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Lime People Search & Select Ltd
Chester
My client is a Chartered Independent Financial Advisory firm based in Chester, who have a passion for financial planning and provide expert, impartial financial advice for individuals, families and businesses. Focusing on personal goals, investment opportunities, planning and saving for retirement and improving tax efficiency. We are urgently seek
Job Source: Lime People Search & Select LtdAimee Willow Connex Limited
Warrington, Cheshire
The Role A highly motivated individual with a passion for maximising our customer experience. Delivering excellent customer service dealing with customer's queries to successful conclusion. Must have a 'can do' attitude with proven ability to achieve and exceed targets in a quality manner through system (opportunities). Must be able to manag
Job Source: Aimee Willow Connex LimitedLime People Search & Select Ltd
Chester
Our client is a fully Independent Chartered Financial Advisory firm based in Chester, who have a passion for Financial Planning and provide impartial expert advice across Financial Planning, Wealth Management, Pensions & Retirement Planning and Inheritance Tax. We are urgently seeking a Paraplanner to join an existing team providing Paraplanning su
Job Source: Lime People Search & Select LtdRecruit UK
Warrington
Job Title: Paraplanner Industry: Financial Services Location: Warrington Salary: £33,000 - £36,000 Job Reference: 9058 Job Description: Paraplanner Recruit UK is working on a unique opportunity for a Paraplanner to join a well-established Independent Financial Advice company. Our client is award-winning and is one of the Largest Chartered Financial
Job Source: Recruit UKGCB Recruitment
Chester
We are currently looking for a Paraplanner to join our clients, a highly successful and expanding practice in the Chester area. The role is available on a hybrid working basis, therefore can offer remote working for part of the week Our clients offer excellent career progression in a professional and friendly working environment, where you will wor
Job Source: GCB RecruitmentLime People Search & Select Ltd
Chester
Our client is a fully Independent Chartered Financial Advisory firm based in Chester, who have a passion for Financial Planning and provide impartial expert advice across Financial Planning, Wealth Management, Pensions & Retirement Planning and Inheritance Tax. We are urgently seeking a Paraplanner to join an existing team providing Paraplanning s
Job Source: Lime People Search & Select LtdSellick Partnership
Liverpool
Paraplanner £30,000 - £40,000 Permanent, Full time Liverpool (Hybrid Working) Paraplanner required to join a dynamic and high-calibre organisation with endless opportunities. My client is looking for an individual looking to make the next step in their career with a leading Wealth Management organisation. Key responsibilities of the Paraplann
Job Source: Sellick PartnershipFinlink Ltd
Liverpool
This role is suited for an experienced Level 4 qualified Paraplanner looking to join an established advisory firm. Our client is looking for a dedicated and driven individual to join their team based in Liverpool. Offering a salary of up to £45,000, Hybrid working set up and additional valuable share options, this business offers long term securit
Job Source: Finlink LtdLiverpool
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 rapidly expanding administration team. The Paraplanner's main purpose is to provide technical support to the firm's Advisers.
The Paraplanner's key duties:
Provide technical assistance and research
Provide response to technical queries
Provide comprehensive support to Advisers
Undertake analysis and review of transferring pension schemes, income drawdown and phased retirement plans
Identify outstanding pension information as required
Ensure all client information is available for analysis of existing pensions so review can be undertaken
Undertake analysis and review of existing investments and transferring pension schemes, income drawdown and phased retirement plans as they support client retirement objectives.
Assist with and prepare client reports in relation to pension planning, pension transfers and retirement income options
Liaise with Advisers and keep up to date of progress and any outstanding requirements
The successful candidate for the Paraplanner vacancy will receive:
A salary of up to £40,000 (depending on experience)
Flexible working hours (8-4, 9-5, 10-6)
Annual bonus
25 days’ Annual Leave
Pension (6% employer/3% employee)
PMI
Study Support
Income Protection
Suitable candidates interested in the Paraplanner vacancy will have the following criteria:
At least 12 months' experience as a Paraplanner
Part qualified or fully qualified Level 4 (CII Diploma in Regulated Financial Planning)
Live a commutable distance to Liverpool
Next steps:
If you are happy to apply for this position, please click on the Apply button and attach an updated copy of your CV.
Vision-FS Recruitment is a leading London City based Financial Services Recruitment business and cover the entire UK market. Vision-FS Recruitment was founded to specialise within the IFA/Wealth Management, Private Banking and Employee Benefits Recruitment.
Paraplanner jobs in Liverpool
ⓘ There was an unexpected error processing your request.
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