Senior Financial Planner
3 weeks ago
We are seeking an experienced Senior Paraplanner to join our team at Stratton Wealth Management. As a key member of our paraplanning team, you will play a crucial role in delivering high-quality advice to our clients.
Key Responsibilities- Conduct thorough research and analysis to inform investment decisions
- Prepare and present suitability reports and letters to clients
- Manage and maintain accurate records of client portfolios
- Collaborate with the administration team and advisers to ensure seamless delivery of services
- Develop and maintain relationships with clients, product providers, and investment managers
- Stay up-to-date with regulatory requirements and industry developments
- Minimum of four years' experience in a paraplanning or financial services role
- CII Level 4 Diploma in Regulated Financial Planning or equivalent qualification
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
- High level of accuracy and attention to detail
- Competitive annual salary
- 33 days' holiday, including bank holidays
- Employer pension contributions of 3%
- Death in Service
- Exam support
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Financial Planner
2 months ago
Manchester, United Kingdom Ferguson Dean Full timeA leading regional financial planning practice are looking for a Financial Planner to join them to take over a portfolio of Private Clients in Manchester. They have close links with a local accountancy firm although are not in a joint venture with them. Clients can be from £250k to £5m but there is no real upper or lower limit; it is dependent on client...
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Financial Planner
2 months ago
Manchester, United Kingdom Ferguson Dean Full timeA leading regional financial planning practice are looking for a Financial Planner to join them to take over a portfolio of Private Clients in Manchester. They have close links with a local accountancy firm although are not in a joint venture with them. Clients can be from £250k to £5m but there is no real upper or lower limit; it is dependent on client...
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Senior Financial Planner
4 months ago
Manchester, United Kingdom Daintree Wealth Management Full time**Senior Financial Planner** We are looking for an experienced Financial Planner to join our growing Wealth Management team, based in Central Manchester. A fantastic opportunity to join a dynamic team, in an exciting growth period for the business. Daintree Wealth Management is an environment where our collective mission is to improve financial outcomes...
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Senior Town Planner
1 month ago
Manchester, United Kingdom The Planner Jobs Redactive Publishing Limited Full timeSenior Town Planner OpportunityWe are seeking a highly experienced Senior Town Planner to join our team and drive forward our ambitious projects in the industrial, city centre/regeneration, and residential sectors.As a Senior Town Planner, you will be instrumental in leading major projects, managing client relationships, and contributing to mentoring junior...
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Senior Town Planner
1 month ago
Manchester, United Kingdom The Planner Jobs Redactive Publishing Limited Full timeSenior Town Planner OpportunityWe are seeking a highly experienced Senior Town Planner to join our team and drive forward our ambitious projects in the industrial, city centre/regeneration, and residential sectors.As a Senior Town Planner, you will be instrumental in leading major projects, managing client relationships, and contributing to mentoring junior...
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Financial Planner
2 months ago
Manchester, UK, Greater Manchester, United Kingdom Ferguson Dean Full timeA leading regional financial planning practice are looking for a Financial Planner to join them to take over a portfolio of Private Clients in Manchester. They have close links with a local accountancy firm although are not in a joint venture with them. Clients can be from £250k to £5m but there is no real upper or lower limit; it is dependent on client...
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Financial Planner
4 weeks ago
Manchester, United Kingdom Ferguson Dean Full timeFinancial Planner Opportunity at Ferguson DeanA leading regional financial planning practice, Ferguson Dean, is seeking a skilled Financial Planner to join their team. The successful candidate will be responsible for managing a portfolio of Private Clients in Manchester, with a focus on providing expert financial planning and investment advice.The ideal...
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Financial Planner
4 weeks ago
Manchester, United Kingdom Ferguson Dean Full timeFinancial Planner Opportunity at Ferguson DeanA leading regional financial planning practice, Ferguson Dean, is seeking a skilled Financial Planner to join their team. The successful candidate will be responsible for managing a portfolio of Private Clients in Manchester, with a focus on providing expert financial planning and investment advice.The ideal...
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Senior Town Planner Position
2 weeks ago
Manchester, United Kingdom The Planner Jobs Redactive Publishing Limited Full timeSenior Town Planner OpportunityWe are seeking a highly experienced Senior Town Planner to join our team and drive forward our ambitious projects in industrial, city centre/regeneration, and residential sectors.Key Responsibilities:Lead and oversee multiple high-profile projects, ensuring timely delivery and high-quality services.Manage and mentor a team of...
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Financial Planner
4 months ago
Manchester, United Kingdom The Oakfield Group Full time**Job Title: Financial Planner** **Location**: Manchester My clientis a small but perfectly formed financial services firm dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, they provide comprehensive financial planning and investment management...
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Chartered Financial Planner
5 months ago
Manchester, United Kingdom Ferguson Dean Full timeA boutique Financial Planning firm in Manchester are looking to appoint a senior Chartered Financial Planner to join them. With a core of five Planners at the moment they operate in the £1m plus space and are keen to appoint a Planner who has an ability to originate business, and ideally has a client loyalty. Additionally they have a satellite office in...
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Chartered Financial Planner
5 months ago
Manchester,, Greater Manchester, United Kingdom Ferguson Dean Full timeA boutique Financial Planning firm in Manchester are looking to appoint a senior Chartered Financial Planner to join them. With a core of five Planners at the moment they operate in the £1m plus space and are keen to appoint a Planner who has an ability to originate business, and ideally has a client loyalty. Additionally they have a satellite office in...
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Chartered Financial Planner
5 months ago
Manchester, United Kingdom Ferguson Dean Full timeA boutique Financial Planning firm in Manchester are looking to appoint a senior Chartered Financial Planner to join them. With a core of five Planners at the moment they operate in the £1m plus space and are keen to appoint a Planner who has an ability to originate business, and ideally has a client loyalty. Additionally they have a satellite office in...
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Senior Planner
5 months ago
Manchester, United Kingdom McCarthy Stone Full time**Senior Property Operations Planner** **Salary - Competitive + Benefits** **Location - Various** **About the role of Senior Property Operations Planner** We are looking for a Senior Property Operations Planner who plays a critical role in the safety management, maintenance and refurbishment of McCarthy Stone developments. The Senior Property Operations...
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Senior Planner
1 month ago
Manchester, United Kingdom CBRE UK Full timeJob Title: Senior PlannerCBRE UK is seeking a highly skilled and experienced Senior Planner to join our team. As a Senior Planner, you will be responsible for providing expert planning advice to clients across various sectors and land uses, with a focus on projects in the North.Key Responsibilities:Providing planning advice to external and internal clients,...
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Senior Planner
1 month ago
Manchester, United Kingdom CBRE UK Full timeJob Title: Senior PlannerCBRE UK is seeking a highly skilled and experienced Senior Planner to join our team. As a Senior Planner, you will be responsible for providing expert planning advice to clients across various sectors and land uses, with a focus on projects in the North.Key Responsibilities:Providing planning advice to external and internal clients,...
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Financial Planner
5 months ago
Manchester, United Kingdom Taylor James Professional Recruitment LTD Full timeOur client, a Manchester based firm of financial planners who as a result of continued business growth are looking to add to their financial planning team. We are looking to speak with enthusiastic and forward-thinking financial planners who will offer totally independent & professional advice to HNW/ UHNW clientele. Role overview: - Deliver high quality,...
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Senior Transport Planner
2 weeks ago
Manchester, United Kingdom supplychainonline.co - Jobboard Full timeSenior Transport Planner OpportunityWe are seeking a highly skilled Senior Transport Planner to join our team in City Centre Manchester. As a Senior Transport Planner, you will play a key role in delivering high-profile projects across the UK, working closely with Architects, Civil/Structural Engineers, and the urban design team.Key Responsibilities:Develop...
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Senior Transport Planner
2 weeks ago
Manchester, United Kingdom supplychainonline.co - Jobboard Full timeSenior Transport Planner OpportunityWe are seeking a highly skilled Senior Transport Planner to join our team in City Centre Manchester. As a Senior Transport Planner, you will play a key role in delivering high-profile projects across the UK, working closely with Architects, Civil/Structural Engineers, and the urban design team.Key Responsibilities:Develop...
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Wealth Planner
5 months ago
Manchester, United Kingdom James Phillip Financial Recruitment Full timeJames Phillip Financial Recruitment are working with a national Wealth & Asset management company. Internationally backed. Working within the Wealth Planning team providing high level financial planning advice to HNW clients while also supporting the Client Directors with technical support. While heavily pensions dominated this area of the business...