Senior Paraplanner
1 week ago
My Client is currently looking for an experienced Senior Paraplanner to join their team in Cheshire.
Our client is wealth management practice that has a team of fee-based Private Client Advisers who provide advice using cash flow planning techniques to a range of wealthy private clients and investors.
The firm are looking to appoint a highly qualified and technically astute Senior Paraplanner who will be responsible for providing one-on-one, comprehensive support to a high performing Chartered Financial Planner.
The individual will drive agreed performance standards and provide a compliant, quality paraplanning service to the Adviser, working closely with the Administration team and ensuring clients are receiving support of the highest quality.
As the firm operate a cash flow modelling style, you will be competent in producing cash flow plans based upon the client’s financial goals, bespoke reports, recommendations and be keen to attend client meetings with the Adviser.
The Adviser works with a range of millionaires, entrepreneurs and wealth professionals with the majority of the meetings taking place in the office.
You will be able to demonstrate a background of providing high level technical paraplanning including producing cash flow models and high quality report writing; with a keen understanding of private client advice your product knowledge of the pensions and investments market will be expert level.
Applicants will be at a very minimum Diploma qualified (or equivalent) and have made progress towards Chartered or Certified Status with a strong technical knowledge of taxation and retirement planning.
Offering a basic salary up to £50,000 plus benefits, dependent on experience, qualifications.
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Senior Paraplanner
1 week ago
Cheshire East, Cheshire, United Kingdom IDEX Consulting Ltd Full time €50,000My Client is currently looking for an experienced Senior Paraplanner to join their team in Cheshire. Our client is wealth management practice that has a team of fee-based Private Client Advisers who provide advice using cash flow planning techniques to a range of wealthy private clients and investors. The firm are looking to appoint a highly qualified and...
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Senior Paraplanner
1 week ago
Cheshire East, Cheshire, United Kingdom IDEX Consulting Ltd Full time €50,000My Client is currently looking for an experienced Senior Paraplanner to join their team in Cheshire. Our client is wealth management practice that has a team of fee-based Private Client Advisers who provide advice using cash flow planning techniques to a range of wealthy private clients and investors. The firm are looking to appoint a highly qualified and...
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Senior Paraplanner
1 week ago
Cheshire East, United Kingdom IDEX Consulting Ltd Full timeMy Client is currently looking for an experienced Senior Paraplanner to join their team in Cheshire.Our client is wealth management practice that has a team of fee-based Private Client Advisers who provide advice using cash flow planning techniques to a range of wealthy private clients and investors.The firm are looking to appoint a highly qualified and...
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Senior Paraplanner
1 week ago
Cheshire East, United Kingdom IDEX Consulting Ltd Full timeMy Client is currently looking for an experienced Senior Paraplanner to join their team in Cheshire.Our client is wealth management practice that has a team of fee-based Private Client Advisers who provide advice using cash flow planning techniques to a range of wealthy private clients and investors.The firm are looking to appoint a highly qualified and...
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Senior Paraplanner
1 week ago
Cheshire East, United Kingdom IDEX Consulting Ltd Full timeMy Client is currently looking for an experienced Senior Paraplanner to join their team in Cheshire.Our client is wealth management practice that has a team of fee-based Private Client Advisers who provide advice using cash flow planning techniques to a range of wealthy private clients and investors.The firm are looking to appoint a highly qualified and...
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Senior Paraplanner
6 days ago
Cheshire East, United Kingdom IDEX CONSULTING LTD Full timeMy Client is currently looking for an experienced Senior Paraplanner to join their team in Cheshire.Considering making an application for this job Check all the details in this job description, and then click on Apply.Our client is wealth management practice that has a team of fee-based Private Client Advisers who provide advice using cash flow planning...
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Senior Paraplanner
1 week ago
Cheshire East, UK, North West England, United Kingdom IDEX Consulting Ltd Full timeMy Client is currently looking for an experienced Senior Paraplanner to join their team in Cheshire.Our client is wealth management practice that has a team of fee-based Private Client Advisers who provide advice using cash flow planning techniques to a range of wealthy private clients and investors.The firm are looking to appoint a highly qualified and...
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Senior Paraplanner
1 week ago
Cheshire, United Kingdom IDEX Consulting Ltd Full timeMy Client is currently looking for an experienced Senior Paraplanner to join their team in Cheshire.Our client is wealth management practice that has a team of fee-based Private Client Advisers who provide advice using cash flow planning techniques to a range of wealthy private clients and investors.The firm are looking to appoint a highly qualified and...
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Senior Paraplanner
2 weeks ago
Cheshire, United Kingdom IDEX Consulting Ltd Full timeMy client is currently looking for an experienced Senior Paraplanner to join their team in Cheshire.Our client is wealth management practice that has a team of fee-based Private Client Advisers who provide advice using cash flow planning techniques to a range of wealthy private clients and investors.The firm are looking to appoint a highly qualified and...
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Senior Paraplanner
3 weeks ago
Cheshire, United Kingdom Idex Full timeMy client is currently looking for an experienced Senior Paraplanner to join their team in Cheshire.Our client is wealth management practice that has a team of fee-based Private Client Advisers who provide advice using cash flow planning techniques to a range of wealthy private clients and investors.The firm are looking to appoint a highly qualified and...
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Paraplanner
2 weeks ago
South East England, United Kingdom Deerfoot I.T. Resources Limited Full timePosition: Paraplanner (Mid level and senior positions available) Overview: Join a dynamic and engaging team at a leading financial boutique in Mayfair, London. As a Paraplanner, you will play a critical role in supporting our clients financial planners, conducting research, and ensuring exceptional service for our clients. This is an exciting opportunity to...
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Pension Paraplanner
1 week ago
Cheshire East, Cheshire, United Kingdom IDEX Consulting Ltd Full time €50,000Our client is wealth management practice that has a team of fee-based Private Client Advisers who provide advice using cash flow planning techniques to a range of wealthy private clients and investors. The firm are looking to appoint a highly qualified and technically astute Senior Paraplanner who will be responsible for providing one-on-one,...
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Pension Paraplanner
1 week ago
Cheshire East, Cheshire, United Kingdom IDEX Consulting Ltd Full time €50,000Our client is wealth management practice that has a team of fee-based Private Client Advisers who provide advice using cash flow planning techniques to a range of wealthy private clients and investors. The firm are looking to appoint a highly qualified and technically astute Senior Paraplanner who will be responsible for providing one-on-one,...
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Paraplanner
2 weeks ago
Chester, Cheshire, United Kingdom Ferguson Dean Full time €250,000A regional Wealth Manager in Chester are looking to add a paraplanner to their technical team. They are fully committed to staff development, and offer internal opportunities for both senior and financial advice roles. You will be working one on one with a Senior Adviser, and ideally have experience of HNW clients (£250k plus) Package You will receive...
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Paraplanner
3 weeks ago
Alderley Edge, Cheshire, United Kingdom Ferguson Dean Full timeA regional IFA firm are looking to recruit an additional paraplanner to join their team in Alderley Edge. They have three offices in the North West, and whilst you will be working with an Adviser in the office you will provide technical assistance generally as required. Most clients have £1m plus with the firm in portfolios and as such you will be working...
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Senior Paraplanner
4 days ago
East Anglia, United Kingdom Heat Recruitment Full time £45,000 - £55,000About the RoleWe are seeking a highly skilled Senior Paraplanner to join our team at Heat Recruitment. As a key member of our financial planning team, you will be responsible for providing technical support and guidance to our financial planners, ensuring the delivery of high-quality financial planning services to our clients.Key Responsibilities:Provide...
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Senior Paraplanner
3 days ago
East Anglia, United Kingdom Heat Recruitment Full time £45,000 - £55,000About the RoleWe are seeking a highly skilled Senior Paraplanner to join our team at Heat Recruitment. As a key member of our financial planning team, you will be responsible for providing technical support and guidance to our financial planners, ensuring the delivery of high-quality financial planning services to our clients.Key Responsibilities:Provide...
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Senior Paraplanning Professional
6 days ago
East Anglia, United Kingdom Heat Recruitment Full time £45,000 - £55,000About the RoleWe are seeking a highly skilled Senior Paraplanner to join our team at Heat Recruitment. As a key member of our financial planning and investment management practice, you will play a crucial role in helping our Paraplanning Manager with processes, technical cases, and overall team improvements.Key ResponsibilitiesAssist the Paraplanning Manager...
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Pension Planning Specialist
3 days ago
East Anglia, United Kingdom Heat Recruitment Full time £45,000 - £55,000About the RoleWe are working with a highly successful Financial Planning and Investment Management practice who are now looking for an experienced Senior Paraplanner to join their team.Key ResponsibilitiesAssist the Paraplanning Manager with processes, technical cases, and overall team improvements.Contribute to the development and implementation of new...
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Pension Planning Specialist
3 days ago
East Anglia, United Kingdom Heat Recruitment Full time £45,000 - £55,000About the RoleWe are working with a highly successful Financial Planning and Investment Management practice who are now looking for an experienced Senior Paraplanner to join their team.Key ResponsibilitiesAssist the Paraplanning Manager with processes, technical cases, and overall team improvements.Contribute to the development and implementation of new...
