Paraplanner

Our client is a very well respected and established firm of IFAs based in Wilmslow, Cheshire, they are currently recruiting for an experienced Paraplanner to join their team.Their technical/ paraplanning team complete all research, cashflow analysis and reports in-house. With the exception of O&M and FE Analytics, they manually complete research and...

About the CompanyA leading regional Chartered Financial Planning practice are looking to expand their team in Wilmslow. Their paraplanners are client facing and have their own portfolio, acting as the first point of contact. Clients are broadly in the £500k to £10m space, so you will need to have experience in dealing with clients of at least this level....

Our client is a very well established financial planning firm based in Wilmslow, Cheshire. They focus on goals-based holistic financial planning, often for people with complex circumstances or approaching retirement. They are also one of the top financial planning companies to work for in their region.They are currently recruiting an IFA Administrator to...

Client Manager​​​Equilibrium is more than just a Chartered Financial Planning company—we're an award-winning, independent firm based in Handforth, Cheshire, with one clear purpose: making people's lives better. Whether it's our clients, our team, our community, or anyone who crosses our path We believe in creating a positive impact in everything we...

Paraplanner – Wealth ManagementLocation: Wilmslow | Salary: Up to £55,000Our client is a multi-award-winning professional services firm with two highly respected and growing offices across Cheshire. They provide expert, holistic financial planning and investment advice to a wide range of private clients, combining technical excellence with a personal,...

ParaplannerSouth Manchester - Hybrid RoleTo £45,000, plus excellent benefitsOur client is a progressive independent financial advice business, with offices across the UK. In complex markets that change frequently, they help Corporate and Personal clients make the right financial choices through the provision of independent financial advice which is uniquely...

Paraplanner £40,000 DOE South Manchester Based  4 Days Working From Home Staff Benefit Scheme Are you a technical and motivated Paraplanner looking for a better work like balance? Then this Paraplanning opportunity could be for you!  As an integral part of the support team, you will work closely with financial advisers to provide research, analysis,...

Paraplanner £40,000 DOE – South Manchester Based – 4 Days Working From Home – Staff Benefit Scheme Are you a technical and motivated Paraplanner looking for a better work like balance? Then this Paraplanning opportunity could be for you! As an integral part of the support team, you will work closely with financial advisers to provide research,...

IRC is delighted to be recruiting for an experienced Paraplanner, on behalf of our client, a leading IFA practice in Alderley Edge, Cheshire. The role of the ParaPlanner is to support the Financial Planners and other staff when informing and advising Clients on their financial strategies, plans, products and investments. - **General accountabilities**: -...

ParaplannerLocation: Wilmslow (flexible working - up to 4 days from home each week) Salary: Up to £45,000 per annumHours: Full time | 37.5 hours per week This is a fantastic opportunity to join a growing, forward-thinking financial advice firm that values quality, collaboration and technical excellence. As a Level 4 qualified Paraplanner, you’ll play a...

We’re seeking a paraplanner at Ferguson Dean to join our team in Wilmslow. Candidates will work with high-net-worth clients and support advisers through technical tasks and research. Base pay range This range is provided by Ferguson Dean. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. About the role...

Just because you are happy doesn’t mean you can’t be happier.Most people who read job adverts are not desperate for a new job.Paraplanners like you for example. You are well looked after. Well thought of. Reasonably happy with your salary.But that doesn’t mean that you can’t be better looked after. Challenged more. And paid more. You don’t always...

A financial services company in Wilmslow is seeking an experienced paraplanner to support advisers with high-net-worth clients. You will be responsible for providing technical support, conducting detailed research, and producing reports. The ideal candidate will have a CII Dip, ideally working towards Chartered status, and significant experience with major...

Excellent opportunity for an experienced Paraplanner to join a high quality, long-standing IFA practice in Cheshire: Small, high calibre, ambitious teamWork closely with a Senior AdviserFocus on high quality, cash flow modelling led, independent advice to HNW clients and families (typically £500K-3M).Client facing role, attending client meetings and being...