Paraplanner

2 days ago

Manchester, United Kingdom mbf. Full time

Paraplanner – £37,000 + BenefitsFully Remote (Anywhere in the UK)We are seeking an experienced Paraplanner to join a well-established, fully independent financial planning firm. This is a fully home-based position, offering the flexibility to work from anywhere in the UK. The role involves providing high-quality analytical and technical support to advisers across a full range of financial planning areas.The RoleAs a Paraplanner, you will be responsible for supporting advisers in preparing and delivering compliant, well-researched financial planning recommendations. Key responsibilities include :Preparing and maintaining compliant client files, ensuring all necessary KYC and supporting documentation is complete.Gathering and analysing detailed client information.Researching whole-of-market solutions to identify suitable products and investments.Preparing draft suitability reports, product and fund comparisons, and supporting technical documents.Handling more complex or technical cases requiring deeper analysis.Assisting advisers with product, fund and process-related queries.Using tools such as O&M Profiler, MiCAP and Cashcalc.Completing quality checks on your own work and participating in peer review within the team. #J-18808-Ljbffr

  • Paraplanner

    55 minutes ago

    Manchester, United Kingdom Recruitment Solutions (Folkestone) Ltd Full time

    Paraplanner Ref: RP6044 Salary: £35,000 - £41,000 Contract Type: PermanentLocation: Manchester, North West Skill Set Paraplanner, Report Writer, Technical Support, Analyst, Senior Paraplanner A leading, award winning, Chartered Financial Planner based in the North-West, currently requires an experienced and qualified Paraplanner, a Technical Support...

  • 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...

  • Remote Paraplanner

    1 hour ago

    Manchester, United Kingdom Recruitment Solutions (Folkestone) Ltd Full time

    Remote Paraplanner Ref : RP6018 Salary : £35,000 to 40,000 Contract Type : PermanentLocation : Manchester, North West Skill Set Paraplanner, Senior Paraplanner, Paraplanning, Remote Paraplanner FULLY REMOTE PARAPLANNER Recruitment Solutions is working on a unique and exceptional opportunity for a fully remote Paraplanner, to join a well-established...

  • 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

    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

    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...

  • 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...

  • Paraplanner

    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....