- Strong analytical and mathematical skills.
- Excellent communication and interpersonal abilities.
- A keen interest in financial planning and investment strategies.
- Attention to detail and a high level of accuracy, this is a key essential requirement
- Proficiency in Microsoft Office applications, including Excel
- Ability to work effectively in a team and adapt to changing priorities
- Highly Organised and able to prioritise workload effectively.
- Progress toward professional qualifications, such as the CII Diploma in Regulated Financial Planning or equivalent.
- Previous experience in financial services, either writing reports or as a paraplanner
- Knowledge of financial planning software (e.g., Voyant, Intelliflo, provider platforms).
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Paraplanner
Found in: Ziprecruiter UK C2 - 4 days ago
IDEX Consulting Ltd Knutsford, United KingdomJob Description · My client is currently looking for an experienced Paraplanner to join their team in Knutsford. · What will you be doing? · Preparing suitability reports and provide technical research services holistically across a broad range of financial products to a team of ...
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Paraplanner
Found in: Jooble UK O L C2 - 6 days ago
IDEX Consulting Ltd Knutsford, Cheshire, United KingdomMy client is currently looking for an experienced Paraplanner to join their team in Knutsford.What will you be doing?Preparing suitability reports and provide technical research services holistically across a broad range of financial products to a team of Financial Planners.Ensur ...
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Paraplanner
Found in: Appcast UK C C2 - 6 days ago
IDEX Consulting Ltd Knutsford, United KingdomMy client is currently looking for an experienced Paraplanner to join their team in Knutsford. · What will you be doing? · Preparing suitability reports and provide technical research services holistically across a broad range of financial products to a team of Financial Planners ...
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Paraplanner
Found in: Appcast UK GBP C2 - 2 days 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
Found in: Appcast UK GBP C2 - 2 days 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
Found in: Ziprecruiter UK C2 - 1 day ago
mbf Manchester, United KingdomJob Description · Paraplanner - 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 ...
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Paraplanner
Found in: Appcast UK C C2 - 2 days 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 jo ...
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Paraplanner (Db Pensions)
Found in: Jooble UK O C2 - 2 days ago
Alderley Park Recruitment 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 launde ...
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Paraplanner
Found in: Jooble UK O L C2 - 1 day ago
mbf Manchester, United KingdomParaplanner - Leading Wealth Management Organisation - Manchester/ hybrid - Salary to £50,000 plus first class benefits packageMBF are currently working with a top Wealth Management organisation who are looking to recruit an experienced and technically minded Paraplanner to join ...
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Paraplanner
Found in: Click to Hired UK C2 - 5 days 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 ...
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Paraplanner
Found in: beBee S2 UK - 6 days ago
Idex Manchester, United KingdomMy client is currently looking for an experienced Paraplanner in Manchester. · What will you be doing? · Preparing suitability reports and provide technical research services holistically across a broad range of financial products to a team of Financial Planners · Ensuring that t ...
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Paraplanner
Found in: beBee S2 UK - 4 days ago
Idex Manchester, United KingdomMy client is currently looking for a Paraplanner to join their team in Manchester. · Main Duties · Assist in creating financial planning solutions based on client objectives · Prepare suitability letters in line with agreed recommendations · Complete client review work within the ...
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Paraplanner
Found in: Click to Hired UK C2 - 3 days ago
Recruitment Solutions (Folkestone) Ltd Manchester, United Kingdom Permanent, Full timeA prestigious wealth management firm currently requires an experienced and highly skilled Paraplanner . This opportunity lies within their Financial Planning Division, catering to discerning clients with complex financial needs. · With a reputation for excellence and a commitment ...
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Paraplanner
Found in: Appcast UK C C2 - 4 days ago
SLATER FINANCIAL LTD Buxton, 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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Paraplanner
Found in: Ziprecruiter UK C2 - 4 days ago
Exchange Street Recruitment Oldham, United KingdomJob Description · The phrase "work-life balance" has been around for years now. But not every company has got the memo. · There are still those who don't understand that the world has changed and people need and expect flexibility. And that if you don't give people choice about w ...
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Paraplanner
Found in: Appcast UK C C2 - 6 days ago
Exchange Street Recruitment Oldham, Greater Manchester, United KingdomThe phrase "work-life balance" has been around for years now. But not every company has got the memo. There are still those who don't understand that the world has changed and people need and expect flexibility. And that if you don't give people choice about where they work they ...
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Paraplanner
Found in: Appcast UK C C2 - 4 days ago
Ferguson Dean Stoke-on-Trent, United KingdomA leading regional Financial Planning practice are looking for two paraplanners to join their team in Stoke-on-Trent. Part of a larger group, they are a true success story in the last 18 months, acquiring a number of smaller practices from retiring advisers and successfully incor ...
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Paraplanner
Found in: Talent UK C2 - 4 days ago
Lotus Recruitment Oldham, United KingdomParaplanner Position LeadingWealth Management Firm · Join OurTeam in Oldham Town Centre · A leading provider ofwealth management and financial services across the UK and anappointed representative of a prestigious wealth management groupis excited to announce an opening for a Par ...
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Paraplanner
Found in: Ziprecruiter UK C2 - 4 days ago
SLATER FINANCIAL LTD Buxton, 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 devel ...
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Paraplanner
Found in: Ziprecruiter UK C2 - 5 days ago
Ferguson Dean Stoke-on-Trent, United KingdomJob Description · A leading regional Financial Planning practice are looking for two paraplanners to join their team in Stoke-on-Trent. Part of a larger group, they are a true success story in the last 18 months, acquiring a number of smaller practices from retiring advisers and ...
Paraplanner - Wilmslow, United Kingdom - CF30 Consulting (Independent Recruitment Consultancy)
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Found in: Talent UK C2 - 4 days ago
Description
Our client is a well-established and UK regulated independent financial advice practice dedicated to helping individuals and families achieve their financial goals.
With a strong commitment to providing holistic and tailored financial solutions, they are seeking a Paraplanner or Report Writer to join their dynamic team and contribute to our mission of delivering exceptional financial planning services.
Job Description:
As a Paraplanner / Report Writer at you will play a crucial role in providing support to the financial planning team.
You will assist financial planners/advisers in various aspects of their day-to-day operations, ensuring that client needs are met efficiently and that regulatory requirements are adhered to.
This role offers an excellent opportunity to learn and grow within the financial services industry while contributing to the success of clients and the company.
Key Responsibilities:
Financial Analysis:
Assist in conducting comprehensive financial analyses for clients to assess their current financial situations, including income, expenses, assets, and liabilities.
Financial Planning Support:
Collaborate with experienced Paraplanners and Financial Advisors to create financial plans, including investment strategies, retirement planning, and risk management.
Research:
Conduct research on investment products, tax regulations, and financial market trends to stay updated with the latest industry developments.
Report Preparation:
Prepare client-facing reports, including financial plans, investment recommendations, and other documents in accordance with regulatory requirements.
Client Communication:
Interact with clients to gather necessary information and address their queries, maintaining a high level of professionalism and client service.
Compliance:
Ensure that all financial planning activities adhere to regulatory and compliance standards, including GDPR, FCA, and other relevant guidelines.
Learning and Development:
Participate in training and development programs to enhance your knowledge and skills in financial planning, compliance, and industry best practices.
Administrative Tasks:
Assist with some administrative duties, such as maintaining client records, scheduling appointments, and managing paperwork.
Team Collaboration:
Work closely with other team members to provide holistic financial solutions and achieve client goals.
Essential Requirements:
Desired Qualities:
Benefits:
Competitive salary and performance-based incentives. Basic Salary D.O.E. range is £28,000 - £34,000
Ongoing training and professional development opportunities.
Access to industry-leading tools and resources.
Supportive and collaborative team environment.
Opportunities for career advancement within the company.
Pension scheme and other employee benefits
5% Employer contribution to pension
Permanent Health Insurance
Private Medical Cover
Death In Service 4 x Salary
Critical Illness Lump Sum
