Job Description Paraplanner – from £36,000 to £45,000 salary (based on experience) - Chester, CH1 1QQ Note: for a Chartered Financial Paraplanner a salary of up to £50K. Imagine working in a role where your skills truly shape financial futures—and you still get home on time. At Cestrian Financial Planning, we're proud to offer just that. We're a Chartered Independent Financial Advisory firm...
Location Southport Salary £35000 - £45000 TypePermanent WorkplaceOn-Site Ref87621 Paraplanner Office-Based, Southport A well-established and forward-thinking financial planning firm in Southport is looking for an experienced paraplanner to join their growing team. With a team of advisers, including many of whom have been developed in-house, the firm values collaboration, professional...
Job description IDEX Consulting are working with a leading Advisory group who require a Paraplanner to join their team on the Wirral. This is a hybrid role with office attendance just twice a month. This is a continued part of the growth strategy which has seen additional headcount, revenue and FUM come into the business during the last 18 months. Duties include; Preparing pre-approval...
Trainee Paraplanner Liverpool City CentreMonday to Friday, 9am - 5pmCompetitive salary w/ excellent benefits + progression opportunitiesAn excellent opportunity to join a dynamic and growing financial advisory firm based in Liverpool, dedicated to providing expert financial planning and wealth management services to individuals, families, and businesses.They are now looking for a Trainee...
Paraplanner Growing Independent Financial Planning Firm Based in Liverpool | Hybrid Working Available | Up to £50,000 + Excellent Benefits The Opportunity A successful and expanding independent financial planning practice is looking for an experienced Paraplanner to join its growing team. This is a great opportunity for someone who enjoys the technical side of financial planning and wants to...
You will be the vital link between the Financial Advisers, Paraplanners and clients.
You should have experience as an Administrator within a financial services * Ideally, you should have good knowledge of financial planning processes, products and how a Financial Advisor operates *
Senior IFA Administrator / Practice Manager Location: Liverpool Salary: £32,000 DOE Experience Required: Minimum 3 years in a financial planning firm Qualifications Required: Minimum R01 About the Role We are looking for a proactive Financial Planning Assistant to join a leading Chartered Financial Planning firm. In this role, you'll provide both administrative and technical support to the team,...
You will drive a culture of accountability, collaboration, and continuous improvement, ensuring high-quality outcomes for clients and strong alignment with regulatory requirements.
Your newpany My client, a leading financial planning organisation, is seeking a professional financial planning administrator to join their team on a permanent basis. Working from contemporary offices based in Crosby and joining a supportive and friendly team, this is an opportunity not to be missed. Your new role The position is being offered full-time, Monday to Friday, with a hybrid model...
Location Liverpool Salary £35000 - £45000 TypePermanent WorkplaceOn-Site Ref89286 Recruiter Managing This Role Paraplanner Southport (Hybrid / Full-Time) Salary: Competitive, dependent on experience Location: Southport flexible hybrid working available The Opportunity A well-established, forward-thinking financial planning firm in Southport is seeking an experienced Paraplanner to join its...
You will often be the first point of contact for client queries, making professionalism and excellent communication essential. This is a hands-on position where your contribution will make a visible impact across the team. You'll provide the administrative backbone that supports advisers and ensures that clients receive timely, accurate, and well-presented information.
You will manage a portfolio of clients, handle new business applications, liaise with providers, and ensure accurate, compliant documentation across pensions, investments, and other financial products. This role involves regular client contact, supporting adviser and paraplanner workflows, and ensuring processes are followed smoothly from application through to completion.
Location Liverpool Salary Competitive TypePermanent WorkplaceOn-Site Ref88905 Recruiter Managing This Role Job Title: Financial Adviser Location: Liverpool Salary: Flexible+ Bonus Overview We are seeking a motivated and client-focused Financial Adviser to join our team. The successful candidate will provide expert financial advice, build strong client relationships, and help individuals and...