Paraplanning Expertise Required

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...

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...

Exceptional Opportunity for Paraplanning ExpertiseFerguson Dean invites applications for a skilled Paraplanning Specialist to contribute to their success in Bury. The successful candidate will form part of a dedicated team, supporting Advisers in Manchester and London.This exciting role requires experience in the PICOP market, but candidates without this...

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...

Job Title: Technical Paraplanning ProfessionalWe are seeking an experienced Technical Paraplanner to join our team at MBF. This role will provide technical paraplanning support to our highest performing Chartered Financial Planning Partner.About the Role:The ideal candidate will have a strong background in Wealth Management and Financial Planning, holding...

Job Title: Paraplanning SpecialistCompany Overview: NJR Recruitment are working with a boutique firm of Chartered Financial Planners based in Manchester City Centre. They are seeking an experienced Paraplanning Specialist to support their financial planning team.Salary: £27,500 - £35,250 per annum, depending on experience + annual bonus of up to 7.5% of...

Paraplanning and Advisory Lead OpportunityMedlock Partners Ltd is seeking an accomplished Paraplanning Manager to take on a leadership role in our Stockport office. With a competitive salary up to £60,000 and a range of benefits, including 26 days holiday, flexible working hours, and group life scheme benefits, this position offers a rewarding career...

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,...

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...

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...

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...

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...

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...

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,...

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...

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,...

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...

Wealth Management Administration Career OpportunityWe are seeking a highly skilled administrator to join our team, working closely with Paraplanners and Financial Advisors to deliver exceptional client service.The successful candidate will have experience in wealth management administration, with a strong understanding of financial processes and...

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...

Key ResponsibilitiesDeliver exceptional customer service while maintaining a commercial focus on business success.Work with a range of high-end vehicles, requiring attention to detail and expertise in maintenance and repair.Collaborate with colleagues to develop skills and knowledge through regular training activities.