IFA Paraplanning Specialist

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...

Progressive IFA practice based on the outskirts of Manchester are looking to recruit a paraplanning administrator. This role will involve making better use of technology to help the advice process become more efficient, while ensuring that they are communicating with clients in the manner they expect. **Responsibilities**: - Preparation and issuance of...

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,...

Supporting Advisers in Manchester and LondonFerguson Dean, a respected national IFA practice, is looking for a skilled IFA Support Consultant to support Advisers in Manchester and London.This role involves working closely with a paraplanning team to undertake client reviews, prepare reports, and conduct market research. You will also contribute to the...

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...

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,...

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...

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...

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...

**IFA SYSTEM TEAM LEADER - Intelligent Office** **Location: Manchester** **SALARY UP TO £40,000 + BENEFITS** **HYBRID WORKING PATTERN ON OFFER!** Our Client are a top 50 UK & Award Winning Firm of Independent Financial Planners. They operate from large offices based in a prime location of Manchester and as a company have enjoyed continuous growth and...

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...

We are a directly authorised, independent business with 13 IFAs across the UK. Our core aim is to help clients from all walks of life, as we believe that everyone deserves the opportunity to receive valuable financial advice. This means that you will be exposed to a huge array of clients and different situations to keep you engaged and on your toes. **The...

**Financial Planning Administrator - Large IFA Firm - £25k - Manchester Office - Full training and induction programme** Are you a recent graduate with an aspiration to work in wealth management or currently a Financial Administrator working within a financial planning or advice practice? Are you looking for a new role with a large IFA firm with structure,...

Are you tired of generating new clients? A rare opportunity in Manchester city centre has arisen for an experienced Financial Planner to join a national IFA firm in a role that come with an existing book of clients that has a recurring income of over £100k. As a company that prizes individualism, you will be able to work with confidence independently, as...

Skillful IFA Support Specialist WantedAcsol Ltd is recruiting a skilled IFA Support Specialist to join our team in South Manchester. This exciting opportunity comes with a competitive salary of £26,500 - £31,500 per year.About the PositionWe are seeking a highly skilled and organized professional to provide administrative support to our financial advisers....

MERJE is looking for a Paraplanning Support Specialist to join our team. As a paraplanner, you will be responsible for preparing and administering recommendations made by our financial planners. This includes liaising with advisers, reviewing client investment portfolios, and preparing suitability reports.The successful candidate will have experience in...

We are delighted to be recruiting for an IFA Administrator to join a high-quality specialist pension firm based in Manchester city centre. Salary up to £28,000 plus benefits, this is flexible for the right person. (home working available) Key responsibilities will include - Administration of pensions, property purchases, rentals and sales, insurance...

We are delighted to be recruiting for an IFA Administrator to join a high-quality specialist pension firm based in Manchester city centre. Salary up to £28,000 plus benefits, this is flexible for the right person. Key responsibilities will include - Administration of pensions, property purchases, rentals and sales, insurance company bonds, general...

Recruit UK are working on an excellent opportunity for an Employee Benefits Administrator position in Manchester to join a leading Independent Financial Advice firm. This company is a well-established, award winning, financial advisory business, based Manchester. This firm is people first working with financially vulnerable clients, developing responsible...

About the RoleWe are looking for a highly skilled IFA Support Specialist to join our team in Manchester. The ideal candidate will have experience in providing client support and maintaining accurate records.Key Responsibilities:Support Financial Planners and Directors with client queriesLiaise with Paraplanners and other stakeholders as neededMaintain...