Senior Financial Planning Assistant

4 weeks ago


Manchester, United Kingdom MI Search Ltd Full time
Senior Paraplanner Opportunity

This esteemed financial planning firm, MI Search Ltd, is seeking a skilled paraplanner to join its team in Manchester.

As a paraplanner, you will collaborate closely with Independent Financial Planners to provide comprehensive financial planning solutions to high net worth (HNW) and ultra high net worth (UHNW) clients.

Your key responsibilities will include preparing suitability reports, conducting technical research, and ensuring adherence to compliance policies and procedures.

This role offers an excellent opportunity for career progression and professional development, with a potential route to becoming a financial planner.

To be successful, you will require paraplanning/report writing experience, strong knowledge of tax, trusts, and pensions, and ideally some corporate knowledge. CII Level 4 Diploma qualification is essential, and a willingness to pursue further qualifications is highly valued.

Basic salary up to £46,000, with benefits, makes this a highly competitive offer.



  • Manchester, United Kingdom Medlock Partners Ltd Full time

    Financial Planning AssistantAt Medlock Partners Ltd, we are seeking a highly organized and detail-oriented Financial Planning Assistant to join our team. As an IFA Administrator, you will play a vital role in providing administrative support to our Senior Paraplanners and Financial Planners.Key Responsibilities:Process new business and provide client...


  • Manchester, United Kingdom Hays Senior Finance Full time

    Your new company · This is a growing, modern and recognisable multinational merchandising business based in Manchester, who are looking for a knowledgeable VAT accountant to join their in-house tax team. The business partners with a range of large, global brands and assists with various financial services.Accounts and Audit Senior/Accounts...


  • Manchester, United Kingdom Ernest Gordon Recruitment Limited Full time

    Financial Planning AssistantWe are seeking a highly motivated and organized Financial Planning Assistant to join our team at Ernest Gordon Recruitment Limited. As a Financial Planning Assistant, you will play a key role in supporting our advisors in providing exceptional financial planning services to our clients.Key Responsibilities:Support advisors in...


  • Manchester, United Kingdom Ernest Gordon Recruitment Limited Full time

    Financial Planning AssistantWe are seeking a highly motivated and organized Financial Planning Assistant to join our team at Ernest Gordon Recruitment Limited. As a Financial Planning Assistant, you will play a key role in supporting our advisors in providing exceptional financial planning services to our clients.Key Responsibilities:Support advisors in...


  • Manchester, United Kingdom WEX, Inc. Full time

    Senior Commercial Financial Analyst RoleWe are seeking a highly skilled Senior Commercial Financial Analyst to join our team at WEX, Inc. in Manchester. As a key member of our expanding team, you will play a vital role in collaborating with internal stakeholders and teams across the business to drive financial planning and decision-making.Key...


  • Manchester, United Kingdom NJR Recruitment Full time

    Join Our Team as a ParaplannerNJR Recruitment is currently working with a small and established firm of Independent Financial Advisers based in Manchester.Our Client provides advice on a wide range of areas, including Investment Management, Retirement Planning, Inheritance Tax Planning, and more.We are seeking a skilled Paraplanner to support our team in...


  • Manchester, United Kingdom NJR Recruitment Full time

    Join Our Team as a ParaplannerNJR Recruitment is currently working with a small and established firm of Independent Financial Advisers based in Manchester.Our Client provides advice on a wide range of areas, including Investment Management, Retirement Planning, Inheritance Tax Planning, and more.We are seeking a skilled Paraplanner to support our team in...


  • Manchester, United Kingdom Evelyn Partners Full time

    Job Title: IFA AdministratorAt Evelyn Partners, we are seeking a highly skilled and experienced IFA Administrator to join our team. As an IFA Administrator, you will play a critical role in providing administrative support to our Financial Planners and Investment Managers, ensuring client satisfaction through direct contact and adherence to regulatory...


  • Manchester, United Kingdom Evelyn Partners Full time

    Job Title: IFA AdministratorAt Evelyn Partners, we are seeking a highly skilled and experienced IFA Administrator to join our team. As an IFA Administrator, you will play a critical role in providing administrative support to our Financial Planners and Investment Managers, ensuring client satisfaction through direct contact and adherence to regulatory...


  • Manchester, United Kingdom Evelyn Partners Full time

    Job Title: IFA AdministratorAt Evelyn Partners, we are seeking a highly skilled and experienced IFA Administrator to join our team. As an IFA Administrator, you will play a critical role in providing administrative support to our Financial Planners and Investment Managers, ensuring client satisfaction through direct contact and adherence to regulatory...


  • Manchester, United Kingdom Evelyn Partners Full time

    Job Title: IFA AdministratorAt Evelyn Partners, we are seeking a highly skilled and experienced IFA Administrator to join our team. As an IFA Administrator, you will play a critical role in providing administrative support to our Financial Planners and Investment Managers, ensuring client satisfaction through direct contact and adherence to regulatory...

  • Ifa Administrator

    5 months ago


    Manchester, United Kingdom Hilltop Financial Planning Full time

    Join our team at Hilltop Financial Planning and embark on a career in the financial advisory sector. As an IFA Administrator, you will have the opportunity to contribute to our client’s financial well-being while working in a supportive and growth-oriented environment. Hilltop Financial Planning is a modern and forward-thinking financial advisory service...


  • Manchester, United Kingdom Hays Senior Finance Full time

    About the RoleHays Senior Finance is seeking a highly skilled Financial Accountant to join their team on a permanent basis. The ideal candidate will have experience in financial reporting and be well-versed in accounting principles such as IFRS.Key ResponsibilitiesFacilitate and deliver financial activity for the business.Collaborate with multiple...


  • Manchester, United Kingdom Hays Senior Finance Full time

    Senior Financial ControllerAn exciting opportunity has arisen for a seasoned Financial Controller to join a leading bank in Manchester City Centre. With a global presence and a solid reputation, they provide a wide range of financial and banking services and solutions for their clients. As part of their continuous growth, they are now looking for a talented...


  • Manchester, United Kingdom NJR Recruitment Full time

    Job OpportunityNJR Recruitment is currently partnering with a reputable and established firm of Independent Financial Advisers based in Manchester.The firm has a strong reputation for providing expert advice on a wide range of areas, including Investment Management, Retirement Planning, Inheritance Tax Planning, and more.The successful candidate will have...


  • Manchester, United Kingdom NJR Recruitment Full time

    Job OpportunityNJR Recruitment is currently partnering with a reputable and established firm of Independent Financial Advisers based in Manchester.The firm has a strong reputation for providing expert advice on a wide range of areas, including Investment Management, Retirement Planning, Inheritance Tax Planning, and more.The successful candidate will have...


  • Manchester, United Kingdom WEX Inc. Full time

    Senior Commercial Financial AnalystWEX Inc. is seeking a highly skilled Senior Commercial Financial Analyst to join our expanding team in Manchester. As a key member of our International Payments team, you will play a critical role in supporting financial planning and decision-making across the business.About the RoleYou will be responsible for ensuring...


  • Manchester, United Kingdom Hays Senior Finance Full time

    Job DetailsYour new companyHays Senior Finance is seeking an accomplished Financial Controller to join a leading bank based in Manchester City Centre. With a global presence and a solid reputation, they provide a wide range of financial and banking services and solutions for their clients. As part of their continuous growth, they are now looking for a...


  • Manchester, United Kingdom WEX, Inc. Full time

    Senior Commercial Financial Analyst / Manchester / Hybrid / £60,000-£70,000 Plus BenefitsWe are seeking a Senior Commercial Financial Analyst to join our expanding team in our Manchester City Centre office. The successful candidate will act as a commercial business partner to the International Payments team, providing financial planning and decision-making...


  • Manchester, United Kingdom Heat Recruitment Ltd Full time

    IFA Administrator OpportunityA well-respected Wealth Management firm is seeking a skilled IFA Administrator to join their team in Manchester. As a key member of the team, you will play a vital role in supporting the delivery of exceptional client service and contributing to the firm's continued growth and success.About the RoleThis is an exciting opportunity...