Paraplanner
2 months ago
A Chartered IFA practice are looking to recruit an additional paraplanner to join their team in Stockport. They have been established for almost 30 years and are quite rightly proud of their Chartered status. They have over £1bn in AUM and are keen to bring on top talent to further grow the firm. Paraplanners work on a grouped basis with pods of Advisers so you will be working on the full process but not directly aligned to one Adviser.
Package
- You will receive excellent salary (£35k- £45k) executive benefits and earnings.
The company
- A leading regional Chartered IFA firm
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
- Liaising with external client partners, such as providers and DFMs as needed
- Attending client meetings as required
The candidate
- Ideally Dip Level 4
- Writing reports and undertaking research.
Next steps
- Contact via email below for confidential discussion and review of opportunity and process
-
Paraplanner Manager
4 weeks ago
Stockport, United Kingdom CV-Library Full timeParaplanner Manager opportunity - Chartered Wealth Practice My client is a Chartered Financial Planning practice with a long-term financial planning approach to their clients. They are looking to augment their successful team by securing an experienced Paraplanner Manager for their Heaton Mersey office, near Stockport. You'll deal with a wide range of...
-
Paraplanner
2 months ago
Stockport, United Kingdom Ferguson Dean Full timeA Chartered IFA practice are looking to recruit an additional paraplanner to join their team in Stockport. They have been established for almost 30 years and are quite rightly proud of their Chartered status. They have over £1bn in AUM and are keen to bring on top talent to further grow the firm. Paraplanners work on a grouped basis with pods of Advisers so...
-
Paraplanner
1 week ago
Stockport, United Kingdom Medlock Partners Full timeParaplannerStockport basedSalary up to £40,000(Experience dependant)25 days holiday, Hybrid workingFull exam support PMI, Company Pension Death in service Our client are a highly progressive and buoyant Firm of Financial Planners who maintain an excellent relationship for providing bespoke Financial Advice to their Clients. As a result of ongoing growth and...
-
Paraplanner
1 week ago
Stockport, United Kingdom Medlock Partners Full timeParaplannerStockport basedSalary up to £40,000(Experience dependant)25 days holiday, Hybrid workingFull exam support PMI, Company Pension Death in service Our client are a highly progressive and buoyant Firm of Financial Planners who maintain an excellent relationship for providing bespoke Financial Advice to their Clients. As a result of ongoing growth and...
-
Paraplanner
1 week ago
Stockport, United Kingdom Medlock Partners Full timeParaplannerStockport basedSalary up to £40,000(Experience dependant)25 days holiday, Hybrid workingFull exam support PMI, Company Pension Death in service Our client are a highly progressive and buoyant Firm of Financial Planners who maintain an excellent relationship for providing bespoke Financial Advice to their Clients. As a result of ongoing growth and...
-
Paraplanner
7 days ago
Stockport, United Kingdom Medlock Partners Full timeJob Description Paraplanner Stockport based Salary up to £40,000(Experience dependant) 25 days holiday, Hybrid working Full exam support PMI, Company Pension Death in service Our client are a highly progressive and buoyant Firm of Financial Planners who maintain an excellent relationship for providing bespoke Financial Advice to their Clients. As a...
-
Paraplanner
1 week ago
Stockport, United Kingdom Ferguson Dean Full timeJob Description A Chartered IFA practice are looking to recruit an additional paraplanner to join their team in Stockport. They have been established for almost 30 years and are quite rightly proud of their Chartered status. They have over £1bn in AUM and are keen to bring on top talent to further grow the firm. Paraplanners work on a grouped basis with...
-
Paraplanner
2 months ago
Stockport, UK, Greater Manchester, United Kingdom Ferguson Dean Full timeA Chartered IFA practice are looking to recruit an additional paraplanner to join their team in Stockport. They have been established for almost 30 years and are quite rightly proud of their Chartered status. They have over £1bn in AUM and are keen to bring on top talent to further grow the firm. Paraplanners work on a grouped basis with pods of Advisers so...
-
Paraplanner
1 week ago
Stockport, UK, Greater Manchester, United Kingdom Medlock Partners Full timeParaplannerStockport basedSalary up to £40,000(Experience dependant)25 days holiday, Hybrid workingFull exam support PMI, Company Pension Death in service Our client are a highly progressive and buoyant Firm of Financial Planners who maintain an excellent relationship for providing bespoke Financial Advice to their Clients. As a result of ongoing growth and...
-
Paraplanner
4 days ago
Cheadle, Borough of Stockport, United Kingdom CV-Library Full timeParaplanner Stockport Salary up to £38,000 (Experience dependant) 26 days holiday, you acquire 1 day for 2 years of service. You will receive an additional days leave on your Birthday The option to buy and sell holidays. Full exam support Hybrid working Flexible working hours Our client is a highly progressive and buoyant Firm of...
-
Financial Planning Lead
4 weeks ago
Stockport, Stockport, United Kingdom Medlock Partners Ltd Full time £60,000Key Responsibilities:As a key member of our team, you will be responsible for supporting our Paraplanners in research and analysis to meet client needs and objectives. This will involve having a full understanding of Holistic Financial planning and being comfortable querying Financial Planners and Paraplanners.Key Skills and Experience:We are looking for an...
-
Financial Planning Team Lead
3 weeks ago
Stockport, Stockport, United Kingdom Mitchell Hall Consulting Full time £50,000 - £60,000Job Title: Paraplanner ManagerJob Summary: Mitchell Hall Consulting is seeking an experienced Paraplanner Manager to join their Heaton Mersey office, near Stockport. The ideal candidate will have a Level 4 Diploma in Financial Planning and supervisory/training experience.Key Responsibilities:Supervise the Paraplanner team and monitor workloadImplement...
-
Senior Financial Planning Professional
3 weeks ago
Stockport, Stockport, United Kingdom Medlock Partners Limited Full timeAbout the Role:We are seeking a highly skilled and experienced Paraplanning Team Lead to join our thriving business at Medlock Partners Limited. As a key member of our team, you will be responsible for supporting our Paraplanners in research and analysis to meet client needs and objectives.Key Responsibilities:Supporting Paraplanners in research and analysis...
-
Key Leadership Role: Financial Planning Manager
2 weeks ago
Stockport, Stockport, United Kingdom Medlock Partners Full timeFinancial Planning Manager RoleWe are seeking an experienced Financial Planning Manager to lead our team and drive results in our Financial Planning division. As a key member of our leadership team, you will be responsible for overseeing and delivering high-quality financial plans to our clients.Key Responsibilities:Support Paraplanners in research and...
-
Paraplanning Manager
3 weeks ago
Stockport, United Kingdom Medlock Partners Full timeParaplanning ManagerStockportSalary up to £60,000 (Experience dependant) 26 days holiday, you acquire 1 day for 2 years of service. You will receive an additional days leave on your Birthday The option to buy and sell holidays. Group Life Scheme Hybrid working Flexible working hours Our client is a highly progressive and buoyant Firm of Independent...
-
Paraplanning Manager
3 weeks ago
Stockport, United Kingdom Medlock Partners Full timeParaplanning ManagerStockportSalary up to £60,000 (Experience dependant) 26 days holiday, you acquire 1 day for 2 years of service. You will receive an additional days leave on your Birthday The option to buy and sell holidays. Group Life Scheme Hybrid working Flexible working hours Our client is a highly progressive and buoyant Firm of Independent...
-
Paraplanning Manager
3 weeks ago
Stockport, United Kingdom Medlock Partners Full timeParaplanning ManagerStockportSalary up to £60,000 (Experience dependant) 26 days holiday, you acquire 1 day for 2 years of service. You will receive an additional days leave on your Birthday The option to buy and sell holidays. Group Life Scheme Hybrid working Flexible working hours Our client is a highly progressive and buoyant Firm of Independent...
-
Paraplanning Manager
2 weeks ago
Stockport, United Kingdom Medlock Partners Full timeParaplanning ManagerStockportSalary up to £60,000 (Experience dependant) 26 days holiday, you acquire 1 day for 2 years of service. You will receive an additional days leave on your Birthday The option to buy and sell holidays. Group Life Scheme Hybrid working Flexible working hours Our client is a highly progressive and buoyant Firm of Independent...
-
Paraplanning Manager
1 week ago
Stockport, United Kingdom Medlock Partners Full timeJob Description Paraplanning Manager Stockport Salary up to £60,000 (Experience dependant) 26 days holiday, you acquire 1 day for 2 years of service. You will receive an additional days leave on your Birthday The option to buy and sell holidays. Group Life Scheme Hybrid working Flexible working hours Our client is a highly progressive and buoyant...
-
Senior Paraplanning Manager
3 weeks ago
Stockport, Stockport, United Kingdom Heat Recruitment Full timeSeeking an experienced Senior Paraplanner/Team Leader to become a key member in the paraplanning team for a prestigious financial planning firm in Manchester.Benefits include:Hybrid working arrangementCompetitive salary and benefits packageOpportunities for career progression and professional developmentSupport for exams and certificationsTo be considered,...