Our client, a leading Wealth Management firm are looking for a Paraplanner to join the team on a permanent basis.
As Paraplanner you will be responsible for servicing existing business, platform-based work, illustrations & regular contact directly with clients & wrap/platform providers.
Paraplanners will also be supporting the advisers with analysing information and conduct basic research to produce articulate and appropriate suitability reports.
Posted by Taylor James Professional Recruitment • £30K/yr to £40K/yr
General
Our client, a prestigious firm of financial planners in Chorley are looking to appoint a Paraplanner to join their highly experienced team on a permanent basis.
Working from home and out of prestigious offices, you will be an integral part of the firm's technical function.
Working closely with the advisers, duties and responsibilities will include
Writing and tailoring high quality suitability letters based on consultation with the Adviser.
Posted by Ferguson Dean Limited • £35K/yr to £55K/yr
The regional office of a leading National Financial Planning firm are looking to appoint a paraplanner to join their team.
The office has five Advisers at present but have the funds to acquire other practices in the region, meaning there is ample scope for further growth in the practice.
This is a hybrid role, split between the office and WFH.
Our client is an established, Chartered, Financial Adviser firm based in Chorley who require an experienced Paraplanner or Senior Administrator to join a team of Paraplanners and Financial Advisers.
The Paraplanner will work alongside the advisers to discuss the different solutions suitable for the client before implementation.
They will compile and recommend comprehensive reports to meet a clients' overall objectives.
Posted by Resource Matters Ltd • £55K/yr to £60K/yr
Basic Up to £60k Package Paraplanning Full client portfolio with on-going advice fees
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing lead generation.
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
We have an Apprenticeship Opportunity to work within our busy office, providing admin support to our Contracts, Building and Installation teams.
You will ensure all admin tasks are completed in a timely and accurate manner.
We are a leading home improvement company supplying Conservatories, Orangeries, Double Glazing Windows and UPVC doors in Cheshire, Lancashire, Staffordshire, Merseyside, and Greater Manchester.
Are you looking to benefit from a new career in Project Management?
We specialise in placing candidates within the project sector using our career progression and placement program.
If you are organised, competent, dependable and can communicate well and motivate those around you; you could have a truly rewarding future as a Project Manager.
Are you looking to benefit from a new career in Project Management?
If you are organised, competent, dependable and can communicate well and motivate those around you; you could have a truly rewarding future as a Project Manager.
We do this using our specialised programme looking at placing candidates into gateway project management positions to build the foundation of a project management career.
Are you looking to benefit from a new career in Project Management?
If you are organised, competent, dependable and can communicate well and motivate those around you; you could have a truly rewarding future as a Project Manager.
We do this using our specialised programme looking at placing candidates into gateway project management positions to build the foundation of a project management career.