Paraplanner

2 weeks ago


Manchester, United Kingdom RGH-Global Limited Full time

Paraplanner Our client is seeking an experienced Paraplanner to join a well-established financial planning team based in Trafford. Key Responsibilities Review cases and collaborate with Financial Planners to fully understand recommendations in line with client needs and objectives Check and confirm fact-find information with Financial Planners Review ceding scheme details and liaise with providers to obtain any missing information Ensure recommendations are suitable and compliant with regulatory requirements Draft and adapt high-quality suitability reports based on discussions with Financial Planners Conduct research and analysis to identify appropriate financial solutions Prepare cash flow plans alongside Financial Planners using cash flow modelling tools Maintain accurate and compliant client records using back-office systems Identify and raise any discrepancies on client files with the Financial Planner Candidate Profile Diploma in Regulated Financial Planning (desired) Minimum of 2 years experience as a Paraplanner Strong understanding of the financial planning process Solid experience in pensions investments (including ISAs and bonds) IHT and trust cases; protection knowledge preferable Familiarity with financial research tools such as FE Analytics and cash flow modelling tools such as Voyant Employment Type: Full Time Experience: years Vacancy: 1 #J-18808-Ljbffr


  • Paraplanner

    6 days ago


    Manchester, United Kingdom CAP Resourcing LTD Full time

    Paraplanner Manchester - Hybrid Full time Salary up to £50k (depending on experience) + benefits We’re looking for an experienced Paraplanner to join a growing team in Manchester, and play a key role in supporting a group of highly qualified Financial Planning Directors. Our client will also consider candidates with less experience as long as they are...

  • Paraplanner

    2 weeks ago


    Manchester, United Kingdom CAP Resourcing LTD Full time

    Paraplanner Manchester - Hybrid Full time Salary up to £50k (depending on experience) + benefits We’re looking for an experienced Paraplanner to join a growing team in Manchester, and play a key role in supporting a group of highly qualified Financial Planning Directors. Our client will also consider candidates with less experience as long as they are...

  • Paraplanner

    2 weeks ago


    Manchester, United Kingdom CAP Resourcing LTD Full time

    Paraplanner Manchester - Hybrid Full time Salary up to £50k (depending on experience) + benefits We’re looking for an experienced Paraplanner to join a growing team in Manchester, and play a key role in supporting a group of highly qualified Financial Planning Directors. Our client will also consider candidates with less experience as long as they are...

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    2 days ago


    Manchester, United Kingdom mbf. Full time

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  • Paraplanner

    5 days ago


    Manchester, United Kingdom RGH-Global Limited Full time

    Paraplanner Our client is seeking an experienced Paraplanner to join a well-established financial planning team based in Trafford. Key Responsibilities: Review cases and collaborate with Financial Planners to fully understand recommendations in line with client needs and objectives Check and confirm fact-find information with Financial Planners Review ceding...

  • Paraplanner

    1 week ago


    Manchester, United Kingdom RGH-Global Limited Full time

    Paraplanner Our client is seeking an experienced Paraplanner to join a well-established financial planning team based in Trafford. Key Responsibilities Review cases and collaborate with Financial Planners to fully understand recommendations in line with client needs and objectives Check and confirm fact-find information with Financial Planners Review ceding...

  • Paraplanner

    4 days ago


    Manchester, United Kingdom RGH-Global Limited Full time

    Paraplanner Our client is seeking an experienced Paraplanner to join a well-established financial planning team based in Trafford. Key Responsibilities: Review cases and collaborate with Financial Planners to fully understand recommendations in line with client needs and objectives Check and confirm fact-find information with Financial Planners Review ceding...

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    4 days ago


    Manchester, United Kingdom REDTUSK Full time

    **Paraplanner - Manchester** The company is a boutique wealth management firm based in the heart of Manchester. Due to continued expansion, they are now looking for a skilled paraplanner to join their operation. The position can be on a part-time or full-time basis. Working as part of the in-house team at a highly successfully Appointed Representative of St....

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    6 days ago


    Manchester, United Kingdom Search Consultancy Full time

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    2 days ago


    Manchester, United Kingdom Square Peg Associates Ltd Full time

    Our client is an ambitious and highly personable, SJP financial services partner, looking for a Paraplanner to join their expanding team in Manchester City Centre. This role will offer fantastic training and support and would suit someone who is keen to progress. £33-£40k per annum, dependent upon experience, plus benefits **Duties of Paraplanner**: -...