ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.
Financial Divisions
liverpool, england, United Kingdom
Paraplanner to Adviser - Wealth Management Firm - Liverpool - Basic salary £30k - £50k – Full study support My client is an independent financial advice business who have have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protection
Job Source: Financial DivisionsFinancial Divisions
Liverpool
Job Description Paraplanner to Adviser - Wealth Management Firm - Liverpool - Basic salary £30k - £50k – Full study support My client is an independent financial advice business who have have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages
Job Source: Financial DivisionsFocus Search and Selection
Warrington
Paraplanner - Manchester My client is a multiple award-winning Wealth Management firm, who are looking for an experienced Paraplanner to join their business. You will support the team of Independent Financial Advisers (IFAs), possessing extensive market knowledge in providing independent financial advice in relation to complex financial advice mat
Job Source: Focus Search and SelectionVision-FS Recruitment
Liverpool
Our client is a leading North West-based financial wellbeing and retirement specialist, working with hundreds of businesses across the private and public sector by offering their staff financial education, guidance and regulated financial advice. As our client's company continues to grow, a requirement has arisen for a Paraplanner to join its rapi
Job Source: Vision-FS RecruitmentKFS Recruitment
Warrington
Mortgage & Protection AdviserLocation: Warrington Salary: Up to £30,000 Commission: Uncapped. Protentional OTE of £100k+ from year 2. We're excited to announce our partnership with a prominent Mortgage Brokerage, who are looking for an exceptional Mortgage & Protection Adviser. You will be working in a dynamic, fast paced environment with a dedicat
Job Source: KFS RecruitmentAdviser Selection
Warrington
Mortgage & Protection Advisor - Hybrid - Chester Office Our client is seeking hungry and tenacious professionals to join their top performing firm near Chester. This is a hybrid role with advisers coming into the office once or twice a week. This highly successful award winning directly authorised, fees free financial services firm has a team of 14
Job Source: Adviser SelectionAdviser Selection
Liverpool
Mortgage & Protection Advisor - Hybrid - Chester Office Our client is seeking hungry and tenacious professionals to join their top performing firm near Chester. This is a hybrid role with advisers coming into the office once or twice a week. This highly successful award winning directly authorised, fees free financial services firm has a team of 14
Job Source: Adviser SelectionAdviser Selection
Chester
Mortgage & Protection Advisor - Hybrid Our client is seeking hungry and tenacious professionals to join their top performing firm near Chester. This is a hybrid role with advisers coming into the office once or twice a week. This highly successful award winning directly authorised, fees free financial services firm has a team of 14 currently and is
Job Source: Adviser SelectionLiverpool
Paraplanner to Adviser (with clients provided) - Wealth Management Firm - Liverpool/Warrington - Basic salary £40k - £50k - Full study support
My client is an independent financial advice business who have have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across the Northwest. The business has 3 Advisers and c.10 staff overall who work with c.200 retirees, City professionals, families and professional sportsmen and women with varying levels of assets ranging from £100k - multiple millions. The business has very ambitious plans to expand and grow organically so if you're looking to join an entrepreneurial and forward thinking business then this will be the right career move for you. They have no aspirations to be acquired by a national consolidator and PE firm. The business is very profitable and so they are able to select what type of clients they wish to work with, they now work with those with a minimum of £500k to invest.
The Managing Director is creating a brand-new role within the business for Paraplanner. They are open to recruiting a junior or a senior. The role will be based in the office 3 days per week outside of Liverpool and support the 3 highly established Advisers who have been in the industry for many years. You will ideally have knowledge of Intelligent Office and preferably a number of platforms such as Aviva, Royal London, Prudential etc. If you have used FE Analytics or Cashcal this would be very advantageous, but full training will be provided.
My client are very open with regards to what they can offer a candidate career-wise. The role would be suitable for a Paraplanner who is studying towards their level 4 diploma or has it already. If you aspire to progress to be a Financial Planner in 1 - 2 years' time then they can offer this route for you. The firm is growing following numerous recommendations and referrals so the there is a genuine route for the right candidate who shows promise to be advising. You will be undertaking all research, calculations and conducting end to end report writing. If you are experienced enough you can attend meetings with the Advisers and be genuinely involved in compiling the advice. A very secure and rewarding role is on offer with an excellent benefits package and bonus structure. The Directors are looking to offer between £40k - £50k basic salary depending on your experience levels. They would like someone to be office based to begin with but then you can WFH 2 days per week once you are established in the business.
If this role sounds of interest or any other roles I am working on please get in touch. For more details please contact Peter Fozard at Financial Divisions.
Paraplanner to Adviser (with clients provided) - Liverpool/Warrington - Up to £50k jobs in Liverpool
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.