We are urgently seeking a Paraplanner to join an existing team providing Paraplanning support to a number of Advisers within the Business.
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.
You will work closely with the Advisory team to design, develop, and implement comprehensive financial plans that exceed clients' expectations.
We are currently looking for a Paraplanner to join our clients, a highly successful and expanding practice in the Chester area.
Our clients offer excellent career progression in a professional and friendly working environment, where you will work alongside a team of paraplanners.
The role is available on a hybrid working basis, therefore can offer remote working for part of the week
We are urgently seeking a Paraplanner to join the an existing team of qualified Paraplanners supporting 9 Financial Advisers.
Focusing on personal goals, investment opportunities, planning and saving for retirement and improving tax efficiency.
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.
Our Clients are a highly successful firm of Wealth Managers based in Chester who require the help of a further experienced Paraplanner to join the team.
The ideal candidate would be ideally Level 4 Diploma qualified or working towards, with experience of providing technical support in a Financial Planning firm.
Bond Recruitment is delighted to be recruiting and experienced Paraplanner with experience of Defined Benefit (DB) Pension Transfers, on behalf of our client, a very well established and market leading financial planning firm which specialises in providing financial advice to British expats.
A Financial Services Administrator that has experience of working within an IFA practice and is keen to develop and progress towards paraplanning in time.
Our Clients are a highly successful firm of Wealth Managers based in Chester who require the help of a further experienced Administrator to join the team of 8 Advisers and a team of Paraplanners and Administrators.
This is a full-time, permanent role, working hours will be 9.00am to 5.30pm.
As part of the role you will act as the company's pension specialist assisting, supporting and advising the company's partners and their clients looking to retire overseas and transfer their pension scheme to a new jurisdiction.
Our client is a leading provider of financial advice for UK residents and also for expatriate clients living in Europe and the United States.
Due to a recent contract win in their ex-pat division they are now looking to recruit an experienced Pension Transfer Specialist on an initial 3 month fixed term contract.
Our client, one of the leading financial institutions globally, is seeking a Treasury Implementation Advisor to join their team.
Are you ready to join a dynamic organisation committed to making a difference in the world of finance?
With a core focus on creating an inclusive workplace, they value diversity and believe in fostering an environment where everyone can thrive and bring their whole selves to work.