Paraplanning Expert
1 week ago
This is an exciting opportunity to join our Paraplanning team in Manchester, responsible for providing support to x2 Financial Planners and ensuring a positive experience for Evelyn Partners clients.
In this role, you will also support financial planners with client meetings, including the presentation of cashflow and preparing responses on technical matters.
You will have access to a structured training programme, offering Training & Competency oversight to excel personal development. We encourage continuous professional development via ongoing studying and qualifications; we also have a team of experienced Paraplanners and Financial Advisers with whom you will have the opportunity to collaborate and learn.
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Paraplanning Expert
2 weeks ago
Manchester, United Kingdom Recruit UK | Certified B Corp™ Full timeJob 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...
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Paraplanning Expert
1 month ago
Manchester, United Kingdom Fairview Financial Management Ltd Full timeFairview 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...
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Paraplanning Expert
2 weeks ago
Manchester, United Kingdom Recruit UK | Certified B Corp™ Full timeJob 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...
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IFA Paraplanning Expert
2 weeks ago
Greater Manchester, United Kingdom Ferguson Dean Full timeJob 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...
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Paraplanning Expert for Financial Services
4 weeks ago
Manchester, United Kingdom Page Personnel Sales Full timeWe 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...
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Financial Planning Expert
2 weeks ago
Manchester, United Kingdom Pinstripe Personnel Full timeAs 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+...
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Financial Planning Expert
2 weeks ago
Manchester, United Kingdom MERJE Full timeAbout 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...
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Manchester, United Kingdom Pinstripe Personnel Full timeUK-Wide Remote Financial Planning OpportunityA prestigious wealth planning firm is seeking an experienced financial planner to join its team in a fully remote position. The ideal candidate will have a minimum of a Diploma in financial services and significant experience as a financial adviser/planner. Job Responsibilities: As a financial planner, you will be...
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Paraplanning Professional
2 weeks ago
Manchester, United Kingdom MERJE Full timeAbout 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.
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Financial Planning Expert
1 week ago
Manchester, United Kingdom mbf Full timeRole OverviewWe are currently working with a National Wealth Management organisation to recruit an experienced, Technical Paraplanner.The role will be working for their Manchester office but can be either office based or hybrid (mix of office and home working).Job DescriptionThis company recognises the importance of offering flexibility to their staff and as...
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Paraplanning Specialist
1 week ago
Manchester, United Kingdom Recruit UK | Certified B Corp™ Full timeJob Summary:Recruit UK is pleased to partner with a leading Independent Financial Advice firm in Manchester to find an Experienced Paraplanner. This role offers a unique opportunity to work with high net worth private individuals and corporate clients.Responsibilities:Managing complex cases for HNW clientsProviding expert advice on Pensions, Investments,...
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Financial Planning Specialist
1 month ago
Manchester, United Kingdom Fairview Financial Management Ltd Full timeOur 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...
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Trainee Financial Services Expert
2 days ago
Manchester, United Kingdom NJR Recruitment Full timeAs a Trainee Paraplanner at NJR Recruitment, you will be working as part of our National Paraplanning Team, providing support to consultants and other teams to meet group-wide requirements.This is an excellent opportunity to gain experience and develop your skills in financial planning, while contributing to the success of the company.Job...
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Expert Wealth Advisor
1 week ago
Manchester, United Kingdom Quilter Financial Planning Full time**Career Opportunity:**We are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. This is an excellent opportunity for a Financial Advisor to work on an employed basis with one of our Strategic Partner firms.The estimated salary for this role is £60,000 - £80,000 per annum, depending on experience. Our company offers a...
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Financial Adviser
2 days ago
Manchester, United Kingdom Recruit UK Full time**Job Title: Financial Adviser** **Industry: Financial Services** **Location: Manchester** **Salary: Up to £65,000** **Reference Number: 16403** **Job Description: Financial Adviser** Recruit UK are working on an excellent opportunity for a Home-Based Financial Adviser position in Manchester to join a leading UK wide Independent Financial Advice firm....
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Comprehensive Financial Planner
1 month ago
Manchester, United Kingdom Fairview Financial Management Ltd Full timeJoin 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...
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Senior Paraplanning Specialist
7 days ago
Manchester, United Kingdom Ferguson Dean Full timeParaplanner Role at Ferguson DeanThe ideal candidate for this position is an experienced paraplanner with a strong background in financial services and a proven ability to work collaboratively with teams. As a key member of the Ferguson Dean team, you will play a vital role in delivering high-quality client reports and providing exceptional support to our...
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Financial Planning Professional
2 weeks ago
Manchester, United Kingdom Pinstripe Personnel Full timeWe 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...
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Mortgage and Protection Advisor
1 month ago
Manchester, United Kingdom CV-Library Full timeWe 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...
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Financial Services Specialist
2 weeks ago
Manchester, United Kingdom Pinstripe Personnel Full timeAre 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...