Paraplanner
4 days ago
Paraplanner Our client is seeking an experienced Paraplanner to join a well-established financial planning team based in Trafford. Key Responsibilities: Review cases and collaborate with Financial Planners to fully understand recommendations in line with client needs and objectives Check and confirm fact-find information with Financial Planners Review ceding scheme details and liaise with providers to obtain any missing information Ensure recommendations are suitable and compliant with regulatory requirements Draft and adapt high-quality suitability reports based on discussions with Financial Planners Conduct research and analysis to identify appropriate financial solutions Prepare cash flow plans alongside Financial Planners using cash flow modelling tools Maintain accurate and compliant client records using back-office systems Identify and raise any discrepancies on client files with the Financial Planner Candidate Profile: Diploma in Regulated Financial Planning (desired) Minimum of 2 years experience as a Paraplanner Strong understanding of the financial planning process Solid experience in pensions investments (including ISAs and bonds) IHT and trust cases; protection knowledge preferable Familiarity with financial research tools such as FE Analytics and cash flow modelling tools such as Voyant Employment Type : Full Time Experience: years Vacancy: 1
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Paraplanner
8 hours ago
Manchester, United Kingdom Recruitment Solutions (Folkestone) Ltd Full timeParaplanner Ref: RP6044 Salary: £35,000 - £41,000 Contract Type: PermanentLocation: Manchester, North West Skill Set Paraplanner, Report Writer, Technical Support, Analyst, Senior Paraplanner A leading, award winning, Chartered Financial Planner based in the North-West, currently requires an experienced and qualified Paraplanner, a Technical Support...
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Paraplanner
6 days ago
Manchester, United Kingdom CAP Resourcing LTD Full timeParaplanner Manchester - Hybrid Full time Salary up to £50k (depending on experience) + benefits We’re looking for an experienced Paraplanner to join a growing team in Manchester, and play a key role in supporting a group of highly qualified Financial Planning Directors. Our client will also consider candidates with less experience as long as they are...
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Paraplanner
2 weeks ago
Manchester, United Kingdom CAP Resourcing LTD Full timeParaplanner Manchester - Hybrid Full time Salary up to £50k (depending on experience) + benefits We’re looking for an experienced Paraplanner to join a growing team in Manchester, and play a key role in supporting a group of highly qualified Financial Planning Directors. Our client will also consider candidates with less experience as long as they are...
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Paraplanner
2 weeks ago
Manchester, United Kingdom CAP Resourcing LTD Full timeParaplanner Manchester - Hybrid Full time Salary up to £50k (depending on experience) + benefits We’re looking for an experienced Paraplanner to join a growing team in Manchester, and play a key role in supporting a group of highly qualified Financial Planning Directors. Our client will also consider candidates with less experience as long as they are...
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Remote Paraplanner
8 hours ago
Manchester, United Kingdom Recruitment Solutions (Folkestone) Ltd Full timeRemote Paraplanner Ref : RP6018 Salary : £35,000 to 40,000 Contract Type : PermanentLocation : Manchester, North West Skill Set Paraplanner, Senior Paraplanner, Paraplanning, Remote Paraplanner FULLY REMOTE PARAPLANNER Recruitment Solutions is working on a unique and exceptional opportunity for a fully remote Paraplanner, to join a well-established...
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Paraplanner
2 days ago
Manchester, United Kingdom mbf. Full timeParaplanner – £37,000 + BenefitsFully Remote (Anywhere in the UK)We are seeking an experienced Paraplanner to join a well-established, fully independent financial planning firm. This is a fully home-based position, offering the flexibility to work from anywhere in the UK. The role involves providing high-quality analytical and technical support to...
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Paraplanner
1 week ago
Manchester, United Kingdom RGH-Global Limited Full timeParaplanner Our client is seeking an experienced Paraplanner to join a well-established financial planning team based in Trafford. Key Responsibilities Review cases and collaborate with Financial Planners to fully understand recommendations in line with client needs and objectives Check and confirm fact-find information with Financial Planners Review ceding...
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Paraplanner
5 days ago
Manchester, United Kingdom RGH-Global Limited Full timeParaplanner Our client is seeking an experienced Paraplanner to join a well-established financial planning team based in Trafford. Key Responsibilities: Review cases and collaborate with Financial Planners to fully understand recommendations in line with client needs and objectives Check and confirm fact-find information with Financial Planners Review ceding...
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Paraplanner
2 weeks ago
Manchester, United Kingdom RGH-Global Limited Full timeParaplanner Our client is seeking an experienced Paraplanner to join a well-established financial planning team based in Trafford. Key Responsibilities Review cases and collaborate with Financial Planners to fully understand recommendations in line with client needs and objectives Check and confirm fact-find information with Financial Planners Review ceding...
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Paraplanner
4 days ago
Manchester, United Kingdom REDTUSK Full time**Paraplanner - Manchester** The company is a boutique wealth management firm based in the heart of Manchester. Due to continued expansion, they are now looking for a skilled paraplanner to join their operation. The position can be on a part-time or full-time basis. Working as part of the in-house team at a highly successfully Appointed Representative of St....
