Paraplanner

2 weeks ago


Wilmslow Cheshire, United Kingdom Ferguson Dean Full time
Job Description

A regional IFA firm are looking to recruit an additional paraplanner to join their team in Wilmslow. 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- £50k) executive benefits and earnings.

The company

  • A three office, regional Advice firm in their Wilmslow 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

    3 weeks ago


    Wilmslow, Cheshire East, United Kingdom Recruit UK Full time

    Job Title:ParaplannerIndustry: Financial ServicesLocation: Alderley EdgeSalary: Up to £45,000Reference Number: 7564Job Description:ParaplannerRecruit UK are working on an excellent opportunity for a Paraplanner position in Alderley Edge to join a leading Financial Planning and Private Client Investment Management company.They are an award winning integrated...

  • Paraplanner

    3 weeks ago


    Cheshire, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Title: Home-based Paraplanner positionIndustry: Financial ServicesLocation: UK WideSalary: £36,300Job Reference: 9058Job Description: Home-based Paraplanner positionRecruit UK is working on a unique opportunity for a fully remote Paraplanner, UK Wide to join a well-established Independent Financial Advice company.Our client is award-winning and is one...

  • Paraplanner

    2 weeks ago


    Cheshire, United Kingdom Recruit UK | Certified B Corp™ Full time €36,300

    Job Description Job Title: Home-based Paraplanner position Industry: Financial Services Location: UK Wide Salary: £36,300 Job Reference: 9058 Job Description: Home-based Paraplanner position Recruit UK is working on a unique opportunity for a fully remote Paraplanner, UK Wide to join a well-established Independent Financial Advice company. Our...

  • Paraplanner

    4 days ago


    Cheshire, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Title: Home-based Paraplanner positionIndustry: Financial ServicesLocation: UK WideSalary: £36,300Job Reference: 9058Job Description: Home-based Paraplanner positionRecruit UK is working on a unique opportunity for a fully remote Paraplanner, UK Wide to join a well-established Independent Financial Advice company.Our client is award-winning and is one...

  • Paraplanner

    4 weeks ago


    Wilmslow, United Kingdom Heat Recruitment Full time

    This is an exciting opportunity to join an established independent financial adviser based just south of Wilmslow who want to bring on an experienced paraplanner. The role will involve providing research and report writing support to several advisers withinthe business. The role will be varied covering all aspects of lifetime financial planning and cash flow...

  • Paraplanner

    3 weeks ago


    Wilmslow, United Kingdom The Eventus Recruitment Group Full time

    Eventus Recruitment Cheshire are seeking an experienced Paraplanner to join a successful Financial Planning business based in Wilmslow, Cheshire. This is a great job opportunity to join an established and successful firm with big growth plans. Employees at this firm love going to work due to the relaxed, friendly and autonomous (yet supportive) working...

  • Paraplanner

    3 weeks ago


    Wilmslow, United Kingdom The Eventus Recruitment Group Full time

    Eventus Recruitment Cheshire are seeking an experienced Paraplanner to join a successful Financial Planning business based in Wilmslow, Cheshire. This is a great job opportunity to join an established and successful firm with big growth plans. Employees at this firm love going to work due to the relaxed, friendly and autonomous (yet supportive) working...

  • Paraplanner

    3 weeks ago


    Wilmslow, Cheshire, United Kingdom Ferguson Dean Full time

    A regional IFA firm are looking to recruit an additional paraplanner to join their team in Wilmslow. 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...

  • Paraplanner

    3 weeks ago


    Wilmslow, Cheshire, United Kingdom Ferguson Dean Full time

    A regional IFA firm are looking to recruit an additional paraplanner to join their team in Wilmslow. 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...

  • Senior Paraplanner

    21 hours ago


    Wilmslow, United Kingdom The Eventus Recruitment Group Full time

    Eventus Recruitment Cheshire are seeking an experienced Paraplanner to join a very successful Financial Planning business based in Wilmslow, Cheshire. This is a great job opportunity to join a highly reputable and successful company with an affluent client base. You will benefit from a supportive team, ad-hoc bonuses and an excellent pension, 25 days...

  • Paraplanner

    3 weeks ago


    Cheshire East, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Title: Home-based Paraplanner position Industry: Financial Services Location: UK Wide Salary: £36,300 Job Reference: 9058 Job Description: Home-based Paraplanner position Recruit UK is working on a unique opportunity for a fully remote Paraplanner, UK Wide to join a well-established Independent Financial Advice company. Our client is award-winning...

  • Paraplanner

    3 weeks ago


    Cheshire East, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Title: Home-based Paraplanner positionIndustry: Financial ServicesLocation: UK WideSalary: £36,300Job Reference: 9058Job Description: Home-based Paraplanner positionRecruit UK is working on a unique opportunity for a fully remote Paraplanner, UK Wide to join a well-established Independent Financial Advice company.Our client is award-winning and is one...

  • Paraplanner

    3 weeks ago


    Cheshire East, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Title: Home-based Paraplanner positionIndustry: Financial ServicesLocation: UK WideSalary: £36,300Job Reference: 9058Job Description: Home-based Paraplanner positionRecruit UK is working on a unique opportunity for a fully remote Paraplanner, UK Wide to join a well-established Independent Financial Advice company.Our client is award-winning and is one...

  • Paraplanner

    3 weeks ago


    Cheshire East, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Title: Home-based Paraplanner positionIndustry: Financial ServicesLocation: UK WideSalary: £36,300Job Reference: 9058Job Description: Home-based Paraplanner positionRecruit UK is working on a unique opportunity for a fully remote Paraplanner, UK Wide to join a well-established Independent Financial Advice company.Our client is award-winning and is one...


  • Cheshire, United Kingdom Recruit UK | Certified B Corp™ Full time €36,300

    Job Description Job Title: Home-based Paraplanner position Financial Services Job Description: Home-based Paraplanner position Recruit UK is working on a unique opportunity for a fully remote Paraplanner, UK Wide to join a well-established Independent Financial Advice company. Our client is award-winning and is one of the Largest Chartered...

  • Paraplanner

    3 weeks ago


    Cheshire East, UK, North West England, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Title: Home-based Paraplanner positionIndustry: Financial ServicesLocation: UK WideSalary: £36,300Job Reference: 9058Job Description: Home-based Paraplanner positionRecruit UK is working on a unique opportunity for a fully remote Paraplanner, UK Wide to join a well-established Independent Financial Advice company.Our client is award-winning and is one...

  • Senior Paraplanner

    3 days ago


    Wilmslow, United Kingdom The Eventus Recruitment Group Full time

    Eventus Recruitment Cheshire are seeking an experienced Paraplanner to join a very successful Financial Planning business based in Wilmslow, Cheshire. This is a great job opportunity to join a highly reputable and successful company with an affluent client base. You will benefit from a supportive team, ad-hoc bonuses and an excellent pension, 25 days...

  • Paraplanner

    1 month ago


    Wilmslow, Cheshire East, United Kingdom Idex Full time

    My client is chartered financial planning business that has been providing financial planning and investment advice since the mid 90s.They are currently looking for an experienced Paraplanner to join their team in Wilmslow. The successful candidate will support the financial planners whilst having day to day responsibility for a book of clients and will be...

  • Paraplanner

    3 weeks ago


    Wilmslow, United Kingdom Ferguson Dean Full time

    A regional IFA firm are looking to recruit an additional paraplanner to join their team in Wilmslow. 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...

  • Paraplanner

    3 weeks ago


    Wilmslow, United Kingdom Ferguson Dean Full time

    A regional IFA firm are looking to recruit an additional paraplanner to join their team in Wilmslow. 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...