Paraplanner
3 days ago
A Chartered IFA practice are looking to recruit an additional paraplanner to join their team in Stockport. They have been established for almost 30 years and are quite rightly proud of their Chartered status. They have over £1bn in AUM and are keen to bring on top talent to further grow the firm. Paraplanners work on a grouped basis with pods of Advisers so you will be working on the full process but not directly aligned to one Adviser.
Package
- You will receive excellent salary (£35k- £45k) executive benefits and earnings.
The company
- A leading regional Chartered IFA firm
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
- Liaising with external client partners, such as providers and DFMs as needed
- Attending client meetings as required
The candidate
- Ideally Dip Level 4
- 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
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...
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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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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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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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4 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...
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Paraplanner
2 months 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 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...
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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...
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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...
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Paraplanner
3 days ago
Stockport, Stockport, United Kingdom Ferguson Dean Full timeAbout the RoleWe are seeking a skilled Paraplanner to join our team at Ferguson Dean, a leading regional Chartered IFA firm. As a Paraplanner, you will play a crucial role in supporting our Advisers in providing exceptional client service.Key ResponsibilitiesUndertake reviews for clients to ensure their financial plans are aligned with their goals and...
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Stockport, Stockport, United Kingdom Ferguson Dean Full timeAbout the RoleFerguson Dean, a leading regional Chartered IFA firm, is seeking a skilled Paraplanner to join their team in Stockport. As a Paraplanner, you will play a crucial role in supporting the firm's Advisers in providing exceptional client service.Key ResponsibilitiesUndertake reviews for clients to ensure their financial plans are aligned with their...
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Paraplanner
2 days ago
Stockport, Stockport, United Kingdom Ferguson Dean Full timeAbout the RoleWe are seeking a skilled Paraplanner to join our team at Ferguson Dean, a leading regional Chartered IFA firm. As a Paraplanner, you will play a crucial role in supporting our Advisers in providing exceptional client service.Key ResponsibilitiesUndertake reviews for clients to ensure their financial plans are aligned with their goals and...
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Paraplanner
2 days ago
Stockport, Stockport, United Kingdom Ferguson Dean Full timeAbout the RoleFerguson Dean, a leading regional Chartered IFA firm, is seeking a skilled Paraplanner to join their team in Stockport. As a Paraplanner, you will play a crucial role in supporting the firm's Advisers in providing exceptional client service.Key ResponsibilitiesUndertake reviews for clients to ensure their financial plans are aligned with their...
-
Paraplanner
4 weeks ago
Stockport, United Kingdom Medlock Partners Limited Full timeParaplanner,Stockport based Salary up to £40,000( Experience dependant)25 days holiday, Hybrid workingFull exam support PMI, Company Pension Death in service Our client are a highly progressive and buoyant Firm of Financial Planners who maintain an excellent relationship for providing bespoke Financial Advice to their Clients. As a result of ongoing growth...
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Paraplanner
4 days ago
Stockport, United Kingdom Ferguson Dean Full timeA Chartered IFA practice are looking to recruit an additional paraplanner to join their team in Stockport. They have been established for almost 30 years and are quite rightly proud of their Chartered status. They have over £1bn in AUM and are keen to bring on top talent to further grow the firm. Paraplanners work on a grouped basis with pods of Advisers so...
-
Paraplanner
3 days ago
stockport, United Kingdom Ferguson Dean Full timeA Chartered IFA practice are looking to recruit an additional paraplanner to join their team in Stockport. They have been established for almost 30 years and are quite rightly proud of their Chartered status. They have over £1bn in AUM and are keen to bring on top talent to further grow the firm. Paraplanners work on a grouped basis with pods of Advisers so...
-
Paraplanner
4 days ago
Stockport, United Kingdom Ferguson Dean Full timeA Chartered IFA practice are looking to recruit an additional paraplanner to join their team in Stockport. They have been established for almost 30 years and are quite rightly proud of their Chartered status. They have over £1bn in AUM and are keen to bring on top talent to further grow the firm. Paraplanners work on a grouped basis with pods of Advisers so...
-
Paraplanner
3 days ago
Stockport, United Kingdom Ferguson Dean Full timeA Chartered IFA practice are looking to recruit an additional paraplanner to join their team in Stockport. They have been established for almost 30 years and are quite rightly proud of their Chartered status. They have over £1bn in AUM and are keen to bring on top talent to further grow the firm. Paraplanners work on a grouped basis with pods of Advisers so...
-
Paraplanner
3 days ago
Stockport, United Kingdom Ferguson Dean Full timeA Chartered IFA practice are looking to recruit an additional paraplanner to join their team in Stockport. They have been established for almost 30 years and are quite rightly proud of their Chartered status. They have over £1bn in AUM and are keen to bring on top talent to further grow the firm. Paraplanners work on a grouped basis with pods of Advisers so...