Paraplanner (Permanent)

1 month ago


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

A 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 within a dynamic and thriving environment. Paraplanner Role Overview: As a Paraplanner, you will play a crucial role in providing comprehensive support to the team of Wealth Managers and Advisors. You will have the opportunity to work closely with high-profile clients, engaging in client contact and attending meetings alongside the advisory team. This role requires technical expertise, strong interpersonal skills, and meticulous attention to detail. Paraplanner Key Responsibilities: Collaborate with Wealth Managers and Advisors to prepare and deliver holistic financial plans for HNW clients. Conduct detailed research and analysis on various financial products, investment strategies, and tax planning. Prepare accurate and comprehensive client reports, including cash flow analysis, investment performance, and risk assessments. Liaise with clients directly to gather necessary information, address inquiries, and provide ongoing support. Attend client meetings alongside the advisory team, actively participating in discussions and offering technical expertise. Stay abreast of regulatory changes, industry trends, and best practices to ensure compliance and deliver top-notch advice. Assist in the training and mentoring of junior paraplanners, sharing knowledge and expertise within the team. Paraplanner Qualifications and Experience: Extensive experience as a Paraplanner within the financial services industry, preferably in a high-net-worth environment. Strong knowledge of investment products, financial planning, tax considerations, and regulatory requirements. Demonstrated experience in producing complex financial plans, including cash flow modelling and investment analysis. Professional qualifications such as Diploma in Financial Planning (DipPFS) are preferred, or will be working towards this. Excellent interpersonal and communication skills, with the ability to build and maintain strong client relationships. Proven ability to work effectively in a team environment, collaborating with Wealth Managers and Advisors. Meticulous attention to detail, ensuring accuracy and compliance in all client documentation. Paraplanner Reward Package: Competitive Salary 35 hours per week 25 days holiday plus Bank Holidays. 1 x holiday - Birthday holiday Loyalty holidays with continued service. Christmas Closure (need to retain 3 days from allowance) Quarterly Bonus Scheme Perks Scheme Pension (auto-enrolment, then 5% + 5% contributions after 6 months) Private Medical Insurance (after 12 months) Life Assurance Fully funded company social events - summer and winter Generous Study/Training Program Personal Development Plan; Quarterly 1:1 meetings and Annual Appraisal System



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

    A 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...


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

    A leading, award winning, Chartered Financial Planner based in the North-West, currently requires an experienced and Diploma Qualified Paraplanner to join it’s friendly and vibrant team. Paraplanner Job Purpose The Technical Support Team is primarily responsible for producing suitability reports for clients on behalf of its advisers. The team is made up...


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

    A leading, award winning, Chartered Financial Planner based in the North-West, currently requires an experienced and Diploma Qualified Paraplanner to join it’s friendly and vibrant team. Paraplanner Job Purpose The Technical Support Team is primarily responsible for producing suitability reports for clients on behalf of its advisers. The team is made up...


  • Trafford, Greater Manchester, United Kingdom Page Personnel Full time €40,000

    We are working with a successful financial services organisation in Altrincham 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,...


  • Trafford, Greater Manchester, United Kingdom Page Personnel Full time

    We are working with a successful financial services organisation in Altrincham 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,...

  • Trainee Paraplanner

    3 days 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

    2 days 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,...

  • Paraplanner

    1 month ago


    Manchester, United Kingdom Taylor James Professional Recruitment Full time

    **Our client, a prestigious firm of financial planners in Manchester city centre are looking to appoint a Paraplanner to join their highly experienced team on a permanent basis.** Working from home or out of prestigious offices (home working available), you will be an integral part of the firm’s technical function. **Working closely with the advisers,...


  • Stockport, Greater Manchester, United Kingdom Eventus Legal Full time

    Eventus Recruitment Cheshire are seeking an experienced Paraplanner to join a very successful Financial Planning business based in Stockport, Greater Manchester. This is a great job opportunity to join an established and successful company with big growth plans. You will benefit from a supportive team, hybrid working (3 days remote at home), ad-hoc bonuses...


  • Stockport, Greater Manchester, United Kingdom Eventus Legal Full time

    Eventus Recruitment Cheshire are seeking an experienced Paraplanner to join a very successful Financial Planning business based in Stockport, Greater Manchester. This is a great job opportunity to join an established and successful company with big growth plans. You will benefit from a supportive team, hybrid working (3 days remote at home), ad-hoc bonuses...


  • Trafford, Greater Manchester, United Kingdom Halecroft Recruitment Full time

    Our client based in Hale, Altrincham is currently looking to recruit an experienced Financial Services Administrator on a permanent basis... To provide efficient, friendly, and professional administration support to both clients & IFAs. The Role: Dealing with adhoc queries from Advisers/Clients/Providers Tasks to be recorded and maintained via...


  • Trafford, Greater Manchester, United Kingdom Halecroft Recruitment Full time

    Our client based in Hale, Altrincham is currently looking to recruit an experienced Financial Services Administrator on a permanent basis... To provide efficient, friendly, and professional administration support to both clients & IFAs. The Role: Dealing with adhoc queries from Advisers/Clients/Providers Tasks to be recorded and maintained via...

  • Financial Planner

    2 days ago


    Manchester, United Kingdom The Oakfield Group Full time

    **Job Title: Financial Planner** **Location**: Manchester My clientis a small but perfectly formed financial services firm dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, they provide comprehensive financial planning and investment management...

  • Financial Planner

    1 month ago


    Manchester, United Kingdom The Oakfield Group Full time

    **Job Title: Financial Planner** **Location**: Manchester My clientis a small but perfectly formed financial services firm dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, they provide comprehensive financial planning and investment management...

  • Financial Planner

    3 days ago


    Trafford, Greater Manchester, United Kingdom Halecroft Recruitment Full time

    Halecroft Recruitment are proud to be working on behalf of an award-winning Chartered UK Financial Planning and Wealth Management Firm that have been trading over 30 years to appoint a Financial Planner in Cheshire… This is an outstanding opportunity to build and maintain client relationships, deliver high quality tailored advice to High Net Worth...

  • Financial Planner

    10 hours ago


    Trafford, Greater Manchester, United Kingdom Halecroft Recruitment Full time

    Halecroft Recruitment are proud to be working on behalf of an award-winning Chartered UK Financial Planning and Wealth Management Firm that have been trading over 30 years to appoint a Financial Planner in Cheshire… This is an outstanding opportunity to build and maintain client relationships, deliver high quality tailored advice to High Net Worth...


  • Manchester, United Kingdom NJR Recruitment Full time

    **TECHNICAL SPECIALIST - PENSIONS & WEALTH MANAGEMENT** **LOCATION: REMOTE** **SALARY: 30,000 - 40,000 BENEFITS** Benefist on Offer: - Share Incentive Plan - Group Pension - Life Assurance - Income Protection - Health Cash Plan **One of the following Product Range is Required**: Pensions - SIPP, SSAS, DB or DC, Employee Benefits, Investments, Trusts &...


  • Trafford, Greater Manchester, United Kingdom Halecroft Recruitment Full time

    Our client based in Hale, Altrincham is currently looking to recruit an experienced Financial Services Administrator on a permanent basis... To provide efficient, friendly, and professional administration support to both clients & IFAs. The Role: Dealing with adhoc queries from Advisers/Clients/Providers Tasks to be recorded and maintained via...


  • Trafford, Greater Manchester, United Kingdom Halecroft Recruitment Full time

    Our client based in Hale, Altrincham is currently looking to recruit an experienced Financial Services Administrator on a permanent basis... To provide efficient, friendly, and professional administration support to both clients & IFAs. The Role: Dealing with adhoc queries from Advisers/Clients/Providers Tasks to be recorded and maintained via...