- Assist in creating financial planning solutions based on client objectives
- Prepare suitability letters in line with agreed recommendations
- Complete client review work within the required timescales
- Analyse client investment portfolios and prepare supporting documentation for client review meetings
- Collaborate with advisers and support staff to ensure new business submitted and ongoing servicing levels meet with required standards
- Collate, check and maintain client files in accordance with compliance requirements
- Ensure that recommended contracts and investments are implemented as per advice provided
- Contribute to investment research and attend fund manager and investment meetings as required
- Attend technical knowledge seminars and investment meetings as required
- Communicate professionally with clients as required
- Other tasks as required to aid the smooth running of the business
- Maintain an up to date and accurate CPD record
- Excellent report writing skills
- Ability to analyse data and statistics
- Excellent IT skills including proficiency in Microsoft Word and Microsoft Excel
- Familiarity with investments, pensions and protection products
- Ability to conduct research for appropriate providers and investments
- Good understanding of compliance issues
- Good organisational and time management skills including being able to deal with a number of tasks at once and prioritise work accordingly.
- Ability to build effective working relationships with colleagues and work in a team environment
- Have a responsibility for good time keeping and be prepared to work beyond the standard office hours in certain situations where work is time critical
- To be committed to the principle and ethos that the client always comes first
- 26 days holiday plus Bank Holidays
- Additional day off for your birthday
- Additional half day off for Christmas shopping (to be taken during December)
- Option to join company pension scheme with contributions up to 5% matched by Five Wealth
- Death in service cover
- Hybrid office and home based working (minimum 2 days per week in the office)
- Performance related bonus
-
Paraplanner
1 week ago
Ferguson Dean Limited Manchester, United KingdomA 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 ...
-
Paraplanner
5 days 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
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 ...
-
Paraplanner
3 days ago
Ferguson Dean Limited Manchester, United Kingdom Full timeA 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 ...
-
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 ...
-
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 ...
-
Paraplanner
6 days ago
Reed Insurance Manchester, United KingdomThe 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 ...
-
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 ...
-
Paraplanner - Manchester
1 week ago
Focus Search and Selection Manchester, United KingdomParaplanner · £35,000 - £60,000 · Our client are currently seeking an experienced Paraplanner to join their current paraplanning team. · You will be involved in managing an existing portfolio of wealth clients however you will also be responsible for securing new business and pro ...
-
Paraplanner - Hybrid Role
6 days ago
Resource Matters Ltd Manchester, United KingdomMy client is one of the country's top Independent Financial Adviser firms. They are looking for paraplanners who thrive on making a positive impact on people's lives. · The Role · You will provide holistic paraplanning support to Financial Advisers, aiding in the delivery of advi ...
-
Paraplanner
2 weeks ago
Ferguson Dean Limited Manchester, United Kingdom Full timeA 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 ...
-
Paraplanner
1 week 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
1 week ago
Recruitment Solutions (Folkestone) Ltd Manchester, United Kingdom Permanent, Full timeA prestigious wealth management firm currently requires an experienced and highly skilled Paraplanner . This opportunity lies within their Financial Planning Division, catering to discerning clients with complex financial needs. · With a reputation for excellence and a commitment ...
-
Paraplanner
4 days ago
Page Personnel Manchester, United Kingdom Permanent, Full timeWe are working with a successful financial services organisation in Manchester to recruit for a Paraplanner to join their growing business. · Client Details · This is a very successful firm has a number of various companies specialising in different aspects of financial services ...
-
Paraplanner
5 days ago
mbf manchester, United Kingdom Full timeJob DescriptionParaplanner - Leading Wealth Management Organisation - Manchester/ hybrid - Salary to £50,000 plus first class benefits package · MBF are currently working with a top Wealth Management organisation who are looking to recruit an experienced and technically minded Pa ...
-
Paraplanner
1 week ago
mbf Manchester, United KingdomParaplanner - Leading Wealth Management Organisation - Manchester/ hybrid - Salary to £50,000 plus first class benefits package · MBF are currently working with a top Wealth Management organisation who are looking to recruit an experienced and technically minded Paraplanner to j ...
-
Paraplanner
5 days ago
mbf Manchester, United KingdomParaplanner - Leading Wealth Management Organisation - Manchester/ hybrid - Salary to £50,000 plus first class benefits packageMBF are currently working with a top Wealth Management organisation who are looking to recruit an experienced and technically minded Paraplanner to join ...
-
Paraplanner
5 days ago
IDEX Consulting Ltd Greater Manchester, United KingdomJob Description · Our 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 · Prod ...
-
Paraplanner
5 days 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 complian ...
-
Paraplanner
1 week ago
Idex Manchester, United KingdomMy client is currently looking for an experienced Paraplanner in Manchester. · What will you be doing? · Preparing suitability reports and provide technical research services holistically across a broad range of financial products to a team of Financial Planners · Ensuring that t ...
Paraplanner - Manchester, United Kingdom - Idex
Description
My client is currently looking for a Paraplanner to join their team in Manchester.
Main Duties
Skills Required
Benefits
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.