Paraplanner
2 weeks ago
A leading national IFA practice are looking for a paraplanner to join their Bury office.
The firm are a generalist IFA practice but with a number of specialist teams.
You will be working with a paraplanning team of four paraplanners and supporting Advisers in Manchester and London.
Experience of the PICOP market would be ideal, but is not essential.
You will receive support for both Diploma and Chartered if not achieved already.
Package - You will receive excellent salary (£35k- £45k) executive benefits and earnings.
The company - A leading national IFA practice.
Role - Undertaking reviews for clients - Preparation of reports, both from standard paragraphs and free text - Undertaking whole of the market research - Working on a collaborative basis with the rest of the team - Keeping up to date on market positions and global situations - Using cash flow modelling and lifestyle planning as required - Working with the other teams as needed.
- Attending client meetings as required.
- Working with Personal Injury clients, preparing periodic payment reports, pre and post settlement work and liaising with legal practices.
The candidate - Ideally Dip Level 4 - Experience of working with HNW and UHNW clients - Writing reports and undertaking research.
- Working with Personal Injury clients.
Next steps - Contact via email below for confidential discussion and review of opportunity and process
-
Paraplanner
1 week ago
Manchester, United Kingdom Ferguson Dean Full timeJob Description A leading regional IFA firm, a Times Top 100 firm, are looking for a technically proficient paraplanner to join their team.They have an established team of seven paraplanners at present who work with eight advisers and have a dedicated administration team.They are keen for a paraplanner who has experience of working on more complex matters...
-
Paraplanner
1 week ago
Manchester, United Kingdom Recruit Uk | Certified B Corp™ Full timeJob Description Job Title: Paraplanner Industry: Financial Services Location: Manchester Salary: £45,000 Job ref: 9328 Job Description: Paraplanner Recruit UK are working on an excellent opportunity for an Experienced Paraplanner in Manchester to join a well-established leading Independent Financial Advice firm.They deal with high net worth private...
-
Paraplanner
2 weeks ago
Manchester, United Kingdom Mi Search Full timeThis respected financial planning firm is currently seeking a paraplanner to join its team in Manchester.Working as a paraplanner you will work very closely with the Independent Financial Planners in providing holistic financial planning solutions to HNW and UHNW clients.
-
Paraplanner
2 weeks ago
Manchester, United Kingdom MI Search Full timeThis respected financial planning firm is currently seeking a paraplanner to join its team in Manchester.Working as a paraplanner you will work very closely with the Independent Financial Planners in providing holistic financial planning solutions to HNW and UHNW clients.You will be responsible for preparing suitability reports, technical research and...
-
Paraplanner
3 weeks ago
Manchester, United Kingdom Mi Search Full timeThis respected financial planning firm is currently seeking a paraplanner to join its team in Manchester.Working as a paraplanner you will work very closely with the Independent Financial Planners in providing holistic financial planning solutions to HNW and UHNW clients.You will be responsible for preparing suitability reports, technical research and...
-
Paraplanner
1 week ago
Manchester, United Kingdom MI Search Full timeThis respected financial planning firm is currently seeking a paraplanner to join its team in Manchester.Working as a paraplanner you will work very closely with the Independent Financial Planners in providing holistic financial planning solutions to HNW and UHNW clients.You will be responsible for preparing suitability reports, technical research and...
-
Paraplanner
1 week ago
Manchester, United Kingdom MI Search Full time €45,000This respected financial planning firm is currently seeking a paraplanner to join its team in Manchester.Working as a paraplanner you will work very closely with the Independent Financial Planners in providing holistic financial planning solutions to HNW and UHNW clients.You will be responsible for preparing suitability reports, technical research and...
-
Paraplanner
2 months ago
Manchester, United Kingdom Merje Full timeOur client, a leading Wealth Management firm are looking for an experienced Paraplanner to join the team on a permanent basis. As Paraplanner you will be responsible for providing support to the firm's advisers in completing non-client facing tasks in relation to the preparation and administration of recommendations being made. Role Responsibilities:...
-
Paraplanner
2 weeks ago
Manchester, United Kingdom Recruit Uk | Certified B Corp™ Full timeJob Title: Paraplanner Industry: Financial Services Location: Manchester Salary: £45,000 Job ref: 9328 Job Description: Paraplanner Recruit UK are working on an excellent opportunity for an Experienced Paraplanner in Manchester to join a well-established leading Independent Financial Advice firm.They deal with high net worth private individuals and...
-
Paraplanner
2 weeks ago
Manchester, United Kingdom Ferguson Dean Full timeA leading regional IFA firm, a Times Top 100 firm, are looking for a technically proficient paraplanner to join their team.They have an established team of seven paraplanners at present who work with eight advisers and have a dedicated administration team.They are keen for a paraplanner who has experience of working on more complex matters such as VCT and...
-
Paraplanner
3 weeks ago
Manchester, United Kingdom MERJE Full timeOur client, a leading Wealth Management firm are looking for an experienced Paraplanner to join the team on a permanent basis. As Paraplanner you will be responsible for providing support to the firm's advisers in completing non-client facing tasks in relation to the preparation and administration of recommendations being made.Have you got the right...
-
Paraplanner
4 days ago
Manchester, United Kingdom Recruit UK | Certified B Corp™ Full timeJob Description Job Title: Paraplanner Industry: Financial Services Location: Manchester Salary: £45,000 Job ref: 9328 Job Description: Paraplanner Recruit UK are working on an excellent opportunity for an Experienced Paraplanner in Manchester to join a well-established leading Independent Financial Advice firm. They deal with high net worth...
-
Paraplanner
2 weeks ago
Manchester, United Kingdom Recruit UK | Certified B Corp™ Full time €45,000Job Title: Paraplanner Industry: Financial Services Location: Manchester Salary: £45,000 Job ref: 9328 Job Description: Paraplanner Recruit UK are working on an excellent opportunity for an Experienced Paraplanner in Manchester to join a well-established leading Independent Financial Advice firm. They deal with high net worth private individuals...
-
Paraplanner
2 weeks ago
Manchester, United Kingdom Recruit UK | Certified B Corp™ Full timeJob Title: Paraplanner Industry: Financial Services Location: Manchester Salary: £45,000 Job ref: 9328 Job Description: Paraplanner Recruit UK are working on an excellent opportunity for an Experienced Paraplanner in Manchester to join a well-established leading Independent Financial Advice firm. They deal with high net worth private individuals...
-
Paraplanner
2 weeks ago
Manchester, United Kingdom Recruit UK | Certified B Corp™ Full time €45,000Job Title: Paraplanner Industry: Financial Services Location: Manchester Salary: £45,000 Job ref: 9328 Job Description: Paraplanner Recruit UK are working on an excellent opportunity for an Experienced Paraplanner in Manchester to join a well-established leading Independent Financial Advice firm. They deal with high net worth private individuals...
-
Paraplanner
2 weeks ago
Manchester, United Kingdom Recruit UK | Certified B Corp™ Full timeJob Title: ParaplannerIndustry: Financial ServicesLocation: ManchesterSalary: £45,000Job ref: 9328Job Description: Paraplanner Recruit UK are working on an excellent opportunity for an Experienced Paraplanner in Manchester to join a well-established leading Independent Financial Advice firm. They deal with high net worth private individuals and corporate...
-
Paraplanner
2 weeks ago
Manchester, United Kingdom Recruit UK | Certified B Corp™ Full timeJob Title: ParaplannerIndustry: Financial ServicesLocation: ManchesterSalary: £45,000Job ref: 9328Job Description: Paraplanner Recruit UK are working on an excellent opportunity for an Experienced Paraplanner in Manchester to join a well-established leading Independent Financial Advice firm. They deal with high net worth private individuals and corporate...
-
Paraplanner
2 weeks ago
Manchester, United Kingdom Recruit UK | Certified B Corp™ Full timeJob Title: ParaplannerIndustry: Financial ServicesLocation: ManchesterSalary: £45,000Job ref: 9328Job Description: Paraplanner Recruit UK are working on an excellent opportunity for an Experienced Paraplanner in Manchester to join a well-established leading Independent Financial Advice firm. They deal with high net worth private individuals and corporate...
-
Paraplanner
2 weeks ago
Manchester, United Kingdom Recruit UK | Certified B Corp™ Full timeJob Title: ParaplannerIndustry: Financial ServicesLocation: ManchesterSalary: £45,000Job ref: 9328Job Description: Paraplanner Recruit UK are working on an excellent opportunity for an Experienced Paraplanner in Manchester to join a well-established leading Independent Financial Advice firm. They deal with high net worth private individuals and corporate...
-
Paraplanner
1 month ago
manchester, United Kingdom MI Search Full timeThis respected financial planning firm is currently seeking a paraplanner to join its team in Manchester.Working as a paraplanner you will work very closely with the Independent Financial Planners in providing holistic financial planning solutions to HNW and UHNW clients.You will be responsible for preparing suitability reports, technical research and...
