Paraplanning Expert

4 days ago


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

We 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 Responsibilities
  • Providing technical support to senior financial advisers
  • Assisting with complex case work
About Our Client

Our client is a leading independent financial advice firm based in Manchester. They have a strong reputation for delivering high-quality services to their clients.

What We Offer
  • Competitive starting salary: £45,000
  • Opportunities for career progression
  • Study support
  • Flexible working arrangements
Requirements
  • Level 4 Diploma qualified


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

    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 Expert

    4 weeks ago


    Manchester, United Kingdom Fairview Financial Management Ltd Full time

    Fairview Financial Management Ltd is a fast-growing independent financial planning firm based in Rayleigh, Essex. We offer a competitive salary of around £38,000 per year, depending on experience. Our ideal candidate will have a strong background in financial planning, excellent communication skills, and a keen eye for detail. As a Paraplanning Expert at...


  • Greater Manchester, United Kingdom Ferguson Dean Full time

    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...


  • Manchester, United Kingdom Page Personnel Sales Full time

    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...


  • Manchester, United Kingdom Pinstripe Personnel Full time

    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+...


  • Manchester, United Kingdom MERJE Full time

    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...


  • Manchester, United Kingdom MERJE Full time

    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.


  • Manchester, United Kingdom Fairview Financial Management Ltd Full time

    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...


  • Manchester, United Kingdom Fairview Financial Management Ltd Full time

    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...


  • Manchester, United Kingdom Pinstripe Personnel Full time

    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...


  • Manchester, United Kingdom CV-Library Full time

    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...


  • Manchester, United Kingdom Pinstripe Personnel Full time

    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...


  • Manchester, United Kingdom NJR Recruitment Full time

    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...


  • Manchester, United Kingdom Ferguson Dean Full time

    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...


  • Manchester, United Kingdom MERJE Full time

    About the RoleWe are seeking a highly skilled Pensions and Investments Professional to join our team at MERJE on a permanent basis.The estimated salary for this role is £45,000 - £65,000 per annum, depending on experience.This is an exciting opportunity for a skilled professional looking to take their career to the next level in the financial services...


  • Greater Manchester, United Kingdom Ferguson Dean Full time

    Job Title: ParaplannerAbout Ferguson Dean: We are a leading national IFA practice dedicated to delivering exceptional financial services to our clients. Our team of experts works tirelessly to provide innovative solutions tailored to individual needs.Compensation:The successful candidate will receive a competitive salary between £40,000 and £50,000, plus...

  • Mortgage Professional

    6 months ago


    Manchester, United Kingdom Pioneering People Full time

    **MORTGAGE PROFESSIONAL / MANCHESTER / UP TO £25,000 to £30,000 P.A. D.O.E. + BENEFITS** An exciting new opportunity for an experienced mortgage professional to join a fast-growing central Manchester mortgage broker. Our client is an expert buy-to-let, residential and development finance business. They are now seeking a highly motivated Mortgage...