Jobs
>
Oldham

    Paraplanner - Oldham, United Kingdom - Exchange Street Recruitment

    Exchange Street Recruitment
    Exchange Street Recruitment Oldham, United Kingdom

    1 week ago

    Default job background
    Description

    The phrase "work-life balance" has been around for years now. But not every company has got the memo.

    There are still those who don't understand that the world has changed and people need and expect flexibility. And that if you don't give people choice about where they work they assume one thing - you don't trust your staff.

    That's not the case here and one of the many reasons why their staff have been with them for so long. They offer hybrid working where you only need to go into their office twice a week.

    That doesn't just mean you save money on trains/petrol. It means you get two precious commodities. One is time, time that is otherwise spent in traffic or on public transport. Time means family and friends. It means the capacity to study.

    The second is trust. Trust that you'll get on with your job to the best of your ability whether you're in the office or not. After all, you're a conscientious person, not someone who needs to be micro-managed.

    You'll replace a very long-standing member of the team who is relocating. You'll be the firm's main paraplanner and you'll support three advisers, including the MD, so they'll be plenty of variety to the cases you work on.

    Alongside that you'll oversee two administrators and have general overview of the technical support function. This means you'll have the freedom to improve processes where necessary and the fulfilment of nurturing others.

    This is an important hire so there's a salary on offer of up to £50,000. Alongside a pension there's Death In Service and an extra day's holiday for your birthday. They will also pay for any exams you want to take.

    HERE'S WHAT YOU'LL NEED TO HAVE:

    You'll need to have been a paraplanner before and be level 4 qualified (or close to).

    This is a small practice that's part of a national restricted business and experience of working for that firm would be great.

    You'll also be happiest working within a relaxed, tight-knit, small business.

    Ready to be empowered? Click apply.

    If you don't have a CV just send us a way of contacting you and we can get to the CV later.

    Everyone will receive a response.

  • Ferguson Dean Limited

    Paraplanner

    1 week ago

    Ferguson Dean Limited Manchester, United Kingdom

    A leading regional Wealth Management firm are looking to strengthen their Technical team by appointing an additional paraplanner. Joining a core unit of five at present, you will be part of an established, successful team. The firm have an internal academywhereby paraplanners can ...

  • Ferguson Dean Limited

    Paraplanner

    4 days ago

    Ferguson Dean Limited Manchester, United Kingdom Full time

    A major wealth management firm in Altricham are looking for a Dip qualified paraplanner to join their team. The firm work across the UK with clients in the £500k plus space in the main, and have a defined career path internally. All paraplanners will receive support to reach Char ...

  • CAPIO RECRUITMENT LIMITED

    Paraplanner

    1 week ago

    CAPIO RECRUITMENT LIMITED Manchester, United Kingdom

    **Job Title: Paraplanner** · **Salary: £ 30,000 - £ 40,000** · **Location: Manchester** · Capio Recruitment is working with an award-winning wealth management business who have a national presence providing industry leading services. With a client first approach, they understand ...

  • Ferguson Dean Limited

    Paraplanner

    3 days ago

    Ferguson Dean Limited Manchester, United Kingdom Full time

    A leading regional IFA firm, a Times Top 100 firm, are looking for a technically proficient paraplanner to join their team. They have an established team of seven paraplanners at present who work with eight advisers and have a dedicated administration team. They are keen for a pa ...

  • Synchronicity Group

    Paraplanner

    1 week ago

    Synchronicity Group Manchester, United Kingdom

    **Location: Manchester** · Synchronicity is working with a leading Wealth Manager who have a national presence providing industry leading services. Alongside being very progressive, this company operates a client first approach, and looking for a senior Paraplanner who carries a ...

  • mbf.

    Paraplanner

    4 days ago

    mbf. Manchester, United Kingdom

    **Paraplanner - Top National Financial Planners - Manchester & Flexible Working** · **up to £45,000 + Bonus + Benefits** · We are currently working with a National Wealth Management organisation to recruit an experienced Paraplanner. The role will be working for their Manchester ...

  • Reed Insurance

    Paraplanner

    6 days ago

    Reed Insurance Manchester, United Kingdom

    The key purpose of the role is to assist one or more Private Client Advisers in the delivery of advice and ongoing services to prospective, new and existing clients. You will be responsible for researching, analysing and compiling Financial Planning reports,in conjunction with th ...

  • mbf.

    Paraplanner

    1 day ago

    mbf. Altrincham, United Kingdom

    **Experienced Paraplanner - Altrincham - Leading firm of Chartered Financial Planners - Salary negotiable - Flexible working** · We are currently working with a leading, established Wealth Management organisation to recruit an experienced and highly qualified Paraplanner. The org ...

  • Search Consultancy

    Paraplanner

    1 day ago

    Search Consultancy Leeds, United Kingdom

    Paraplanner · Leeds · £40,000 - £55,000 plus market leading bonus package, flexi-benefits, hybrid working · My client, a boutique Wealth Management organisation based in the city centre of Leeds is looking for a Paraplanner to join their organisation. · Due to expansion in busine ...

  • CB3 Associates Ltd

    Paraplanner

    1 week ago

    CB3 Associates Ltd Morley, United Kingdom

    **The Company**:Highly ambitious and expandingIFA firm recruiting an experienced Paraplanner who holds a private wealth focused adviser support background. A holistic, whole-of-market IFA advice business to the HNW private clientele demographic. · - **Office Location**: North Lee ...

  • mbf.

    Paraplanner

    1 week ago

    mbf. Preston, United Kingdom

    **Paraplanner - Leading Wealth Management Organisation - Preston - Salary negotiable plus bonus and benefits** · MBF are currently working with a leading wealth management organisation who specialise in providing financial advice to HNW individuals. · They are currently looking f ...

  • Taylor James Professional Recruitment

    Trainee Paraplanner

    2 days ago

    Taylor James Professional Recruitment Manchester, United Kingdom

    **Our client, a prestigious and award winning firm of financial planners in Manchester are looking to appoint a Trainee Paraplanne.** · Our client is looking to speak with Administrators or Junior Paraplanners who are looking for a new challenge. · **Subject to the individuals le ...

  • Ortus PSR

    Paraplanner

    2 days ago

    Ortus PSR Chorley, United Kingdom

    Looking for a new challenge in financial planning? We are seeking a highly motivated and professional individual to join our team as a Paraplanner. As part of our team, you will work closely with our Financial Planners to provide technical support and excellentclient service. You ...

  • Exchange Street Recruitment

    Paraplanner

    1 week ago

    Exchange Street Recruitment Oldham, United Kingdom

    Job Description · The phrase "work-life balance" has been around for years now. But not every company has got the memo. · There are still those who don't understand that the world has changed and people need and expect flexibility. And that if you don't give people choice about w ...

  • Ortus PSR

    Paraplanner

    2 days ago

    Ortus PSR Alderley Edge, United Kingdom

    Attention all experienced and ambitious Paraplanners We are seeking a talented Diploma Qualified Paraplanner to join a dynamic team and take on a crucial role in our growing financial services firm. The team is the structures in place to grow rapidly nextfew years and is looking ...

  • Lotus Recruitment

    Paraplanner

    1 week ago

    Lotus Recruitment Oldham, United Kingdom Full time

    Paraplanner Position - Leading Wealth Management Firm · Join Our Team in Oldham Town Centre · A leading provider of wealth management and financial services across the UK, and an appointed representative of a prestigious wealth management group, is excited to announce an opening ...

  • Aspire Executive Search

    Paraplanner

    1 week ago

    Aspire Executive Search Leeds, United Kingdom

    Paraplanner, Leeds, £30,000 - £45,000 dependent on your experience and level of Financial Services examinations. Strong element of home working if this is appealing to you. · Excellent benefits and a great working environment and a gold star team within a business who work very c ...

  • CAPIO RECRUITMENT LIMITED

    Paraplanner

    5 days ago

    CAPIO RECRUITMENT LIMITED Sheffield, United Kingdom

    Capio recruitment are working with an independent financial planning firm in Sheffield for a Paraplanner to come and join their team. Our client provides holistic advice and specialises in retirement planning, tax planning, wealth management, with valuesof being honest and puttin ...

  • Ortus PSR

    Paraplanner

    2 days ago

    Ortus PSR Alderley Edge, United Kingdom

    **Paraplanner** · **Location: Stockport** · **Salary: £30,000 - £40,000** · The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service. · **Responsibilities* ...

  • Lotus Recruitment

    Paraplanner

    1 week ago

    Lotus Recruitment Oldham, United Kingdom

    Paraplanner Position LeadingWealth Management Firm · Join OurTeam in Oldham Town Centre · A leading provider ofwealth management and financial services across the UK and anappointed representative of a prestigious wealth management groupis excited to announce an opening for a Par ...