial planning and wealth management firm with over 20 local offices nationwide, employing over 300 people including highly qualified financial planners and paraplanners.We are known for our client-centric approach, focus on producing excellent results, and passion for learning and development.
-
Recruitment Talent Acquisition Specialist
2 months ago
Preston, Lancashire, United Kingdom Agility Resoucing Full timeCompany OverviewWe are Agility Resourcing, a leading financial planning and wealth management firm with over 20 local offices nationwide. Founded in 2008, we employ over 300 people including highly qualified financial planners and paraplanners.We pride ourselves on our client-centric approach and focus on producing excellent results.The successful candidate...
-
Administrator
7 months ago
Preston, United Kingdom NJR Recruitment Full timeADMINISTRATOR - Pensions & Investments PRESTON AREA (PR4) 21,000 - 25,000 + BENEFITS + EXAM SUPPORT - New business processing - Ensuring that partners are fully prepared for meetings with clients - Assisting the Paraplanners in relation to Investments and Pensions matters - Liaising closely with other companies to generate new leads for the advisers,...