Paraplanner - Manchester

This role involves assisting financial advisers by preparing detailed reports and recommendations. You will conduct financial research and analyze client portfolios while supporting the team with financial planning tasks. · Uploading client data to our CRM system · ...

This is a full-time role based in Barrowford for a Paraplanner / Trainee Paraplanner. You will assist financial advisers by preparing detailed reports and recommendations. · ...

Wealth management business seeking an experienced Paraplanner to support their team of Financial Advisers in delivering outstanding advice and service to clients. Conducting detailed research and analysis on financial products and client portfolios. Preparing high-quality suitabi ...

A leading Chartered Financial Advice firm are looking for Dip qualified paraplanners to join the firm on a remote basis. · ...

An experienced Paraplanner is sought to join a well-established financial planning team based in Trafford. · We are seeking an individual with strong understanding of the financial planning process, · a minimum of 2 years experience as a Paraplanner and solid experience in pensio ...

The Paraplanner is an integral member of the Paraplanning Centre of Excellence in delivering outstanding client experience. · ...

We are seeking an experienced Paraplanner to act as the personal paraplanner to Sarah (CEO & Financial Planner). This is a trusted, high-responsibility role supporting all aspects of Sarah's client work and enabling her to focus on advice delivery and leadership. · Provide dedica ...

+A well established financial advisory firm is looking for an experienced Senior/Technical Paraplanner to support our adviser team in delivering high-quality, compliant financial advice. · +Writing clear, compliant suitability reports and annual review letters · Research, illustr ...

We are seeking an experienced Paraplanner to act as the personal paraplanner to Sarah (CEO & Financial Planner). This is a trusted, high-responsibility role supporting all aspects of Sarah's client work and enabling her to focus on advice delivery and leadership. · Provide dedica ...

We are looking for approximately five Associate Paraplanners located at our offices in Manchester, Leeds, London and Worthing to develop robust technical knowledge within Paraplanning. · Research and analysis: conduct research and analysis to identify suitable solutions for clien ...

+Job summary · We are seeking Factfind Reviewers to join our team. · +ResponsibilitiesMonitoring to ensure life assurance & pension sales are fully compliant to business & regulatory standards · Assist in identifying where any remedial actions may need to be taken e.g. additional ...

+ Benefits £40K -£55K · Excellent opportunity for permanent employment with well respected & progressive firm. · Monitoring to ensure life assurance & pension sales are fully compliant to business & regulatory standards · Promote understanding of best customer outcomes, internal ...

We are seeking Factfind Reviewers or paraplanners to join our team in Manchester. · ...

+Benefits · We seek a Factfind Reviewer to monitor life assurance & pension sales compliance and promote best customer outcomes. · Monitor compliance with business & regulatory standards · Promote understanding of best customer outcomes... · ...

Our client seeks to recruit several Factfind Reviewers. Duties include monitoring compliance with business & regulatory standards. · ...

An established and growing Independent Financial Adviser firm based in Manchester is seeking an organised and proactive Senior IFA Administrator to join its busy support team. This role is ideal for someone with experience in financial services administration who enjoys working i ...

An established and growing Independent Financial Adviser (IFA) firm based in Manchester is seeking an organised and proactive Senior IFA Administrator to join its busy support team. · This role is ideal for someone with experience in financial services administration who enjoys w ...

We are seeking a dedicated and detail-oriented Paraplanner to join our team on a full-time basis. This role involves supporting financial advisors in delivering comprehensive financial planning services. · Supporting financial advisors in creating tailored client strategies. · Co ...

We're working with a well-established and growing IFA firm based in Manchester that is genuinely committed to developing its people. · Supporting the firm's compliance framework and policies · File reviews (pre- and post-sale, depending on experience) · Assisting with FCA regulat ...

We seek a Technical Helpdesk manager with Level 4 qualification in financial planning knowledge. Duties include advising IFAs & colleagues on FP sales issues. · Advising IFAs & colleagues on FP sales issues · ...