Paraplanner - Chartered IFA firm, Cheshire

Our client is a very well established financial planning firm based in Wilmslow, Cheshire. They focus on goals-based holistic financial planning, often for people with complex circumstances or approaching retirement. They are also one of the top financial planning companies to work for in their region.They are currently recruiting an IFA Administrator to...

IRC is delighted to be recruiting for an experienced Paraplanner, on behalf of our client, a leading IFA practice in Alderley Edge, Cheshire. The role of the ParaPlanner is to support the Financial Planners and other staff when informing and advising Clients on their financial strategies, plans, products and investments. - **General accountabilities**: -...

Paraplanner – Wealth ManagementLocation: Wilmslow | Salary: Up to £55,000Our client is a multi-award-winning professional services firm with two highly respected and growing offices across Cheshire. They provide expert, holistic financial planning and investment advice to a wide range of private clients, combining technical excellence with a personal,...

Our client is a very well respected and established firm of IFAs based in Wilmslow, Cheshire, they are currently recruiting for an experienced Paraplanner to join their team.Their technical/ paraplanning team complete all research, cashflow analysis and reports in-house. With the exception of O&M and FE Analytics, they manually complete research and...

ParaplannerLocation: Wilmslow (flexible working - up to 4 days from home each week) Salary: Up to £45,000 per annumHours: Full time | 37.5 hours per week This is a fantastic opportunity to join a growing, forward-thinking financial advice firm that values quality, collaboration and technical excellence. As a Level 4 qualified Paraplanner, you’ll play a...

Adviser Client Support – CheshireSalary: Competitive – dependent on experienceWe are working with a respected financial-planning firm (details provided upon interview) to recruit an experienced Adviser Client Support professional.*Key Responsibilities*Provide high-quality administrative support to the adviser teamPrepare and process all client...

Just because you are happy doesn’t mean you can’t be happier.Most people who read job adverts are not desperate for a new job.Paraplanners like you for example. You are well looked after. Well thought of. Reasonably happy with your salary.But that doesn’t mean that you can’t be better looked after. Challenged more. And paid more. You don’t always...

A leading North West-based Independent Financial Adviser firm is offering an exciting employed opportunity for an experienced Financial Planner to join their successful practice.The firm's prestigious office is located in Alderley Edge and offers flexible working arrangements, the support of a well-established client base, and a full benefits package,...

About the CompanyA leading regional Chartered Financial Planning practice are looking to expand their team in Wilmslow. Their paraplanners are client facing and have their own portfolio, acting as the first point of contact. Clients are broadly in the £500k to £10m space, so you will need to have experience in dealing with clients of at least this level....

A financial services company in Wilmslow is seeking an experienced paraplanner to support advisers with high-net-worth clients. You will be responsible for providing technical support, conducting detailed research, and producing reports. The ideal candidate will have a CII Dip, ideally working towards Chartered status, and significant experience with major...