Paraplanner

2 days ago


Cheadle, United Kingdom Heat Recruitment Full time

LocationCheadle Salary £35000 - £40000 TypePermanent WorkplaceOn-Site Ref89440 Recruiter Managing This Role Job Title: Paraplanner Location: Stockport Salary: £40,000 + Benefits Working Pattern: 4 days in office / 1 day from home About the Role We are partnering with a well-established financial planning firm looking for a Diploma-qualified Paraplanner to join their growing team. This is a great opportunity for someone seeking long-term career progression into advice, with a clear pathway to Trainee Financial Adviser. Youll work closely with advisers to deliver high-quality financial plans and support client portfolios. The firm prides itself on strong back-office support, professional development, and a collaborative, client-focused environment. Key Responsibilities Prepare and support comprehensive financial plans for clients, including pensions, investments, and retirement strategies. Conduct research on investment funds, insurance products, and financial markets. Assist advisers with suitability reports, client reviews, and documentation. Maintain accurate records and ensure compliance with regulatory standards. Support the team in onboarding and managing client portfolios. What Were Looking For Diploma-qualified (Level 4) essential Previous paraplanning experience preferred Strong attention to detail and analytical skills Excellent communication and collaboration skills Ambition to progress into a Trainee Adviser role in the future


  • Paraplanner

    4 days ago


    Cheadle, United Kingdom Eden Rose Full time

    Paraplanner – Eden Rose Location: Stockport Salary: £40,000 + Benefits Working Pattern: 4 days in office / 1 day from home About The Role We are partnering with a well-established financial planning firm looking for a Diploma-qualified Paraplanner to join their growing team. This is a great opportunity for someone seeking long-term career progression into...

  • Paraplanner

    2 days ago


    Cheadle, United Kingdom Forrest Recruitment Full time

    Paraplanner - Stockport - Permanent - up to £45,000 DOE We are working with an established and reputable business based in Stockport who are seeking an experienced Paraplanner to join their financial services team. This is a full time permanent role. Duties include: Assist in developing customised financial plans by analyzing client data and objectives....

  • Paraplanner

    1 week ago


    Cheadle, United Kingdom Exchange Street Claims ltd Full time

    “I've gone as far as I can” The number one reason people move jobs? They've stopped learning. And that's because a lot of people and by extension firms think short-term. And when they think short-term they don't think about their employee's ambitions. Their futures. How they'll progress and get better. It's all about the here and now. And that leads to...

  • Paraplanner

    2 days ago


    Cheadle, United Kingdom Bond Recruitment Full time

    Job DescriptionBond Recruitment is delighted to be recruiting an experienced Paraplanner on behalf of our client, a very successful and well-established firm of Financial Planners(Quilter Network) based in Cheadle Hulme, Cheshire.Role overviewTo prepare research, written suitability reports and technical support to a team of Advisers, Senior Advisers and...

  • Paraplanner

    2 days ago


    Cheadle, United Kingdom Bond Recruitment Full time

    Bond Recruitment is delighted to be recruiting an experienced Paraplanner on behalf of our client, a very successful and well-established firm of Financial Planners(Quilter Network) based in Cheadle Hulme, Cheshire.Not sure what skills you will need for this opportunity Simply read the full description below to get a complete picture of candidate...

  • Paraplanner

    2 days ago


    Cheadle, United Kingdom Bond Recruitment Full time

    Bond Recruitment is delighted to be recruiting an experienced Paraplanner on behalf of our client, a very successful and well-established firm of Financial Planners(Quilter Network) based in Cheadle Hulme, Cheshire.Role overviewTo prepare research, written suitability reports and technical support to a team of Advisers, Senior Advisers and PartnersTo ensure...

  • Paraplanner

    2 days ago


    Cheadle, United Kingdom Bond Recruitment Full time

    Bond Recruitment is delighted to be recruiting an experienced Paraplanner on behalf of our client, a very successful and well-established firm of Financial Planners(Quilter Network) based in Cheadle Hulme, Cheshire.Role overviewTo prepare research, written suitability reports and technical support to a team of Advisers, Senior Advisers and PartnersTo ensure...

  • Paraplanner

    7 days ago


    Cheadle, Borough of Stockport, United Kingdom Ellis James Partners Ltd Full time

    Paraplanner Salary: £35k to £50k Plus up to 7 percent annual bonus, paid every 6 months Location: Heaton Mersey with hybrid after probation Hours: 34.5 per week, flexible start between 8 and 10 A role built around flexibility, progression, and doing high quality work. If you're an experienced paraplanner who enjoys real involvement in the advice...


  • Cheadle, United Kingdom Bond Recruitment Full time

    A leading recruitment company is seeking a Paraplanner in Cheadle to enhance team efficiency and compliance in the financial services sector. The role involves preparing suitability reports, providing technical support, and collaborating with advisers. Ideal candidates should possess a Diploma in Financial Services and have at least two years of experience...


  • Cheadle, United Kingdom Eden Rose Full time

    A well-established financial planning firm in Cheadle is seeking a Diploma-qualified Paraplanner to support their team. This role offers a path to Trainee Financial Adviser, working closely with advisers to prepare financial plans and manage client portfolios. The firm values professional development and provides strong back-office support. If you have the...