Paraplanning Specialist

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 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...

A leading financial planning firm based in Manchester is looking for a highly skilled individual to fill the role of Paraplanning specialist. Working alongside experienced Independent Financial Planners, you will be involved in delivering exceptional service to HNW and UHNW clients. Your key responsibilities will include producing detailed suitability...

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...

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...

The MI Search team is seeking a Financial Planning Specialist to join its operations in Manchester. This respected financial planning firm offers the opportunity to work closely with Independent Financial Planners, providing holistic financial planning solutions to HNW and UHNW clients. Key responsibilities include preparing suitability reports, conducting...

Administrative Support RoleIntegro Partners seeks an experienced administrator to join its paraplanning team in Manchester City Centre.This opportunity allows you to be part of a growing business, contributing to its development and potentially advancing your career as the company expands.The successful candidate will work closely with a paraplanner and...

Paraplanning OpportunityWe are seeking an experienced Paraplanner to join our team in Manchester. This is an excellent opportunity to work with a well-established independent financial advice firm that has a strong presence in the North West.Key ResponsibilitiesSupporting senior financial advisers on complex casesProviding advice on pensions, investments,...

Pension Administration SpecialistWe are seeking a highly skilled Pension Administration Specialist to join our team in Manchester. As a key member of our team, you will play a crucial role in supporting our Financial Planners with client meetings, cash flow modelling, and technical matters.Key Responsibilities:To provide administrative support to Financial...

Paraplanning Manager RoleWe are seeking an experienced Paraplanning Manager to join our team in Stockport, supporting us in delivering exceptional client experiences. With a salary up to £60,000, this role comes with a comprehensive benefits package, including 26 days holiday, flexible working hours, and group life scheme benefits.Responsibilities-...

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...

We are currently seeking a Financial Services Specialist to join our team at Pinstripe Personnel. As a key member of our wealth planning team, you will play a vital role in delivering exceptional client experiences.About the RoleThe successful candidate will have the opportunity to work closely with our talented team, utilizing their skills and expertise to...

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...

Job Description A leading national IFA practice are looking for a paraplanner to join their Bury office.The firm are a generalist IFA practice but with a number of specialist teams.You will be working with a paraplanning team of four paraplanners and supporting Advisers in Manchester and London.Experience of the PICOP market would be ideal, but is not...

Job Title: Financial Planning SpecialistAbout the Role:An exciting opportunity has arisen for a 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...

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...

A leading national IFA practice are looking for a paraplanner to join their Bury office.The firm are a generalist IFA practice but with a number of specialist teams.You will be working with a paraplanning team of four paraplanners and supporting Advisers in Manchester and London.Experience of the PICOP market would be ideal, but is not essential.You will...

A leading national IFA practice are looking for a paraplanner to join their Bury office.The firm are a generalist IFA practice but with a number of specialist teams.You will be working with a paraplanning team of four paraplanners and supporting Advisers in Manchester and London.Experience of the PICOP market would be ideal, but is not essential.You will...

About Our ClientWe are a respected player in the financial services industry, having won numerous awards in all areas of financial planning. One of the best IFAs to work for in the UK, we have built up a reputation for service to clients, as well as culture and training & development opportunities.Job DescriptionSupport the financial advisory team in the...

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...