Paraplanner

2 weeks ago

Stockport, Stockport, United Kingdom Medlock Partners Full time
Job Description

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 Birthday

The option to buy and sell holidays.

Full exam support

Hybrid working

Flexible working hours

Our client is a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for providing bespoke Financial Advice to their Clients.

As a result of ongoing growth and recent promotions an excellent opportunity has become available for an aspiring Paraplanner to join their organisation. The successful candidate will be working closely with a team of Paraplanners and Financial Planners to present bespoke suitability reports.

Duties:

  • Supporting the Consultants in research and analysis to meet client needs and objectives.
  • Supporting Consultants in preparing accurate financial plans and suitability reports.
  • Have a full understanding of Holistic Financial planning and be comfortable querying consultants.
  • Have experience of dealing with all aspects of advice, such as Inheritance Tax Planning, Trusts, Bonds and higher risk investment such as EIS/VCT/BPR.
  • To provide support, where needed, to the Head of Operations and Compliance.
  • Developing and maintaining internal relationships with various areas of the business to meet agreed targets.
  • Continuous professional development to meet regulatory requirements and personal development needs.
  • Managing individual workflow and delivery.
  • Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally
  • To provide technical guidance to the Client Services Team (CST), assisting with product specific, technical and compliance-based queries. Working with CST to ensure advice is implemented accurately and compliantly.

To be considered you will need to have industry related experience and will ideally be working towards industry related exams, OR be passionate about obtaining the Level 4 Diploma.

Please do not hesitate to apply or to get in contact should you have any questions in relation to This Vacancy.

  • Paraplanner

    2 weeks ago

    Stockport, Stockport, United Kingdom Medlock Partners Full time

    ParaplannernStockportnSalary up to £38,000 (Experience dependant)26 days holiday, you acquire 1 day for 2 years of service.nYou will receive an additional days leave on your BirthdaynThe option to buy and sell holidays.nFull exam supportnHybrid workingnFlexible working hoursOur client is a highly progressive and buoyant Firm of Independent Financial...

  • Paraplanner (Permanent)

    2 weeks ago

    Stockport, Stockport, United Kingdom Eventus Legal Full time

    Eventus Recruitment Cheshire are seeking an experienced Paraplanner to join a very successful Financial Planning business based in Stockport, Greater Manchester. This is a great job opportunity to join an established and successful company with big growth plans. You will benefit from a supportive team, hybrid working (3 days remote at home), ad-hoc bonuses...

  • Paraplanner

    1 month ago

    Stockport, Stockport, United Kingdom Idex Full time

    My client is currently looking for an experienced Paraplanner to join their firm in Stockport.THE ROLE Supporting Consultants in preparing accurate financial plans and suitability reports.Supporting the Consultants in research and analysis to meet client needs and objectives.To provide support, where needed, to the Compliance and Technical Manager.Developing...

  • Paraplanner

    4 weeks ago

    Stockport, Stockport, United Kingdom Idex Full time

    My client is currently looking for an experienced Paraplanner to join their firm in Stockport.THE ROLE Supporting Consultants in preparing accurate financial plans and suitability reports.Supporting the Consultants in research and analysis to meet client needs and objectives.To provide support, where needed, to the Compliance and Technical Manager.Developing...

  • Senior IFA Administrator

    2 weeks ago

    Stockport, Stockport, United Kingdom Eventus Legal Full time

    Eventus Recruitment Cheshire are seeking a Senior IFA Administrator to join a supportive and fast-paced team at a leading chartered financial planning / IFA firm in Stockport. Reporting to the Practice Manager, you will be working closely with a team of Financial Planners. This is a great job opportunity to join a well-established firm that puts its...

  • Paraplanner

    1 month ago

    Stockport, United Kingdom Medlock Partners Full time

    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 client is a highly progressive and buoyant Firm of Independent Financial Planners...

  • Paraplanner

    1 month ago

    Stockport, United Kingdom Medlock Partners Full time

    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 client is a highly progressive and buoyant Firm of Independent Financial Planners...

  • Paraplanner

    1 month ago

    Stockport, United Kingdom Medlock Partners Full time

    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 Birthday The option to buy and sell holidays. Full exam support Hybrid working Flexible working hours Our client is a highly progressive and buoyant Firm of Independent...

  • Paraplanner

    4 weeks ago

    Stockport, United Kingdom Medlock Partners Full time

    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 client is a highly progressive and buoyant Firm of Independent Financial Planners...

  • Paraplanner

    1 month ago

    Stockport, United Kingdom Medlock Partners Full time

    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 client is a highly progressive and buoyant Firm of Independent Financial Planners...

  • Paraplanner

    4 weeks ago

    Stockport, United Kingdom Medlock Partners Full time

    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 client is a highly progressive and buoyant Firm of Independent Financial Planners...

  • Paraplanner

    1 month ago

    Stockport, United Kingdom Medlock Partners Full time

    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 client is a highly progressive and buoyant Firm of Independent Financial Planners...

  • Paraplanner

    4 weeks ago

    Stockport, United Kingdom Medlock Partners Full time

    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 client is a highly progressive and buoyant Firm of Independent Financial Planners...

  • Paraplanner

    3 weeks ago

    Stockport, United Kingdom Medlock Partners Full time

    Paraplanner Please make sure you read the following details carefully before making any applications.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...

  • Paraplanner

    4 weeks ago

    Stockport, United Kingdom Medlock Partners Full time

    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 client is a highly progressive and buoyant Firm of Independent Financial Planners...

  • Paraplanner

    4 weeks ago

    Stockport, United Kingdom Medlock Partners Full time

    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 Birthday The option to buy and sell holidays. Full exam support Hybrid working Flexible working hours Our client is a highly progressive and buoyant Firm of Independent...

  • Paraplanner

    2 weeks ago

    Stockport, United Kingdom Exchange Street Claims & Financial Services Full time

    "I've gone as far as I can"The number one reason people move jobs? They've stopped learning.And that's because a lot of people and by extension firms think short-term. And when they think short-term they don't think about their employee's ambitions. Their futures. How they'll progress and get better. It's all about the here and now.And that leads to people...

  • Paraplanner

    3 weeks ago

    Stockport, United Kingdom Medlock Partners Full time

    Paraplanner Stockport Salary up to £38,000 (Experience dependant)Apply promptly! A high volume of applicants is expected for the role as detailed below, do not wait to send your CV.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...

  • Paraplanner

    1 month ago

    Stockport, United Kingdom Medlock Partners Full time

    ParaplannernStockportnSalary up to £38,000 (Experience dependant)26 days holiday, you acquire 1 day for 2 years of service.nYou will receive an additional days leave on your BirthdaynThe option to buy and sell holidays.nFull exam supportnHybrid workingnFlexible working hoursOur client is a highly progressive and buoyant Firm of Independent Financial...

  • Paraplanner

    4 weeks ago

    Stockport, United Kingdom Medlock Partners Full time

    ParaplannernStockportnSalary up to £38,000 (Experience dependant)26 days holiday, you acquire 1 day for 2 years of service.nYou will receive an additional days leave on your BirthdaynThe option to buy and sell holidays.nFull exam supportnHybrid workingnFlexible working hoursOur client is a highly progressive and buoyant Firm of Independent Financial...

  • Paraplanner

    2 weeks ago

    Stockport, United Kingdom Medlock Partners Full time

    Paraplanner 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 basis Our client is a...

  • Paraplanner

    2 weeks ago

    Stockport, United Kingdom Medlock Partners Full time

    Paraplanner Stockport If your skills, experience, and qualifications match those in this job overview, do not delay your application.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...

  • Paraplanner

    2 weeks ago

    Stockport, United Kingdom Medlock Partners Full time

    Paraplanner 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 basis Our client is a...

  • Paraplanner

    1 month ago

    Stockport, UK, Greater Manchester, United Kingdom Medlock Partners Full time

    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 client is a highly progressive and buoyant Firm of Independent Financial Planners...

  • Paraplanner

    4 weeks ago

    Stockport, UK, Greater Manchester, United Kingdom Medlock Partners Full time

    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 client is a highly progressive and buoyant Firm of Independent Financial Planners...