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Recruit 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 UKRecruit UK | Certified B Corp™
Warrington, England, United Kingdom
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 Financ
Job Source: Recruit UK | Certified B Corp™Recruit UK | Certified B Corp™
Warrington
Job Description 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 Larg
Job Source: Recruit UK | Certified B Corp™Recruit UK
Warrington
Job Title: Home-based Paraplanner position Industry: Financial Services Location: UK Wide Salary: £33,000 - £36,000 Job Reference: 9058 Job Description: Home-based Paraplanner position Recruit UK is working on a unique opportunity for a fully remote Paraplanner to join a well-established Independent Financial Advice company. Our client is award-win
Job Source: Recruit UKKFS Recruitment
Warrington
Mortgage Paraplanner Warrington We are working with an extremely well known brokerage who offer personalised mortgage advice and are now looking to expand their ever-growing team. They are now looking to work with a super talented Mortgage Paraplanners that enjoy the role of providing solutions for customers and supporting advisers. You will become
Job Source: KFS RecruitmentRecruitedUK
Great Sankey
We are delighted to be working with this well established and highly regarded mortgage brokerage in Warrington. They are now looking to expand their operational team and are looking for a Mortgage Paraplanner to join them. Role Overview: As a Mortgage Paraplanner, you will play a crucial role in delivering exceptional service. You’ll collaborate cl
Job Source: RecruitedUKJAM Recruitment Ltd
Warrington, Cheshire
A leading Defence organisation is seeking an E,C & I Design Engineer to join them on a permanent basis based out of Warrington. As an EC&I Design Engineer, your role within the Design Consultancy function is paramount. Engage in the development and modification of C&I designs, equipment, and facilities, with a specific focus on life extension activ
Job Source: JAM Recruitment LtdRecruit UK
Warrington
Job Title: Financial Adviser Industry: Financial Planning Location: Warrington Salary: £45,000 - OTE £85,000 Job Reference : 9067 Job Description: Recruit UK is working on an excellent opportunity for a financial adviser to join a well-established, independent, wealth management firm based in Warrington. The firm in question is passionate about
Job Source: Recruit UKWarrington
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 matters.
My clients’ independent financial advisers provide bespoke solutions on all aspects of financial planning for both private and corporate clients including but not limited to, investments, pensions, inheritance tax planning, personal and business protection, group pension schemes and mortgages.
An opportunity has arisen within my clients IFA team for a Paraplanner; the successful candidate will join a well-established and thriving team providing administrative and technical support to the Head of Department.
Duties will include:
Producing quality client friendly reports which outline recommendations and why they are suitable.
Building good relationships with key stakeholders.
Fund research.
Implement and manage service standards within the team so that the IFA’s can manage their client’s expectations.
Having a thorough understanding of the sales process, suitability letter requirements, internal pre-approval process and the regulatory requirements imposed by the FCA and SRA, and ensure these are reflected in your work.
Conducting research to facilitate advice opportunities.
Analysing complex financial information, undertaking calculations, and producing strategy reports.
Provide timely and useful MI to various areas of the business.
Meeting the regulator’s Fit & Proper requirements.
Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role.
Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.
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Paraplanner - Warrington jobs in Warrington
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