Trainee Paraplanner – Start in Financial Planning
4 days ago
A well-established financial planning firm in Chorley is seeking a motivated Trainee Paraplanner. This role offers the opportunity to start a career in paraplanning, gaining hands-on experience in producing financial planning reports. Key responsibilities include interpreting client files, conducting research, and preparing accurate reports. The ideal candidate will have strong attention to detail, excellent organisational skills, and a commitment to professional development. This is an on-site position with competitive salary.
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Trainee Paraplanner
2 days ago
Chorley, United Kingdom IDEX Consulting Full timeJob description My client is a growing chartered financial planning business and they are currently looking for a Trainee Paraplanner to join their firm in Chorley. About the roleTo accurately interpret the adviser's client files to ascertain the client's needs and advisers instructions to translate this successfully into a Financial Planning ReportTo carry...
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Paraplanner
2 days ago
Chorley, United Kingdom Ortus PSR Full time**Paraplanner** **Location: Chorley** **Salary: £30,000 - £40,000** The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service. **Responsibilities**: - Technical support to our Adviser Team - Research the most suitable product and...
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Paraplanner
4 days ago
Chorley, Lancashire, United Kingdom Recruitment 22 Limited Full time £50,000 per yearParaplanner Team Manager - Chorley - £50,000 This is a perfect opportunity if you're a Paraplanner who looks after a team, manages people, workflow and provides training and support to your Paraplanner colleagues. who would rather move into a Managerial position instead of giving advice. You'll be joining a National IFA who boast significant rates of...
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Financial Planner
1 week ago
Chorley, United Kingdom Perspective Financial Group Ltd Full timeWe are one of the UK’s leading financial planning and wealth management firms with over 20 local offices nationwide. Founded in 2008, we employ over 300 people including over 120 highly qualified financial planners and paraplanners. We are very client-centric and regarded as the firm that regularly sets the standard of excellence in this sector. For us,...
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Financial Administrator
1 week ago
Chorley, United Kingdom Perspective Financial Group Ltd Full time**We are proud to be the UK’s best client-centric financial planning firm for both our clients and our staff. Founded in 2008 and with over 35 local offices nationwide, we employ 450 people including more than 160 highly qualified financial planners and paraplanners.** We regard financial planning as a profession, providing specialist expertise to...
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Financial Administrator
2 days ago
Chorley, United Kingdom Perspective Financial Group Ltd Full time**We are proud to be the UK’s best client-centric financial planning firm for both our clients and our staff. Founded in 2008 and with over 35 local offices nationwide, we employ 450 people including more than 160 highly qualified financial planners and paraplanners.** We regard financial planning as a profession, providing specialist expertise to...
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Financial Planner
1 week ago
Chorley, United Kingdom GREAT-MANS LTD Full timeJob Title: Financial PlannerSalary: Up to £70,000 + BonusAbout the Financial Planner OpportunityWe’re working with a modern, forward-thinking financial planning firm who are looking to appoint an experienced Financial Planner . This is a rare opportunity to step into a fully established client bank.If you’re looking for stability, high-quality clients,...
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Administrator (Financial Adviser Support)
1 week ago
Chorley, United Kingdom Cheetham Jackson Ltd Full time**About us**: Cheetham Jackson is a well-respected financial services company. Our focus is on helping clients achieve their aims, goals and objectives, we do this by providing financial advice delivered in a way that makes them feel heard and taken care of. You will be joining us in an exciting chapter of growth. We want to make a positive impact on the...
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Group Marketing Assistant
2 weeks ago
Chorley, United Kingdom Perspective Financial Group Ltd Full timeWe are one of the UK’s leading financial planning and wealth management firms with over 20 local offices nationwide. Founded in 2008, we employ over 300 people including over 120 highly qualified financial planners and paraplanners. We are very client-centric and regarded as the firm that regularly sets the standard of excellence in this sector. For us,...
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Administrator
1 week ago
Chorley, United Kingdom Perspective Financial Group Ltd Full timeWe are one of the UK’s leading financial planning and wealth management firms with over 20 local offices nationwide. Founded in 2008, we employ over 300 people including over 120 highly qualified financial planners and paraplanners. We are very client-centric and regarded as the firm that regularly sets the standard of excellence in this sector. For us,...