Paraplanner

3 months ago


Wilmslow, United Kingdom Ferguson Dean Full time

About the Company

A leading regional Chartered Financial Planning practice are looking to expand their team in Shrewsbury. 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. Note you will not be advising clients per se but giving detailed technical support, with a view to moving towards Advice in the future.


About the Role

Working with clients in the HNW and UHNW space, providing full support to your Adviser. Providing full technical support. Undertaking research and production of reports. Dealing with client queries as required. Attending team meetings as required, in face or remote. Other duties as required.


Responsibilities

  • Experienced in paraplanning and technical support.
  • Ideally CII Dip or close to.
  • Experience of all major software packages and range of platforms/providers.


Qualifications

Apply with a CV to below email for confidential discussion and review of opportunity and process


  • Paraplanner

    2 months ago


    Wilmslow, United Kingdom Bond Rec Full time

    Bond Recruitment is delighted to be recruiting for an experienced Paraplanner, on behalf of our client, a leading IFA practice in Wilmslow, 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 accountabilitiesComply...

  • Paraplanner

    2 months ago


    Wilmslow, United Kingdom Bond Rec Full time

    Bond Recruitment is delighted to be recruiting for an experienced Paraplanner, on behalf of our client, a leading IFA practice in Wilmslow, 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 accountabilitiesComply...

  • Paraplanner

    1 day ago


    Wilmslow, United Kingdom Bond Rec Full time

    Job Description Bond Recruitment is delighted to be recruiting for an experienced Paraplanner, on behalf of our client, a leading IFA practice in Wilmslow, 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...

  • Paraplanner

    2 months ago


    Wilmslow, United Kingdom Bond Rec Full time

    Bond Recruitment is delighted to be recruiting for an experienced Paraplanner, on behalf of our client, a leading IFA practice in Wilmslow, 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 accountabilitiesComply...

  • Paraplanner

    2 months ago


    Wilmslow, United Kingdom Bond Rec Full time

    Bond Recruitment is delighted to be recruiting for an experienced Paraplanner, on behalf of our client, a leading IFA practice in Wilmslow, 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 accountabilitiesComply...

  • Paraplanner

    2 months ago


    Wilmslow, UK, Cheshire, United Kingdom Ferguson Dean Full time

    About the Company A leading regional Chartered Financial Planning practice are looking to expand their team in Shrewsbury. 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...

  • Senior Paraplanner

    2 months ago


    Wilmslow, United Kingdom Medlock Partners Limited Full time

    Senior Paraplanner (Award winning Firm)Cheshire Salary up to £75,000  Up to 5% matched pension schemeUp to 38 days holiday (plus bank holidays)Hybrid workingIncome protection3 paid charity days per yearPrivate medical (after 2 years)Profit shareLife assurance (4x pensionable salary)Enhanced sick payEnhanced maternity/paternity payPaid study/exam leave plus...

  • Chartered Paraplanner

    2 months ago


    Wilmslow, United Kingdom Medlock Partners Limited Full time

    Chartered Paraplanner (Award winning Firm)Cheshire Salary up to £55,000   Up to 5% matched pension schemeUp to 38 days holiday (plus bank holidays)Hybrid workingIncome protection3 paid charity days per yearPrivate medical (after 2 years)Profit shareLife assurance (4x pensionable salary)Enhanced sick payEnhanced maternity/paternity payPaid study/exam leave...


  • Wilmslow, Cheshire East, United Kingdom Bond Rec Full time

    Key Responsibilities: As a Paraplanner at Bond Rec, you will play a vital role in supporting our Financial Planners and other staff in delivering exceptional client experiences. Your primary objective will be to ensure seamless communication and collaboration with clients, adhering to all relevant compliance guidelines and regulations. Core Responsibilities:...


  • Wilmslow, Cheshire East, United Kingdom Aspire Recruitment Solutions Full time

    Paraplanner Opportunity in CheshireWe are seeking a skilled Paraplanner to join our team in Cheshire, with a strong emphasis on home working. This role offers a competitive salary up to £45k, depending on experience, along with excellent benefits and opportunities for career progression.As a Paraplanner, you will play a crucial role in supporting our...


  • Wilmslow, Cheshire East, United Kingdom Aspire Recruitment Solutions Full time

    Paraplanner Opportunity in CheshireWe are seeking a skilled Paraplanner to join our team in Cheshire, with a strong emphasis on home working. This role offers a competitive salary up to £45k, depending on experience, along with excellent benefits and opportunities for career progression.As a Paraplanner, you will play a crucial role in supporting our...


  • Wilmslow, Cheshire East, United Kingdom Aspire Recruitment Solutions Full time

    Paraplanner Opportunity in CheshireWe are seeking a skilled Paraplanner to join our team in Cheshire, with a strong emphasis on home working. This role offers a competitive salary up to £45k, depending on experience, as well as excellent benefits and opportunities for career progression.As a Paraplanner, you will play a crucial role in supporting our...


  • Wilmslow, Cheshire East, United Kingdom Aspire Recruitment Solutions Full time

    Paraplanner Opportunity in CheshireWe are seeking a skilled Paraplanner to join our team in Cheshire, with a strong emphasis on home working. This role offers a competitive salary up to £45k, depending on experience, as well as excellent benefits and opportunities for career progression.As a Paraplanner, you will play a crucial role in supporting our...


  • Wilmslow, Cheshire East, United Kingdom Aspire Recruitment Solutions Full time

    Paraplanner Opportunity in CheshireWe are seeking a skilled Paraplanner to join our team in Cheshire, with a strong focus on home working. The successful candidate will have the opportunity to work with a rapidly growing business, offering a competitive salary up to £45k and excellent benefits.Strong element of home workingCompetitive salary up to...


  • Wilmslow, Cheshire East, United Kingdom Aspire Recruitment Solutions Full time

    Paraplanner Opportunity in CheshireWe are seeking a skilled Paraplanner to join our team at Aspire Recruitment Solutions. This is a fantastic opportunity for a career-minded individual to support a successful business in its next stage of development.The ideal candidate will have a strong element of home working and will be based anywhere that is accessible...


  • Wilmslow, Cheshire East, United Kingdom Aspire Recruitment Solutions Full time

    Paraplanner Opportunity in CheshireWe are seeking a skilled Paraplanner to join our team at Aspire Recruitment Solutions. This is a fantastic opportunity for a career-minded individual to support a successful business in its next stage of development.The ideal candidate will have a strong element of home working and will be based anywhere that is accessible...


  • Wilmslow, Cheshire East, United Kingdom Eventus Legal Full time

    About the RoleWe are seeking a highly skilled and experienced Paraplanner to join our team at Eventus Recruitment. As a Senior Paraplanner, you will play a key role in supporting our Senior Financial Planners in providing expert financial planning advice to private and business clients.Key ResponsibilitiesEnsure the back office system and records are...


  • Wilmslow, Cheshire East, United Kingdom Eventus Legal Full time

    About the RoleWe are seeking a highly skilled and experienced Paraplanner to join our team at Eventus Recruitment. As a Senior Paraplanner, you will play a key role in supporting our Senior Financial Planners in providing expert financial planning advice to private and business clients.Key ResponsibilitiesEnsure the back office system and records are...


  • Wilmslow, United Kingdom Bond Rec Full time

    Job Title: ParaplannerBond Recruitment is delighted to be recruiting for an experienced Paraplanner to join our client, a leading IFA practice in Wilmslow, Cheshire.Job SummaryThe role of the Paraplanner is to provide support to Financial Planners and other staff in informing and advising clients on their financial strategies, plans, products, and...


  • Wilmslow, United Kingdom Bond Rec Full time

    Job Title: ParaplannerBond Recruitment is delighted to be recruiting for an experienced Paraplanner to join our client, a leading IFA practice in Wilmslow, Cheshire.Job SummaryThe role of the Paraplanner is to provide support to Financial Planners and other staff in informing and advising clients on their financial strategies, plans, products, and...