Trainee Paraplanner

3 weeks ago

Manchester, United Kingdom Page Personnel Full time

A chance to work for an exciting financial services firm in Manchester, for a Trainee Paraplanner.Client DetailsA forward-thinking business that has won numerous awards, you will be joining an experienced and growing team where you will be supported with training, development and support for qualifications. The firm has a key focus on sustainability, diversity and inclusion, and is a great environment to work in. DescriptionAs a Trainee Paraplanner, you will be supporting the Financial Planners and Paraplanners with administration support to service clients needs around financial advice, and ensuring that this service is a top class standard. The main duties will be:Preparing suitability reports for clients and preparing client review packsCarrying out specific research on financial products for each individual client needsCarrying out reviews and dealing with client queries quickly and efficiently, and act as a point of contacts for clientsSubmitting plans to third party provider companiesMaintaining all necessary administrative information, ensuring all is correct and accurate, as well as being compliant with relevant bodiesProfileFor this role, we are looking for someone who has:Worked in an IFA environment in an administration role looking for a step upAmbition to build a career in paraplanningDesire to study towards CII or CISI diploma qualificationExcellent communication skills with confidence to speak to various stakeholders and enjoys client interactionPrides themselves on their customer service skillsHas a strong attention to detail and able to work with a high level of accuracyStrong analytical skills and able to solves problems effectivelyConfidence with systems and ITJob OfferAs Trainee Paraplanner, you will get:Attractive salary depending on experience and qualification25 days holidayFlexible workingHybrid workingCompany pension schemePrivate healthcareDiscount on services such as dental, eye care etcSupport for professional development

  • Trainee Paraplanner

    3 weeks ago

    Manchester, United Kingdom Page Personnel Full time

    A chance to work for an exciting financial services firm in Manchester, for a Trainee Paraplanner. Client Details A forward-thinking business that has won numerous awards, you will be joining an experienced and growing team where you will be supported with training, development and support for qualifications. The firm has a key focus on sustainability,...

  • Trainee Paraplanner

    1 week ago

    Manchester, United Kingdom Page Personnel Full time

    A chance to work for an exciting financial services firm in Manchester, for a Trainee Paraplanner. Client Details A forward-thinking business that has won numerous awards, you will be joining an experienced and growing team where you will be supported with training, development and support for qualifications. The firm has a key focus on sustainability,...

  • Trainee Paraplanner

    1 week ago

    Manchester, United Kingdom Page Personnel Full time

    A chance to work for an exciting financial services firm in Manchester, for a Trainee Paraplanner.Client DetailsA forward-thinking business that has won numerous awards, you will be joining an experienced and growing team where you will be supported with training, development and support for qualifications. The firm has a key focus on sustainability,...

  • Trainee Paraplanner

    2 weeks ago

    Manchester, United Kingdom Page Personnel Full time

    A chance to work for an exciting financial services firm in Manchester, for a Trainee Paraplanner. Client Details A forward-thinking business that has won numerous awards, you will be joining an experienced and growing team where you will be supported with training, development and support for qualifications. The firm has a key focus on sustainability,...

  • Trainee Paraplanner

    1 week ago

    Manchester, United Kingdom Page Personnel Full time

    A chance to work for an exciting financial services firm in Manchester, for a Trainee Paraplanner. Client Details A forward-thinking business that has won numerous awards, you will be joining an experienced and growing team where you will be supported with training, development and support for qualifications. The firm has a key focus on sustainability,...

  • Trainee Paraplanner

    3 weeks ago

    Manchester, United Kingdom Page Personnel Full time

    A chance to work for an exciting financial services firm in Manchester, for a Trainee Paraplanner. Client Details A forward-thinking business that has won numerous awards, you will be joining an experienced and growing team where you will be supported with training, development and support for qualifications. The firm has a key focus on sustainability,...

  • Trainee Paraplanner

    1 week ago

    Manchester, United Kingdom Page Personnel Full time

    A chance to work for an exciting financial services firm in Manchester, for a Trainee Paraplanner. Client Details A forward-thinking business that has won numerous awards, you will be joining an experienced and growing team where you will be supported with training, development and support for qualifications. The firm has a key focus on sustainability,...

  • Trainee Paraplanner

    1 week ago

    Manchester, United Kingdom Recruitment Solutions (Folkestone) Ltd Full time €36,000

    A unique and exceptional opportunity is now available for a FULLY REMOTE PARAPLANNER , to join a well-established Chartered Independent Financial Practice, with an excellent reputation It is award-winning and is one of the largest financial planning firms in the area. It is looking for a qualified and experienced Paraplanner to work on a fully...

  • Trainee Paraplanner

    2 weeks ago

    Manchester, United Kingdom Recruitment Solutions (Folkestone) Ltd Full time €36,000

    A unique and exceptional opportunity is now available for a FULLY REMOTE PARAPLANNER , to join a well-established Chartered Independent Financial Practice, with an excellent reputation It is award-winning and is one of the largest financial planning firms in the area. It is looking for a qualified and experienced Paraplanner to work on a fully...

  • Trainee Paraplanner

    2 weeks ago

    Manchester, United Kingdom Recruitment Solutions (Folkestone) Ltd Full time €36,000

    A unique and exceptional opportunity is now available for a FULLY REMOTE PARAPLANNER , to join a well-established Chartered Independent Financial Practice, with an excellent reputation It is award-winning and is one of the largest financial planning firms in the area. It is looking for a qualified and experienced Paraplanner to work on a fully...

  • Remote Paraplanner

    1 week ago

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

    A unique and exceptional opportunity is now available for a FULLY REMOTE PARAPLANNER, to join a well-established Chartered Independent Financial Practice, with an excellent reputation It is award-winning and is one of the largest financial planning firms in the area. It is looking for a qualified and experienced Paraplanner to work on a fully remote basis,...

  • Remote Paraplanner

    2 weeks ago

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

    A unique and exceptional opportunity is now available for a FULLY REMOTE PARAPLANNER, to join a well-established Chartered Independent Financial Practice, with an excellent reputationIt is award-winning and is one of the largest financial planning firms in the area.It is looking for a qualified and experienced Paraplanner to work on a fully remote basis,...

  • Remote Paraplanner

    1 week ago

    Manchester, United Kingdom Recruitment Solutions (Folkestone) Ltd Full time €36,000

    A unique and exceptional opportunity is now available for a FULLY REMOTE PARAPLANNER, to join a well-established Chartered Independent Financial Practice, with an excellent reputation It is award-winning and is one of the largest financial planning firms in the area. It is looking for a qualified and experienced Paraplanner to work on a fully remote basis,...

  • Remote Paraplanner

    2 weeks ago

    Manchester, United Kingdom Recruitment Solutions (Folkestone) Ltd Full time €36,000

    A unique and exceptional opportunity is now available for a FULLY REMOTE PARAPLANNER, to join a well-established Chartered Independent Financial Practice, with an excellent reputation It is award-winning and is one of the largest financial planning firms in the area. It is looking for a qualified and experienced Paraplanner to work on a fully remote basis,...

  • Remote Paraplanner

    2 weeks ago

    Manchester, United Kingdom Recruitment Solutions (Folkestone) Ltd Full time €36,000

    A unique and exceptional opportunity is now available for a FULLY REMOTE PARAPLANNER, to join a well-established Chartered Independent Financial Practice, with an excellent reputation It is award-winning and is one of the largest financial planning firms in the area. It is looking for a qualified and experienced Paraplanner to work on a fully remote basis,...

  • Paraplanner

    3 weeks ago

    Manchester, United Kingdom mbf. Full time

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    1 month ago

    Manchester, United Kingdom mbf Full time

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    1 month ago

    Manchester, United Kingdom mbf Full time

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    Manchester, United Kingdom Artemis Recruitment Consultants Ltd Full time €24,000 - €30,000

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