Financial Paraplanner - Greater Manchester, United Kingdom - IDEX Consulting Ltd

Financial Paraplanner

2 weeks ago

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.Prepare Cashflow report where relevantHelp mana ...

Financial Paraplanner

3 weeks ago

Job 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 ...

Financial Paraplanner

3 weeks ago

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 client. While heav ...

Trainee Paraplanner

2 weeks ago

**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

2 weeks ago

**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 ...

Paraplanning Team Leader

2 weeks ago

Independent 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 ...

Paraplanner - Hybrid Role

3 weeks ago

My 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 ...

Ifa Administrator

1 week ago

I am working with a leading Financial Planning firm, with a great reputation down to their high quality and personal approach to financial planning. · The firm in question are looking to add an IFA Administrator to the team, to provide high quality support to the Paraplanners and ...

Paraplanner - Manchester

3 weeks ago

Paraplanner · £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 ...

Paraplanner

1 week ago

Paraplanner · 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 ...

Paraplanner

1 week ago

**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 ...

Paraplanner

3 weeks ago

**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 ...

Financial Planning Administrator

2 weeks ago

You will provide efficient administrative support for financial planners to assist delivery of bespoke solutions to clients as part of the financial advice process.Your role will be to support the financial planner in the development of valuable and long-termbusiness relationship ...

Compliance File Reviewer

2 weeks ago

**£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 ...

Paraplanner

3 weeks ago

**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 ...

Financial Planner

1 week ago

**Financial Planner** · Are you currently working as a Qualified Paraplanner and wanting to move into providing advice, or are you a newly qualified advisor looking to prove yourself? · If so, we are interested in meeting talented individuals to join our growing Wealth Management ...

Financial Planner

1 week ago

**Financial Planner** · Are you currently working as a Qualified Paraplanner and wanting to move into providing advice, or are you a newly qualified advisor looking to prove yourself? · If so, we are interested in meeting talented individuals to join our growing Wealth Management ...

Development Manager

3 weeks ago

We 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 ...

Ifa Administrator

1 week ago

IFA based in Manchester · - Full time/part time · **About Our Client**: · As IFA Administrator, you will provide administration support for advisers, paraplanners and wider team. Day to day, your role will include: · - Processing new business · - Producing and sending the client ...

Financial Planner

2 weeks ago

**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 ...