We have other current jobs related to this field that you can find below
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Paraplanner
3 months ago
Manchester, United Kingdom Ferguson Dean Limited 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 months ago
Manchester, United Kingdom Ferguson Dean Limited 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 months ago
Manchester, United Kingdom Ferguson Dean Limited 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 months ago
Manchester, United Kingdom Recruitment Solutions (Folkestone) Ltd Full timeA prestigious wealth management firm currently requires an experienced and highly skilled Paraplanner . This opportunity lies within their Financial Planning Division, catering to discerning clients with complex financial needs. With a reputation for excellence and a commitment to delivering exceptional client service, this role offers a rewarding career...
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Paraplanner
3 months ago
Manchester, United Kingdom Ferguson Dean Limited Full time €70,000A leading regional IFA firm, a Times Top 100 firm, are looking for a technically proficient paraplanner to join their team. Have you got the right qualifications and skills for this job Find out below, and hit apply to be considered. They have an established team of seven paraplanners at present who work with eight advisers and have a dedicated...
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Paraplanner
3 months ago
Manchester, United Kingdom Ferguson Dean Limited Full time €70,000A leading regional IFA firm, a Times Top 100 firm, are looking for a technically proficient paraplanner to join their team. Have you got the right qualifications and skills for this job Find out below, and hit apply to be considered. They have an established team of seven paraplanners at present who work with eight advisers and have a dedicated...
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Paraplanner
3 months ago
Manchester, United Kingdom Recruitment Solutions (Folkestone) Ltd Full timeA prestigious wealth management firm currently requires an experienced and highly skilled Paraplanner . This opportunity lies within their Financial Planning Division, catering to discerning clients with complex financial needs.With a reputation for excellence and a commitment to delivering exceptional client service, this role offers a rewarding career path...
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Trainee Paraplanner
2 months ago
Manchester, United Kingdom Heat Recruitment Ltd Full timeTrainee 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...
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Trainee Paraplanner
2 months ago
Manchester, United Kingdom Heat Recruitment Ltd Full timeTrainee 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...
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Senior Paraplanner
5 days ago
Manchester, United Kingdom Page Personnel Full timeAn exciting opportunity has arisen for a Senior Paraplanner to join a reputable financial services firm. The successful candidate will be responsible for providing efficient and effective support to the financial advisory team. Client Details This firm is a respected player in the financial services industry, having won numerous awards in all areas of...
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Senior Paraplanner
4 days ago
Manchester, United Kingdom Page Personnel Full timeAn exciting opportunity has arisen for a Senior Paraplanner to join a reputable financial services firm. The successful candidate will be responsible for providing efficient and effective support to the financial advisory team.Client DetailsThis firm is a respected player in the financial services industry, having won numerous awards in all areas of...
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Paraplanner
1 day ago
Stockport, Greater Manchester, United Kingdom Ferguson Dean Full timeA national DFM, a household name in the industry, are looking to recruit an additional paraplanner to join their team in Stockport. They have three financial planners and three paraplanners in the office at present. One paraplanner is moving to a different role in the firm though, to follow their defined career path, and as such they are looking for someone...
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Paraplanner
1 week ago
Stockport, Greater Manchester, United Kingdom Ferguson Dean Full timeA national DFM, a household name in the industry, are looking to recruit an additional paraplanner to join their team in Stockport. They have three financial planners and three paraplanners in the office at present. One paraplanner is moving to a different role in the firm though, to follow their defined career path, and as such they are looking for someone...
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Pension Paraplanner
2 days ago
Manchester, United Kingdom Eventus Legal Full time €45,000 - €50,000Eventus Recruitment are seeking a career Paraplanner to join a successful IFA business based in Manchester City Centre. You will benefit from 25 days holiday plus bank holidays, flexible working hours, relaxed working culture with a hybrid working model (1-2 days in office if desired), flexible work patterns and an excellent pension plan. * The incoming...
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Pension Paraplanner
2 days ago
Manchester, United Kingdom Eventus Legal Full time €45,000 - €50,000Eventus Recruitment are seeking a career Paraplanner to join a successful IFA business based in Manchester City Centre. You will benefit from 25 days holiday plus bank holidays, flexible working hours, relaxed working culture with a hybrid working model (1-2 days in office if desired), flexible work patterns and an excellent pension plan. * The incoming...
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Paraplanner
3 months ago
Manchester, United Kingdom Ferguson Dean Full timeA leading national IFA practice are looking for a paraplanner to join their Bury office. The firm are a generalist IFA practice but with a number of specialist teams. You will be working with a paraplanning team of four paraplanners and supporting Advisers in Manchester and London. Experience of the PICOP market would be ideal, but is not essential. You will...
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Paraplanner
3 months ago
Manchester, United Kingdom Ferguson Dean Full timeA leading national IFA practice are looking for a paraplanner to join their Bury office. The firm are a generalist IFA practice but with a number of specialist teams. You will be working with a paraplanning team of four paraplanners and supporting Advisers in Manchester and London. Experience of the PICOP market would be ideal, but is not essential. You will...
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Pension Paraplanner
2 days ago
Manchester, United Kingdom Eventus Legal Full time £45,000 - £50,000About the RoleWe are seeking a skilled Paraplanner to join our team at Eventus Recruitment, a leading recruitment agency specializing in the Financial Services sector. As a Paraplanner, you will play a crucial role in supporting our clients' financial planning needs.Key ResponsibilitiesConduct annual reviews and provide support with preparation of new...
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Pension Paraplanner
2 days ago
Manchester, United Kingdom Eventus Legal Full time £45,000 - £50,000About the RoleWe are seeking a skilled Paraplanner to join our team at Eventus Recruitment, a leading recruitment agency specializing in the Financial Services sector. As a Paraplanner, you will play a crucial role in supporting our clients' financial planning needs.Key ResponsibilitiesConduct annual reviews and provide support with preparation of new...
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Paraplanner
3 months ago
Greater Manchester, United Kingdom Ferguson Dean Full timeA leading national IFA practice are looking for a paraplanner to join their Bury office. The firm are a generalist IFA practice but with a number of specialist teams. You will be working with a paraplanning team of four paraplanners and supporting Advisers in Manchester and London. Experience of the PICOP market would be ideal, but is not essential. You...
Paraplanner
2 months ago
We are looking for a Paraplanner to join a firm of Independent Financial Advisers (IFAs) in their Manchester office (hyrbdi working offered), possessing extensive market knowledge and who has been in business for over 10 years.
As a Paraplanner your main responsibilities will be to provide technical and administrative support in terms of managing all submissions of policies, completing and uploading client review forms and report writing, working with pension, investment, tax and protection products.
To be considered for the Paraplanner position in Leeds you will need to have a minimum of two year’s Paraplanning experience, with exceptional technical knowledge. Diploma Level 4 qualified as a minimum and working towards Chartered is desirable.
Key Duties and Responsibilities:
- To work in the Wealth Management Support Team reporting to the Head of Support.
- To prepare Suitability Reports and process new and existing business in accordance with my clients policies and procedures, using the appropriate templates.
- To use the Firm's case management system and ensure it is kept up to date.
- To ensure business is conducted compliantly and efficiently.
- To ensure work complies with the Firms policies, FCA regulations and best practice.
- To always put the interests of the client first.
- To support the IFA's and senior members of staff as necessary with administrative duties.
- To use cash flow modelling tools where appropriate.
- To liaise with product providers, clients and industry professionals as required.
- To prepare annual client reviews as required.
- To co-operate fully with the firm’s Compliance Director and Money Laundering Reporting Officer.
You will be rewarded with a very generous basic salary, bonus potential and benefits package including a whole range of flexible benefits.
Don’t delay, apply today for a confidential discussion.
Due to the overwhelming application responses received through various sources, should you not hear from us within 72 hours then please assume your application has been unsuccessful.
Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.
