Paraplanner (Pensions Management)

3 weeks ago


Wigan Greater Manchester, United Kingdom IDEX Consulting Full time

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
Occasionally taking on project work and assignments
Review investment portfolio, asset allocation, risk profile etc

You must have an excellent understanding of the Financial Planning process and a knowledge of financial services world
You will have excellent report writing skills and have a high technical knowledge
Diploma qualified (or Equivalent) as a minimum and committed to progressing to Chartered Financial Planner Status
Experience of Advisor Office
Strong technical knowledge in the investment and pensions market



Visit the IDEX Consulting Ltd website for further opportunities. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We are committed to driving conscious inclusion across our business and creating equitable pathways.
#



  • Greater Manchester, United Kingdom IDEX Consulting Ltd Full time

    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 Occasionally taking on...


  • Greater Manchester, United Kingdom IDEX Consulting Ltd Full time

    Job 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 ...

  • Pension Paraplanner

    3 days ago


    Manchester, United Kingdom mbf Full time

    Junior 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...


  • Uxbridge, Greater London, United Kingdom Financial Divisions Full time

    Paraplanner – Route to Advisor with clients provided Hybrid Working – Based in Uxbridge, Middlesex £50k and bonus My client is a well-established Independent Financial Advice firm with offices based in Uxbridge. They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Mortgages and some Protections to wealthy clients across...


  • Uxbridge, Greater London, United Kingdom Financial Divisions Full time €50,000

    Paraplanner – Route to Advisor with clients provided Hybrid Working – Based in Uxbridge, Middlesex £50k and bonus My client is a well-established Independent Financial Advice firm with offices based in Uxbridge. They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Mortgages and some Protections to wealthy clients across...


  • Stockport, Greater Manchester, United Kingdom Medlock Partners Full time

    26 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...


  • Manchester, United Kingdom mbf Full time

    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...


  • Uxbridge, Greater London, United Kingdom Financial Divisions Full time

    Hybrid Working – Based in Uxbridge, Middlesex £50k and bonus My client is a well-established Independent Financial Advice firm with offices based in Uxbridge. They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Mortgages and some Protections to wealthy clients across the London and home counties region. They also offer Wills...

  • Pension Paraplanner

    2 days ago


    Salford, Greater Manchester, United Kingdom Recruitment22 Full time

    Job Description An 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...

  • Paraplanner

    4 weeks 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...

  • Paraplanner

    3 weeks 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...

  • Paraplanner

    1 month ago


    Manchester, United Kingdom Page Personnel Full time

    We 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,...

  • Paraplanner

    3 weeks ago


    Manchester, United Kingdom Page Personnel Full time

    We are working with a successful financial services organisation in Manchester to recruit for a Paraplanner to join their growing business. Client DetailsThis 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, supporting...


  • 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,...

  • Paraplanner

    1 month ago


    Manchester, United Kingdom Heat Recruitment Full time

    The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm that focuses on providing high-quality financial planning and investment management service. The Opportunity During a period of key expansion, our client is looking for an experienced Paraplanner to support the successful Financial Planners of the business. The firm...

  • Paraplanner

    2 weeks ago


    manchester, United Kingdom mbf Full time

    Job DescriptionParaplanner - Leading Wealth Management Organisation - Manchester/ hybrid - Salary to £50,000 plus first class benefits packageMBF 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...

  • Paraplanner

    4 weeks ago


    Manchester, United Kingdom Search Consultancy Full time

    Paraplanner 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...

  • Paraplanner

    2 weeks ago


    Manchester, United Kingdom mbf Full time

    Paraplanner - 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...


  • Manchester, United Kingdom Page Personnel Full time

    We 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,...

  • Paraplanner

    2 weeks ago


    Manchester, United Kingdom CareerBliss Full time

    A 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...