- Collaborating closely with Financial Planners to achieve client objectives.
- Supporting and mentoring trainee paraplanners.
- Ensuring thorough pre-meeting preparation and efficient post-meeting follow-up.
- Updating client files accurately on Salesforce CRM.
- Preparing detailed reports, client reviews, cash flow models, and investment performance reviews.
- Facilitating the progress of applications with product providers, planners, clients, and other stakeholders to ensure completion.
- Handling incoming telephone calls with confidence, efficiently dealing with clients, product providers, and other third parties.
- Maintaining extensive liaison with admin centres to provide necessary information for completing transactions within specific deadlines.
- Competitive salary of £30,000 to £40,000, dependent on experience.
- Automatic enrolment in the company's pension scheme.
- Excellent staff benefits including 20 days holiday plus bank holidays, and the opportunity to take your birthday off.
- Pension benefits alongside 2 x Death in Service coverage.
- A friendly and supportive team environment.
- Flexible and hybrid working arrangements considered.
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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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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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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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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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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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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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2 days ago
mbf. Salford, United Kingdom**Paraplanner - Manchester, Salford Quays (Flexible working) - Salary negotiable to £42,000** · MB Fitzgerald Recruitment are currently working with one of the UK's biggest Independent Financial Advisory organisation's who are now seeking to recruit an additional Paraplanner to j ...
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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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4 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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2 days ago
mbf. Bury, United Kingdom**Paraplanner - Bury/ Flexible working - Salary negotiable up to £45,000 plus company benefits** · MB Fitzgerald recruitment are currently working with a National firm of Independent Financial Advisers with offices across the UK who are looking to recruit an experienced Paraplann ...
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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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2 weeks ago
Search Consultancy Leeds, United KingdomParaplanner · Leeds · £40,000 - £55,000 plus market leading bonus package, flexi-benefits, hybrid working · My client, a boutique Wealth Management organisation based in the city centre of Leeds is looking for a Paraplanner to join their organisation. · Due to expansion in busine ...
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Paraplanner
2 weeks ago
mbf. Altrincham, United Kingdom**Experienced Paraplanner - Altrincham - Leading firm of Chartered Financial Planners - Salary negotiable - Flexible working** · We are currently working with a leading, established Wealth Management organisation to recruit an experienced and highly qualified Paraplanner. The org ...
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Paraplanner
3 weeks ago
CB3 Associates Ltd Morley, United Kingdom**The Company**:Highly ambitious and expandingIFA firm recruiting an experienced Paraplanner who holds a private wealth focused adviser support background. A holistic, whole-of-market IFA advice business to the HNW private clientele demographic. · - **Office Location**: North Lee ...
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Paraplanner
1 week ago
Ferguson Dean Limited Preston, United Kingdom Full timeA leading financial planning firm in Preston are looking for a Dip qualified paraplanner to join their team. The firm work across the UK with clients in the £250k plus space in the main, and have a defined careeer path internally. All paraplanners will receive support to reach Ch ...
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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 ...
Paraplanner - Oldham, United Kingdom - Lotus Recruitment
Description
Paraplanner Position - Leading Wealth Management Firm
Join Our Team in Oldham Town Centre
A leading provider of wealth management and financial services across the UK, and an appointed representative of a prestigious wealth management group, is excited to announce an opening for a Paraplanner.
This role is crucial in complementing our professional and friendly team, dedicated to delivering exceptional services to our clients.
Role Overview:
As a Paraplanner, you will be integral to our team, providing high-level technical and administrative support.
Your role will include:
Key Benefits:
Training:
Comprehensive training on company-specific software and compliance requirements will be provided to ensure your success in the role.
Requirements:
The ideal candidate will have a passion for wealth management, excellent communication skills, and a commitment to providing outstanding client service.
A minimum of 2 years of experience with St. James's Place Wealth Management is required.
Experience in a similar role and familiarity with Salesforce CRM will be advantageous.
Application Process:
If you are seeking an opportunity to advance your career within a supportive and dynamic environment, we would love to hear from you.
All applicants must have the right to work in the UK. This position is being managed by Lotus Recruitment Ltd. To apply, please send your CV and a covering letter detailing your suitability for the role.
We look forward to welcoming you to our team
