Paraplanning Manager

3 weeks ago

Cheadle Borough of Stockport, United Kingdom Medlock Partners Ltd Full time
Paraplanning Manager
Stockport
Salary up to £60,000 (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. Group Life Scheme 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 experienced Paraplanner to join their thriving business and fully lead a Team of
 
Responsibilities:
Supporting the Paraplanners in research and analysis to meet client needs and objectives.
Have a full understanding of Holistic Financial planning and be comfortable querying Financial Planners and Paraplanners.
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 Operations and Compliance committees.
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 team workflow and delivery against set standards.
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 Relationship Team (CRT), assisting with product specific, technical and compliance-based queries. Working with CRT and manager to ensure advice is implemented accurately and compliantly.
Improving research and suitability report processes and templates.
Continually update the Director of operations and the board on the team workload position, resource needs and improvements in design. Please do not hesitate to apply or to get in contact should you have any questions in relation to This Vacancy.  
 
Medlock Partners are a professional services recruitment specialist operating across the Northwest of England. We are proud to be an equal opportunities employer and encourage applications from candidates of all backgrounds and circumstances, including minorities and those with disabilities. Please note our advertisements use years’ experience and salary levels purely as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. If you do not hear from us within 48 hours, please assume that your application has been unsuccessful on this occasion

  • Paraplanning Manager

    1 month ago

    Cheadle, Borough of Stockport, United Kingdom CV-Library Full time

    Paraplanning Manager Stockport Salary up to £60,000 (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. Group Life Scheme Hybrid working  Flexible working hours   Our client is a highly...

  • Paraplanning Manager

    1 month ago

    Stockport, Stockport, United Kingdom Eventus Legal Full time

    Job Title: Paraplanning ManagerEventus Recruitment Cheshire is seeking an experienced Paraplanning Manager to join a successful Financial Planning business based in Stockport, Greater Manchester. This is a great opportunity to join an established company with a supportive leadership team, hybrid working, ad-hoc bonuses, an excellent pension, and much...

  • Paraplanning Manager

    3 weeks ago

    Stockport, United Kingdom Forrest Recruitment Full time

    Paraplanning Manager - Stockport - Permanent - Up to £60,000 DOE Our client is a well-established provider in their field who have become a trusted name to their clients. They are currently looking for an experienced Para Planning Manager to join their team on a permanent basis. This role is full time and will see you working Monday - Friday 9-5pm. Duties...

  • Paraplanning Manager

    3 weeks ago

    Stockport, United Kingdom Forrest Recruitment Full time

    Paraplanning Manager - Stockport - Permanent - Up to £60,000 DOE Our client is a well-established provider in their field who have become a trusted name to their clients. They are currently looking for an experienced Para Planning Manager to join their team on a permanent basis. This role is full time and will see you working Monday - Friday 9-5pm. ...

  • Paraplanning Manager

    3 weeks ago

    Stockport, United Kingdom Forrest Recruitment Full time

    Paraplanning Manager - Stockport - Permanent - Up to £60,000 DOE Our client is a well-established provider in their field who have become a trusted name to their clients. They are currently looking for an experienced Para Planning Manager to join their team on a permanent basis. This role is full time and will see you working Monday - Friday 9-5pm. Duties...

  • Paraplanning Manager

    3 weeks ago

    Stockport, United Kingdom Forrest Recruitment Full time

    Paraplanning Manager - Stockport - Permanent - Up to £60,000 DOE Our client is a well-established provider in their field who have become a trusted name to their clients. They are currently looking for an experienced Para Planning Manager to join their team on a permanent basis. This role is full time and will see you working Monday - Friday 9-5pm. Duties...

  • Paraplanning Manager

    1 month ago

    Stockport, United Kingdom CV-Library Full time

    Paraplanning Manager - Join our Dynamic Finance Team! Are you a talented individual with a passion for finance and excellent leadership skills? We are currently seeking a Paraplanning Manager to join our vibrant and successful finance organisation. If you have experience managing and training others, and you're looking for an exciting opportunity to...

  • Paraplanning Manager

    3 weeks ago

    Stockport, United Kingdom Adecco Full time

    Paraplanning Manager - Join our Dynamic Finance Team!Are you a talented individual with a passion for finance and excellent leadership skills? We are currently seeking a Paraplanning Manager to join our vibrant and successful finance organisation. If you have experience managing and training others, and you're looking for an exciting opportunity to make a...

  • Paraplanning Manager

    1 month ago

    Stockport, United Kingdom Adecco UK Limited Full time

    Paraplanning Manager - Join our Dynamic Finance Team!Are you a talented individual with a passion for finance and excellent leadership skills? We are currently seeking a Paraplanning Manager to join our vibrant and successful finance organisation. If you have experience managing and training others, and you're looking for an exciting opportunity to make a...

  • Senior Paraplanning Professional

    3 weeks ago

    Stockport, Stockport, United Kingdom Forrest Recruitment Full time

    Paraplanning Manager OpportunityForrest Recruitment is partnering with a well-established provider to find an experienced Paraplanning Manager. The successful candidate will support the team and work full-time, Monday to Friday, 9am to 5pm.Key Responsibilities:• Provide expert paraplanning support to the team• Contribute to the development of...

  • Senior Paraplanning Manager

    3 weeks ago

    Stockport, Stockport, United Kingdom Heat Recruitment Full time

    Seeking an experienced Senior Paraplanner/Team Leader to become a key member in the paraplanning team for a prestigious financial planning firm in Manchester.Benefits include:Hybrid working arrangementCompetitive salary and benefits packageOpportunities for career progression and professional developmentSupport for exams and certificationsTo be considered,...

  • Paraplanning Manager

    1 month ago

    Stockport, Greater Manchester, United Kingdom Adecco Full time €50,000 - €60,000

    Paraplanning Manager - Join our Dynamic Finance Team! Are you a talented individual with a passion for finance and excellent leadership skills? We are currently seeking a Paraplanning Manager to join our vibrant and successful finance organisation. If you have experience managing and training others, and you're looking for an exciting opportunity to make a...

  • Paraplanning Manager

    3 weeks ago

    Stockport, United Kingdom Medlock Partners Full time

    Paraplanning ManagerStockportSalary up to £60,000 (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. Group Life Scheme Hybrid working Flexible working hours Our client is a highly progressive and buoyant Firm of Independent...

  • Paraplanning Manager

    2 weeks ago

    Stockport, United Kingdom Medlock Partners Full time

    Paraplanning ManagerStockportSalary up to £60,000 (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. Group Life Scheme Hybrid working Flexible working hours Our client is a highly progressive and buoyant Firm of Independent...

  • Paraplanning Manager

    1 week ago

    Stockport, United Kingdom Medlock Partners Full time

    Job Description Paraplanning Manager Stockport Salary up to £60,000 (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. Group Life Scheme Hybrid working Flexible working hours Our client is a highly progressive and buoyant...

  • Paraplanning Manager

    3 weeks ago

    Stockport, United Kingdom Medlock Partners Full time

    Paraplanning ManagerStockportSalary up to £60,000 (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. Group Life Scheme Hybrid working Flexible working hours Our client is a highly progressive and buoyant Firm of Independent...

  • Paraplanning Manager

    3 weeks ago

    Stockport, United Kingdom Medlock Partners Full time

    Paraplanning ManagerStockportSalary up to £60,000 (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. Group Life Scheme Hybrid working Flexible working hours Our client is a highly progressive and buoyant Firm of Independent...

  • Paraplanning Professional

    4 weeks ago

    West End of London, Greater London, United Kingdom Heat Recruitment Ltd Full time £45,000

    Join Our Prestigious Paraplanning TeamWe are seeking an experienced Paraplanner to become a key member of our paraplanning team for a Southeast Financial Planning company that branches across several offices. This position is based in our London office, where you will work closely with Financial Advisers and Investment Managers.Our company continues to grow...

  • Operations Manager

    2 weeks ago

    City Of London, United Kingdom Pure Resourcing Limited Full time

    Operations Manager / Paraplanning Manager (High Value Life Insurance)Are you highly experienced within high value life insurance?Are you an experienced Operations Manager / Paraplanning Manager?Our client is a highly successful financial services business, providing independent financial solutions in areas such as property finance (term and short-term...

  • Operations Manager

    2 weeks ago

    City Of London, United Kingdom Pure Resourcing Limited Full time

    Operations Manager / Paraplanning Manager (High Value Life Insurance)Are you highly experienced within high value life insurance?Are you an experienced Operations Manager / Paraplanning Manager?Our client is a highly successful financial services business, providing independent financial solutions in areas such as property finance (term and short-term...