Full-time Paraplanner jobs in Merseyside, England

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PARAPLANNER

Prepare suitability reports across a wide range of advice types, financial products, and investment solutions. Carry out any necessary technical research. Ensure client records contain sufficient Know Your Client information to de...

CompanySellick Partnership
AddressLiverpool, Merseyside
CategoryAccounting & Finance
Salary£30,000 - £40,000/annum
Job typePermanent
Date Posted 2 weeks ago See detail

Paraplanner

Sellick Partnership

Liverpool, Merseyside

£30,000 - £40,000/annum

Prepare suitability reports across a wide range of advice types, financial products, and investment solutions. Carry out any necessary technical research. Ensure client records contain sufficient Know Your Client information to de...

Paraplanner

Ortus Psr

Merseyside, England

Fun & Friendly Culture: Enjoy a workplace thats as enjoyable as it is professional. Flexibility: We value work-life balance and offer a flexible working environment. Team Spirit: Work with a team where everyone, regardless of the...

Paraplanner

Page Personnel Finance

Merseyside, England

Salary negotiable

Support the financial advisory team in the preparation and administration of financial plans and reports, offering a strong technical knowledge and assistance for clients. Preparing suitability letters. Preparing presentation pack...

Paraplanner

Vision-Fs Recruitment

Merseyside, England

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 plan...

Paraplanner

Recruit Wealth

Merseyside, England

£40,000 - £50,000 per annum

Working in collaboration with the financial advisers and other colleagues, you will assist in preparing recommendations in line with company policy including preparing and maintaining client records. Research and analyse products...

Career Paraplanner - Wealth Management Firm - Liverpool - Basic salary £30k - £60k

Financial Divisions

Merseyside, England

£30,000 - £60,000 per annum, negotiable, inc benefits

Career Paraplanner - Wealth Management Firm - Liverpool - Basic salary 30k - 60k - Full study support My client is an independent financial advice business who have have built a lasting reputation for providing the highest level...

Paraplanner

Finlink Ltd

Merseyside, England

25 days holiday plus bank holidays, and your birthday off. Hybrid working available. A salary of up to 45k. Annual discretionary bonus of up to 10%. Valuable share option for all employees (please ask for further details). Flexib...