High Net Worth Paraplanner

3 days ago


Manchester, United Kingdom Ferguson Dean Full time

At Ferguson Dean, we're seeking a High Net Worth Paraplanner to join our dynamic team in Manchester. As a key member of our operations, you'll play a vital role in helping us achieve our goals.

The ideal candidate will possess excellent analytical and communication skills, with a strong understanding of financial markets and products. You'll be responsible for conducting comprehensive reviews for clients, preparing detailed reports, and staying up-to-date on industry trends.

Key Responsibilities:

  • Develop and implement financial plans that meet the unique needs of high-net-worth individuals and families.
  • Communicate complex financial concepts to clients in an engaging and accessible way.
  • Conduct market research to stay informed about industry trends and global developments.
  • Collaborate with colleagues to share knowledge and expertise, driving exceptional results.

Requirements:

  • Dip Level 4 qualification or Chartered status.
  • Experience working with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.
  • Excellent writing skills and research capabilities.

What We Offer:

  • Competitive salary: £45k per annum.
  • Executive benefits and earnings that reflect your value to the team.

About Us: Ferguson Dean is a respected regional IFA firm based in Manchester, known for our commitment to excellence and customer satisfaction.


  • Paraplanner

    2 weeks ago


    Manchester, United Kingdom Recruit Uk | Certified B Corp™ Full time

    Job Description Job Title: Paraplanner Industry: Financial Services Location: Manchester Salary: £45,000 Job ref: 9328 Job Description: Paraplanner Recruit UK are working on an excellent opportunity for an Experienced Paraplanner in Manchester to join a well-established leading Independent Financial Advice firm.They deal with high net worth private...


  • Manchester, United Kingdom Hays Legal Full time

    High Net Worth Estate Planner VacancyWe are seeking an accomplished Private Client Lawyer to join our esteemed team in south Manchester, specializing in high net worth estate planning and administration.The ideal candidate will have extensive experience in handling complex wills, probate, tax planning, estates, and LPA cases, with a strong focus on...


  • Manchester, United Kingdom Think Legal Recruitment Full time

    A leading law firm in Manchester city centre has an exciting opportunity for a High Net Worth Clients Specialist to join their private client team. We are looking for a solicitor with 1-5 PQE experience who enjoys building client relationships and prioritising a high level of client service.Company OverviewThe firm has an established and successful offering...


  • Manchester, United Kingdom Levitate Recruitment - Accountancy and Insolvency Recruitment Specialists Full time

    About the RoleThis is an exciting opportunity for a High-Net-Worth Tax Advisor to join our Private Client team. You will work closely with high-net-worth individuals, business directors, and trusts to provide expert tax advice and guidance.In this role, you will also have the opportunity to supervise and coach less experienced team members and contribute to...


  • Manchester, United Kingdom JDC Professional Recruitment Ltd Full time

    Job Title: High Net Worth Mortgage Specialist">About Us:">We are a specialist mortgage broker, dedicated to providing expert advice and guidance to high-net-worth individuals around the globe.">Your Role:">As a Mortgage Advisor, you will work with our team to provide exceptional service to clients, helping them achieve their financial...


  • Manchester, United Kingdom Harte Consulting Ltd Full time

    Harte Consulting Ltd is looking for a High Net Worth Developer Liaison to join our team in Manchester. This is an excellent opportunity for a driven sales professional to connect investors with premium off-plan developments across northern England.As a skilled sales specialist, you will engage with high net worth individuals, presenting investment...


  • Manchester, United Kingdom JMC Legal Recruitment Full time

    Job DescriptionWe are seeking an experienced Residential Property Solicitor or Legal Executive to join our team in a dynamic and entrepreneurial environment. As a member of our team, you will be responsible for managing a high volume of property transactions, including sales and purchases of residential and commercial properties.You will have the opportunity...


  • Manchester, United Kingdom CV-Library Full time

    Financial Adviser PositionCirca £60,000 to £120,000+ per annum in Manchester city centre.A leading Wealth Management Firm is seeking an experienced Financial Adviser to join their established team of 25+ IFAs. The ideal candidate will have solid experience working as a Financial Adviser within an IFA firm, as well as the ability to demonstrate success in...


  • Manchester, United Kingdom Ferguson Dean Full time

    Ferguson Dean, a Times Top 100 firm, is seeking a skilled Paraplanner to join their team of eight advisers and dedicated administration staff. As a technical professional, you will work closely with colleagues to deliver high-quality services to clients. Your experience in handling complex matters, such as VCT and EIS, will be invaluable in this role. You...


  • Manchester, United Kingdom Zurich 56 Company Ltd Full time

    Zurich 56 Company Ltd is seeking a talented HNW / Private Client Underwriter to join their team. As an experienced underwriter, you will be responsible for assessing insurance applications for private clients and adhering to underwriting guidelines and risk management principles.Key ResponsibilitiesAnalyse complex insurance data to make informed decisions on...


  • Manchester, United Kingdom Gibson Hollyhomes Full time

    Job OverviewGibson Hollyhomes is a leading luxury property sales company based in Manchester city centre. We are seeking a highly motivated and ambitious individual to join our team as a High-Net-Worth Client Liaison Officer.Managing high-net-worth client relationships and exceeding sales targets.Developing and maintaining a deep understanding of our...

  • Paraplanner

    2 weeks ago


    Manchester, United Kingdom Recruit Uk | Certified B Corp™ Full time

    Job Title: Paraplanner Industry: Financial Services Location: Manchester Salary: £45,000 Job ref: 9328 Job Description: Paraplanner Recruit UK are working on an excellent opportunity for an Experienced Paraplanner in Manchester to join a well-established leading Independent Financial Advice firm.They deal with high net worth private individuals and...


  • Manchester, United Kingdom Zurich Australian Insurance Ltd. Full time

    Company Overview:Zurich Australian Insurance Ltd. is a leading insurance provider, committed to delivering exceptional customer experiences and innovative solutions.Salary:$120,000 - $150,000 per annum, depending on experience.Job Description:We are seeking a skilled HNW / Private Client Underwriter to join our team. The successful candidate will assess and...


  • Manchester, United Kingdom William James Recruitment Full time

    Demanding yet Rewarding RoleWe are seeking an experienced Family Lawyer to join our team in Manchester. As a senior associate in our family law department, you will be responsible for managing a diverse caseload of high-value divorce and financial remedies cases.The ideal candidate will have at least two years of post-qualification experience and a proven...

  • Paraplanner

    2 days ago


    Manchester, United Kingdom Mbf Full time

    Paraplanner - Leading Wealth Management Organisation - Manchester/ hybrid Salary to £50,000 plus first class benefits package Initial 15 month Fixed Term Contract - Potential for perm role MBF are currently working with the Financial Planning division of a Private Banking organisation who are looking to recruit an experienced Paraplanner to join their...


  • Greater Manchester, United Kingdom BCL Legal Full time

    Job Description:We are seeking an experienced High Net Worth Conveyancing Expert to join our Conveyancing Team as a Senior Residential Property Fee Earner.The successful candidate will have experience in handling high value freehold and leasehold sales and purchases and will be responsible for managing a small team.Key Responsibilities:Handling a caseload of...

  • Paraplanner

    7 days ago


    Manchester, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Description Job Title: Paraplanner Industry: Financial Services Location: Manchester Salary: £45,000 Job ref: 9328 Job Description: Paraplanner Recruit UK are working on an excellent opportunity for an Experienced Paraplanner in Manchester to join a well-established leading Independent Financial Advice firm. They deal with high net worth...

  • Paraplanner

    2 weeks ago


    Manchester, United Kingdom Recruit UK | Certified B Corp™ Full time €45,000

    Job Title: Paraplanner Industry: Financial Services Location: Manchester Salary: £45,000 Job ref: 9328 Job Description: Paraplanner Recruit UK are working on an excellent opportunity for an Experienced Paraplanner in Manchester to join a well-established leading Independent Financial Advice firm. They deal with high net worth private individuals...

  • Paraplanner

    2 weeks ago


    Manchester, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Title: Paraplanner Industry: Financial Services Location: Manchester Salary: £45,000 Job ref: 9328 Job Description: Paraplanner Recruit UK are working on an excellent opportunity for an Experienced Paraplanner in Manchester to join a well-established leading Independent Financial Advice firm. They deal with high net worth private individuals...

  • Paraplanner

    2 weeks ago


    Manchester, United Kingdom Recruit UK | Certified B Corp™ Full time €45,000

    Job Title: Paraplanner Industry: Financial Services Location: Manchester Salary: £45,000 Job ref: 9328 Job Description: Paraplanner Recruit UK are working on an excellent opportunity for an Experienced Paraplanner in Manchester to join a well-established leading Independent Financial Advice firm. They deal with high net worth private individuals...