Paraplanner

7 days ago

Blackburn, United Kingdom IDEX Consulting Full time

Job description My client is currently looking for a proactive, detail-driven Paraplanner to join their team in Blackburn. Whether you're early in your paraplanning journey or bring years of experience, this is your chance to make a real impact-supporting advisers and clients. The company offers hybrid working and full exam support.As a Paraplanner you'll be at the heart of our client service delivery. You'll work closely with our advisers to help business owners, professionals, and retirees navigate their financial futures.The RoleTo work as part of the Wealth Management team providing an excellent service to their clientsSupport our advisers in helping clients, many of whom are business owner managers, professionals and retired people, in all aspects of wealth management - planning, tax mitigation, investment strategy and asset protectionSpecific functions include researching products, funds and solutions, preparing reports for client meetings, highlight areas requiring attention, process new business, prepare suitability reportsAssist the compliance officer in maintaining appropriate systems and controls, including compliance projects and presale file checkingPlay an active part in business development initiatives, looking for ways to improve paraplanning and department efficiencies The CandidateKeen to play an active role in a dynamic team and willing to contribute to the success of the team and the firm as a wholePassionate about providing great client serviceGreat at communicating with people at all levels - face to face and in writingPositive and good at using your initiativeOrganised and good at working under pressureMotivated and well organisedLevel 4 Qualified (Or close to completion)

  • Paraplanner

    1 week ago

    Blackburn, United Kingdom RGH-Global Limited Full time

    Paraplanner Financial Planning Team Location: Blackburn (Hybrid Working Available) Overview A fantastic opportunity has arisen for a motivated and skilled Paraplanner to join a forward-thinking financial planning practice in Blackburn. This position is ideal for someone who is analytical, collaborative, and keen to play a key role in shaping clients...

  • Paraplanner

    5 days ago

    Blackburn, United Kingdom RGH-Global Limited Full time

    Paraplanner Financial Planning Team Location: Blackburn (Hybrid Working Available) Overview A fantastic opportunity has arisen for a motivated and skilled Paraplanner to join a forward-thinking financial planning practice in Blackburn. This position is ideal for someone who is analytical, collaborative, and keen to play a key role in shaping clients...

  • Paraplanner

    3 days ago

    Blackburn, United Kingdom RGH-Global Limited Full time

    Paraplanner Financial Planning Team Location: Blackburn (Hybrid Working Available) Overview A fantastic opportunity has arisen for a motivated and skilled Paraplanner to join a forward-thinking financial planning practice in Blackburn. This position is ideal for someone who is analytical collaborative and keen to play a key role in shaping clients long-term...

  • Paraplanner

    2 days ago

    Blackburn, Blackburn with Darwen, United Kingdom RGH-Global Limited Full time £22,000 - £40,000 per year

    Paraplanner Financial Planning Team Location: Blackburn (Hybrid Working Available) Overview A fantastic opportunity has arisen for a motivated and skilled Paraplanner to join a forward-thinking financial planning practice in Blackburn. This position is ideal for someone who is analytical, collaborative, and keen to play a key role in shaping clients...

  • Paraplanner

    5 days ago

    Blackburn, Blackburn with Darwen, United Kingdom RGH-Global Limited Full time £30,000 - £40,000 per year

    Job Description: Paraplanner Financial Planning TeamLocation: Blackburn (Hybrid Working Available)OverviewA fantastic opportunity has arisen for a motivated and skilled Paraplanner to join a forward-thinking financial planning practice in Blackburn. This position is ideal for someone who is analytical, collaborative, and keen to play a key role in shaping...

  • Paraplanner

    2 weeks ago

    Blackburn, United Kingdom IDEX Consulting Ltd Full time

    My client is currently looking for a proactive, detail-driven Paraplanner to join their team in Blackburn. Whether you're early in your paraplanning journey or bring years of experience, this is your chance to make a real impact-supporting advisers and clients. The company offers hybrid working and full exam support.As a Paraplanner you'll be at the heart of...

  • Paraplanner

    2 weeks ago

    Blackburn, United Kingdom IDEX Consulting Ltd Full time

    My client is currently looking for a proactive, detail-driven Paraplanner to join their team in Blackburn. Whether you're early in your paraplanning journey or bring years of experience, this is your chance to make a real impact-supporting advisers and clients. The company offers hybrid working and full exam support. As a Paraplanner you'll be at the heart...

  • Hybrid Paraplanner: Wealth Planning

    2 weeks ago

    Blackburn, United Kingdom IDEX Consulting Ltd Full time

    A financial advisory firm in Blackburn is looking for a proactive Paraplanner to enhance their service delivery. In this role, you will support advisers and clients in wealth management, assist with compliance tasks, and contribute to business development initiatives. The firm offers hybrid working arrangements and full exam support. This is a fantastic...

  • Paraplanner

    5 days ago

    Blackburn BB QB, United Kingdom PM + M Full time £35,000 - £45,000 per year

    The OpportunityWe're looking for a proactive, detail-driven individual to join our Financial Planning team in Blackburn. Whether you're early in your paraplanning journey or bring years of experience, this is your chance to make a real impact—supporting advisers and clients.What You'll Be DoingAs a Paraplanner at PM+M, you'll be at the heart of our client...

  • Financial Adviser

    2 weeks ago

    Blackburn, United Kingdom Templegate Full time

    **TEMPLEGATE RECRUITMENT** **Financial Services Specialist Recruiters** **Job Title**: Employed Financial Advisor **Location**: Blackburn **Salary**: £35,000 ~ £42,000 (depending on experience and qualifications) **Benefits**: 28 days’ holiday per annum + bank holidays office closedown over Christmas period on site free parking employer pension...