Senior Paraplanning Professional
3 weeks ago
Established financial advisory business ARC is seeking a highly skilled Senior Paraplanner to join their team in Cheshire. This exciting role offers a great opportunity to develop within a top-class working environment and contribute to the company's significant growth plans over the next 5 years.
Key Responsibilities:- Case manage complex cases from de-brief following client meetings
- Oversee the paraplanning team, mentoring and developing junior paraplanners
- Contribute to the strategic growth of the business
- Act as the main point of contact for technical support
- Interpret data, analyse and provide solutions to meet client needs
- Compile suitability reports, client illustrations and key features documents
- Assist in delivering the investment proposition and proposing financial solutions
- In-depth paraplanning experience within an IFA/wealth management environment
- Strong level of investment and pension knowledge
- Level 4 Diploma
- Keen for new experience, responsibility and accountability
- Salary to c.£46,000
- Professional study support
- Company pension
- 4 x DIS benefits
- 25 days annual leave
- Free parking
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Paraplanning Professional
4 weeks ago
Knutsford, Cheshire East, United Kingdom NJR Recruitment Full time{"title": "Paraplanning Opportunity", "content": "Join Our Team as a Paraplanning ProfessionalWe are seeking a highly motivated and organized individual to join our team as a Paraplanning Professional. As a key member of our financial planning team, you will be responsible for providing support to our senior paraplanners and assisting with the preparation of...
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Paraplanning Professional
4 weeks ago
Knutsford, Cheshire East, United Kingdom NJR Recruitment Full time{"title": "Paraplanning Opportunity", "content": "Join Our Team as a Paraplanning ProfessionalWe are seeking a highly motivated and organized individual to join our team as a Paraplanning Professional. As a key member of our financial planning team, you will be responsible for providing support to our senior paraplanners and assisting with the preparation of...
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Senior Paraplanning Professional
3 weeks ago
Knutsford, Cheshire East, United Kingdom ARC Full timeSenior Paraplanner OpportunityEstablished financial advisory business ARC is seeking a highly skilled Senior Paraplanner to join their team in Cheshire. This exciting role offers a unique blend of technical challenge and professional growth opportunities.Key Responsibilities:Case manage complex cases from de-brief to completionOversee the paraplanning team,...
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Senior Paraplanning Professional
3 weeks ago
Knutsford, Cheshire East, United Kingdom ARC Full timeSenior Paraplanner OpportunityEstablished financial advisory business ARC is seeking a highly skilled Senior Paraplanner to join their team in Cheshire. This exciting role offers a unique blend of technical challenge and professional growth opportunities.Key Responsibilities:Case manage complex cases from de-brief to completionOversee the paraplanning team,...
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Senior Paraplanning Professional
3 weeks ago
Knutsford, Cheshire East, United Kingdom ARC Full timeSenior Paraplanner RoleJoin a dynamic and forward-thinking financial advisory business as a Senior Paraplanner, where you will play a key role in driving the growth and success of our team.About the RoleAs a Senior Paraplanner, you will be responsible for managing complex cases, mentoring and developing junior paraplanners, and contributing to the strategic...
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Senior Paraplanning Professional
3 weeks ago
Knutsford, Cheshire East, United Kingdom ARC Full timeSenior Paraplanner RoleJoin a dynamic and forward-thinking financial advisory business as a Senior Paraplanner, where you will play a key role in driving the growth and success of our team.About the RoleAs a Senior Paraplanner, you will be responsible for managing complex cases, mentoring and developing junior paraplanners, and contributing to the strategic...
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Paraplanning Professional
4 weeks ago
Knutsford, Cheshire East, United Kingdom NJR Recruitment Full timeExciting Opportunity for a Trainee ParaplannerWe are seeking a motivated and ambitious individual to join our team as a Trainee Paraplanner. As a key member of our financial planning team, you will be responsible for providing support to our Senior Paraplanners and contributing to the delivery of high-quality financial planning services to our clients.Key...
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Paraplanning Professional
4 weeks ago
Knutsford, Cheshire East, United Kingdom NJR Recruitment Full timeExciting Opportunity for a Trainee ParaplannerWe are seeking a motivated and ambitious individual to join our team as a Trainee Paraplanner. As a key member of our financial planning team, you will be responsible for providing support to our Senior Paraplanners and contributing to the delivery of high-quality financial planning services to our clients.Key...
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Paraplanning Trainee
3 weeks ago
Knutsford, Cheshire East, United Kingdom Page Personnel Finance Full timeAbout the RoleWe are seeking a highly motivated and organized Trainee Paraplanner to join our team at Page Personnel Finance. As a Trainee Paraplanner, you will play a key role in supporting our Senior Paraplanners with administration tasks to service clients' needs around financial advice.Key ResponsibilitiesProvide administrative support to Senior...
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Paraplanning Trainee
3 weeks ago
Knutsford, Cheshire East, United Kingdom Page Personnel Finance Full timeAbout the RoleWe are seeking a highly motivated and organized Trainee Paraplanner to join our team at Page Personnel Finance. As a Trainee Paraplanner, you will play a key role in supporting our Senior Paraplanners with administration tasks to service clients' needs around financial advice.Key ResponsibilitiesProvide administrative support to Senior...
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Senior Financial Planning Specialist
2 weeks ago
Knutsford, Cheshire East, United Kingdom Eventus Legal Full timeSenior Paraplanner Job OpportunityEventus Recruitment Cheshire is seeking a highly skilled Senior Paraplanner to join a successful IFA Financial Planning business based in Knutsford, Cheshire. This is an excellent opportunity to work with a reputable and modern Financial Planning company that offers a unique approach to financial planning for high-net-worth...
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Senior Financial Planning Specialist
3 weeks ago
Knutsford, Cheshire East, United Kingdom Eventus Legal Full timeSenior Paraplanner Job OpportunityEventus Recruitment Cheshire is seeking a highly skilled Senior Paraplanner to join a successful IFA Financial Planning business based in Knutsford, Cheshire. This is an excellent opportunity to work with a reputable and modern Financial Planning company that caters to high-net-worth individuals and the employee benefit...
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Senior Financial Planning Specialist
3 weeks ago
Knutsford, Cheshire East, United Kingdom Eventus Legal Full timeSenior Paraplanner Job OpportunityEventus Recruitment Cheshire is seeking a highly skilled Senior Paraplanner to join a successful IFA Financial Planning business based in Knutsford, Cheshire. This is an excellent opportunity to work with a reputable and modern Financial Planning company that caters to high-net-worth individuals and the employee benefit...
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Senior Financial Planning Specialist
2 weeks ago
Knutsford, Cheshire East, United Kingdom Eventus Legal Full timeSenior Paraplanner Job OpportunityEventus Recruitment Cheshire is seeking a highly skilled Senior Paraplanner to join a successful IFA Financial Planning business based in Knutsford, Cheshire. This is an excellent opportunity to work with a reputable and modern Financial Planning company that offers a unique approach to financial planning for high-net-worth...
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Senior Financial Planning Specialist
2 weeks ago
Knutsford, Cheshire East, United Kingdom Eventus Legal Full timeAbout the RoleWe are seeking a highly skilled Senior Paraplanner to join our team at Eventus Recruitment Cheshire. As a Senior Paraplanner, you will play a critical role in supporting our client-facing advisers in delivering exceptional financial planning services to our high-net-worth clients.Key ResponsibilitiesAnalyse information and conduct research to...
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Senior Financial Planning Specialist
4 weeks ago
Knutsford, Cheshire East, United Kingdom Eventus Legal Full timeSenior Paraplanner Job OpportunityEventus Recruitment Cheshire is seeking a highly skilled Senior Paraplanner to join a successful IFA Financial Planning business based in Knutsford, Cheshire. This is a fantastic opportunity to work with a reputable and modern Financial Planning company that offers a unique approach to financial planning for high-net-worth...
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Senior Financial Planning Specialist
4 weeks ago
Knutsford, Cheshire East, United Kingdom Eventus Legal Full timeSenior Paraplanner Job OpportunityEventus Recruitment Cheshire is seeking a highly skilled Senior Paraplanner to join a successful IFA Financial Planning business based in Knutsford, Cheshire. This is a fantastic opportunity to work with a reputable and modern Financial Planning company that offers a unique approach to financial planning for high-net-worth...
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Senior Financial Planning Specialist
3 weeks ago
Knutsford, Cheshire East, United Kingdom Eventus Legal Full timeSenior Paraplanner Job OpportunityEventus Recruitment Cheshire is seeking a highly skilled Senior Paraplanner to join a successful IFA Financial Planning business based in Knutsford, Cheshire. This is an excellent opportunity to work with a reputable and modern Financial Planning company that offers a unique approach to financial planning for high-net-worth...
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Senior Financial Planning Specialist
3 weeks ago
Knutsford, Cheshire East, United Kingdom Eventus Legal Full timeSenior Paraplanner Job OpportunityEventus Recruitment Cheshire is seeking a highly skilled Senior Paraplanner to join a successful IFA Financial Planning business based in Knutsford, Cheshire. This is an excellent opportunity to work with a reputable and modern Financial Planning company that offers a unique approach to financial planning for high-net-worth...
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Senior Administrator
4 weeks ago
Knutsford, Cheshire East, United Kingdom NJR Recruitment Full timeSenior Administrator - Wealth ManagementWe are seeking an experienced Financial Services Administrator to join our client, a small, established, and growing firm of Financial Advisers. As a key member of the team, you will support a Financial Adviser and work alongside an Administrator to deliver exceptional client service.Key Responsibilities:Act as the...