Paraplanner

3 weeks 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, duties and responsibilities will include**:

- Writing and tailoring high quality suitability letters based on consultation with the Adviser
- Attending client meetings (when required)
- Extensive product research surrounding the key financial products in order to arrive at the most suitable recommendations
- To complete compliant suitability reports

**The Person**:

- Level 4 Diploma (desirable)
- Experienced in dealing with High Net Worth clients (desirable)
- Reliable and diligent
- Excellent working knowledge surrounding the key areas of Financial Planning
- Strong commercial and technical knowledge
- Personable and professional

**In return this opportunity offers a basic salary of between £32,000 & £44,000, home working, full study support, bonuses and benefits package.


  • Paraplanner

    2 weeks ago


    Manchester, United Kingdom Ferguson Dean Limited Full time

    A leading regional IFA firm, a Times Top 100 firm, are looking for a technically proficient paraplanner to join their team. They have an established team of seven paraplanners at present who work with eight advisers and have a dedicated administration team. They are keen for a paraplanner who has experience of working on more complex matters such as VCT and...

  • Paraplanner

    3 weeks ago


    Manchester, United Kingdom Ferguson Dean Limited Full time

    A leading regional IFA firm, a Times Top 100 firm, are looking for a technically proficient paraplanner to join their team. They have an established team of seven paraplanners at present who work with eight advisers and have a dedicated administration team. They are keen for a paraplanner who has experience of working on more complex matters such as VCT and...

  • Paraplanner

    2 weeks ago


    Manchester, United Kingdom Ferguson Dean Limited Full time

    A leading regional IFA firm, a Times Top 100 firm, are looking for a technically proficient paraplanner to join their team. They have an established team of seven paraplanners at present who work with eight advisers and have a dedicated administration team. They are keen for a paraplanner who has experience of working on more complex matters such as VCT and...

  • Paraplanner

    2 weeks ago


    Manchester, United Kingdom Ferguson Dean Limited Full time

    A leading regional IFA firm, a Times Top 100 firm, are looking for a technically proficient paraplanner to join their team. They have an established team of seven paraplanners at present who work with eight advisers and have a dedicated administration team. They are keen for a paraplanner who has experience of working on more complex matters such as VCT and...

  • 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

    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 path...

  • 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...

  • 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

    2 weeks ago


    Manchester, United Kingdom Ferguson Dean Limited 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. Package You will receive excellent salary (£30k-£45k) executive...

  • Paraplanner

    2 weeks ago


    Manchester, United Kingdom Ferguson Dean Limited 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...

  • Paraplanner

    1 day ago


    Manchester, United Kingdom Ferguson Dean Limited 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.Remember to check your CV before applying Also, ensure you read through...

  • Paraplanner

    4 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...

  • 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

    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...


  • 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 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

    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...

  • Trainee Paraplanner

    2 hours 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 DetailsA 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,...

  • 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...


  • 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,...