Paraplanner

2 days ago

Preston, United Kingdom Serata Search (UK) Ltd Full time

Be among the first 25 applicants 30K TO 35K Basic, great benefits including 25 days holiday, flexible hours, pension and medical cover Based Preston city centre – free parking . Onsite role. Our client is a small but very reputable IFA practice in Preston that have been established for many years and have an exceptional client base. The offices are lovely, and you’d be working with some really great people, the Directors really look after their staff and reward generously. The ideal person will need to have worked within the Financial Services industry and as a Paraplanner for the last 2 years and have a working and competent knowledge of financial services products. You will have good communication skills, be organised, happy to take responsibility for your own work and be able to work to deadlines. You must have had experience of writing suitability reports. If not already qualified to diploma level, should be ideally be part qualified or keen to progress further. Responsibilities Produce professional suitability reports Tailoring suitability letters to individual clients Responsible for file preparation for meetings and existing business administration Provide specific product, provider and fund research Assisting administrators during busy periods and working in a team environment. Submit new business applications and produce quotations Deal with providers and with clients Chase outstanding pipeline cases Chase outstanding fees Main Skills Experience using Intelligent Office and Selectapension would be an advantage Must possess a minimum of 1 year of experience as a Paraplanner Experience of writing suitability reports is essential Good knowledge of financial products – particularly pensions and investments Excellent attention to detail Well organised and efficient We welcome applicants from all nationalities but applicants must be able to commute to this role's location and be eligible to work in the UK. Serata Search are operating as an employment agency Seniority level Entry level Employment type Full-time Job function Finance and Sales Staffing and Recruiting #J-18808-Ljbffr

  • Paraplanner

    4 days ago

    Preston, United Kingdom mbf. Full time

    **Paraplanner - Preston - Well established IFA Practice - Salary negotiable plus company benefits, exam support and Bonus** MB Fitzgerald Recruitment are currently working with a well-established firm of Independent Financial Advisers who have an established client book and are highly regarded by their peers. You will be joining their team in Preston,...

  • Trainee Paraplanner

    4 days ago

    Preston, United Kingdom mbf. Full time

    **Trainee Paraplanner - Preston - Well established IFA Practice - Salary negotiable plus company benefits, exam support and Bonus** MB Fitzgerald Recruitment are currently working with a well-established firm of Independent Financial Advisers who have an established client book and are highly regarded by their peers. You will be joining the busy office in...

  • Paraplanner

    3 weeks ago

    Preston, United Kingdom Service Care Solutions Full time

    Paraplanner Location: Lancashire Contract: Permanent, Full-Time (37.5 hours per week)    Salary: £35,000 - £40,000 per annum  Start Date: Flexible Contact: (url removed) Job Description Service Care Solutions are working with a reputable and long-established financial planning firm supporting both personal and corporate clients across the UK. Due to...

  • Trainee Paraplanner

    1 week ago

    Preston, United Kingdom Exchange Street Executive Search Full time

    Ouch. Glass ceilings hurt. You're ambitious and want to keep improving. But where you are there's no training, no advancement and no learning. You won't face those problems here. This is a company that grows and nurtures its own. A look at the profiles of its planners (including directors and partners) is testament to that. Part of a wider Chartered...

  • Paraplanner

    1 week ago

    Preston, Lancashire, United Kingdom MHA Full time £45,000 - £55,000 per year

    ParaplannerCompetitive salary, negotiable depending on your experience and expertise.Are you ready to bring your Paraplanning expertise to a role where your skills and unique perspective can make a lasting impact?What Sets Us ApartAt MHA, we're about people first – our people, our clients, and the communities we serve. As one of the UK's top 15 accountancy...

  • Senior Paraplanner

    1 week ago

    Preston, United Kingdom Exchange Street Claims ltd Full time

    Ouch. Glass ceilings hurt. You’re ambitious and want to keep improving, but where you are there’s no training, no advancement, and no learning. This job eliminates those problems. Company overview Part of a wider Chartered Accountancy business, a recent merger has led to a review of the paraplanning team. As financial planner numbers grow, so does the...

  • Senior Paraplanner — Path to Chartered Financial Planner

    6 days ago

    Preston, United Kingdom Exchange Street Claims ltd Full time

    A leading financial services firm in the United Kingdom is seeking a Paraplanner. This role involves working with high-net-worth individuals and offers mentorship to develop into a financial planner. The firm supports its employees with a comprehensive training program and offers agile working conditions, along with a competitive salary and numerous...

  • Financial Services Administrator

    1 week ago

    Preston Deanery, United Kingdom Nelson Scott LLP Full time

    Our 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...

  • Financial Services Administrator

    3 weeks ago

    Preston, United Kingdom Service Care Solutions Full time

    Financial Services Administrator Location: Lancashire Contract: Permanent, Full-Time (37.5 hours per week)    Salary: £26,000 - £28,000 per annum   Start Date: Flexible Contact: (url removed) *Hybrid Working Arrangements* Job Description Service Care Solutions are working with a reputable and long-established financial planning firm supporting both...

  • Graduate Finance Scheme

    2 weeks ago

    Preston, United Kingdom GWG Associates Full time

    GWG are currently partnered with a number of Companies (SME’s and PLC’s) who are looking to bring on a number of graduates into the fields of **Business, Analysis, IT and Finance**. **Current live roles are as follows**: - Junior Commercial Analyst - Graduate BI Analyst - Graduate Pricing Analyst - Tax Trainee - Graduate Management Accountant -...