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Paraplanner
1 week ago
Anderson Clark Limited Stockport, United KingdomExperienced Paraplanner to joing fast growth firm and be part of a friendly team · Supporting the Partners and Financial Advisers when informing and advising clients on financial strategies, plans and products, and organise the technical task, illustrations, and reports. · Role i ...
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Paraplanner
3 weeks 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 ...
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Paraplanner
2 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 ...
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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 ...
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Paraplanner
3 weeks 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 ...
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Paraplanner
3 weeks 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 ...
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Paraplanner
2 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 ...
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Paraplanner
1 week 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 ...
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Paraplanner
1 week 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 ...
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Paraplanner
1 week 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 ...
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Paraplanner
5 days 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 ...
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Paraplanner
3 weeks 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 ...
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Paraplanner
1 week 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 ...
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Paraplanner
2 weeks ago
Ortus PSR Alderley Edge, United KingdomAttention 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 ...
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Paraplanner
1 week ago
Recruit UK Wilmslow, United Kingdom**Job Title:Paraplanner** · **Industry: Financial Services** · **Location: Alderley Edge** · **Salary: Up to £45,000** · **Reference Number: 7564** · **Job Description:Paraplanner** · Recruit UK are working on an excellent opportunity for a Paraplanner position in Alderley Edge t ...
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Paraplanner
1 week ago
Independent Resourcing Consultancy Wilmslow, United KingdomIRC is delighted to be recruiting for an experienced Paraplanner, on behalf of our client, a leading IFA practice in Alderley Edge, Cheshire. · The role of the ParaPlanner is to support the Financial Planners and other staff when informing and advising Clients on their financial ...
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Paraplanner
2 weeks 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* ...
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Trainee Paraplanner
2 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 ...
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Paraplanner
2 weeks ago
ALDERLEY PARK RECRUITMENT LTD Alderley Edge, United Kingdom Full timeAlderley Park Recruitment are looking to recruit a Paraplanner for our Financial Planning client based at their offices in Alderley Edge. The role is based on site and is paying a salary between £30,000 - £40,000 DOE. · If you are someone who believes in real independent lifetim ...
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Paraplanner
3 days ago
ALDERLEY PARK RECRUITMENT LTD Alderley Edge, United Kingdom Full timeAlderley Park Recruitment's notable client based in Alderley Edge is currently recruiting for a Paraplanner based in the centre of Alderley Edge. This is a permanent role and is paying a salary up to £40,000 per annum dependent on experience. · 1. General accountabilities · Comp ...
Paraplanner - Stockport, United Kingdom - Recruitment22
Description
This is a perfect opportunity to join an independent Wealth Management firm who are growing through acquisitions and are looking for a Paraplanner to join the team.
They will support your personal development, pay bonuses up to 15% of your salary and have a whole range of additional benefits, including predominantly REMOTE WORKING.
As a Paraplanner you will support the delivery of the financial planning and advice process to clients by providing technical research, analysis and report writing services to Financial AdvisersThis includes:
Gathering and undertaking research of financial products
Analysing and comparing technical elements of financial products to establish appropriate options
Undertake cost analysis to establish aggregated costs and charges of financial products
Undertake tax calculations and income sustainability analysis
Summarise findings in a recommendation report that sets out clearly and succinctly the reasons why advice is appropriate and suitable
Work closely with the compliance team to support the development of advice policy and process and collaboratively with the business file reviewers to ensure advice and advice records are prepared to the highest standards.
Maintain technical knowledge through a programme of Continuing Professional Development.To be successful you will
Paraplanning experience and have working knowledge of a wide variety of financial products.
Having the level 4 diploma in regulated financial planning is not essential if you're working towards
Further information and benefits:
Starting salary of up to £40,000
Predominately remote working, there may be a requirement to be in the office 2-3 days every 1-2 months. The office is in Stockport, Greater Manchester.
Employee Benefit Trust Scheme
Pension contributions are 6% employer and 2% employee.
Bonus is paid quarterly and is 10%-15% of salary each year
Holidays are 25 plus bank holidays, 3 to be taken at Christmas close down.
4x Death in service.
75% income protection plan.
Private healthcare.