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Paraplanner
Found in: Appcast UK GBP C2 - 19 hours 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: Click to Hired UK C2 - 4 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: Appcast UK GBP C2 - 11 hours 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 - 55 minutes 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 - 19 hours 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
Found in: beBee S2 UK - 4 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 - 3 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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Homebased Paraplanner
Found in: Jooble UK O C2 - 4 days ago
KBA FS Ltd Manchester, United KingdomFinancial Planning Paraplanner required · An 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 Spinningfiel ...
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Financial Paraplanner
Found in: Jooble UK O C2 - 19 hours ago
mbf Manchester, United KingdomParaplanner - 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 ...
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Experienced Financial Paraplanner
Found in: Ziprecruiter UK C2 - 3 days ago
KBA FS Ltd Manchester, United KingdomJob Description · Financial Planning Paraplanner required · An 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 ...
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Experienced Financial Paraplanner
Found in: Jooble UK O L C2 - 4 days 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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Experienced Financial Paraplanner
Found in: Appcast UK C C2 - 4 days ago
KBA FS Ltd Manchester, United KingdomFinancial Planning Paraplanner required · An 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 Spinningfield ...
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IFA Admin
Found in: Jooble UK O C2 - 7 hours ago
Page Personnel Sales Manchester, United KingdomThis firm, based in Manchester city centre, was established almost 50 years ago and have built a strong reputation in the financial services industry. They have been awarded Chartered Financial Planner status (one of the first in the UK) and have an ambitious target of doubling t ...
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Financial Adviser
Found in: Jooble UK O C2 - 2 days ago
CleverHR Manchester, United KingdomWe are pleased to represent this well-established and respected Financial Services firm that offer savings, investment, and protection products to families and individuals across the UK. As a Financial Adviser, you will help your customers reach their financial goals and savings ...
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Financial Consultant
Found in: Talent UK C2 - 2 days ago
abrdn Manchester, United Kingdom Full timeJob Description · At abrdn, our purpose is to enable our clients to be better investors. · Clients worldwide trust us to find future-fit investment opportunities to deliver the outcomes they want. Our technology and insight help empower them to make better decisions, while the p ...
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IFA Administrator
Found in: beBee S2 UK - 4 days ago
Idex Manchester, United KingdomMy client is currently looking for an experienced IFA Administrator in Manchester city centre. · Role and responsibilities · Provide client support to Financial Planners and Directors, including being first line contact for all clients when the Advisors are unavailable · Liaise w ...
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Financial Planning Administrator
Found in: beBee S2 UK - 4 days ago
mbf Manchester, United Kingdom Full timeFinancial Planning Administrator - Manchester, hybrid - up to £37K plus excellent company benefits Apply promptly A high volume of applicants is expected for the role as detailed below, do not wait to send your CV. · We are currently working with a National Wealth Management orga ...
Paraplanner - Manchester, United Kingdom - Recruitment Solutions (Folkestone) Ltd
Found in: Click to Hired UK C2 - 2 days ago
Description
A 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 delivering exceptional client service, this role offers a rewarding career path within a dynamic and thriving environment.
Paraplanner Role Overview:
As a Paraplanner, you will play a crucial role in providing comprehensive support to the team of Wealth Managers and Advisors.
You will have the opportunity to work closely with high-profile clients, engaging in client contact and attending meetings alongside the advisory team.
This role requires technical expertise, strong interpersonal skills, and meticulous attention to detail.Paraplanner Key Responsibilities:
Collaborate with Wealth Managers and Advisors to prepare and deliver holistic financial plans for HNW clients.
Conduct detailed research and analysis on various financial products, investment strategies, and tax planning.
Prepare accurate and comprehensive client reports, including cash flow analysis, investment performance, and risk assessments.
Liaise with clients directly to gather necessary information, address inquiries, and provide ongoing support.
Attend client meetings alongside the advisory team, actively participating in discussions and offering technical expertise.
Stay abreast of regulatory changes, industry trends, and best practices to ensure compliance and deliver top-notch advice.
Assist in the training and mentoring of junior paraplanners, sharing knowledge and expertise within the team.
Paraplanner Qualifications and Experience:
Extensive experience as a Paraplanner within the financial services industry, preferably in a high-net-worth environment.
Strong knowledge of investment products, financial planning, tax considerations, and regulatory requirements.
Demonstrated experience in producing complex financial plans, including cash flow modelling and investment analysis.
Professional qualifications such as Diploma in Financial Planning (DipPFS) are preferred, or will be working towards this.
Excellent interpersonal and communication skills, with the ability to build and maintain strong client relationships.
Proven ability to work effectively in a team environment, collaborating with Wealth Managers and Advisors.
Meticulous attention to detail, ensuring accuracy and compliance in all client documentation.
Paraplanner Reward Package:
Competitive Salary
35 hours per week
25 days holiday plus Bank Holidays.
1 x holiday - Birthday holiday
Loyalty holidays with continued service.
Christmas Closure (need to retain 3 days from allowance)
Quarterly Bonus Scheme
Perks Scheme
Pension (auto-enrolment, then 5% + 5% contributions after 6 months)
Private Medical Insurance (after 12 months)
Life Assurance
Fully funded company social events - summer and winter
Generous Study/Training Program
Personal Development Plan; Quarterly 1:1 meetings and Annual Appraisal System
