Senior Paraplanning Specialist

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,...

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...

Paraplanning OpportunityFerguson Dean is looking for an IFA Paraplanning Specialist to join our team. The successful candidate will work on complex financial planning projects, providing support to the advisory team.Key responsibilities include:Undertaking cash flow modelling and lifestyle planningPreparation of reports and presentationsStaying up-to-date on...

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...

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...

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,...

We are looking for an experienced and proactive Senior Wealth Management Coordinator to join our team at Integro Partners.About the OpportunityThis role will involve taking on an existing workload and allowing the Paraplanning team to have more focus, while working closely under a Paraplanner and Financial Advisor to ensure an efficient client journey.The...

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...

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...

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...

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...

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...

Job Title: Financial Services SpecialistWe are seeking an experienced professional to join our team as a Financial Services Specialist. As a key member of our paraplanning team, you will be responsible for supporting experienced financial advisers on complex cases. Your excellent communication and organizational skills will enable you to provide exceptional...

About the RoleWe are seeking a seasoned Financial Planning Manager to join our client's team in North Manchester. As a Senior Paraplanner, you will be responsible for analysing clients' needs and writing high-quality reports. Your excellent organisational skills, numeracy, and IT literacy will enable you to think proactively and prioritise work effectively.

**About This Opportunity**We are seeking an experienced Senior Accounting Specialist to join our team at Hays Senior Finance. As a key member of our staff, you will be responsible for providing high-quality accounting and auditing services to our clients.**Key Responsibilities*** Conduct financial audits and prepare financial statements* Provide expert...

NJR Recruitment presents an exciting opportunityfor a Senior Paraplanner to join a reputable Group of Independent Financial Advisers. Based in North Manchester, this role combines challenging responsibilities with rewarding career growth opportunities.About the Position- Support three Financial Advisors in analyzing clients' needs and developing tailored...

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,...