Paraplanner jobs in Shotton, Flintshire

We are urgently seeking a Paraplanner to join the an existing team of qualified Paraplanners supporting 9 Financial Advisers. The idea candidate will be Level 4 Diploma qualified, or working towards, with experience of providing technical support within a Financial Planning firm....

Paraplanner – Liverpool (Jamaica Street) | Up to £55,000 Overview We are recruiting for an experienced and career-focused Paraplanner to join a well-established financial planning firm based in Liverpool (Jamaica Street)....

Liverpool City Centre is looking to appoint an experienced Paraplanner to join their established technical team....

Senior Paraplanner - Liverpool City Centre (Hybrid) Are you an experienced Paraplanner looking to take the next step in your career? This is an exciting opportunity to join a well‑established, growing financial planning firm based in the heart of Liverpool City Centre....

Search is delighted to be partnering with a highly respected, growing financial planning firm to recruit an experienced and technically strong Paraplanner....

Ideally you'll be a Paraplanner, looking to do less reports and more of other functions, or a Senior IFA Administrator, looking to progress....

What We're Looking For You'll thrive here if you have: Experience as an IFA Administrator, Junior Paraplanner, Wealth Management Administrator, or similar Strong interpersonal skills and a genuine desire to build client relationships...

What We're Looking For You'll thrive here if you have: Experience as an IFA Administrator, Junior Paraplanner, Wealth Management Administrator, or similar Strong interpersonal skills and a genuine desire to build client relationships...

Key responsibilities include: Providing administrative support to Financial Advisers and Paraplanners Managing adviser diaries and arranging client meetings Preparing client documentation and reports Liaising with pension providers and life companies...

Key Responsibilities: Provide high-quality administrative support to Advisers and Paraplanners throughout the client journey. Prepare client packs, valuations, meeting documentation, and review paperwork....

You'll be supporting the IFA Administrators, Financial Planners & Paraplanners, dealing with new business admin, client suitability letters, client queries/portfolio's and other aspects of financial services administration, making you a pivotal member of the team....