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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 ...
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Paraplanner
4 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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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
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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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Paraplanner
4 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 ...
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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 ...
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Paraplanner
1 week ago
Idex Manchester, United KingdomMy client is currently looking for a Paraplanner to join their team in Manchester. · Main Duties · Assist in creating financial planning solutions based on client objectives · Prepare suitability letters in line with agreed recommendations · Complete client review work within the ...
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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 - Page Personnel
Description
We are working with a successful financial services organisation in Manchester to recruit for a Paraplanner to join their growing business.
Client DetailsThis is a very successful firm has a number of various companies specialising in different aspects of financial services, including financial advice, insurance, pensions, mortgages among others, supporting private clients and companies through the UK.
Based in a great location in Manchester, this chartered firm have established and reputable people working there, which will be the perfect environment for a progressive, diploma qualified Paraplanner to develop their career in the finance world.
As Paraplanner, you will be responsible for producing suitability reports for clients, carrying out technical research and analysis for the production of detailed client facing reports, making recommendations to advisers.
The Paraplanner is also responsible for:
Oversight of work carried out by administrators, writing reports whilst gaining a good understanding of the advisory process so they can challenge and influence to find the right solution
Analysis of existing assets to identify improvement of client outcomes through offering of alternative products
Development and addition to existing processes to improve efficiencies of the team
Providing analysis, detailed research of funds and providers, carry out calculations, build cashflow, report writing and product recommendations for presentation to clients and/or reports for sending to clients
Ensuring all advice provided is within the company's compliance framework
Providing technical support for advisers and sales support teams
Questioning and challenging proposed solutions by using financial planning knowledge
Drafting and trading workflows off the back of the recommendations being made in the suitability report
Ensuring quality assessments have been carried out
Updating on client and portfolio data is accurate in the system
Managing own workflow positions, committing to continuous personal development, and gaining a full understanding of procedures, and aware of any changes to compliance or other regulatory requirements are knownProfile
The successful applicant for this role must have the following skills and experience:
Ideally diploma qualified (level 4), or those studying towards will also be considered
Strong knowledge of financial services
Excellent understanding of financial products and data required by Paraplanners and advisers to analyse ongoing suitability for clients
Able to work independently, as well as part of a team, and also within defined business processes
Excellent communication skills with ability to build relationships with stakeholders
Ability to produce detailed and accurate work all the time
Strong systems knowledge and understand of Microsoft Excel, Intelligent Office, FE Analytics
Job Offer
As Paraplanner, you will get a marketing leading package which includes:
Salary £(phone number removed) depending on experience/qualification level
25 days
Birthday off
Company pension scheme
Commission structure based on hitting personal objectives, paid out twice a year
Health insurance
Death in service
Hybrid working
Flexible working
Study support if required
Social events and recognition awards
