Paraplanner
2 weeks ago
We are thrilled to have partnered with a forward thinking independent financial advice firm who are actively looking to expand their Paraplanning team on a remote basis. Our client offers a fresh approach to traditional financial planning, with a bespoke process at the heart of what they do. With an impressive growth projection, this opportunity would be very suited to someone who is looking to take their next step in a growing technical advice firm. If you are a detailed-orientated professional with a passion for financial planning and client service, we’d love to hear from you What you‘ll be doing: Providing paraplanning support to the financial advisers and liaising with the team to implement the advice for clients, to produce positive client-centric outcomes Produced technical documents for the advisers based on the research and requirements of the client Managing workflow and organisation of ongoing workload Adhering to FCA requirements and Compliance Policies What you need to apply: Proficient with systems such as Voyant and FE Analytics , as well as Microsoft Office Suite. 3 Years Paraplanning experience with knowledge in Retirement Planning, Investments, Protection. CII Level 4 - Diploma in Regulated Financial Planning Strong knowledge of Pension Transfers & DB Transfers What‘s in it for you? A basic salary of up to £40,000 dependent on experience and qualifications Bonus opportunity Remote working opportunity Social opportunities throughout the year Exam funding and support Progression opportunities into different areas of the business, depending on which way you see your career heading Generous annual leave allowance What next? Hit apply or contact Dan directly danielenable-recruitment.co
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Paraplanner
4 weeks ago
Manchester, United Kingdom Merje Full timeOur client, a leading Wealth Management firm are looking for an experienced Paraplanner to join the team on a permanent basis. As Paraplanner you will be responsible for providing support to the firm's advisers in completing non-client facing tasks in relation to the preparation and administration of recommendations being made. Role Responsibilities: ...
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Paraplanner
1 month ago
Manchester, United Kingdom Merje Full timeOur client, a leading Wealth Management firm are looking for an experienced Paraplanner to join the team on a permanent basis. As Paraplanner you will be responsible for providing support to the firm's advisers in completing non-client facing tasks in relation to the preparation and administration of recommendations being made. Role Responsibilities:...
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Paraplanner
4 weeks ago
Manchester, United Kingdom Merje Full timeOur client, a leading Wealth Management firm are looking for an experienced Paraplanner to join the team on a permanent basis. As Paraplanner you will be responsible for providing support to the firm's advisers in completing non-client facing tasks in relation to the preparation and administration of recommendations being made. Role Responsibilities:...
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Paraplanner
3 days ago
Manchester, United Kingdom MERJE Full timeOur client, a leading Wealth Management firm are looking for an experienced Paraplanner to join the team on a permanent basis. As Paraplanner you will be responsible for providing support to the firm's advisers in completing non-client facing tasks in relation to the preparation and administration of recommendations being made.Have you got the right...
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Paraplanner
2 weeks ago
manchester, United Kingdom MI Search Full timeThis respected financial planning firm is currently seeking a paraplanner to join its team in Manchester.Working as a paraplanner you will work very closely with the Independent Financial Planners in providing holistic financial planning solutions to HNW and UHNW clients.You will be responsible for preparing suitability reports, technical research and...
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Paraplanner
3 weeks ago
Manchester, United Kingdom MI Search Full timeThis respected financial planning firm is currently seeking a paraplanner to join its team in Manchester.Working as a paraplanner you will work very closely with the Independent Financial Planners in providing holistic financial planning solutions to HNW and UHNW clients.You will be responsible for preparing suitability reports, technical research and...
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Paraplanner
5 months ago
Manchester,, Greater Manchester, United Kingdom Ferguson Dean Full timeA 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...
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Paraplanner
5 months ago
Manchester, United Kingdom Ferguson Dean Full timeA 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...
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Paraplanner
3 weeks ago
Manchester, United Kingdom Ferguson Dean Full timeJob Description 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...
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Paraplanner - Manchester
3 weeks ago
Manchester, United Kingdom MI Search Full timeThis respected financial planning firm is currently seeking a paraplanner to join its team in Manchester.Working as a paraplanner you will work very closely with the Independent Financial Planners in providing holistic financial planning solutions to HNW and UHNW clients.You will be responsible for preparing suitability reports, technical research and...
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Paraplanner - Manchester
4 weeks ago
Manchester, United Kingdom MI Search Full timeThis respected financial planning firm is currently seeking a paraplanner to join its team in Manchester.Working as a paraplanner you will work very closely with the Independent Financial Planners in providing holistic financial planning solutions to HNW and UHNW clients.You will be responsible for preparing suitability reports, technical research and...
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Paraplanner - Manchester
4 weeks ago
Manchester, United Kingdom MI Search Full timeThis respected financial planning firm is currently seeking a paraplanner to join its team in Manchester. Working as a paraplanner you will work very closely with the Independent Financial Planners in providing holistic financial planning solutions to HNW and UHNW clients. You will be responsible for preparing suitability reports, technical research and...
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Paraplanner
4 weeks ago
Manchester, United Kingdom MERJE Full timeOur client, a leading Wealth Management firm are looking for an experienced Paraplanner to join the team on a permanent basis. As Paraplanner you will be responsible for providing support to the firm’s advisers in completing non-client facing tasks in relation to the preparation and administration of recommendations being made. Role...
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Paraplanner
1 month ago
Manchester, United Kingdom CV-Library Full timeOur client, a leading Wealth Management firm are looking for an experienced Paraplanner to join the team on a permanent basis. As Paraplanner you will be responsible for providing support to the firm’s advisers in completing non-client facing tasks in relation to the preparation and administration of recommendations...
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Paraplanner - Manchester
3 weeks ago
Manchester, United Kingdom MI Search Full timeThis respected financial planning firm is currently seeking a paraplanner to join its team in Manchester.Working as a paraplanner you will work very closely with the Independent Financial Planners in providing holistic financial planning solutions to HNW and UHNW clients.You will be responsible for preparing suitability reports, technical research and...
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Paraplanner
3 weeks ago
Manchester, United Kingdom Merje Full timeOur client, a leading Wealth Management firm are looking for an experienced Paraplanner to join the team on a permanent basis. As Paraplanner you will be responsible for providing support to the firm's advisers in completing non-client facing tasks in relation to the preparation and administration of recommendations being made. Role Responsibilities: ...
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Paraplanner
1 month ago
Manchester, United Kingdom Evelyn Partners Full timeJob DescriptionWhat will you be doing?This is an exciting opportunity to join our Paraplanning team in Manchester, which is responsible for providing support to x2 Financial Planners and ensuring a positive experience for Evelyn Partners clients. In this role you will also support financial planners with client meetings including presentation of cashflow...
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Paraplanner
2 weeks ago
Manchester, United Kingdom Evelyn Partners Full timeJob DescriptionWhat will you be doing?This is an exciting opportunity to join our Paraplanning team in Manchester, which is responsible for providing support to x2 Financial Planners and ensuring a positive experience for Evelyn Partners clients. In this role you will also support financial planners with client meetings including presentation of cashflow...
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Junior Paraplanner
2 months ago
Manchester, United Kingdom CV-Library Full timeJunior Paraplanner (Study Support) £31,000 - £36,000 + Progression + Training + Study Support + Company Bonus + Company Benefits Manchester Are you a Junior Paraplanner or similar, with report writing experience looking to take the next step in their career within a rapidly growing chartered independent financial advisory, that are able to...
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Paraplanner
2 months ago
Manchester, United Kingdom Stratton Wealth Management Full timeJob Title: ParaplannerSalary: CompetitiveLocation: ManchesterStandard Hours: 35 hours per weekResponsible to: Director of Financial PlanningMain duties and responsibilities:· Carry out research and analysis· Write suitability reports and letters· Carry out annual review analysis and reporting· Client and adviser contact· ...
