Paraplanner
1 week ago
A national DFM, a household name in the industry, are looking to recruit an additional paraplanner to join their team in Stockport. They have three financial planners and three paraplanners in the office at present. One paraplanner is moving to a different role in the firm though, to follow their defined career path, and as such they are looking for someone to fill this role. Ideally you will be Dip but this is not essential.
Package
- You will receive excellent salary (£38k- £48k) executive benefits and earnings.
The company
- A blue chip DFM with national coverage.
Role
- Undertaking reviews for clients
- Preparation of reports, both from standard paragraphs and free text
- Undertaking whole of the market research
- Working on a collaborative basis with the rest of the team
- Keeping up to date on market positions and global situations
- Using cash flow modelling and lifestyle planning as required
- Working with the DFM team as required
- Attending client meetings as required
The candidate
- Ideally Dip Level 4
- Experience of working with HNW and UHNW clients
- Writing reports and undertaking research.
Next steps
- Contact via email below for confidential discussion and review of opportunity and process
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Paraplanner
1 week ago
Stockport, Greater Manchester, United Kingdom Medlock Partners Full timeParaplanner Stockport Salary up to £40,000(Experience dependant)26 days holiday, you acquire 1 day for 2 years of service. You will receive an additional days leave on your Birthday. Full exam support Flexible working hours between 8.00-19.00 PMI, X4 Death in service 5% Employer contribution Fresh fruit delivered to the office on a daily basis ...
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Paraplanner
3 weeks ago
Stockport, Greater Manchester, United Kingdom Medlock Partners Full timeParaplanner Stockport Salary up to £40,000(Experience dependant)26 days holiday, you acquire 1 day for 2 years of service. You will receive an additional days leave on your Birthday. Full exam support Flexible working hours between 8.00-19.00 PMI, X4 Death in service 5% Employer contribution Fresh fruit delivered to the office on a daily basis ...
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Paraplanner
5 days ago
Stockport, United Kingdom Ferguson Dean Full timeA national DFM, a household name in the industry, are looking to recruit an additional paraplanner to join their team in Stockport. They have three financial planners and three paraplanners in the office at present. One paraplanner is moving to a different role in the firm though, to follow their defined career path, and as such they are looking for someone...
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Paraplanner
1 month ago
Stockport, United Kingdom Ferguson Dean Full timeA national DFM, a household name in the industry, are looking to recruit an additional paraplanner to join their team in Stockport. They have three financial planners and three paraplanners in the office at present. One paraplanner is moving to a different role in the firm though, to follow their defined career path, and as such they are looking for someone...
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3 weeks ago
Stockport, United Kingdom Ferguson Dean Full timeA national DFM, a household name in the industry, are looking to recruit an additional paraplanner to join their team in Stockport. They have three financial planners and three paraplanners in the office at present. One paraplanner is moving to a different role in the firm though, to follow their defined career path, and as such they are looking for someone...
-
Paraplanner
3 weeks ago
Stockport, United Kingdom Ferguson Dean Full timeA national DFM, a household name in the industry, are looking to recruit an additional paraplanner to join their team in Stockport. They have three financial planners and three paraplanners in the office at present. One paraplanner is moving to a different role in the firm though, to follow their defined career path, and as such they are looking for someone...
-
Paraplanner
1 week ago
Stockport, United Kingdom Ferguson Dean Full timeA national DFM, a household name in the industry, are looking to recruit an additional paraplanner to join their team in Stockport. They have three financial planners and three paraplanners in the office at present. One paraplanner is moving to a different role in the firm though, to follow their defined career path, and as such they are looking for someone...
-
Paraplanner
2 weeks ago
Stockport, United Kingdom Ferguson Dean Full timeA national DFM, a household name in the industry, are looking to recruit an additional paraplanner to join their team in Stockport. They have three financial planners and three paraplanners in the office at present. One paraplanner is moving to a different role in the firm though, to follow their defined career path, and as such they are looking for someone...
-
Paraplanner
1 day ago
Stockport, United Kingdom Ferguson Dean Full timeA national DFM, a household name in the industry, are looking to recruit an additional paraplanner to join their team in Stockport. They have three financial planners and three paraplanners in the office at present. One paraplanner is moving to a different role in the firm though, to follow their defined career path, and as such they are looking for someone...
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Paraplanner
3 days ago
Stockport, United Kingdom Ferguson Dean Full timeA national DFM, a household name in the industry, are looking to recruit an additional paraplanner to join their team in Stockport. They have three financial planners and three paraplanners in the office at present. One paraplanner is moving to a different role in the firm though, to follow their defined career path, and as such they are looking for someone...
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Stockport, Greater Manchester, United Kingdom Medlock Partners Full time26 days holiday, you acquire 1 day for 2 years of service. You will receive an additional days leave on your Birthday. Flexible working hours between 8.Fresh fruit delivered to the office on a daily basis Our client is a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for providing bespoke...
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Stockport, Greater Manchester, United Kingdom Eventus Legal Full time €40,000 - €48,000Eventus Recruitment Cheshire are seeking an Senior Paraplanner to join a very successful Financial Planning business based in Stockport, Cheshire. You will benefit from a supportive team, hybrid working (3 days remote at home), ad-hoc bonuses and an excellent pension (up to 7.5% employer contribution), 26 days holiday (plus ability to buy/sell holidays),...
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Stockport, Greater Manchester, United Kingdom Eventus Legal Full time €40,000 - €48,000Eventus Recruitment Cheshire are seeking an Senior Paraplanner to join a very successful Financial Planning business based in Stockport, Cheshire. You will benefit from a supportive team, hybrid working (3 days remote at home), ad-hoc bonuses and an excellent pension (up to 7.5% employer contribution), 26 days holiday (plus ability to buy/sell holidays),...
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3 months ago
Manchester, United Kingdom Recruitment Solutions (Folkestone) Ltd Full timeA 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...
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4 weeks ago
Stockport, United Kingdom Medlock Partners Full timeParaplanner Stockport Salary up to £40,000(Experience dependant)26 days holiday, you acquire 1 day for 2 years of service.You will receive an additional days leave on your Birthday.Full exam supportFlexible working hours between 8.00-19.00PMI,X4 Death in service5% Employer contributionFresh fruit delivered to the office on a daily basisOur client is a...
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Paraplanner
3 weeks ago
Stockport, United Kingdom Medlock Partners Full timeParaplanner Stockport Salary up to £40,000(Experience dependant)26 days holiday, you acquire 1 day for 2 years of service.You will receive an additional days leave on your Birthday.Full exam supportFlexible working hours between 8.00-19.00PMI,X4 Death in service5% Employer contributionFresh fruit delivered to the office on a daily basisOur client is a...
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Paraplanner
1 day ago
Stockport, United Kingdom Medlock Partners Full timeParaplanner Stockport Salary up to £40,000(Experience dependant)26 days holiday, you acquire 1 day for 2 years of service.You will receive an additional days leave on your Birthday.Full exam supportFlexible working hours between 8.00-19.00PMI,X4 Death in service5% Employer contributionFresh fruit delivered to the office on a daily basisIs this the role you...