Senior Paraplanner Professional
3 weeks ago
We are working with a reputable Group of Independent Financial Advisers in North Manchester, seeking an experienced Senior Paraplanner to support their Financial Advisors.
About the RoleThis challenging yet exciting opportunity requires someone who can interact directly with the management team and staff, providing first-class financial advice support to the firm's advisers.
Key Responsibilities- Develop close relationships with Management, advisers, and clients.
- Support advisers in client personal financial planning needs.
- Build relationships with third-party providers and fund management firms.
To be successful, you will need:
- At least 5 years' experience in financial services.
- QCF Level 4 qualification in Personal Financial Planning (QCF Level 6 desired).
- Cash flow modelling, investment planning, pensions, and estate planning skills.
- Excellent organisational, communication, and IT skills.
The ideal candidate will have experience with Intelliflo and proficiency in other platforms such as Investment Platforms, Cashflow Planning, Morningstar, Selectapension, and Virtual Cabinet. A salary of around £50,000 - £65,000 per annum is expected for this role, depending on experience.
-
Senior Paraplanner Position
3 weeks ago
Manchester, United Kingdom NJR Recruitment Full timeNJR Recruitment is partnering with a well-established Group of Independent Financial Advisers to recruit an experienced Senior Paraplanner for their North Manchester office. The successful candidate will play a vital role in supporting the Financial Advisors and contributing to the growth of the company.Job OverviewThe company offers a collaborative and...
-
Trainee Paraplanner
2 weeks ago
Manchester, United Kingdom Taylor James Professional Recruitment LTD Full time**A first class opportunity has arisen for a Junior/ Trainee Paraplanner to join our prestigious client in Manchester on a permanent basis.** **Working closely with the Paraplanners & Advisers and tasked with being an integral part of the client experience, duties and responsibilities will include**: - To support Paraplanners and Advisers - Suitability...
-
Paraplanner
2 weeks ago
Manchester, United Kingdom Taylor James Professional Recruitment Full time**Our client, a prestigious firm of financial planners in Manchester city centre are looking to appoint a Paraplanner to join their highly experienced team on a permanent basis.** Working from home or out of prestigious offices (home working available), you will be an integral part of the firm’s technical function. **Working closely with the advisers,...
-
Paraplanner Professional
4 weeks ago
Manchester, United Kingdom Ferguson Dean Full timeFerguson Dean, a Times Top 100 firm, is seeking a skilled Paraplanner to join their team of eight advisers and dedicated administration staff. As a technical professional, you will work closely with colleagues to deliver high-quality services to clients. Your experience in handling complex matters, such as VCT and EIS, will be invaluable in this role. You...
-
Senior Paraplanner
7 days ago
Manchester, United Kingdom NJR Recruitment Careers Full timeNJR Recruitment are working with a well-known Group of Independent Financial Advisers who are looking to add to their North Manchester based office. They are currently looking to appoint an experienced Senior Paraplanner to support three Financial Advisors. This position will be well suited to an experienced individual who would be required to analyze...
-
Senior Paraplanner
4 weeks ago
Manchester, United Kingdom NJR Recruitment Full timeNJR Recruitment are working with a well-known Group of Independent Financial Advisers who are looking to add to their North Manchester based office. They are currently looking to appoint an experienced Senior Paraplanner to support three Financial Advisors. This position will be well suited to an experienced individual who would be required to analyze...
-
Senior Paraplanner
4 weeks ago
Manchester, United Kingdom NJR Recruitment Full timeNJR Recruitment are working with a well-known Group of Independent Financial Advisers who are looking to add to their North Manchester based office. They are currently looking to appoint an experienced Senior Paraplanner to support three Financial Advisors. This position will be well suited to an experienced individual who would be required to analyze...
-
Senior Paraplanner
4 weeks ago
manchester, United Kingdom NJR Recruitment Full timeNJR Recruitment are working with a well-known Group of Independent Financial Advisers who are looking to add to their North Manchester based office. They are currently looking to appoint an experienced Senior Paraplanner to support three Financial Advisors. This position will be well suited to an experienced individual who would be required to analyze...
-
Senior Paraplanner
5 days ago
Manchester, United Kingdom NJR Recruitment Full timeNJR Recruitment are working with a well-known Group of Independent Financial Advisers who are looking to add to their North Manchester based office. They are currently looking to appoint an experienced Senior Paraplanner to support three Financial Advisors. This position will be well suited to an experienced individual who would be required to analyze...
-
Senior Paraplanner
4 weeks ago
Manchester, United Kingdom Njr Recruitment Full timeNJR Recruitment are working with a well-known Group of Independent Financial Advisers who are looking to add to their North Manchester based office. They are currently looking to appoint an experienced Senior Paraplanner to support three Financial Advisors. This position will be well suited to an experienced individual who would be required to analyze...
-
Senior Paraplanner Expert
3 weeks ago
Manchester, United Kingdom NJR Recruitment Full timeJob Title:Senior Paraplanner ExpertAbout the Role:NJR Recruitment is partnering with a prominent Group of Independent Financial Advisers to find an experienced Senior Paraplanner. This position will be well-suited for a seasoned individual who can provide top-notch financial planning support to three Financial Advisors in North Manchester.Key...
-
Senior Paraplanner
4 weeks ago
Manchester, United Kingdom NJR Recruitment Full timeJob Description NJR Recruitment are working with a well-known Group of Independent Financial Advisers who are looking to add to their North Manchester based office. They are currently looking to appoint an experienced Senior Paraplanner to support three Financial Advisors. This position will be well suited to an experienced individual who would be required...
-
Senior Paraplanner
3 weeks ago
manchester, United Kingdom NJR Recruitment Full timeJob Description NJR Recruitment are working with a well-known Group of Independent Financial Advisers who are looking to add to their North Manchester based office. They are currently looking to appoint an experienced Senior Paraplanner to support three Financial Advisors. This position will be well suited to an experienced individual who would be required...
-
Senior Paraplanner
1 month ago
Manchester, United Kingdom Njr Recruitment Full timeNJR Recruitment are working with a well-known Group of Independent Financial Advisers who are looking to add to their North Manchester based office.Have you got the right qualifications and skills for this job Find out below, and hit apply to be considered.They are currently looking to appoint an experienced Senior Paraplanner to support three Financial...
-
Senior Paraplanner
3 weeks ago
Manchester, United Kingdom Njr Recruitment Full timeNJR Recruitment are working with a well-known Group of Independent Financial Advisers who are looking to add to their North Manchester based office.They are currently looking to appoint an experienced Senior Paraplanner to support three Financial Advisors.This position will be well suited to an experienced individual who would be required to analyze clients...
-
Senior Paraplanner
4 weeks ago
Manchester, United Kingdom Njr Recruitment Full timeNJR Recruitment are working with a well-known Group of Independent Financial Advisers who are looking to add to their North Manchester based office.They are currently looking to appoint an experienced Senior Paraplanner to support three Financial Advisors.This position will be well suited to an experienced individual who would be required to analyze clients...
-
Paraplanner
7 days ago
Manchester, United Kingdom NJR Recruitment Careers Full timeOur client is currently recruiting for several Trainee Paraplanners to join their National Paraplanning Team on a full-time, permanent basis. These roles are available as: Hybrid, Remote and Office based to suit the individual's needs.THE ROLE:Our Clients Paraplanners contribute to group-wide requirements by taking an active role in supporting primarily our...
-
Paraplanner
3 days ago
Manchester, United Kingdom NJR Recruitment Careers Full timeOur client is currently recruiting for several Trainee Paraplanners to join their National Paraplanning Team on a full-time, permanent basis. These roles are available as: Hybrid, Remote and Office based to suit the individual's needs.THE ROLE:Our Clients Paraplanners contribute to group-wide requirements by taking an active role in supporting primarily our...
-
Paraplanner
1 week ago
Manchester, United Kingdom mbf. Full time**Paraplanner - Manchester / Home working - Award winning Chartered Financial Planner's - Salary £30-45K plus company benefits** MB Fitzgerald Recruitment are currently working with an award winning firm of Chartered Financial Planners based in Manchester. This small firm are highly successful in spite of their size, with over £200M FUM and new business...
-
Paraplanner
2 weeks ago
Manchester, United Kingdom GCB Agency Recruitment Full timeOur clients, an award-winning, boutique wealth management firm based in the centre of Nottingham, dealing with high-net-worth individuals are looking for an experienced Paraplanner to join their successful team. **The responsibilities of the Paraplanner will include**: - You will provide support, information, recommendations and financial analysis to the...