Paraplanning Expert

Job Overview: Paraplanning ExpertWe are looking for a skilled Paraplanning Expert to join our team in Manchester. As a key member of our paraplanning team, you will be responsible for providing expert support to experienced financial advisers on complex cases. Your excellent communication and organizational skills will enable you to deliver high-quality...

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...

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...

Job 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...

We are looking for a talented Senior Paraplanner to join our team at Page Personnel Sales. As a Senior Paraplanner, you will be responsible for providing technical support to advisers, client service team, and other teams as required. You will also assist in implementing agreed financial plans and ensure accurate recording of client information and maintain...

As a Financial Planning Expert with Pinstripe Personnel, you will have the opportunity to work with a talented team and utilize your skills and expertise to deliver exceptional client outcomes.We are seeking a highly ambitious and results-driven individual who is looking for the next step in their career. This role offers a competitive salary of £100,000+...

About the RoleA well-established Wealth Management firm is seeking a skilled Paraplanner to join their team. This is an excellent opportunity for a qualified professional to contribute to the success of the organization.The estimated salary for this role is £55,000 - £75,000 per annum, depending on experience.The successful candidate will be responsible...

Role OverviewWe are currently working with a National Wealth Management organisation to recruit an experienced, Technical Paraplanner.The role will be working for their Manchester office but can be either office based or hybrid (mix of office and home working).Job DescriptionThis company recognises the importance of offering flexibility to their staff and as...

About 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.

Job Summary:Recruit UK is pleased to partner with a leading Independent Financial Advice firm in Manchester to find an Experienced Paraplanner. This role offers a unique opportunity to work with high net worth private individuals and corporate clients.Responsibilities:Managing complex cases for HNW clientsProviding expert advice on Pensions, Investments,...

Our VisionFairview Financial Management Ltd is a dynamic and forward-thinking financial planning firm based in the UK. We are dedicated to providing expert advice and guidance to individuals and families across the county.We are currently seeking an experienced Paraplanning Expert to join our team of professionals. As a key member of our team, you will play...

**Career Opportunity:**We are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. This is an excellent opportunity for a Financial Advisor to work on an employed basis with one of our Strategic Partner firms.The estimated salary for this role is £60,000 - £80,000 per annum, depending on experience. Our company offers a...

Join Our TeamWe are excited to announce a new opening for a Paraplanning Expert at Fairview Financial Management Ltd. This is a fantastic opportunity for a motivated and ambitious individual to take on a challenging and rewarding role within our company. As a key member of our team, you will play a vital role in delivering high-quality financial plans and...

Paraplanner Role at Ferguson DeanThe ideal candidate for this position is an experienced paraplanner with a strong background in financial services and a proven ability to work collaboratively with teams. As a key member of the Ferguson Dean team, you will play a vital role in delivering high-quality client reports and providing exceptional support to our...

We are looking for a talented Financial Planning Professional to join our team at Pinstripe Personnel. The role has arisen due to the firm's expansion and is a fully remote position.This opportunity is ideal for a driven, ambitious, and experienced Financial Planner who is looking for the next step in their career. There is full Paraplanning support...

We are recruiting on behalf of an award-winning, whole-of-market mortgage broker, renowned for their excellent reputation and commitment to providing a quality service. This role offers the opportunity to work in a non-corporate, supportive environment, where you’ll be given all the tools needed to be successful within the role, including: * Full...

Are you a seasoned financial expert looking for a new challenge? We have an exciting opportunity for a Senior Wealth Planning Consultant to join our team at Pinstripe Personnel.About the RoleWe are seeking a highly ambitious and results-driven individual who is passionate about delivering exceptional client experiences. The successful candidate will have the...

About NJR RecruitmentNJR Recruitment is a leading recruitment agency specializing in finance and accounting roles.We pride ourselves on our commitment to delivering exceptional service to both clients and candidates, ensuring that we find the best fit for every role.Why Choose Us?Established reputation as a trusted recruitment partnerExpert knowledge of the...

Career OpportunityWe are looking for an experienced Senior Wealth Adviser to join our team at Quilter Financial Planning.This is a great opportunity for a financial services professional to work on an employed basis with one of our strategic partner firms, offering attractive remuneration terms and full paraplanning support.The estimated salary for this role...

Paraplanner Job DescriptionThis is an exciting opportunity for a skilled paraplanner to join the Ferguson Dean team in Bury. The successful candidate will be responsible for preparing accurate and detailed client reports, conducting research, and providing exceptional support to our advisers.Role Overview: As a paraplanner at Ferguson Dean, you will play a...