We have other current jobs related to this field that you can find below

  • 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 (Pensions Management)

    6 days ago

    Sale, Greater Manchester, United Kingdom Broadoak Financial Planning Ltd Full time €35,000 - €40,000

    Broadoak Financial Planning has an exciting opportunity to join our Wealth Management business based in South Manchester. Broadoak is committed to providing exceptional financial advice and wealth management services to a diverse client base. We are a dedicated and professional team that is passionate about helping clients achieve their financial goals. ...

  • Paraplanner (Pensions Management)

    1 day ago

    Sale, Greater Manchester, United Kingdom Broadoak Financial Planning Ltd Full time €35,000 - €40,000

    Broadoak Financial Planning has an exciting opportunity to join our Wealth Management business based in South Manchester. Broadoak is committed to providing exceptional financial advice and wealth management services to a diverse client base. We are a dedicated and professional team that is passionate about helping clients achieve their financial goals. ...

  • Financial Planner

    3 months ago

    Manchester, United Kingdom Daintree Wealth Management Full time

    **Financial Planner** Are you currently working as a Qualified Paraplanner and wanting to move into providing advice, or are you a newly qualified advisor looking to prove yourself? If so, we are interested in meeting talented individuals to join our growing Wealth Management team, based in Central Manchester. You should be qualified to level 4 CII (or...

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 missOur client have been established for over 40 years and have supported countless clients over the years with their Wealth and Investment needs. With a team of 20+ now working out of their Manchester office, this Chartered Financial Planning firm are a fantastic environment for a trainee paraplanner to develop their knowledge and career further.Overview of Trainee Paraplanner Opportunity: * To provide administrative support to paraplanners and advisers as part of a larger IFA Support Team * Researching products using various systems * Fund switches and investment withdrawals * Processing new business applications and preparing valuation reports * Writing execution letters * Chasing and documenting all pre-sale admin including the initial quotations * Work closely as a team, supporting one another with ongoing tasks.Package / Benefits of Trainee Paraplanner Opportunity: * Up to £31,000 basic salary subject to experience and qualifications (DIP4 qualified individuals will gain a higher basic) * Study support and financial backing * 5% Pension contribution * Bonus scheme * Above average holiday allowanceRequirements to be considered for the Trainee Paraplanner Opportunity: * Strong telephone and administration ability / experience * Understanding of Pensions / Investments / Protection * Ability to commute to the Manchester City Centre officeIf you are interested in this Trainee Paraplanner opportunity and believe you have the correct skillset to be considered, get in touch with Sam at Heat Recruitment to discuss in more detail.#LI-SH1