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Financial Paraplanner
17 hours 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
4 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. Prepare information for analysis by the adviser.Prepare Cashflow report where relevantHelp mana ...
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Financial Paraplanner
1 week 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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Experienced Financial Paraplanner
2 weeks ago
KBA FS Ltd Manchester, United KingdomFinancial Planning Paraplanner requiredAn exciting opportunity has arisen for a fully qualified and experienced paraplanner to work within a successful, forward-thinking financial planning business with offices in Greater Manchester, Lancashire, Cheshire, and now Spinningfields, ...
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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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Paraplanning Team Leader
4 days ago
Fram Search Greater Manchester, United KingdomIndependent financial planning firm · - Management responsibility · - Level 4 required · Fram are working with an independent financial planning firm with an office in north Manchester, who are seeking an experienced paraplanner looking for that next step in their career. The rol ...
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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 - 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 - 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
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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Compliance File Reviewer
1 day ago
MERJE Ltd Manchester, United Kingdom**£44,000 + Benefits** · My client operating in the Wealth Management space is looking for a File Reviewer to join the team. · **The role will involve**: · - To check the suitability of advice provided by Group Advisers to a high standard in line with the Regulator's expectations ...
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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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Development Manager
1 week ago
Reed Insurance Manchester, United KingdomWe are delighted to be supporting a successful, well-known Wealth Management company with a strong client following and offices Nationwide. · They would like a Development Manager who can provide a high level of training in an engaging and supportive manner. You will be working w ...
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Financial Planner
4 days ago
Exchange Street Manchester, United Kingdom**Job Type**: Perm · Town/City: Manchester · County: Lancashire · Salary/Rate: To £55,000 + bonus + benefits · Sector: Financial Services · Discipline: Financial Planner · Job ref: 540780 · **Glass ceilings. It's not anyone's fault. You just sometimes outgrow the firm you've join ...
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Servicing Adviser
1 day ago
Independent Resourcing Consultancy Manchester, United Kingdom**Servicing Adviser**: · - Job Reference: 1420 · - Date Posted: 15 June 2023 · - Recruiter: Independent Resourcing Consultancy · - Location: Manchester · - Salary: £37,000 to £40,000 · - Sector: Other Financial Services Jobs · - Job Type: Permanent · - Contact: Justin Dewey · Our ...
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Independent Financial Adviser
4 days ago
The Oakfield Group Manchester, United Kingdom**Job Title: Independent Financial Adviser** · **Location**: Manchester · Salary up to £80K. OTE £100K+ · Clients to inherit and a consistent flow of warm leads · My client is a small but perfectly formed financial services firm dedicated to helping individuals and businesses ach ...
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Ifa Administrator
3 days ago
Recruit UK Manchester, United KingdomRecruit UK are working on an excellent opportunity for an Employee Benefits Administrator position in Manchester to join a leading Independent Financial Advice firm. This company is a well-established, award winning, financial advisory business, based Manchester. This firm is peo ...
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Ifa Administrator
1 week ago
Hilltop Financial Planning Manchester, United KingdomJoin our team at Hilltop Financial Planning and embark on a career in the financial advisory sector. As an IFA Administrator, you will have the opportunity to contribute to our client's financial well-being while working in a supportive and growth-oriented environment. · Hilltop ...
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Financial Advisor
2 days ago
Ortus PSR Manchester, United Kingdom**This is a senior level opportunity for an experienced and personable Financial Advisor to join a leading UK IFA Practice in their Manchester office (Hybrid working).** · **They are an entrepreneurial firm with an international reach who have put in place strategic growth plans ...
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Employee Benefits Administrator
3 days ago
Recruit UK Manchester, United KingdomRecruit UK are working on an excellent opportunity for an Employee Benefits Administrator position in Manchester to join a leading Independent Financial Advice firm. This company is a well-established, award winning, financial advisory business, based Manchester. This firm is peo ...
Financial Paraplanner - Manchester, United Kingdom - mbf
Description
Paraplanner - Leading Wealth Management Organisation - Manchester/ hybrid - Salary to £50,000 plus first class benefits packageThe Wealth Advisors work with clients across multiple sites, delivering high level Financial Planning advice, tailored to each HNW client.
While heavily pensions dominated this area of the business continues to evolve and as such, our client requires a candidate with strong knowledge across all products and services.
Working closely with the Advisors, you will be responsible for the delivery of technical financial advisory reports and advice to High Net Worth Clients.
Work alongside Advisers to deliver a highly personalised holistic financial planning service, focused on improving all client outcomes and ensuring client needs are met to an exceptional standard.
Undertake technical research, compile financial planning recommendations.Undertake a limited number of defined benefit pension transfer reviews, when appropriate.
Attend meetings with Financial Planners, developing relationships with clients.
Analyse client data and prepare cash flow analyses.
Mentor, nurture and develop trainees.
Ensure all regulatory and compliance standards are met.
You should be able to work independently and slot straight into the role without the need for training, other than on the company's processes and systems
Salary to £50,000 depending on experience and qualifications
Industry leading, non-contributory pension scheme
Private medical health cover
Life Cover - 4 x base salary