Financial Paraplanner

1 month ago


Manchester, United Kingdom Page Personnel Sales Full time
About the Role

We are seeking a highly skilled Senior Paraplanner to join our team at Page Personnel Sales. As a Senior Paraplanner, you will play a key role in supporting our financial advisory team in the preparation and administration of financial plans and reports.

Key Responsibilities
  • Prepare and administer financial plans and reports, providing technical knowledge and assistance to clients
  • Prepare suitability letters and presentation packs for clients, ensuring all paperwork is compliant
  • Conduct research to identify suitable financial solutions and areas for planning for clients
  • Provide technical support to advisers, client service team, and other teams as required
  • Maintain accurate and confidential client information
  • Stay up-to-date with financial products, industry changes, and legislation
  • Assist in the implementation of agreed financial plans
Requirements
  • Level 4 qualification as a minimum, studying or achieved chartered status
  • Proven experience in a paraplanning role
  • Excellent communication and relationship building skills
  • Proactive and detailed approach
  • Strong report writing skills
  • Knowledge of Intelligent Office, FE Analytics, Selectapension, and Cash Calc systems
What We Offer
  • A competitive salary based on experience and level of qualification
  • An inclusive and supportive company culture
  • 25 days of holiday leave, plus birthday off
  • 35 hour week
  • Quarterly bonus scheme
  • Company pension scheme
  • Private medical and life assurance
  • Social events
  • Study support/career development
  • Home working available 2 days a week
  • Opportunities for career progression and professional development

  • Financial Paraplanner

    1 month ago


    Manchester, United Kingdom Page Personnel Full time

    Senior Paraplanner OpportunityPage Personnel is seeking a highly skilled Senior Paraplanner to join their financial services team. As a Senior Paraplanner, you will play a crucial role in providing technical support to the financial advisory team, ensuring the efficient preparation and administration of financial plans and reports.Key...

  • Financial Paraplanner

    1 month ago


    Manchester, United Kingdom Page Personnel Full time

    Senior Paraplanner OpportunityPage Personnel is seeking a highly skilled Senior Paraplanner to join their financial services team. As a Senior Paraplanner, you will play a crucial role in providing technical support to the financial advisory team, ensuring the efficient preparation and administration of financial plans and reports.Key...

  • Financial Paraplanner

    1 month ago


    Manchester, United Kingdom Page Personnel Sales Full time

    About Our ClientWe are a leading financial services firm based in central Manchester, renowned for our commitment to delivering exceptional service to clients and fostering a culture of training and development.Job DescriptionAs a Senior Paraplanner, you will be responsible for providing technical support to our financial advisory team in the preparation and...

  • Financial Paraplanner

    1 month ago


    Manchester, United Kingdom Page Personnel Sales Full time

    About Our ClientWe are a leading financial services firm based in central Manchester, renowned for our commitment to delivering exceptional service to clients and fostering a culture of training and development.Job DescriptionAs a Senior Paraplanner, you will be responsible for providing technical support to our financial advisory team in the preparation and...

  • Financial Paraplanner

    2 weeks ago


    Manchester, United Kingdom Page Personnel Sales Full time

    About Our ClientWe are a leading financial services firm based in central Manchester, renowned for our exceptional service to clients and commitment to culture and training & development opportunities.Job DescriptionAs a Senior Paraplanner, you will be responsible for:Supporting the financial advisory team in the preparation and administration of financial...

  • Financial Paraplanner

    3 weeks ago


    Manchester, United Kingdom Page Personnel Sales Full time

    About the RoleWe are seeking a highly skilled Senior Paraplanner to join our team at Page Personnel Sales. As a Senior Paraplanner, you will play a key role in supporting our financial advisory team in the preparation and administration of financial plans and reports.Key ResponsibilitiesPrepare and administer financial plans and reports, providing technical...

  • Financial Paraplanner

    3 weeks ago


    Manchester, United Kingdom Page Personnel Sales Full time

    About the RoleWe are seeking a highly skilled Senior Paraplanner to join our team at Page Personnel Sales. As a Senior Paraplanner, you will play a key role in supporting our financial advisory team in the preparation and administration of financial plans and reports.Key ResponsibilitiesPrepare and administer financial plans and reports, providing technical...

  • Financial Paraplanner

    3 weeks ago


    Manchester, United Kingdom Page Personnel Sales Full time

    About the RoleWe are seeking a highly skilled Senior Paraplanner to join our team at Page Personnel Sales. As a Senior Paraplanner, you will play a key role in supporting our financial advisory team in the preparation and administration of financial plans and reports.Key ResponsibilitiesPrepare and administer financial plans and reports, providing technical...

  • Financial Paraplanner

    3 weeks ago


    Manchester, United Kingdom Page Personnel Sales Full time

    About the RoleWe are seeking a highly skilled Senior Paraplanner to join our team at Page Personnel Sales. As a Senior Paraplanner, you will play a key role in supporting our financial advisory team in the preparation and administration of financial plans and reports.Key ResponsibilitiesPrepare and administer financial plans and reports, providing technical...

  • Financial Paraplanner

    4 weeks ago


    Manchester, United Kingdom Page Personnel Sales Full time

    About Our ClientWe are a leading financial services firm based in central Manchester, renowned for our commitment to delivering exceptional service to clients and fostering a culture of excellence and development.As a respected player in the industry, we have earned numerous awards for our expertise in financial planning. Our team is dedicated to providing...

  • Financial Paraplanner

    4 weeks ago


    Manchester, United Kingdom Page Personnel Sales Full time

    About Our ClientWe are a leading financial services firm based in central Manchester, renowned for our commitment to delivering exceptional service to clients and fostering a culture of excellence and development.As a respected player in the industry, we have earned numerous awards for our expertise in financial planning. Our team is dedicated to providing...

  • Financial Paraplanner

    1 month ago


    Manchester, United Kingdom Page Personnel Sales Full time

    {"Job Title": "Senior Paraplanner", "Company Culture": "Inclusive and Supportive", "Job Responsibilities": "Support the financial advisory team in the preparation and administration of financial plans and reports, offering a strong technical knowledge and assistance for clients", "Key Skills": "Level 4 qualification, Proven experience in a paraplanning role,...

  • Financial Paraplanner

    1 month ago


    Manchester, United Kingdom Page Personnel Sales Full time

    {"Job Title": "Senior Paraplanner", "Company Culture": "Inclusive and Supportive", "Job Responsibilities": "Support the financial advisory team in the preparation and administration of financial plans and reports, offering a strong technical knowledge and assistance for clients", "Key Skills": "Level 4 qualification, Proven experience in a paraplanning role,...

  • Paraplanner

    14 hours ago


    Manchester, United Kingdom MI Search Full time

    This respected financial planning firm is currently seeking a paraplanner to join its team in Manchester.Working as a paraplanner you will work very closely with the Independent Financial Planners in providing holistic financial planning solutions to HNW and UHNW clients.You will be responsible for preparing suitability reports, technical research and...

  • Paraplanner

    4 weeks ago


    Manchester, United Kingdom The Eventus Recruitment Group Full time

    Paraplanner Job DescriptionWe are seeking a skilled Paraplanner to join our team at The Eventus Recruitment Group. As a Paraplanner, you will play a crucial role in providing technical support to our clients and colleagues, ensuring they receive a professional service.Key Responsibilities:Analyzing client needs and developing cash flow modelsResearching and...

  • Paraplanner

    4 weeks ago


    Manchester, United Kingdom The Eventus Recruitment Group Full time

    Paraplanner Job DescriptionWe are seeking a skilled Paraplanner to join our team at The Eventus Recruitment Group. As a Paraplanner, you will play a crucial role in providing technical support to our clients and colleagues, ensuring they receive a professional service.Key Responsibilities:Analyzing client needs and developing cash flow modelsResearching and...


  • Manchester, United Kingdom Evelyn Partners Full time

    Job DescriptionWhat will you be doing?We’re seeking a talented individual to join our Paraplanning team in Manchester, which is responsible for providing support to our Financial Planners and ensuring a positive experience for Evelyn Partners clients.  In this role you will also support financial planners with client meetings including presentation of...


  • Manchester, United Kingdom MI Search Full time

    This respected financial planning firm is currently seeking a paraplanner to join its team in Manchester.Working as a paraplanner you will work very closely with the Independent Financial Planners in providing holistic financial planning solutions to HNW and UHNW clients.You will be responsible for preparing suitability reports, technical research and...


  • Manchester, United Kingdom MI Search Full time

    This respected financial planning firm is currently seeking a paraplanner to join its team in Manchester.Working as a paraplanner you will work very closely with the Independent Financial Planners in providing holistic financial planning solutions to HNW and UHNW clients.You will be responsible for preparing suitability reports, technical research and...


  • Manchester, United Kingdom MI Search Full time

    This respected financial planning firm is currently seeking a paraplanner to join its team in Manchester. Working as a paraplanner you will work very closely with the Independent Financial Planners in providing holistic financial planning solutions to HNW and UHNW clients. You will be responsible for preparing suitability reports, technical research and...