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Paraplanner
3 weeks ago
mbf. Manchester, United Kingdom**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 ...
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Paraplanner
3 weeks ago
Search Consultancy Manchester, United KingdomParaplanner · 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 ...
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Paraplanner
3 weeks ago
Search Consultancy Manchester, United KingdomParaplanner · Manchester · £35,000 - £45,000 (depending on experience and qualifications) plus excellent benefits, income protection, exam support including working hours study time and hybrid working · An established and well respected Financial Advice organisation in Manchester ...
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Paraplanner
2 weeks ago
Square Peg Associates Ltd Manchester, United KingdomOur client is an ambitious and highly personable, SJP financial services partner, looking for a Paraplanner to join their expanding team in Manchester City Centre. · This role will offer fantastic training and support and would suit someone who is keen to progress. · £33-£40k per ...
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Paraplanner
2 weeks ago
Recruit UK Manchester, United Kingdom**Job Title**:Paraplanner · **Industry**: Financial Planning · **Location**:Manchester · **Salary**:£40,000 · **Job reference**:7598 · **Job Description: Paraplanner** · Recruit UK are working on an excellent opportunity for a Paraplanner in Manchester to join a leading UK Indepe ...
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Paraplanner
3 weeks ago
Search Consultancy Manchester, United KingdomParaplanner · Manchester · £35,000 - £45,000 (potentially more for outstanding applicants) plus market leading benefits package, bonus, hybrid home/office working · My client, a boutique Wealth Management organisation based in Manchester is looking for a Paraplanner to join their ...
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Paraplanner
1 week ago
Heat Recruitment Ltd Manchester, United Kingdom Full timeParaplannerCity Centre Manchester30,000 - £45,000 based on experienceMonday to FridayWhether your reasons behind a move are financial, career or otherwise, this is a fantastic opportunity for an experienced Paraplanner to work within an FTAdviser Top 100 Financial Advising firm.B ...
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Paraplanner
1 week ago
Recruitment22 Manchester, United Kingdom Full timeParaplanner Vacancy, Manchester City Centre, Hybrid Working (3 in 2 WFH), £45,000This is an opportunity to a fantastic IFA company in Manchester, in their Paraplanning team. They have a clear structure to the business, clearly defined roles and reporting lines, and they will prov ...
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Paraplanner
6 days ago
Recruitment22 manchester, United KingdomJob DescriptionParaplanner Vacancy, Manchester City Centre, Hybrid Working (3 in 2 WFH), £45,000 · This is an opportunity to a fantastic IFA company in Manchester, in their Paraplanning team. They have a clear structure to the business, clearly defined roles and reporting lines, ...
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Paraplanner
3 weeks ago
IDEX Consulting Ltd 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. · THE ROLE: · Providing technical, research and administrative supportnProduction of compliant ...
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Paraplanner
4 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. · THE ROLE: · Providing technical, research and administrative support · Production of compl ...
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Paraplanner
3 weeks ago
IDEX Consulting Ltd greater manchester, United KingdomJob DescriptionOur 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. · THE ROLE: · Providing technical, research and administrative support · Product ...
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Paraplanner
4 days ago
IDEX CONSULTING LTD 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. · If you would like to know a bit more about this opportunity, or are considering applying, the ...
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Trainee Paraplanner
3 weeks ago
Page Personnel Manchester, United Kingdom Full timeA chance to work for an exciting financial services firm in Manchester, for a Trainee Paraplanner.Client DetailsA forward-thinking business that has won numerous awards, you will be joining an experienced and growing team where you will be supported with training, development and ...
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Paraplanner (Permanent)
2 weeks ago
Recruitment Solutions (Folkestone) Ltd Manchester, United KingdomA 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 to ...
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Paraplanner - Investment House, Manchester
2 weeks ago
BWD Search & Selection Manchester, United KingdomThe Financial Planning division of a leading Investment House is looking to hire an experienced Paraplanner to its Manchester office. This is a high performing office for the business, with significant AUM, and a well established team. The role will involveproviding technical, re ...
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Paraplanner
1 week ago
Heat Recruitment Ltd Manchester, United KingdomParaplanner · City Centre Manchester · 30,000 - £45,000 based on experience · Monday to Friday · Whether your reasons behind a move are financial, career or otherwise, this is a fantastic opportunity for an experienced Paraplanner to work within an FTAdviser Top 100 Financial Adv ...
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Remote Paraplanner
1 week ago
Recruitment Solutions (Folkestone) Ltd Manchester, United Kingdom £36,000A unique and exceptional opportunity is now available for a FULLY REMOTE PARAPLANNER , to join a well-established Chartered Independent Financial Practice, with an excellent reputation · It is award-winning and is one of the largest financial planning firms in the area. · It is ...
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Paraplanner
4 weeks ago
CareerBliss Manchester, United KingdomA 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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Financial Paraplanner
1 week ago
Recruitment22 Manchester, United Kingdom £40,000Paraplanner Vacancy, Manchester City Centre, Hybrid Working (3 in 2 WFH), £40,000 · They have a clear structure to the business, clearly defined roles and reporting lines, and they will provide you with as much support as you need in terms of training and development. · In this ...
Paraplanner - Manchester, United Kingdom - IDEX Consulting Ltd
![Default job background](https://contents.bebee.com/public/img/bg-user-ex-1.jpg)
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.
THE ROLE:
Providing technical, research and administrative support
Production of compliant and detailed client suitability reports and presentations
Discuss the client's needs and objectives with the relevant adviser.
Undertake research to identify suitable solutions to meet the client's needs and objectives.
Prepare information for analysis by the adviser.
Prepare Cashflow report where relevant
Help manage client relationship and taking/making calls in a polite and professional manner
Possible attendance at client meetings
Keeping full and compliant records on file
Liaising with advisers on a regular basis, to work on cases and provide updates
Prioritising workload in order to meet all deadlines
Occasionally taking on project work and assignments
Review investment portfolio, asset allocation, risk profile etc
PERSON:
You must have an excellent understanding of the Financial Planning process and a knowledge of financial services world
You should be able to plan and prioritise your own workload and work with minimum supervision
You will have excellent report writing skills and have a high technical knowledge
Diploma qualified (or Equivalent) as a minimum and committed to progressing to Chartered Financial Planner Status
Experience of Advisor Office
Experience of cashflow modelling and Wrap platforms
Strong technical knowledge in the investment and pensions market
For more information please contact Graeme Hyland on or email