- You will receive excellent salary (£40k- £50k) executive benefits and earnings.
- A leading regional IFA practice in Manchester
- Undertaking reviews for clients
- Preparation of reports, both from standard paragraphs and free text
- Undertaking whole of the market research
- Working on a collaborative basis with the rest of the team
- Keeping up to date on market positions and global situations
- Using cash flow modelling and lifestyle planning as required
- Dealing with more complex queries such as VCT and EIS, as well as providing guidance to more junior members of the team
- Attending client meetings as required
- Ideally Dip Level 4 or working towards Chartered
- Experience of working with HNW and UHNW clients
- Writing reports and undertaking research.
- Contact via email below for confidential discussion and review of opportunity and process
-
Paraplanner
3 weeks 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 ...
-
Paraplanner
2 weeks ago
Search Consultancy Manchester, United KingdomParaplanner · Manchester · £35,000 - £50,000 (fully negotiable depending on experience and qualifications) plus hybrid home/office working, market leading benefits, exam support, bonus · An excellent new opportunity has arisen to join a highly successful Financial Planning compan ...
-
Paraplanner
4 weeks ago
Ferguson Dean Limited Manchester, United Kingdom Full timeA 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 ...
-
Paraplanner
2 weeks ago
mbf. Manchester, United Kingdom**Paraplanner - International Private Bank, Wealth Management division - Manchester/ hybrid - Salary to £55,000 plus excellent benefits** · MBF are currently working with the Wealth Management Division of an International Private Bank who are looking to recruit an experienced Par ...
-
Paraplanner
1 week ago
Square Peg Associates Ltd Manchester, United KingdomOur client is an ambitious and highly personable, SJP financial services partner, looking for a Paraplanner to join their expanding team in Manchester City Centre. · This role will offer fantastic training and support and would suit someone who is keen to progress. · £33-£40k per ...
-
Paraplanner
2 weeks ago
Search Consultancy Manchester, United KingdomParaplanner · Manchester · £35,000 - £45,000 (potentially more for outstanding applicants) plus market leading benefits package, bonus, hybrid home/office working · My client, a boutique Wealth Management organisation based in Manchester is looking for a Paraplanner to join their ...
-
Paraplanner
2 weeks ago
Search Consultancy Manchester, United KingdomParaplanner · Manchester · £35,000 - £45,000 (depending on experience and qualifications) plus excellent benefits, income protection, exam support including working hours study time and hybrid working · An established and well respected Financial Advice organisation in Manchester ...
-
Paraplanner
1 week ago
Recruit UK Manchester, United Kingdom**Job Title**:Paraplanner · **Industry**: Financial Planning · **Location**:Manchester · **Salary**:£40,000 · **Job reference**:7598 · **Job Description: Paraplanner** · Recruit UK are working on an excellent opportunity for a Paraplanner in Manchester to join a leading UK Indepe ...
-
Trainee Paraplanner
3 weeks 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 ...
-
Junior Paraplanner
1 week ago
Square Peg Associates Ltd Manchester, United KingdomOur client is a prestigious and growing financial services practice in the heart of City Centre Manchester, who are looking for a Junior level Paraplanner with a minimum of 2 years experience within wealth management. · Full or Part Time options available · **Salary**: Competitiv ...
-
Paraplanner
6 days ago
Heat Recruitment Ltd Manchester, United Kingdom Full timeParaplannerCity Centre Manchester30,000 - £45,000 based on experienceMonday to FridayWhether your reasons behind a move are financial, career or otherwise, this is a fantastic opportunity for an experienced Paraplanner to work within an FTAdviser Top 100 Financial Advising firm.B ...
-
Paraplanner
3 weeks ago
IDEX Consulting Ltd Manchester, United KingdomOur Client is a highly regarded Chartered IFA Wealth Management practice in the North West and they are currently recruiting for an experienced Paraplanner to join their team in Wigan. · THE ROLE: · Providing technical, research and administrative support · Production of complian ...
-
Paraplanner
5 days ago
Recruitment22 Manchester, United Kingdom Full timeParaplanner Vacancy, Manchester City Centre, Hybrid Working (3 in 2 WFH), £45,000This is an opportunity to a fantastic IFA company in Manchester, in their Paraplanning team. They have a clear structure to the business, clearly defined roles and reporting lines, and they will prov ...
-
Paraplanner
5 days ago
Recruit UK Ltd. Manchester, United KingdomJob Title: Paraplanner · Industry: Financial Services · Location: Manchester · Salary: £45,000 · Job Reference: 8489 · Job Description: · Recruit UK is working on an excellent opportunity for an Experienced Paraplanner in Manchester to join a well-established leading Independent ...
-
Paraplanner
5 days ago
Recruitment22 Manchester, United KingdomParaplanner, Manchester, Hybrid Working, up to £45,000 per annum · About: · You'll be working for a leading Wealth Management company in Manchester firm who are dedicated to providing exceptional wealth management solutions to their clients. With a commitment to excellence and a ...
-
Paraplanner
5 days ago
Recruit UK Ltd. Manchester, United KingdomJob Title: Paraplanner · Industry: Financial Planning · Location: Manchester · Salary: £45,000 · Job Reference: 8239 · Job Description: · Recruit UK is working on an excellent opportunity for a Paraplanner position in Manchester to join a leading prestigious wealth advice and inv ...
-
Paraplanner
2 weeks ago
IDEX Consulting Ltd Manchester, United KingdomOur Client is a highly regarded Chartered IFA Wealth Management practice in the North West and they are currently recruiting for an experienced Paraplanner to join their team in Wigan. · THE ROLE: · Providing technical, research and administrative supportnProduction of compliant ...
-
Paraplanner
3 weeks ago
IDEX Consulting Ltd Greater Manchester, United KingdomOur Client is a highly regarded Chartered IFA Wealth Management practice in the North West and they are currently recruiting for an experienced Paraplanner to join their team in Wigan. · THE ROLE: · Providing technical, research and administrative support · Production of compl ...
-
Paraplanner
2 weeks ago
IDEX Consulting Ltd greater manchester, United KingdomJob DescriptionOur Client is a highly regarded Chartered IFA Wealth Management practice in the North West and they are currently recruiting for an experienced Paraplanner to join their team in Wigan. · THE ROLE: · Providing technical, research and administrative support · Product ...
-
Paraplanner
5 days ago
Ferguson Dean Manchester, United KingdomJob spec / responsibilities below, salary is negotiable. · Essentials: Technology competent and willing to embrace new systems · Attention to detail · Experienced in word, excel and database systems · Team player · Adaptable to changing deadlines and dedicated to providing ...
Paraplanner - Manchester, United Kingdom - Ferguson Dean Limited
3 weeks ago
Description
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 paraplanner who has experience of working on more complex matters such as VCT and EIS matters as well as giving guidance and support to more junior members of the paraplanning team. They will provide full study support for Diploma and Chartered status.
Package
The company
Role
The candidate
Next steps