Paraplanner
7 days ago
Paraplanner
Manchester
£35,000 - £45,000 (depending on experience and qualifications) plus excellent benefits, income protection, exam support including working hours study time and hybrid working
An established and well respected Financial Advice organisation in Manchester are looking for an experienced Paraplanner to join their organisation. Due to expansion in business levels I am looking for an experienced, industry qualified Paraplanner to jointhe company and provide an important function in supporting the Financial Planners within the business. The successful applicant will ideally Diploma qualified (or close to) and you will be given full support to obtain your qualifications up to Chartered bythe firm.
The main responsibilities of the role include providing accurate and compliant reports, on-going monitoring of recommended structures and providers, working closely with the Directors in relation to investment funds and developing the technical knowledge ofthe other support staff. The role will predominantly be with private clients and high net worth individuals and families. Alongside report writing and research you will also attend meetings with the advisors and be a close point of contact to the clients.This is not just a basic paraplanning role
This is a superb opportunity in which there are genuine opportunities to progress within the business whilst personal and professional development is actively encouraged. In return you will work in an exciting and fast paced environment and receive a marketleading salary package. You will get exposure to investments that run into £millions and work with varied and challenging clients and cases.
The benefits package is excellent and hybrid working is encouraged and embraced.
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Paraplanner
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Manchester, United Kingdom Recruitment Solutions (Folkestone) Ltd Full timeParaplanner 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...
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Manchester, United Kingdom CAP Resourcing LTD Full timeParaplanner 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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Paraplanner
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Manchester, United Kingdom CAP Resourcing LTD Full timeParaplanner 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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Remote Paraplanner
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Manchester, United Kingdom Recruitment Solutions (Folkestone) Ltd Full timeRemote 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...
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Manchester, United Kingdom RGH-Global Limited Full timeParaplanner 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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Paraplanner
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Manchester, United Kingdom RGH-Global Limited Full timeParaplanner 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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Manchester, United Kingdom RGH-Global Limited Full timeParaplanner 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...