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...

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...

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...

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,...

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...

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...

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...

Administrative Support RoleIntegro Partners seeks an experienced administrator to join its paraplanning team in Manchester City Centre.This opportunity allows you to be part of a growing business, contributing to its development and potentially advancing your career as the company expands.The successful candidate will work closely with a paraplanner and...

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...

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,...

Pension Administration SpecialistWe are seeking a highly skilled Pension Administration Specialist to join our team in Manchester. As a key member of our team, you will play a crucial role in supporting our Financial Planners with client meetings, cash flow modelling, and technical matters.Key Responsibilities:To provide administrative support to Financial...

Ferguson Dean is seeking a highly skilled Paraplanning Specialist to join their team in Bury. This role offers an excellent opportunity for career advancement and professional growth. The successful candidate will be working with a dedicated paraplanning team of four, supporting Advisers in Manchester and London.The ideal candidate will have experience in...

Paraplanning Manager RoleWe are seeking an experienced Paraplanning Manager to join our team in Stockport, supporting us in delivering exceptional client experiences. With a salary up to £60,000, this role comes with a comprehensive benefits package, including 26 days holiday, flexible working hours, and group life scheme benefits.Responsibilities-...

Opportunity SummaryNJR Recruitment invites applications for a Wealth Management Specialist position. As a member of our National Paraplanning Team, you will contribute to delivering key products and services to clients.About the OpportunityThis role offers a dynamic work environment, with opportunities for career growth and professional development. You will...