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Financial Paraplanner
2 days ago
Ferguson Dean Knutsford, Cheshire, United KingdomJob Description A national IFA practice, a household name in the industry, are looking to recruit an additional paraplanner to join their team in Knutsford. They have three financial planners and three paraplanners in the office at present. One paraplanner is moving to a trainee ...
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Financial Paraplanner
2 weeks ago
Capstone Financial Altrincham, Greater Manchester, United KingdomCapstone Financial Paraplanner · Capstone Financial is an award-winning financial advisory firm based in Altrincham. We advise individuals, families, and business owners on what financial plans they need to put in place to achieve their financial goals and objectives for the futu ...
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Financial Paraplanner
3 weeks ago
Capstone Financial Altrincham, Greater Manchester, United KingdomJob Description Capstone Financial Paraplanner · Capstone Financial is an award-winning financial advisory firm based in Altrincham. We advise individuals, families, and business owners on what financial plans they need to put in place to achieve their financial goals and object ...
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Financial Paraplanner
2 weeks ago
Capstone Financial Altrincham, Greater Manchester, United KingdomCapstone Financial Marketing Assistant Capstone Financial is an award-winning financial advisory firm based in Altrincham. We advise individuals, families, and business owners on what financial plans they need to put in place to achieve their financial goals and objectives for th ...
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Financial Paraplanner
2 weeks ago
ALDERLEY PARK RECRUITMENT LTD Alderley Edge, Cheshire, United KingdomThis is a permanent role and is paying a salary up to £40,000 per annum dependent on experience. · Comply with the Financial Services and Markets Act 2000 and the relevant FCA rules at all times · *Comply with the relevant compliance, FTC, T&C, financial crime (anti-money launder ...
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Financial Paraplanner
1 week ago
Recruit UK | Certified B Corp™ Warrington, Cheshire, United KingdomJob Title: ParaplannerIndustry: Financial ServicesLocation: WarringtonSalary: £33,000 - £36,000Job Reference: 9058Job Description: ParaplannerRecruit UK is working on a unique opportunity for a Paraplanner to join a well-established Independent Financial Advice company.Our client ...
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Financial Paraplanner
2 weeks ago
Medlock Partners Stockport, Greater Manchester, United KingdomParaplanner Stockport Salary up to £38,000 (Experience dependant)26 days holiday, you acquire 1 day for 2 years of service.You will receive an additional days leave on your BirthdayThe option to buy and sell holidays.Full exam support Hybrid working Flexible working hours Our cli ...
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Financial Paraplanner
2 weeks 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. · Prepare information for analysis by the adviser. · Help manage client relat ...
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Financial Paraplanner
3 weeks ago
Medlock Partners, incorporated Stockport, Greater Manchester, United Kingdom26 days holiday, you acquire 1 day for 2 years of service. · You will receive an additional days leave on your Birthday · The option to buy and sell holidays. · Our client is a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent rela ...
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Financial Paraplanner
2 weeks 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. Prepare information for analysis by the adviser.Prepare Cashflow report where relevantHelp mana ...
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Financial Paraplanner
3 weeks ago
mbf Manchester, United KingdomJob Description Paraplanner - Leading Wealth Management Organisation - Manchester/ hybrid - Salary to £50,000 plus first class benefits package · The Wealth Advisors work with clients across multiple sites, delivering high level Financial Planning advice, tailored to each HNW cl ...
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Financial Paraplanner
3 weeks ago
Eventus Legal Stockport, Greater Manchester, United KingdomYou will benefit from 25 days holiday plus bank holidays, annual year end bonus, free parking and a great pension plan. · Understand clients overall financial position from IFA fact finds. · * Support with conducting annual reviews in line with SLAs. · * Working closely with t ...
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Financial Paraplanner
3 weeks ago
mbf Manchester, United KingdomParaplanner - Leading Wealth Management Organisation - Manchester/ hybrid - Salary to £50,000 plus first class benefits package · The Wealth Advisors work with clients across multiple sites, delivering high level Financial Planning advice, tailored to each HNW client. While heav ...
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Financial Paraplanner
3 weeks ago
IDEX Consulting Chester, Cheshire, United KingdomMy client is a chartered financial planning business and they are currently looking to recruit an experienced, high calibre Paraplanner to join their team in Chester. The successful candidate will work closely with their team of financial advisers to design, develop, and implemen ...
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Financial Paraplanner
3 weeks ago
Financial Divisions Liverpool, United KingdomParaplanner to Adviser - Wealth Management Firm - Liverpool - Basic salary £30k - £50k – Full study support · My client is an independent financial advice business who have have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retir ...
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Financial Paraplanner
3 weeks ago
Financial Divisions Liverpool, United KingdomJob Description Paraplanner to Adviser - Wealth Management Firm - Liverpool - Basic salary £30k - £50k – Full study support · My client is an independent financial advice business who have have built a lasting reputation for providing the highest levels of advice on Pensions, In ...
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Financial Paraplanner
3 weeks ago
Financial Divisions Liverpool, United KingdomParaplanner to Adviser - Wealth Management Firm - Liverpool - Basic salary £30k - £50k - Full study supportMy client is an independent financial advice business who have have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retiremen ...
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Financial Paraplanner
3 weeks ago
SLATER FINANCIAL LTD Buxton, Derbyshire, United KingdomSlater Financial Ltd is a reputable, well established IFA firm, based in Buxton and is currently seeking a Paraplanner to join their thriving team. The company has experienced continued year on year growth over the last decade and has achieved this through developing excellent re ...
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Financial Paraplanner
3 weeks ago
SLATER FINANCIAL LTD Buxton, Derbyshire, United KingdomJob Description Slater Financial Ltd is a reputable, well established IFA firm, based in Buxton and is currently seeking a Paraplanner to join their thriving team. The company has experienced continued year on year growth over the last decade and has achieved this through develop ...
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Financial Paraplanner
3 weeks ago
IDEX Consulting Wigan, 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. · Prepare information for analysis by the adviser · Help manage client relationship and takin ...
Financial Paraplanner - Knutsford, Cheshire, United Kingdom - IDEX Consulting Ltd
Description
Preparing suitability reports and provide technical research services holistically across a broad range of financial products to a team of Financial Planners.
Ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner whilst mitigating any risks to the business and assisting with the achievement of business targets.
Supporting financial planners with client meetings including presentation of cashflow and other duties such as preparing responses on technical matters.
Working with the Financial Planner to ensure the correct client outcome in achievedAttending client meetings to support the Financial Planner in the delivery of cashflow modelling, as required
Communicating effectively with the Financial Planners to manage expected delivery dates
Maintaining core systems ensuring that all documents are uploaded to the back-office system to support the advice
Identifying and report any risks, breaches, or errors through ensuring risks are logged through to mitigating actions and controls
Proven track record of delivering written financial advice
Private medical insurance
Life assurance
Pension contribution
Generous holiday package
Option to purchase additional holiday
Shared parental leave