Paraplanner

1 week ago

Warrington, United Kingdom Ferguson Dean Full time

About the Company A leading regional Chartered Financial Planning practice are looking for two paraplanners to join their team in Warrington or be home based. This highly successful and instantly recognisable practice are keen to bring on board quality technical staff to provide high level client support. The firm will support you to reach Chartered status and have a clearly defined career path for paraplanners. Working on a one to one basis, you will be assigned to an adviser and acting as their first point of contact.About the Role Working directly with a Chartered Adviser who has clients across the North West, in both accumulation and retirement phases. Providing full technical support. Undertaking research and production of reports. Dealing with client queries as required. Attending team meetings as required, in face or remote. Other duties as required.Responsibilities Experienced in paraplanning and technical support.Ideally CII Dip or close to.Experience of all major software packages and range of platforms/providers. Qualifications Education detailsRequired Skills Apply with a CV to below email for confidential discussion and review of opportunity and processPreferred Skills None specifiedPay range and compensation package Excellent salary, study support, defined career path, excellent benefits and pension.Equal Opportunity Statement Include a statement on commitment to diversity and inclusivity.

  • Paraplanner

    5 days ago

    Warrington, Warrington, United Kingdom Recruitment 22 Limited Full time £36,000 - £45,000 per year

    Paraplanner Vacancy - Warrington (Office based or fully remote)  - £36,000 to £45,000 This is an excellent opportunity for an experienced Paraplanner to join an established company. A company which have a brilliant set up, an excellent mix of experienced and junior Paraplanners on the team and one where workflow is managed efficiently and fairly. As a...

  • Paraplanner

    3 weeks ago

    Warrington, United Kingdom Eden Rose Full time

    This is an award-winning boutique firm of independent financial advisers that offer financial planning and portfolio management service to a diverse range of HNW clientele.Due to business growth this firm has an opportunity for a Paraplanner to join the team. You will be responsible for providing technical support to several highly successful advisers, and...

  • Paraplanner

    1 week ago

    Warrington, United Kingdom Ferguson Dean Full time

    Job DescriptionAbout the CompanyA leading regional Chartered Financial Planning practice are looking for two paraplanners to join their team in Warrington or be home based. This highly successful and instantly recognisable practice are keen to bring on board quality technical staff to provide high level client support. The firm will support you to reach...

  • Paraplanner

    1 week ago

    Warrington, United Kingdom Ferguson Dean Full time

    About the Company A leading regional Chartered Financial Planning practice are looking for two paraplanners to join their team in Warrington or be home based. This highly successful and instantly recognisable practice are keen to bring on board quality technical staff to provide high level client support. The firm will support you to reach Chartered status...

  • Paraplanner

    1 week ago

    Warrington, United Kingdom Ferguson Dean Full time

    About the Company A leading regional Chartered Financial Planning practice are looking for two paraplanners to join their team in Warrington or be home based. This highly successful and instantly recognisable practice are keen to bring on board quality technical staff to provide high level client support. The firm will support you to reach Chartered status...

  • Paraplanner

    1 week ago

    Warrington, United Kingdom Ferguson Dean Full time

    About the Company A leading regional Chartered Financial Planning practice are looking for two paraplanners to join their team in Warrington or be home based. This highly successful and instantly recognisable practice are keen to bring on board quality technical staff to provide high level client support. The firm will support you to reach Chartered status...

  • Paraplanner

    6 days ago

    Warrington, United Kingdom Ferguson Dean Full time

    About the Company A leading regional Chartered Financial Planning practice are looking for two paraplanners to join their team in Warrington or be home based. This highly successful and instantly recognisable practice are keen to bring on board quality technical staff to provide high level client support. The firm will support you to reach Chartered status...

  • Paraplanner

    1 week ago

    Warrington, United Kingdom Ferguson Dean Full time

    Base pay range Direct message the job poster from Ferguson Dean A leading regional Chartered Financial Planning practice are looking for two paraplanners to join their team in Warrington or be home based. This highly successful and instantly recognisable practice are keen to bring on board quality technical staff to provide high level client support. The...

  • Paraplanner

    2 days ago

    Warrington, United Kingdom Aspire Executive Search Full time

    Paraplanner, WARRINGTON, Salary up to £45,000 (dependent upon experience) and excellent benefits. Are you a career minded individual looking to join a rapidly growing team and support a successful business in its next stage of development? Would you like to support project work and support process improvements in the business? Or would you potentially...

  • Paraplanner - Remote Working

    4 days ago

    Warrington, United Kingdom Exchange Street Claims & Financial Services Full time

    **If the debate about working from home, an office, or a mix of the two has taught us anything, it's that everyone's situation is different.**You love working from home. Or you need to work from home. Or both. And whilst many firms talk a good game about it, how many actually deliver on it as a genuine option? **Well, this one does.**At this Chartered IFA...