Paraplanner

4 days ago

Alderley Edge, United Kingdom Ortus PSR Full time

**Paraplanner**

**Location: Stockport**

**Salary: £30,000 - £40,000**

The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service.

**Responsibilities**:

- Technical support to our Adviser Team
- Research the most suitable product and tax wrapper
- Write suitability letter reports for investment, pension, protection and inheritance tax cases
- Respond to technical client queries relating to trusts defined benefit pensions and tax

**Skills**:

- Previous experience within a fast-paced IFA Practice
- High level of analytical capability and good communication skills

  • Paraplanner

    5 days ago

    Alderley Edge, United Kingdom Ortus PSR Full time

    Attention all experienced and ambitious Paraplanners! We are seeking a talented Diploma Qualified Paraplanner to join a dynamic team and take on a crucial role in our growing financial services firm. The team is the structures in place to grow rapidly nextfew years and is looking for someone who wants to be part of a growing business. Salary £30,000 -...

  • Paraplanner - Chartered Practice

    3 weeks ago

    Alderley Edge, United Kingdom Exchange Street Claims & Financial Services Full time

    At this Chartered firm you'll develop as a paraplanner (more on that in a second). But you'll also develop your relationship management skills. You'll join the adviser (the firm's busiest) at client meetings. You'll contribute in those meetings. And you'll speak to your clients on a regular basis. You'll still be a paraplanner, but you won't just be sat...

  • Paraplanner

    4 weeks ago

    Alderley Edge, United Kingdom Bond Recruitment Ltd Full time

    Bond Recruitment is delighted to be recruiting for an experienced Paraplanner, on behalf of our client, a leading IFA practice in Alderley Edge, Cheshire.The role of the Paraplanner is to support the Financial Planners and other staff when informing and advising Clients on their financial strategies, plans, products and investments.General accountabilities ...

  • Paraplanner

    4 weeks ago

    Alderley Edge, United Kingdom CF30 Consulting (Independent Recruitment Consultancy) Full time

    Bond Recruitment is delighted to be recruiting for an experienced Paraplanner, on behalf of our client, a leading IFA practice in Alderley Edge, Cheshire.The role of the Paraplanner is to support the Financial Planners and other staff when informing and advising Clients on their financial strategies, plans, products and investments.General...

  • Paraplanner

    2 weeks ago

    Alderley Edge, United Kingdom CF30 Consulting (Independent Recruitment Consultancy) Full time

    Bond Recruitment is delighted to be recruiting for an experienced Paraplanner, on behalf of our client, a leading IFA practice in Alderley Edge, Cheshire.The role of the Paraplanner is to support the Financial Planners and other staff when informing and advising Clients on their financial strategies, plans, products and investments.General...

  • Client Relationship Executive

    4 weeks ago

    Alderley Edge, United Kingdom TWP Wealth Ltd Full time

    **Company description** TWP Wealth is a Chartered Financial Services company based in Alderley Edge in Cheshire providing a wide range of financial services and financial planning to private and corporate clients alike. **Job description** At TWP, we're all about doing the simple things really well. Whether that’s going the extra mile for a client who...