Senior Paraplanner

1 day ago


Manchester, United Kingdom Stratton Wealth Management Full time

About the Role:

We are seeking an experienced and highly analytical 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:

  • Analyse clients' current financial positions and devise strategies to meet their needs and objectives.
  • Deliver well-structured and concisely written suitability reports.
  • Work closely with the administration team, advisers, and key stakeholders to deliver the highest quality of advice.
  • Build relationships with clients, product providers, and investment managers.
  • Carry out research and analysis, annual review analysis and reporting, mentoring/training/support of paraplanners, and manage and update back-office data.

Requirements:

  • CII Level 4 Diploma in Regulated Financial Planning or equivalent qualification.
  • Experience dealing with high-net-worth clients.
  • Strong understanding of financial products and services.
  • Strong analytical skills, specifically analysing financial records and providing technical commentary.
  • Working knowledge of office software, including Outlook, Word, Excel, and back-office systems.

What We Offer:

  • Competitive annual salary.
  • ~33 days holiday, including bank holidays.
  • ~ Employer pension contributions of 3%.

  • Senior Paraplanner

    2 weeks ago


    Manchester, United Kingdom Page Personnel Full time

    An exciting opportunity has arisen for a Senior Paraplanner to join a reputable financial services firm. The successful candidate will be responsible for providing efficient and effective support to the financial advisory team. Client Details This firm is a respected player in the financial services industry, having won numerous awards in all areas of...

  • Senior Paraplanner

    2 weeks ago


    Manchester, United Kingdom Page Personnel Full time

    An exciting opportunity has arisen for a Senior Paraplanner to join a reputable financial services firm. The successful candidate will be responsible for providing efficient and effective support to the financial advisory team.Client DetailsThis firm is a respected player in the financial services industry, having won numerous awards in all areas of...

  • Senior Paraplanner

    2 days ago


    Manchester, United Kingdom Stratton Wealth Management Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Paraplanner to join our team at Stratton Wealth Management. As a Senior Paraplanner, you will play a key role in delivering high-quality financial planning advice to our high-net-worth clients.Key ResponsibilitiesAnalyse clients' current financial positions and develop strategies to meet...

  • Senior Paraplanner

    2 days ago


    Manchester, United Kingdom Stratton Wealth Management Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Paraplanner to join our team at Stratton Wealth Management. As a Senior Paraplanner, you will play a key role in delivering high-quality financial planning advice to our high-net-worth clients.Key ResponsibilitiesAnalyse clients' current financial positions and develop strategies to meet...

  • Senior Paraplanner

    2 days ago


    Manchester, United Kingdom Stratton Wealth Management Full time

    As a business with big ambition, we are looking to build on our success to date and further expand, onboarding new advisers to grow our client bank and funds under management. As such we are looking for an experienced and highly analytical senior paraplanner to join our existing paraplanning team within our Manchester head office. You will be responsible...

  • Senior Paraplanner

    3 days ago


    Manchester, United Kingdom Stratton Wealth Management Full time

    As a business with big ambition, we are looking to build on our success to date and further expand, onboarding new advisers to grow our client bank and funds under management. As such we are looking for an experienced and highly analytical senior paraplanner to join our existing paraplanning team within our Manchester head office.You will be responsible for...

  • Senior Paraplanner

    3 days ago


    Manchester, United Kingdom Stratton Wealth Management Full time

    As a business with big ambition, we are looking to build on our success to date and further expand, onboarding new advisers to grow our client bank and funds under management. As such we are looking for an experienced and highly analytical senior paraplanner to join our existing paraplanning team within our Manchester head office.You will be responsible for...

  • Senior Paraplanner

    15 hours ago


    Manchester, United Kingdom Stratton Wealth Management Full time

    As a business with big ambition, we are looking to build on our success to date and further expand, onboarding new advisers to grow our client bank and funds under management. As such we are looking for an experienced and highly analytical senior paraplanner to join our existing paraplanning team within our Manchester head office. You will be responsible...

  • Senior Paraplanner

    3 days ago


    Manchester, United Kingdom Stratton Wealth Management Full time

    As a business with big ambition, we are looking to build on our success to date and further expand, onboarding new advisers to grow our client bank and funds under management. As such we are looking for an experienced and highly analytical senior paraplanner to join our existing paraplanning team within our Manchester head office.You will be responsible for...

  • Senior Paraplanner

    3 days ago


    Manchester, United Kingdom Stratton Wealth Management Full time

    As a business with big ambition, we are looking to build on our success to date and further expand, onboarding new advisers to grow our client bank and funds under management. As such we are looking for an experienced and highly analytical senior paraplanner to join our existing paraplanning team within our Manchester head office.You will be responsible for...

  • Senior Paraplanner

    2 days ago


    Manchester, United Kingdom Stratton Wealth Management Full time

    As a business with big ambition, we are looking to build on our success to date and further expand, onboarding new advisers to grow our client bank and funds under management. As such we are looking for an experienced and highly analytical senior paraplanner to join our existing paraplanning team within our Manchester head office. You will be responsible...

  • Senior Paraplanner

    2 days ago


    Manchester, United Kingdom Stratton Wealth Management Full time

    As a business with big ambition, we are looking to build on our success to date and further expand, onboarding new advisers to grow our client bank and funds under management. If you would like to know a bit more about this opportunity, or are considering applying, then please read the following job information.As such we are looking for an experienced and...

  • Senior Paraplanner

    2 days ago


    Manchester, United Kingdom Stratton Wealth Management Full time

    As a business with big ambition, we are looking to build on our success to date and further expand, onboarding new advisers to grow our client bank and funds under management. If you would like to know a bit more about this opportunity, or are considering applying, then please read the following job information.As such we are looking for an experienced and...

  • Pension Paraplanner

    2 days ago


    Manchester, United Kingdom Stratton Wealth Management Full time

    As a business with big ambition, we are looking to build on our success to date and further expand, onboarding new advisers to grow our client bank and funds under management. As such we are looking for an experienced and highly analytical senior paraplanner to join our existing paraplanning team within our Manchester head office. You will be...

  • Pension Paraplanner

    2 days ago


    Manchester, United Kingdom Stratton Wealth Management Full time

    As a business with big ambition, we are looking to build on our success to date and further expand, onboarding new advisers to grow our client bank and funds under management. As such we are looking for an experienced and highly analytical senior paraplanner to join our existing paraplanning team within our Manchester head office. You will be...

  • Pension Paraplanner

    2 weeks ago


    Stockport, Greater Manchester, United Kingdom Eventus Legal Full time €40,000 - €48,000

    Eventus Recruitment Cheshire are seeking an Senior Paraplanner to join a very successful Financial Planning business based in Stockport, Cheshire. You will benefit from a supportive team, hybrid working (3 days remote at home), ad-hoc bonuses and an excellent pension (up to 7.5% employer contribution), 26 days holiday (plus ability to buy/sell holidays),...

  • Pension Paraplanner

    2 weeks ago


    Stockport, Greater Manchester, United Kingdom Eventus Legal Full time €40,000 - €48,000

    Eventus Recruitment Cheshire are seeking an Senior Paraplanner to join a very successful Financial Planning business based in Stockport, Cheshire. You will benefit from a supportive team, hybrid working (3 days remote at home), ad-hoc bonuses and an excellent pension (up to 7.5% employer contribution), 26 days holiday (plus ability to buy/sell holidays),...


  • Manchester, United Kingdom Stratton Wealth Management Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Paraplanner to join our team at Stratton Wealth Management. As a Senior Paraplanner, you will play a critical role in providing high-quality financial planning services to our clients.Key ResponsibilitiesFinancial Analysis: Conduct thorough financial analysis to identify clients' needs and...


  • Manchester, United Kingdom Stratton Wealth Management Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Paraplanner to join our team at Stratton Wealth Management. As a Senior Paraplanner, you will play a key role in providing high-quality financial planning and wealth management services to our clients.Key ResponsibilitiesFinancial Analysis: Conduct thorough financial analysis to identify...


  • Manchester, United Kingdom Stratton Wealth Management Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Paraplanner to join our team at Stratton Wealth Management. As a Senior Paraplanner, you will play a critical role in providing high-quality financial planning services to our clients.Key ResponsibilitiesFinancial Analysis: Conduct thorough financial analysis to identify clients' needs and...