Paraplanner

3 months ago


Manchester, United Kingdom Ferguson Dean Full time

A leading national IFA practice are looking for a paraplanner to join their Bury office. The firm are a generalist IFA practice but with a number of specialist teams. You will be working with a paraplanning team of four paraplanners and supporting Advisers in Manchester and London. Experience of the PICOP market would be ideal, but is not essential. You will receive support for both Diploma and Chartered if not achieved already.


Package


  • You will receive excellent salary (£35k- £45k) executive benefits and earnings.


The company


  • A leading national IFA practice.


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
  • Working with the other teams as needed.
  • Attending client meetings as required.
  • Working with Personal Injury clients, preparing periodic payment reports, pre and post settlement work and liaising with legal practices.


The candidate


  • Ideally Dip Level 4
  • Experience of working with HNW and UHNW clients
  • Writing reports and undertaking research.
  • Working with Personal Injury clients.




Next steps


  • Contact via email below for confidential discussion and review of opportunity and process


  • Paraplanner

    3 months ago


    Manchester, United Kingdom Recruitment Solutions (Folkestone) Ltd Full time

    A prestigious wealth management firm currently requires an experienced and highly skilled Paraplanner . This opportunity lies within their Financial Planning Division, catering to discerning clients with complex financial needs. With a reputation for excellence and a commitment to delivering exceptional client service, this role offers a rewarding career...

  • Paraplanner

    3 months ago


    Manchester, United Kingdom Recruitment Solutions (Folkestone) Ltd Full time

    A prestigious wealth management firm currently requires an experienced and highly skilled Paraplanner . This opportunity lies within their Financial Planning Division, catering to discerning clients with complex financial needs.With a reputation for excellence and a commitment to delivering exceptional client service, this role offers a rewarding career path...

  • Trainee Paraplanner

    2 months ago


    Manchester, United Kingdom Heat Recruitment Ltd Full time

    Trainee Paraplanner Manchester Up to £31,000 based on experience and qualifications Monday to Friday Looking for an opportunity to continue your journey in Wealth Management by moving to an established firm who can develop your career further? – This opportunity is one you don’t want to miss! Our client have been established for over 40 years and have...

  • Trainee Paraplanner

    2 months ago


    Manchester, United Kingdom Heat Recruitment Ltd Full time

    Trainee ParaplannerManchesterUp to £31,000 based on experience and qualificationsMonday to FridayLooking for an opportunity to continue your journey in Wealth Management by moving to an established firm who can develop your career further? – This opportunity is one you don’t want to miss!Our client have been established for over 40 years and have...

  • Paraplanner

    2 months ago


    Manchester,, Greater Manchester, United Kingdom Ferguson Dean Full time

    A leading regional IFA firm, a Times Top 100 firm, are looking for a technically proficient paraplanner to join their team. They have an established team of seven paraplanners at present who work with eight advisers and have a dedicated administration team. They are keen for a paraplanner who has experience of working on more complex matters such as VCT and...

  • Paraplanner

    3 months ago


    Manchester, United Kingdom Ferguson Dean Full time

    A leading regional IFA firm, a Times Top 100 firm, are looking for a technically proficient paraplanner to join their team. They have an established team of seven paraplanners at present who work with eight advisers and have a dedicated administration team. They are keen for a paraplanner who has experience of working on more complex matters such as VCT and...

  • Paraplanner

    3 months ago


    Manchester, United Kingdom Ferguson Dean Full time

    A leading regional IFA firm, a Times Top 100 firm, are looking for a technically proficient paraplanner to join their team. They have an established team of seven paraplanners at present who work with eight advisers and have a dedicated administration team. They are keen for a paraplanner who has experience of working on more complex matters such as VCT and...

  • Paraplanner

    20 hours ago


    Manchester, United Kingdom Ferguson Dean Full time

    A leading regional IFA firm, a Times Top 100 firm, are looking for a technically proficient paraplanner to join their team. They have an established team of seven paraplanners at present who work with eight advisers and have a dedicated administration team. They are keen for a paraplanner who has experience of working on more complex matters such as VCT and...

  • Senior Paraplanner

    2 weeks ago


    Manchester, United Kingdom Page Personnel Full time

    An exciting opportunity has arisen for a Senior Paraplanner to join a reputable financial services firm. The successful candidate will be responsible for providing efficient and effective support to the financial advisory team. Client Details This firm is a respected player in the financial services industry, having won numerous awards in all areas of...

  • Senior Paraplanner

    2 weeks ago


    Manchester, United Kingdom Page Personnel Full time

    An exciting opportunity has arisen for a Senior Paraplanner to join a reputable financial services firm. The successful candidate will be responsible for providing efficient and effective support to the financial advisory team.Client DetailsThis firm is a respected player in the financial services industry, having won numerous awards in all areas of...

  • Paraplanner

    16 hours ago


    Manchester Area, United Kingdom Ferguson Dean Full time

    A leading regional IFA firm, a Times Top 100 firm, are looking for a technically proficient paraplanner to join their team. They have an established team of seven paraplanners at present who work with eight advisers and have a dedicated administration team. They are keen for a paraplanner who has experience of working on more complex matters such as VCT and...

  • Paraplanner

    24 hours ago


    Manchester Area, United Kingdom Ferguson Dean Full time

    A leading regional IFA firm, a Times Top 100 firm, are looking for a technically proficient paraplanner to join their team. They have an established team of seven paraplanners at present who work with eight advisers and have a dedicated administration team. They are keen for a paraplanner who has experience of working on more complex matters such as VCT and...

  • Paraplanner

    2 weeks ago


    Stockport, Greater Manchester, United Kingdom Ferguson Dean Full time

    A 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...

  • Paraplanner

    1 week ago


    Stockport, Greater Manchester, United Kingdom Ferguson Dean Full time

    A 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...

  • Pension Paraplanner

    1 week ago


    Manchester, United Kingdom Eventus Legal Full time €45,000 - €50,000

    Eventus Recruitment are seeking a career Paraplanner to join a successful IFA business based in Manchester City Centre. You will benefit from 25 days holiday plus bank holidays, flexible working hours, relaxed working culture with a hybrid working model (1-2 days in office if desired), flexible work patterns and an excellent pension plan. * The incoming...

  • Pension Paraplanner

    1 week ago


    Manchester, United Kingdom Eventus Legal Full time €45,000 - €50,000

    Eventus Recruitment are seeking a career Paraplanner to join a successful IFA business based in Manchester City Centre. You will benefit from 25 days holiday plus bank holidays, flexible working hours, relaxed working culture with a hybrid working model (1-2 days in office if desired), flexible work patterns and an excellent pension plan. * The incoming...

  • Paraplanner

    3 months ago


    Manchester, United Kingdom Ferguson Dean Full time

    A leading national IFA practice are looking for a paraplanner to join their Bury office. The firm are a generalist IFA practice but with a number of specialist teams. You will be working with a paraplanning team of four paraplanners and supporting Advisers in Manchester and London. Experience of the PICOP market would be ideal, but is not essential. You will...

  • Pension Paraplanner

    1 week ago


    Manchester, United Kingdom Eventus Legal Full time £45,000 - £50,000

    About the RoleWe are seeking a skilled Paraplanner to join our team at Eventus Recruitment, a leading recruitment agency specializing in the Financial Services sector. As a Paraplanner, you will play a crucial role in supporting our clients' financial planning needs.Key ResponsibilitiesConduct annual reviews and provide support with preparation of new...

  • Pension Paraplanner

    1 week ago


    Manchester, United Kingdom Eventus Legal Full time £45,000 - £50,000

    About the RoleWe are seeking a skilled Paraplanner to join our team at Eventus Recruitment, a leading recruitment agency specializing in the Financial Services sector. As a Paraplanner, you will play a crucial role in supporting our clients' financial planning needs.Key ResponsibilitiesConduct annual reviews and provide support with preparation of new...

  • Paraplanner

    3 months ago


    Greater Manchester, United Kingdom Ferguson Dean Full time

    A leading national IFA practice are looking for a paraplanner to join their Bury office. The firm are a generalist IFA practice but with a number of specialist teams. You will be working with a paraplanning team of four paraplanners and supporting Advisers in Manchester and London. Experience of the PICOP market would be ideal, but is not essential. You...