Experienced Paraplanning Support 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,...

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...

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...

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 OverviewNJR Recruitment is currently seeking highly motivated and ambitious individuals to fill several Trainee Paraplanner positions within their National Paraplanning Team.The ideal candidate will be a recent graduate or someone looking to transition into a career in paraplanning, with a strong desire to learn and grow with the company.As a Trainee...

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...

We are excited to announce an opportunity for a seasoned Wealth Management Administrator to join our Manchester City Centre-based team. As a vital member of the Paraplanning team, you will be responsible for providing administrative support, maintaining accurate records, and developing your skills under the guidance of experienced professionals.Key BenefitsA...

Job Description: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...

Job Title: Technical Paraplanning ProfessionalWe are seeking an experienced Technical Paraplanner to join our team at MBF. This role will provide technical paraplanning support to our highest performing Chartered Financial Planning Partner.About the Role:The ideal candidate will have a strong background in Wealth Management and Financial Planning, holding...

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,...

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...

About the Position:We are looking for an Experienced Wealth Management Support Specialist to join our team at mbf. As a Technical Paraplanner, you will play a critical role in supporting our highest performing Chartered Financial Planning Partner.Responsibilities:Support the delivery of high-quality client services through technical paraplanning.Collaborate...

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,...

**Job Description:**We are seeking a highly skilled and experienced Paraplanner to join our dynamic team. As a key member of our Paraplanning team, you will be responsible for preparing advice reports for financial advisers, liaising with clients, and contributing to the success of the business.**Key Skills and Qualifications:**Experience as a Trainee...

Job Description: Complex Case SupporterWe are seeking an experienced professional to join our team as a Complex Case Supporter. As a key member of our paraplanning team, you will be responsible for supporting experienced financial advisers on complex cases, providing excellent client service, and working closely with the paraplanning team. Your excellent...

Key ResponsibilitiesAs a Paraplanner at Evelyn Partners, you will:Prepare suitability reports for various advice types, financial products, and investment solutions.Collaborate with Financial Planners to deliver exceptional client experiences, meeting client delivery dates and achieving positive outcomes.Attend client meetings to support Financial Planners...

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...