Paraplanning Professional
1 day ago
Paraplanning Role in Financial Planning Division
A leading wealth management organisation is looking for an experienced Paraplanner to join their financial planning division in Manchester. The successful candidate will be responsible for providing technical financial advisory reports and advice to HNW clients, working closely with wealth advisors and developing relationships with clients.
Main responsibilities include:
- Delivering technical financial advisory reports and advice to HNW clients
- Working alongside wealth advisors to deliver a holistic financial planning service
- Undertaking technical research and compiling financial planning recommendations
- Liaising with product providers and other third parties
Requirements for the role include experience as a Level 4 qualified Paraplanner, with the ability to work independently and develop strong relationships with clients. A salary of up to £50,000 is negotiable depending on experience and qualifications.
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Paraplanning Professional
1 day ago
Manchester, United Kingdom NJR Recruitment Full timeJob OverviewNJR Recruitment is currently seeking highly motivated and ambitious individuals to fill several Trainee Paraplanner positions within their National Paraplanning Team.The ideal candidate will be a recent graduate or someone looking to transition into a career in paraplanning, with a strong desire to learn and grow with the company.As a Trainee...
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Paraplanning and Reporting Professional
4 days ago
Manchester, United Kingdom NJR Recruitment Full timeParaplanning and Reporting ProfessionalJob Summary:We are seeking a highly skilled Paraplanner/Trainee (Part Qualified) to join our client's dynamic team in Manchester City Centre. As a key member of the Paraplanning team, you will be responsible for preparing advice reports for financial advisers, liaising directly with them before submission, and ensuring...
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Paraplanning Manager
2 months ago
Manchester, United Kingdom Ferguson Dean Limited Full timeParaplanning Manager RoleAre you an experienced Paraplanner looking to elevate your career? This Paraplanning Manager role offers a unique blend of leadership, strategy, and client-focused responsibilities, designed to enhance your professional journey.Why Consider This Role?This position provides the perfect balance of autonomy and collaboration, allowing...
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Paraplanning Manager
2 months ago
Manchester, United Kingdom Ferguson Dean Limited Full timeParaplanning Manager Role Are you an experienced Paraplanner looking to elevate your career? This Paraplanning Manager role offers a unique blend of leadership, strategy, and client-focused responsibilities, designed to enhance your professional journey. Why Consider This Role? This position provides the perfect balance of autonomy and collaboration,...
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Paraplanning Manager
3 weeks ago
Manchester, United Kingdom Ferguson Dean Limited Full timeDo you have the following skills, experience and drive to succeed in this role Find out below.Paraplanning Manager Role Are you an experienced Paraplanner looking to elevate your career?This Paraplanning Manager role offers a unique blend of leadership, strategy, and client-focused responsibilities, designed to enhance your professional journey.Why Consider...
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Paraplanning Manager
3 weeks ago
Manchester, United Kingdom Ferguson Dean Limited Full timeParaplanning Manager Role Are you an experienced Paraplanner looking to elevate your career?This Paraplanning Manager role offers a unique blend of leadership, strategy, and client-focused responsibilities, designed to enhance your professional journey.Why Consider This Role?This position provides the perfect balance of autonomy and collaboration, allowing...
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Paraplanning Specialist
2 weeks ago
Manchester, United Kingdom Evelyn Partners Fund Solutions Limited Full timeAbout the Company: At Evelyn Partners Fund Solutions Limited, we pride ourselves on being an integrated wealth management and professional services group with a rich history spanning over 186 years. Our company has helped generations of people and businesses thrive by providing a range of financial and professional services, including integrated wealth...
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Paraplanning Manager
2 months ago
Manchester, United Kingdom Ferguson Dean Limited Full timeDo you have the following skills, experience and drive to succeed in this role Find out below. Paraplanning Manager RoleAre you an experienced Paraplanner looking to elevate your career? This Paraplanning Manager role offers a unique blend of leadership, strategy, and client-focused responsibilities, designed to enhance your professional journey.Why Consider...
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Paraplanning Specialist
2 weeks ago
Manchester, United Kingdom Evelyn Partners Fund Solutions Limited Full timeWe are looking for a talented Paraplanning Specialist to join our team in Manchester. As a Paraplanning Specialist, you will play a vital role in supporting financial planners in delivering high-quality services to clients.The estimated salary for this position is £35,000 - £50,000 per annum, based on experience. Our company culture emphasizes teamwork,...
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Paraplanning Expert
4 weeks ago
Manchester, United Kingdom Fairview Financial Management Ltd Full timeFairview Financial Management Ltd is a fast-growing independent financial planning firm based in Rayleigh, Essex. We offer a competitive salary of around £38,000 per year, depending on experience. Our ideal candidate will have a strong background in financial planning, excellent communication skills, and a keen eye for detail. As a Paraplanning Expert at...
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Paraplanning Manager
3 weeks ago
Manchester, United Kingdom Ferguson Dean Limited Full timeJob Description">Ferguson Dean Limited is seeking a Paraplanning Manager to lead its financial planning team. This is an exciting opportunity for an experienced professional to grow their career and make a meaningful contribution to the company's success.Key Responsibilities:Crafting high-quality financial plans and suitability reports.Leading the...
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Financial Paraplanning Professional
2 weeks ago
Manchester, United Kingdom Page Personnel Sales Full timePage Personnel Sales is a respected player in the financial services industry, having won numerous awards in all areas of financial planning. They have built up a reputation for service to clients, as well as culture and training & development opportunities.">About the RoleThis Senior Paraplanner role offers a competitive salary based on experience and level...
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Admin Support for Paraplanning Team
1 day ago
Manchester, United Kingdom CV-Library Full timeWe are excited to announce an opportunity for a seasoned Wealth Management Administrator to join our Manchester City Centre-based team. As a vital member of the Paraplanning team, you will be responsible for providing administrative support, maintaining accurate records, and developing your skills under the guidance of experienced professionals.Key BenefitsA...
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Paraplanning Expertise Required
4 weeks ago
Manchester, United Kingdom Stratton Wealth Management Full timeJob Overview: Stratton Wealth Management is expanding its team and seeking an experienced Paraplanner to join us in Manchester. This role offers a challenging and rewarding opportunity to work closely with our administration team, advisers, and key stakeholders.Responsibilities:Research and analyze client financial data to identify suitable investment...
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Paraplanning Career Opportunities
2 weeks ago
Manchester, United Kingdom MI Search Careers Full timeAbout the RoleMI Search Careers is currently looking for a skilled paraplanner to join its team in Manchester. As a paraplanner, you will work alongside experienced financial planners to deliver holistic financial planning solutions to high net worth and ultra-high net worth clients. Your key responsibilities will include preparing suitability reports,...
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IFA Paraplanning Expert
1 day ago
Greater Manchester, United Kingdom Ferguson Dean Full timeJob Description: ParaplannerAbout Ferguson Dean: We are a professional services firm specializing in wealth management and financial planning. Our team of experienced professionals provides personalized advice and guidance to individuals and businesses.Job Summary:We are seeking a highly skilled Paraplanner to join our team in the UK. The successful...
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Paraplanning Professional
4 weeks ago
Manchester, United Kingdom Page Personnel Sales Full timeOur Financial Advisory TeamWe are seeking an experienced Senior Paraplanner to join our team in Manchester. As a key member of our financial advisory team, you will play a vital role in supporting our clients and helping them achieve their financial goals.Key ResponsibilitiesPreparation and administration of financial plans and reportsPreparing suitability...
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Paraplanning Professional
1 month ago
Manchester, United Kingdom Evelyn Partners Full timeAbout the RoleEvelyn Partners is seeking a skilled Paraplanner to join our team in Manchester. As a Paraplanner, you will provide support to Financial Planners and ensure a positive experience for clients.Key ResponsibilitiesPrepare suitability reports for a wide range of advice types, financial products, and investment solutions.Carry out technical research...
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Paraplanning Professional
2 days ago
Manchester, United Kingdom MERJE Full timeAbout MERJE:Our company prides itself on delivering high-quality, tailored financial solutions to meet individual needs.Job Overview:This role offers a fantastic opportunity for an experienced Paraplanner to join our team of experts in the field of financial planning.
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HNW Client Support Professional
4 weeks ago
manchester, United Kingdom MI Search Full timeMi Search is currently seeking a highly qualified professional to fill the role of HNW Client Support Professional in Manchester. As a member of the team, you will collaborate closely with Independent Financial Planners to provide customized financial planning solutions to high net worth individuals and families.Your primary duties will involve developing...