Paraplanner (Pensions Management)
4 weeks ago
Paraplanner - Leading Wealth Management Organisation - Manchester/ hybrid - Salary to £50,000 plus first class benefits package
The Wealth Advisors work with clients across multiple sites, delivering high level Financial Planning advice, tailored to each HNW client. While heavily pensions dominated this area of the business continues to evolve and as such, our client requires a candidate with strong knowledge across all products and services.
Working closely with the Advisors, you will be responsible for the delivery of technical financial advisory reports and advice to High Net Worth Clients.
Work alongside Advisers to deliver a highly personalised holistic financial planning service, focused on improving all client outcomes and ensuring client needs are met to an exceptional standard.
Undertake technical research, compile financial planning recommendations.
Undertake a limited number of defined benefit pension transfer reviews, when appropriate.
Attend meetings with Financial Planners, developing relationships with clients.
Analyse client data and prepare cash flow analyses.
Mentor, nurture and develop trainees.
Ensure all regulatory and compliance standards are met.
You should be able to work independently and slot straight into the role without the need for training, other than on the company's processes and systems
Salary to £50,000 depending on experience and qualifications
Industry leading, non-contributory pension scheme
Private medical health cover
Life Cover - 4 x base salary
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Pension Paraplanner
2 weeks ago
Manchester, United Kingdom mbf Full timeJunior Paraplanner - Manchester, hybrid - Salary negotiable from £30K to around £40K plus benefits Our highly regarded client, a prominent Investment Bank & Wealth Manager with a legacy tracing back to 1980, stands as a leader in Europe across the Asset Management, Private Banking, and Wealth Management sectors. Currently, our client is in search...
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Paraplanner (Pensions Management)
3 weeks ago
Greater Manchester, United Kingdom IDEX Consulting Ltd Full timeOur Client is a highly regarded Chartered IFA Wealth Management practice in the North West and they are currently recruiting for an experienced Paraplanner to join their team in Wigan. Prepare information for analysis by the adviser. Help manage client relationship and taking/making calls in a polite and professional manner Occasionally taking on...
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Paraplanner (Pensions Management)
4 weeks ago
Manchester, United Kingdom mbf Full timeParaplanner - Leading Wealth Management Organisation - Manchester/ hybrid - Salary to £50,000 plus first class benefits package The Wealth Advisors work with clients across multiple sites, delivering high level Financial Planning advice, tailored to each HNW client. While heavily pensions dominated this area of the business continues to evolve and as...
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Paraplanner (Pensions Management)
2 weeks ago
Greater Manchester, United Kingdom IDEX Consulting Ltd Full timeJob Description Our Client is a highly regarded Chartered IFA Wealth Management practice in the North West and they are currently recruiting for an experienced Paraplanner to join their team in Wigan. Prepare information for analysis by the adviser. Help manage client relationship and taking/making calls in a polite and professional manner ...
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Paraplanner (Pensions Management)
3 weeks ago
Stockport, Greater Manchester, United Kingdom Medlock Partners Full time26 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. Hybrid working Flexible working hours Our client is a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for providing bespoke Financial Advice to...
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Paraplanner
1 month 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
1 month 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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Paraplanner
2 months ago
Manchester, United Kingdom Page Personnel Full timeWe are working with a successful financial services organisation in Manchester to recruit for a Paraplanner to join their growing business. Client Details This is a very successful firm has a number of various companies specialising in different aspects of financial services, including financial advice, insurance, pensions, mortgages among others,...
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Paraplanner
1 week 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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Senior Paraplanner
4 weeks ago
Manchester, United Kingdom tPS Recruitment Full timeAre you a highly motivated and experienced paraplanner looking to take your career to the next level? Our client an established Wealth Management firm is looking to recruit an experienced paraplanner to join their friendly team with career progression intoadvising. They are a fun and people-orientated wealth management business, committed to providing...
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Paraplanner
1 month ago
Manchester, United Kingdom Square Peg Associates Ltd Full timeOur client is an ambitious and highly personable, SJP financial services partner, looking for a Paraplanner to join their expanding team in Manchester City Centre. This role will offer fantastic training and support and would suit someone who is keen to progress. £33-£40k per annum, dependent upon experience, plus benefits **Duties of Paraplanner**: -...
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Junior Paraplanner
4 weeks ago
Manchester, United Kingdom Square Peg Associates Ltd Full timeOur client is a prestigious and growing financial services practice in the heart of City Centre Manchester, who are looking for a Junior level Paraplanner with a minimum of 2 years experience within wealth management. Full or Part Time options available **Salary**: Competitive salary plus benefits and flexible working Based in central Manchester and...
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Pension Paraplanner
1 week ago
Salford, Greater Manchester, United Kingdom Recruitment22 Full timeAn Independent Financial Advisers in Bolton is seeking a Junior Paraplanner. They don't need the finished article and they're not concerned if you have't got level 4 but the they do need someone with some research and/or suitability report writing experience, that's keen to be in a supportive environment and to work under a manager who's keen to help you...
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Paraplanner (Permanent)
2 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 (Permanent)
7 days 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
1 month ago
Manchester, United Kingdom Search Consultancy Full timeParaplanner Manchester £35,000 - £50,000 (fully negotiable depending on experience and qualifications) plus hybrid home/office working, market leading benefits, exam support, bonus An excellent new opportunity has arisen to join a highly successful Financial Planning company in Manchester. This is a Paraplanner position supporting the hugely successful...
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Paraplanner
4 weeks ago
Manchester, United Kingdom mbf Full timeParaplanner - Leading Wealth Management Organisation - Manchester/ hybrid - Salary to £50,000 plus first class benefits package MBF are currently working with a top Wealth Management organisation who are looking to recruit an experienced and technically minded Paraplanner to join their growing team in Manchester. This organisation is a company MBF have...
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Paraplanner
4 weeks ago
Manchester, United Kingdom CareerBliss Full timeA major wealth management firm in Altricham are looking for a Dip qualified paraplanner to join their team. The firm work across the UK with clients in the £500k plus space in the main, and have a defined career path internally. All paraplanners will receive support to reach Chartered.PackageYou will receive excellent salary (£30k-£45k) executive benefits...
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Paraplanner
1 week ago
Manchester, United Kingdom mbf. Full time**Paraplanner - International Private Bank, Wealth Management division - Manchester/ hybrid - Salary to £55,000 plus excellent benefits** MBF are currently working with the Wealth Management Division of an International Private Bank who are looking to recruit an experienced Paraplanner to join their team in Manchester. **The company**: The Manchester head...
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Paraplanner
1 week ago
Manchester, United Kingdom Ferguson Dean Limited Full timeA major wealth management firm in Altricham are looking for a Dip qualified paraplanner to join their team. The firm work across the UK with clients in the £500k plus space in the main, and have a defined career path internally. All paraplanners will receive support to reach Chartered. Package You will receive excellent salary (£30k-£45k) executive...