Paraplanner
4 weeks ago
We are seeking a highly skilled and motivated Paraplanner to join our team. As a Paraplanner, you will play a crucial role in supporting our financial planning team by analyzing data, conducting research, and producing high-quality suitability reports.
Key Responsibilities:- Receiving instructions from advisers during debriefings and interpreting data obtained during client meetings.
- Analyzing data and using research tools to provide solutions to meet client needs and objectives.
- Providing records to support research undertaken and consolidating client needs and objectives.
- Preparing suitability reports, client-specific illustrations, and key features documents.
- Ensuring all client files are compliant on an ongoing basis.
- At least 2 years' experience working in a Paraplanning role, preferably in a financial planning organization.
- Clear understanding of the financial planning process and ability to produce professional reports.
- Ability to work within defined business processes and achieve agreed outcomes without supervision.
- Good level of technical knowledge of investments and pensions advice.
- 25 days holiday
- 4 x Death in Service Benefits
- Employer Pensions Contributions
- Flexible working
- Free Parking
We are looking for someone with a can-do attitude, eagerness to succeed in a fast-paced environment, and the ability to build strong relationships and display professionalism at all times.
-
Paraplanner Role in Wealth Management
2 weeks ago
Knutsford, Cheshire East, United Kingdom Mitchell Hall Consulting Full time £36,000Job Title: Paraplanner Role in Wealth ManagementWe are seeking an experienced Paraplanner to join our successful team at Mitchell Hall Consulting in Knutsford. As a Paraplanner, you will be responsible for dealing with client reports, platform work & analysis, and providing full Paraplanner support to our team of Financial Planners.The ideal candidate will...
-
Paraplanner (or Junior Paraplanner)
1 month ago
Knutsford, UK, Cheshire, United Kingdom mbf Full timeParaplanner (or Junior Paraplanner) - Knutsford, hybrid £25,000 to £36,000 plus company benefits and discretionary bonus.MBF Recruitment is delighted to be representing an established firm of Independent Financial Advisors based in Knutsford. Our client is seeking a talented Paraplanner to join their growing team.Candidates will be responsible for...
-
Paraplanner
4 weeks ago
Knutsford, UK, Cheshire, United Kingdom Recruit UK | Certified B Corp™ Full timeJob Title: ParaplannerIndustry: Financial PlanningLocation: KnutsfordSalary: Up to £38,000 (negotiable dependent on experience) Job Reference: 9301Job Description:Recruit UK is delighted to offer an exciting opportunity for a Paraplanner to join a highly respected and thriving Financial Planning firm based in Knutsford. Due to continued business growth, our...
-
Financial Planning Assistant
4 weeks ago
Knutsford, Cheshire East, United Kingdom NJR Recruitment Full timeJoin Our Team as a Trainee ParaplannerWe are seeking an ambitious Trainee Paraplanner to join our team at NJR Recruitment. As a Trainee Paraplanner, you will be responsible for providing support to our Senior Paraplanners, servicing existing business, and conducting research to produce suitability reports.Key Responsibilities:Support Senior Paraplanners with...
-
Financial Planning Assistant
4 weeks ago
Knutsford, Cheshire East, United Kingdom NJR Recruitment Full timeJoin Our Team as a Trainee ParaplannerWe are seeking an ambitious Trainee Paraplanner to join our team at NJR Recruitment. As a Trainee Paraplanner, you will be responsible for providing support to our Senior Paraplanners, servicing existing business, and conducting research to produce suitability reports.Key Responsibilities:Support Senior Paraplanners with...
-
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...
-
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...
-
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,...
-
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,...
-
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...
-
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...
-
Financial Planning Assistant
4 weeks ago
Knutsford, Cheshire East, United Kingdom Recruit UK | Certified B Corp™ Full timeParaplanner OpportunityWe are seeking a skilled Paraplanner to join our team at Recruit UK | Certified B Corp™. As a Paraplanner, you will play a vital role in supporting our Financial Planning firm in Knutsford.About the RoleThis is an exciting opportunity for a motivated individual to join a highly respected and thriving Financial Planning firm. As a...
-
Financial Planning Assistant
4 weeks ago
Knutsford, Cheshire East, United Kingdom Recruit UK | Certified B Corp™ Full timeParaplanner OpportunityWe are seeking a skilled Paraplanner to join our team at Recruit UK | Certified B Corp™. As a Paraplanner, you will play a vital role in supporting our Financial Planning firm in Knutsford.About the RoleThis is an exciting opportunity for a motivated individual to join a highly respected and thriving Financial Planning firm. As a...
-
Financial Planning Assistant
3 weeks ago
Knutsford, Cheshire East, United Kingdom Recruit UK | Certified B Corp™ Full timeParaplanner Job OpportunityWe are seeking a skilled Paraplanner to join our dynamic team at Recruit UK | Certified B Corp®. As a Paraplanner, you will play a crucial role in supporting our Financial Planning firm in Knutsford.About the RoleThis exciting opportunity involves preparing suitability reports, working alongside Financial Planners, and conducting...
-
Financial Planning Assistant
1 week ago
Knutsford, Cheshire East, United Kingdom Mitchell Hall Consulting Full timeBespoke Wealth Management Practice is seeking an experienced Paraplanner to join their successful team in Knutsford.As a pivotal member of the team, you will be responsible for client reports, platform work & analysis, and providing full Paraplanner support to Financial Planners.The role offers a competitive salary of up to £36,000 per annum, flexible...
-
Financial Planning Assistant
3 weeks ago
Knutsford, Cheshire East, United Kingdom Recruit UK | Certified B Corp™ Full timeParaplanner Job OpportunityWe are seeking a skilled Paraplanner to join our dynamic team at Recruit UK | Certified B Corp®. As a Paraplanner, you will play a crucial role in supporting our Financial Planning firm in Knutsford.About the RoleThis exciting opportunity involves preparing suitability reports, working alongside Financial Planners, and conducting...
-
Senior Paraplanning Professional
4 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...
-
Senior Paraplanning Professional
4 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...
-
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 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...
-
Financial Support Specialist
2 months ago
Knutsford, Cheshire East, United Kingdom Puro Accountancy Full timeAbout the RoleWe are seeking a highly skilled and experienced Paraplanner to join our team at Puro Accountancy. As a Paraplanner, you will play a crucial role in supporting our team of advisors by providing high-quality, detailed financial reports and research.Key ResponsibilitiesProvide financial support to a team of advisors, including preparing detailed...