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Financial Paraplanner
1 week ago
Medlock Partners, incorporated Stockport, Greater Manchester, United Kingdom26 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 ...
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Financial Paraplanner
2 days ago
Capstone Financial Altrincham, Greater Manchester, United KingdomCapstone 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 ...
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Financial Paraplanner
1 week ago
Capstone Financial Altrincham, Greater Manchester, United KingdomJob 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 ...
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Financial Paraplanner
4 days ago
Medlock Partners Stockport, Greater Manchester, United KingdomParaplanner 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 ...
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Financial Paraplanner
1 week ago
Eventus Legal Stockport, Greater Manchester, United KingdomYou 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 ...
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Financial Paraplanner
4 days ago
Capstone Financial Altrincham, Greater Manchester, United KingdomCapstone Financial Marketing Assistant 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 th ...
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Financial Paraplanner
1 hour ago
Recruitment22 Stockport, Greater Manchester, United KingdomThis is a perfect opportunity to join an independent Wealth Management firm who are growing through acquisitions and are looking for a Paraplanner to join the team. They will support your personal development, pay bonuses up to 15% of your salary and have a whole range of additio ...
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Financial Paraplanner
1 week ago
IDEX Consulting Ltd Knutsford, Cheshire, United KingdomPreparing suitability reports and provide technical research services holistically across a broad range of financial products to a team of Financial Planners. · Ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner whi ...
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Financial Paraplanner
1 day ago
IDEX Consulting Ltd Greater Manchester, United KingdomJob 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 ...
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Financial Paraplanner
4 days 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. Prepare information for analysis by the adviser.Prepare Cashflow report where relevantHelp mana ...
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Financial Paraplanner
1 week ago
mbf Manchester, United KingdomJob 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 ...
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Financial Paraplanner
1 week 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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Financial Paraplanner
1 week ago
IDEX Consulting Chester, Cheshire, United KingdomMy client is a chartered financial planning business and they are currently looking to recruit an experienced, high calibre Paraplanner to join their team in Chester. The successful candidate will work closely with their team of financial advisers to design, develop, and implemen ...
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Financial Paraplanner
1 week ago
SLATER FINANCIAL LTD Buxton, Derbyshire, 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 develop ...
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Financial Paraplanner
1 week ago
SLATER FINANCIAL LTD Buxton, Derbyshire, 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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Financial Paraplanner
2 weeks ago
Gcbrecruitment Chester, Cheshire, United KingdomThe role is available on a hybrid working basis, therefore can offer remote working for part of the week · Our clients offer excellent career progression in a professional and friendly working environment, where you will work alongside a team of paraplanners. The successful cand ...
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Financial Paraplanner
1 week ago
IDEX Consulting Wigan, 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. · Prepare information for analysis by the adviser · Help manage client relationship and takin ...
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Experienced Financial Paraplanner
2 weeks 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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Financial Paraplanner
1 week ago
Exchange Street Recruitment Oldham, Greater Manchester, United KingdomThe 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 to the best of you ...
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Financial Paraplanner
1 week ago
Exchange Street Recruitment Oldham, Greater Manchester, United KingdomJob 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 - Alderley Edge, Cheshire, United Kingdom - ALDERLEY PARK RECRUITMENT LTD
1 hour ago
Description
This 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 laundering, data security, anti-bribery, fraud and corruption) procedures of the firm at all times
*Ensure the maintenance and recording of your own personal Continuing Professional Development (CPD)
Liaise with all Advisers on a regular basis to discuss specific case detail and seek clarification of client objectives client attitude to risk and client capacity for loss
*Identify and discuss areas for further client financial planning with the Adviser
*Pension Transfer Analysis
*An appreciation and understanding of the Financial Planning process
Broad knowledge and enthusiasm for financial services world
A high level of technical knowledge about the financial products and services in the market
An eye for detail and thirst for accurate report-writing
Excellent IT skills and report-writing skills
The role is predominantly an office-based role although some local travelling is required to attend training courses and financial services provider presentations.