Technical Paraplanning Professional

Job 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...

Paraplanning Role in Financial Planning DivisionA 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...

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 This Role?This position provides the perfect balance of autonomy and collaboration, allowing...

Key ResponsibilitiesAs a Paraplanner at Evelyn Partners, you will:Prepare suitability reports for various advice types, financial products, and investment solutions.Collaborate with Financial Planners to deliver exceptional client experiences, meeting client delivery dates and achieving positive outcomes.Attend client meetings to support Financial Planners...

Paraplanning 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...

Do 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...

**Job Description:**We are seeking a highly skilled and experienced Paraplanner to join our dynamic team. As a key member of our Paraplanning team, you will be responsible for preparing advice reports for financial advisers, liaising with clients, and contributing to the success of the business.**Key Skills and Qualifications:**Experience as a Trainee...

Job Description:This is an exciting opportunity to join our Paraplanning team in Manchester, responsible for providing support to x2 Financial Planners and ensuring a positive experience for Evelyn Partners clients.In this role, you will also support financial planners with client meetings, including the presentation of cashflow and preparing responses on...

Company InformationA leading employer in the Financial Planning market, our partner organisation values the importance of offering flexibility to their staff.Job DetailsUp to £55,000 + Bonus + Benefits, potentially flexible.The role will be working for their Manchester office but can be either office based or hybrid (mix of office and home...

About 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...

We 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,...

Page 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...

Paraplanning OpportunityFerguson Dean is looking for an IFA Paraplanning Specialist to join our team. The successful candidate will work on complex financial planning projects, providing support to the advisory team.Key responsibilities include:Undertaking cash flow modelling and lifestyle planningPreparation of reports and presentationsStaying up-to-date on...

Our company, NJR Recruitment, is seeking a skilled Paraplanning Consultant to join our National Paraplanning Team on a full-time, permanent basis. The ideal candidate will have excellent communication skills and the ability to work in a fast-paced environment.About the RoleThe successful candidate will contribute to group-wide requirements by taking an...

Our ClientA highly reputable Wealth Manager with offices across the UK.Job RoleAs a leading employer in the Financial Planning market, this company recognises the importance of offering flexibility to their staff and are happy to offer experienced Paraplanners the opportunity to work from home (up to 3 days per week) or be office based.The role involves...

Job SummaryWe are recruiting for an Experienced Paraplanner to join our team in Manchester. As a key member of our paraplanning team, you will play a vital role in supporting senior financial advisers in dealing with high net worth clients.Key ResponsibilitiesProviding technical support to senior financial advisersAssisting with complex case workAbout Our...

Role OverviewNJR Recruitment is currently seeking a skilled Paraplanning Consultant to join their team. The ideal candidate will have excellent technical knowledge of financial products and be able to support clients with information gathering and planning.Duties and ResponsibilitiesSupport clients with information gathering and planning, working closely...

Fairview 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...

About 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,...

Senior Financial Researcher WantedFerguson Dean, a Times Top 100 firm, is searching for a senior-level financial researcher to join their paraplanning team. This role requires a highly motivated individual with extensive knowledge of complex financial matters, such as VCT and EIS.You will be working closely with the team to prepare reports, conduct research,...