- You will receive excellent salary (£30k-£45k) executive benefits and earnings.
- A leading regional IFA practice in Altrincham
- Undertaking reviews for clients
- Preparation of reports, both from standard paragraphs and free text
- Undertaking whole of the market research
- Working on a collaborative basis with the rest of the team
- Keeping up to date on market positions and global situations
- Using cash flow modelling and lifestyle planning as required
- Dealing with more complex queries such as VCT and EIS, as well as providing guidance to more junior members of the team
- Attending client meetings as required
- Ideally Dip Level 4 or working towards Chartered
- Experience of working with HNW and UHNW clients
- Writing reports and undertaking research.
- Contact via email below for confidential discussion and review of opportunity and process
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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 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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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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1 week ago
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4 days ago
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5 days ago
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Trainee Paraplanner
1 week 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
2 weeks 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
2 weeks 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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2 weeks 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
3 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
2 weeks 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
3 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
Page Personnel Manchester, United Kingdom Permanent, Full timeWe are working with a successful financial services organisation in Manchester to recruit for a Paraplanner to join their growing business. · Client Details · This is a very successful firm has a number of various companies specialising in different aspects of financial services ...
Paraplanner - Manchester, United Kingdom - Ferguson Dean Limited
Description
A 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 Chartered.
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