Financial Paraplanner - Oldham, Greater Manchester, United Kingdom - Exchange Street Recruitment

Financial Paraplanner

3 weeks ago

Job Description The phrase "work-life balance" has been around for years now. They offer hybrid working where you only need to go into their office twice a week. · One is time, time that is otherwise spent in traffic or on public transport. Trust that you'll get on with your job ...

Financial Paraplanner

2 weeks ago

Job 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 ...

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 ...

Financial Paraplanner

2 weeks ago

Paraplanner Stockport Salary up to £38,000 (Experience dependant)26 days holiday, you acquire 1 day for 2 years of service.You will receive an additional days leave on your BirthdayThe option to buy and sell holidays.Full exam support Hybrid working Flexible working hours Our cli ...

Financial Paraplanner

3 weeks ago

26 days holiday, you acquire 1 day for 2 years of service. · You will receive an additional days leave on your Birthday · The option to buy and sell holidays. · Our client is a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent rela ...

Paraplanner / Financial Services Administrator

1 week ago

Client Support Administrator / Paraplanner Preston, Salary up to £35000 (Dependent upon level of experience) Excellent benefits including a bonus and Parking · This is an excellent and interesting opportunity to work for a Preston based IFA firm who have a client centred approach ...

Financial Paraplanner

3 weeks ago

You will benefit from 25 days holiday plus bank holidays, annual year end bonus, free parking and a great pension plan. · Understand clients overall financial position from IFA fact finds. · * Support with conducting annual reviews in line with SLAs. · * Working closely with t ...

Financial Paraplanner

1 week ago

Job Title: ParaplannerIndustry: Financial ServicesLocation: WarringtonSalary: £33,000 - £36,000Job Reference: 9058Job Description: ParaplannerRecruit UK is working on a unique opportunity for a Paraplanner to join a well-established Independent Financial Advice company.Our client ...

Financial Paraplanner

2 weeks ago

Capstone Financial Paraplanner · Capstone Financial is an award-winning financial advisory firm based in Altrincham. We advise individuals, families, and business owners on what financial plans they need to put in place to achieve their financial goals and objectives for the futu ...

Financial Paraplanner

3 weeks ago

Job Description Capstone Financial Paraplanner · Capstone Financial is an award-winning financial advisory firm based in Altrincham. We advise individuals, families, and business owners on what financial plans they need to put in place to achieve their financial goals and object ...

Financial Paraplanner

6 days ago

ParaplannerHybrid £35,000 - £45,000LeedsOur clients are looking for a Paraplanner in Leeds to join a growing financial planning firm that offer hybrid working.They are looking for an individual that holds their level 4 diploma and has experience as a Paraplanner as you will be wo ...

Financial Paraplanner

2 days ago

A Chartered IFA practice in Lancashire are looking for a paraplanner to join their team. They have a ream of 5 paraplanners and additional support staff and they have over £1bn in AUM with advisers across the North West. You will be supporting the advisers on a work flow, not one ...

Financial Paraplanner

4 weeks ago

Fram are delighted to be working with a Leeds based IFA who are seeking an experienced Paraplanner to join their paraplanning team. This role is due to one of the current Paraplanners moving to a trainee advisor role. You will be supporting a team of circa 7 financial advisors in ...

Financial Paraplanner

3 weeks ago

Extremely well-respected, client-centric focused IFA firm based in North Leeds looking to add a Paraplanner to their adviser support team:Location:Guiseley, North Leeds Working: 100% office basedPackage: £34-37k base DOE + bonus & full company benefitsBenefits: Standard contribut ...

Financial Paraplanner

1 week ago

A highly reputable IFA business based in Central Leeds who sit at the forefront of UHNW private client advice and are currently recruiting an industry experienced Paraplanner into their expanding technical support team.Location: Central LeedsWorking: Yes - 3-days office, 2 days W ...

Financial Paraplanner

2 weeks ago

Hybrid · £Our clients are looking for a Paraplanner in Leeds to join a growing financial planning firm that offer hybrid working. · They are looking for an individual that holds their level 4 diploma as you will be working directly with the financial planners and assisting them w ...

Financial Paraplanner

3 weeks ago

An expanding Independent Financial Planning practice based in Leeds and looking to recruit a Paraplanner coming from a private wealth advice background. Location: Central LeedsWorking: Yes - 4 days office | 1 day WFH Package: £32-40k base DOE + bonus and full company benefits (be ...

Financial Paraplanner

2 days ago

Job Description A national IFA practice, a household name in the industry, are looking to recruit an additional paraplanner to join their team in Knutsford. They have three financial planners and three paraplanners in the office at present. One paraplanner is moving to a trainee ...