Paraplanner
4 weeks ago
Paraplanner
Stockport
Salary up to £38,000 (Experience dependant)
26 days holiday, you acquire 1 day for 2 years of service.
You will receive an additional days leave on your Birthday
The option to buy and sell holidays.
Full exam support
Hybrid working
Flexible working hours
Our client is a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for providing bespoke Financial Advice to their Clients.
As a result of ongoing growth and recent promotions an excellent opportunity has become available for an aspiring Paraplanner to join their organisation. The successful candidate will be working closely with a team of Paraplanners and Financial Planners to present bespoke suitability reports.
Duties:
- Supporting the Consultants in research and analysis to meet client needs and objectives.
- Supporting Consultants in preparing accurate financial plans and suitability reports.
- Have a full understanding of Holistic Financial planning and be comfortable querying consultants.
- Have experience of dealing with all aspects of advice, such as Inheritance Tax Planning, Trusts, Bonds and higher risk investment such as EIS/VCT/BPR.
- To provide support, where needed, to the Head of Operations and Compliance.
- Developing and maintaining internal relationships with various areas of the business to meet agreed targets.
- Continuous professional development to meet regulatory requirements and personal development needs.
- Managing individual workflow and delivery.
- Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally
- To provide technical guidance to the Client Services Team (CST), assisting with product specific, technical and compliance-based queries. Working with CST to ensure advice is implemented accurately and compliantly.
To be considered you will need to have industry related experience and will ideally be working towards industry related exams, OR be passionate about obtaining the Level 4 Diploma.
Please do not hesitate to apply or to get in contact should you have any questions in relation to This Vacancy.
-
Paraplanner
2 weeks ago
Stockport, UK, Greater Manchester, United Kingdom Medlock Partners Full timeParaplanner Stockport Salary up to £40,000(Experience dependant)26 days holiday, you acquire 1 day for 2 years of service.You will receive an additional days leave on your Birthday.Full exam supportFlexible working hours between 8.00-19.00PMI,X4 Death in service5% Employer contributionFresh fruit delivered to the office on a daily basis Our client is a...
-
Paraplanner
7 days ago
Middleton, UK, Manchester, United Kingdom Ferguson Dean Full timeA leading Wealth Management practice in North Manchester are looking for a paraplanner to join their team. They currently have five paraplanners and additional support staff and they have over £1bn in AUM with advisers across the North West. You will be supporting the advisers on a work flow, not one to one basis. You will be at least Dip and ideally...
-
Paraplanner
2 weeks ago
Altrincham, UK, Greater Manchester, United Kingdom Ferguson Dean Full timeA leading regional Chartered Financial Planning practice are looking for two paraplanners to join their team in Altrincham . This highly successful and instantly recognisable practice are keen to bring on board quality technical staff to provide high level client support . The firm will support you to reach Chartered status and have a clearly defined career...
-
Paraplanner
5 days ago
Salford, UK, Greater Manchester, United Kingdom Ferguson Dean Full timeA leading national practice with offices in Bolton and Birmingham are looking for two paraplanners to join them. They work with clients broadly from £150k to £1m, but with no defined upper or lower limits. At present they have a ratio of 1:2 paraplanners to advisers. The role can be 100% remote or based out of one of the offices.Full support for Chartered...
-
Paraplanner
2 weeks ago
Greater Manchester, UK, Greater Manchester, United Kingdom Ferguson Dean Full timeA leading national IFA practice are looking for a paraplanner to join their Bury office. The firm are a generalist IFA practice but with a number of specialist teams. You will be working with a paraplanning team of four paraplanners and supporting Advisers in Manchester and London. Experience of the PICOP market would be ideal, but is not essential. You will...
-
Financial Planning Administrator
2 weeks ago
Manchester, UK, Greater Manchester, United Kingdom mbf Full timeFinancial Planning Administrator - Manchester, office based - up to £30K plus excellent company benefits We are currently working with a National Wealth Management organisation to recruit an experienced Financial Planning Administrator to join their Manchester office. Our client is offering an exceptional package of company benefits (listed below)Our client...
-
Paraplanner
3 days ago
UK, UK, United Kingdom Ferguson Dean Full timeA national IFA practice, a household name in the industry, are looking to recruit an additional paraplanner to join their team in Knutsford. They have three financial planners and three paraplanners in the office at present. One paraplanner is moving to a trainee adviser role in the firm though, to follow their defined career path, and as such they are...
-
Paraplanner
4 weeks ago
Stockport, United Kingdom Medlock Partners Full timeParaplanner Stockport Salary up to £38,000 (Experience dependant)26 days holiday, you acquire 1 day for 2 years of service.You will receive an additional days leave on your BirthdayThe option to buy and sell holidays.Full exam support Hybrid working Flexible working hours Our client is a highly progressive and buoyant Firm of Independent Financial Planners...
-
Paraplanner
2 weeks ago
Stockport, Stockport, United Kingdom Medlock Partners Full timeJob DescriptionParaplanner Stockport Salary up to £38,000 (Experience dependant)26 days holiday, you acquire 1 day for 2 years of service.You will receive an additional days leave on your BirthdayThe option to buy and sell holidays.Full exam support Hybrid working Flexible working hours Our client is a highly progressive and buoyant Firm of Independent...
-
Paraplanner
4 weeks ago
Stockport, United Kingdom Medlock Partners Full timeParaplanner Stockport Salary up to £38,000 (Experience dependant)26 days holiday, you acquire 1 day for 2 years of service.You will receive an additional days leave on your BirthdayThe option to buy and sell holidays.Full exam support Hybrid working Flexible working hours Our client is a highly progressive and buoyant Firm of Independent Financial Planners...
-
Paraplanner
3 weeks ago
Stockport, United Kingdom Medlock Partners Full timeParaplanner Please make sure you read the following details carefully before making any applications.Stockport Salary up to £38,000 (Experience dependant)26 days holiday, you acquire 1 day for 2 years of service.You will receive an additional days leave on your BirthdayThe option to buy and sell holidays.Full exam support Hybrid working Flexible working...
-
Paraplanner
4 weeks ago
Stockport, United Kingdom Medlock Partners Full timeParaplanner Stockport Salary up to £38,000 (Experience dependant)26 days holiday, you acquire 1 day for 2 years of service.You will receive an additional days leave on your BirthdayThe option to buy and sell holidays.Full exam support Hybrid working Flexible working hours Our client is a highly progressive and buoyant Firm of Independent Financial Planners...
-
Paraplanner
4 weeks ago
Stockport, United Kingdom Medlock Partners Full timeParaplanner Stockport Salary up to £38,000 (Experience dependant) 26 days holiday, you acquire 1 day for 2 years of service. You will receive an additional days leave on your Birthday The option to buy and sell holidays. Full exam support Hybrid working Flexible working hours Our client is a highly progressive and buoyant Firm of Independent...
-
Paraplanner
3 weeks ago
Stockport, United Kingdom Exchange Street Claims & Financial Services 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 people...
-
Paraplanner
3 weeks ago
Stockport, United Kingdom Medlock Partners Full timeParaplanner Stockport Salary up to £38,000 (Experience dependant)Apply promptly! A high volume of applicants is expected for the role as detailed below, do not wait to send your CV.26 days holiday, you acquire 1 day for 2 years of service.You will receive an additional days leave on your BirthdayThe option to buy and sell holidays.Full exam support Hybrid...
-
Paraplanner
4 weeks ago
Maidstone, UK, Kent, United Kingdom Tate Recruitment Full timeParaplanner Salary: Up to £45k Basic DOE, OTE £55k with Bonus and benefits.Location: Maidstone, onsite during probation then hybrid working.Are you looking for your next Paraplanner opportunity? If so, we are recruiting for this family-run wealth management company that has been trading for over 200 years! We are looking for a highly experienced...
-
Paraplanner
2 weeks ago
Cheshire East, UK, North West England, United Kingdom Recruit UK | Certified B Corp™ Full timeJob Title: Home-based Paraplanner positionIndustry: Financial ServicesLocation: UK WideSalary: £36,300Job Reference: 9058Job Description: Home-based Paraplanner positionRecruit UK is working on a unique opportunity for a fully remote Paraplanner, UK Wide to join a well-established Independent Financial Advice company.Our client is award-winning and is one...
-
Paraplanner
2 weeks ago
Lincolnshire, UK, East Midlands, United Kingdom RecruitME Full timeWe have a fantastic Paraplanner opportunity to join a successful and progressive wealth management firm based in the idyllic Roman and Medieval town of Stamford.They are a reputable financial practice with a successful history providing fully independent financial advice to clients and have built a growing client base.Due to current expansion and planned...
-
Paraplanner
4 weeks ago
Stockport, United Kingdom Medlock Partners Full timeParaplannernStockportnSalary up to £38,000 (Experience dependant)26 days holiday, you acquire 1 day for 2 years of service.nYou will receive an additional days leave on your BirthdaynThe option to buy and sell holidays.nFull exam supportnHybrid workingnFlexible working hoursOur client is a highly progressive and buoyant Firm of Independent Financial...
-
Paraplanner
2 weeks ago
Stockport, Stockport, United Kingdom Medlock Partners Full timeParaplannernStockportnSalary up to £38,000 (Experience dependant)26 days holiday, you acquire 1 day for 2 years of service.nYou will receive an additional days leave on your BirthdaynThe option to buy and sell holidays.nFull exam supportnHybrid workingnFlexible working hoursOur client is a highly progressive and buoyant Firm of Independent Financial...
-
Paraplanner
2 weeks ago
Stockport, United Kingdom Medlock Partners Full timeParaplanner Stockport Salary up to £40,000(Experience dependant)26 days holiday, you acquire 1 day for 2 years of service.You will receive an additional days leave on your Birthday.Full exam supportFlexible working hours between 8.00-19.00PMI,X4 Death in service5% Employer contributionFresh fruit delivered to the office on a daily basis Our client is a...
-
Paraplanner
2 weeks ago
Stockport, United Kingdom Medlock Partners Full timeParaplanner Stockport If your skills, experience, and qualifications match those in this job overview, do not delay your application.Salary up to £40,000(Experience dependant)26 days holiday, you acquire 1 day for 2 years of service.You will receive an additional days leave on your Birthday.Full exam supportFlexible working hours between 8.00-19.00PMI,X4...
-
Paraplanner
2 weeks ago
Bodmin, UK, Cornwall, United Kingdom Cathedral Appointments | South West Recruitment Part timeSalary £35k to £40k DOE | Hybrid | Flexible Hours – Full or Part timeCathedral Appointments is delighted to be working with a well-established, independent Asset Management firm based in Cornwall who are proud of its reputation and bespoke client care.They have an exciting opportunity for an experienced Paraplanner to join their team on either a full...
-
Paraplanner
4 weeks ago
Harrogate, UK, North Yorkshire, United Kingdom Recruit UK | Certified B Corp™ Full timeAre you a paraplanner looking for a team that encourages you to reach your full potential?Are you ready to join a team that truly values your strong ethical standards and unwavering commitment to integrity?Recruit UK has partnered with a firm based in Harrogate, looking for a paraplanner to join their team. The company is committed to delivering premier...
-
Paraplanner
2 weeks ago
Marlborough, UK, Wiltshire, United Kingdom Ferguson Dean Full timeA leading national Financial Planning practice are looking for a paraplanner to join their team in Marlborough. They are the main Southern office for the firm and as a result the flagship for the firm. Working on a bank of paraplanners, they are able to offer a route to Adviser with the firm over an agreed time frame. They will fully support you to achieve...
-
Paraplanner
2 weeks ago
Newcastle Upon Tyne, UK, Tyne & Wear, United Kingdom Recruit UK | Certified B Corp™ Full timeRecruit UK are working on an excellent opportunity for a Paraplanner in Newcastle-Upon-Tyne to join a well-established Wealth Management firm who deal with high net worth private individuals and corporate clients. They have a strong presence in the area and are expanding their IFA services through growth across the North East.They are actively seeking a...