Paraplanner
3 weeks ago
A regional IFA firm are looking to recruit an additional paraplanner to join their team in Alderley Edge. They have three offices in the North West, and whilst you will be working with an Adviser in the office you will provide technical assistance generally as required. Most clients have £1m plus with the firm in portfolios and as such you will be working with more complex matters. The firm offer defined career paths, whether that be to senior roles or into Advice. Ideally you will be Chartered but minimum is Diploma.
Package
- You will receive excellent salary (£40k- £60k) executive benefits and earnings.
The company
- A three office, regional Advice firm in their Alderley Edge office.
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
- Attending client meetings as required
The candidate
- Minimum Dip, ideally Chartered or working towards
- Experience of working with HNW and UHNW clients
- Writing reports and undertaking research.
Next steps
- Contact via email below for confidential discussion and review of opportunity and process
-
Paraplanner
1 month ago
Alderley Edge, United Kingdom Freedom Recruitment Capital Full timeExperienced Paraplanner Location: Alderly Edge (In-Office Role) Are you an experienced and qualified Paraplanner looking to join a dedicated team that values holistic financial planning and client care? We are seeking a motivated and detail-oriented Paraplanner to support one of our advisors. If you are ready to slot straight in and pick up the reins, we...
-
Paraplanner
4 weeks ago
Alderley Edge, United Kingdom Freedom Recruitment Capital Full timeExperienced Paraplanner Location: Alderly Edge (In-Office Role)Are you an experienced and qualified Paraplanner looking to join a dedicated team that values holistic financial planning and client care? We are seeking a motivated and detail-oriented Paraplanner to support one of our advisors. If you are ready to slot straight in and pick up the reins, we want...
-
Paraplanner
4 weeks ago
Alderley Edge, United Kingdom Freedom Recruitment Capital Full timeExperienced ParaplannerLocation: Alderly Edge (In-Office Role)Are you an experienced and qualified Paraplanner looking to join a dedicated team that values holistic financial planning and client care? We are seeking a motivated and detail-oriented Paraplanner to support one of our advisors. If you are ready to slot straight in and pick up the reins, we want...
-
Financial Planning Paraplanner
2 weeks ago
Alderley Edge, United Kingdom Freedom Recruitment Capital Full timePosition: Experienced ParaplannerLocation: In-Office RoleAre you a qualified Paraplanner with a passion for comprehensive financial planning and exceptional client service? Freedom Recruitment Capital is on the lookout for a dedicated and detail-oriented Paraplanner to join our dynamic team.If you possess the expertise to seamlessly integrate into our...
-
Senior Paraplanner
2 months ago
Alderley Edge, United Kingdom Ortus PSR Full timeJoin Our Elite Team as a Senior Paraplanner working 1-2-1 with the Lead director crafting Holistic Financial Plans for HNW / UHNW clients. You will be training to become a Financial Advisor taking on HNW clients in the portfolio as you develop your skills and knowledge. Salary: up to £55,000 What we offer: 30 Days holiday + Bank holiday (38 total),...
-
Paraplanner
3 months ago
Alderley Edge, United Kingdom CF30 Consulting (Independent Recruitment Consultancy) Full timeBond Recruitment is delighted to be recruiting for an experienced Paraplanner, on behalf of our client, a leading IFA practice in Alderley Edge, Cheshire.The role of the Paraplanner is to support the Financial Planners and other staff when informing and advising Clients on their financial strategies, plans, products and investments.General...
-
Paraplanner
2 weeks ago
Alderley Edge, United Kingdom Ortus PSR Full timeThe Paraplanner will support Chartered Financial Planners with preparing client reports, conducting research, assisting in the development of financial plans, and maintaining client files. They are a leader in lifelong financial planning, offering bespoke advice to successful individuals and business owners. Our commitment to clarity and precision ensures...
-
Paraplanner
3 weeks ago
Alderley Edge, United Kingdom Ferguson Dean Full timeA regional IFA firm are looking to recruit an additional paraplanner to join their team in Alderley Edge. They have three offices in the North West, and whilst you will be working with an Adviser in the office you will provide technical assistance generally as required. Most clients have £1m plus with the firm in portfolios and as such you will be working...
-
Paraplanner
3 weeks ago
Alderley Edge, United Kingdom Ferguson Dean Full timeA regional IFA firm are looking to recruit an additional paraplanner to join their team in Alderley Edge. They have three offices in the North West, and whilst you will be working with an Adviser in the office you will provide technical assistance generally as required. Most clients have £1m plus with the firm in portfolios and as such you will be working...
-
Paraplanner
1 month ago
Alderley Edge, United Kingdom Ferguson Dean Full timeA regional IFA firm are looking to recruit an additional paraplanner to join their team in Alderley Edge. They have three offices in the North West, and whilst you will be working with an Adviser in the office you will provide technical assistance generally as required. Most clients have £1m plus with the firm in portfolios and as such you will be working...
-
Paraplanner
3 weeks ago
Alderley Edge, Cheshire, United Kingdom Ferguson Dean Full timeA regional IFA firm are looking to recruit an additional paraplanner to join their team in Alderley Edge. They have three offices in the North West, and whilst you will be working with an Adviser in the office you will provide technical assistance generally as required. Most clients have £1m plus with the firm in portfolios and as such you will be working...