Paraplanner

3 weeks ago


Stockport UK, Greater Manchester, United Kingdom Ferguson Dean Full time

A national DFM, a household name in the industry, are looking to recruit an additional paraplanner to join their team in Stockport. They have three financial planners and three paraplanners in the office at present. One paraplanner is moving to a different role in the firm though, to follow their defined career path, and as such they are looking for someone to fill this role. Ideally you will be Dip but this is not essential.


Package


  • You will receive excellent salary (£38k- £48k) executive benefits and earnings.


The company


  • A blue chip DFM with national coverage.


Role


  • Undertaking reviews for clients
  • Preparation of reports, both from standard paragraphs and free text
  • Undertaking whole of the market research
  • Working on a collaborative basis with the rest of the team
  • Keeping up to date on market positions and global situations
  • Using cash flow modelling and lifestyle planning as required
  • Working with the DFM team as required
  • Attending client meetings as required


The candidate


  • Ideally Dip Level 4
  • Experience of working with HNW and UHNW clients
  • Writing reports and undertaking research.




Next steps


  • Contact via email below for confidential discussion and review of opportunity and process


  • Paraplanner

    3 weeks ago


    Stockport, UK, Greater Manchester, United Kingdom Medlock Partners Full time

    Paraplanner 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 basisOur client is a...

  • Paraplanner

    3 months ago


    Salford, UK, Greater Manchester, United Kingdom Ferguson Dean Full time

    A 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

    3 months ago


    Greater Manchester, UK, Greater Manchester, United Kingdom Ferguson Dean Full time

    A 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...

  • Trainee IFA

    7 days ago


    Stockport, UK, Greater Manchester, United Kingdom EXCHANGE STREET FINANCIAL SERVICES LIMITED Full time

    You don’t need to be the reincarnation of David Ogilvy to sell this job.It’s an employed trainee financial planner job at a time when that’s sadly quite rare. But it goes way beyond that.This firm have crafted a detailed plan of how you’ll start as a paraplanner but be a financial planner in 12-18 months. It’s all laid out in writing so you know...

  • Team Manager

    7 days ago


    Manchester, UK, Greater Manchester, United Kingdom Chase de Vere Full time

    Being one of the country’s top independent financial advisers is no mean feat. But, our independence is key to everything we do. We believe that the best financial advice for our clients is independent financial advice.We are looking for a Team Manager that wants to play a crucial part in improving people’s lives. We work at pace but as One Team.THE...

  • Paraplanner

    7 days ago


    Stockport, United Kingdom Ferguson Dean Full time

    A national DFM, a household name in the industry, are looking to recruit an additional paraplanner to join their team in Stockport. They have three financial planners and three paraplanners in the office at present. One paraplanner is moving to a different role in the firm though, to follow their defined career path, and as such they are looking for someone...

  • Paraplanner

    3 weeks ago


    Stockport, United Kingdom Ferguson Dean Full time

    A national DFM, a household name in the industry, are looking to recruit an additional paraplanner to join their team in Stockport. They have three financial planners and three paraplanners in the office at present. One paraplanner is moving to a different role in the firm though, to follow their defined career path, and as such they are looking for someone...

  • Paraplanner

    2 weeks ago


    Stockport, United Kingdom Ferguson Dean Full time

    A national DFM, a household name in the industry, are looking to recruit an additional paraplanner to join their team in Stockport. They have three financial planners and three paraplanners in the office at present. One paraplanner is moving to a different role in the firm though, to follow their defined career path, and as such they are looking for someone...

  • Paraplanner

    3 weeks ago


    Stockport, United Kingdom Ferguson Dean Full time

    A national DFM, a household name in the industry, are looking to recruit an additional paraplanner to join their team in Stockport. They have three financial planners and three paraplanners in the office at present. One paraplanner is moving to a different role in the firm though, to follow their defined career path, and as such they are looking for someone...

  • Paraplanner

    1 month ago


    Stockport, United Kingdom Ferguson Dean Full time

    A national DFM, a household name in the industry, are looking to recruit an additional paraplanner to join their team in Stockport. They have three financial planners and three paraplanners in the office at present. One paraplanner is moving to a different role in the firm though, to follow their defined career path, and as such they are looking for someone...

  • Paraplanner

    4 days ago


    Stockport, United Kingdom Ferguson Dean Full time

    A national DFM, a household name in the industry, are looking to recruit an additional paraplanner to join their team in Stockport. They have three financial planners and three paraplanners in the office at present. One paraplanner is moving to a different role in the firm though, to follow their defined career path, and as such they are looking for someone...

  • Paraplanner

    6 days ago


    Stockport, United Kingdom Ferguson Dean Full time

    A national DFM, a household name in the industry, are looking to recruit an additional paraplanner to join their team in Stockport. They have three financial planners and three paraplanners in the office at present. One paraplanner is moving to a different role in the firm though, to follow their defined career path, and as such they are looking for someone...

  • Paraplanner

    4 weeks ago


    UK, UK, United Kingdom mbf Full time

    ParaplannerLichfield - office basedSalary negotiable to around £45K plus company benefitsAre you an experienced Paraplanner looking for an exciting opportunity to grow within a dynamic and forward-thinking financial planning firm?We are pleased to be recruiting on behalf of our client, an innovative and rapidly expanding financial planning organisation,...

  • Paraplanner

    3 months ago


    UK, UK, United Kingdom Ferguson Dean Full time

    A 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

    2 days ago


    Stockport, United Kingdom Medlock Partners Limited Full time

    Paraplanner, Manchester, Salary up to £42,000 Death in service   Fully funded staff events Paraplanner salary up to £42,000 Manchester based Hybrid working (2 days in the office) 25 days holiday + an additional day for on your birthday Pension Private Medical Insurance Xmas office closure Long term service enhancements   We are representing a credible...

  • Paraplanner

    2 weeks ago


    Stockport, United Kingdom Medlock Partners Limited Full time

    Paraplanner,Stockport based Salary up to £40,000( Experience dependant)25 days holiday, Hybrid workingFull exam support PMI, Company Pension Death in service Our client are a highly progressive and buoyant Firm of Financial Planners who maintain an excellent relationship for providing bespoke Financial Advice to their Clients. As a result of ongoing growth...

  • Paraplanner

    5 days ago


    UK, UK, United Kingdom Eden Scott Full time

    Due to continued growth and expansion of their team a leading financial advice firm with an office in Edinburgh are recruiting for a paraplanner or senior paraplanner. Ideally experienced with diploma minimum, but for the right individual they could also develop them internally. In addition they are offering very flexible hybrid working, exam support and...

  • Paraplanner

    1 month ago


    UK, UK, United Kingdom Nigel James Associates Ltd Full time

    RoleNigel James Associates have partnered with a highly established and award-winning Financial Planning company based in London to recruit an experienced Paraplanner to join them. RequirementsDue to an internal promotion our client is seeking a Paraplanner to join one of their hubs to support a team of Financial Planners providing holistic advice to HNW...

  • Paraplanner

    5 days ago


    UK, UK, United Kingdom mbf Full time

    Paraplanner - Leading National Wealth & Investment Management OrganisationGuildford, hybrid, flexible workingSalary to £55,000 (potentially negotiable) - plus benefitsMBF Recruitment are delighted to partner with our respected client, a leading National Wealth & Investment Management organisation, to assist in their search for a Paraplanner to join their...

  • Paraplanner

    4 days ago


    Stockport, United Kingdom Medlock Partners Full time

    Paraplanner 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 basisIs this the role you...

  • Paraplanner

    3 weeks ago


    Stockport, United Kingdom Medlock Partners Full time

    Paraplanner 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 basisOur client is a...

  • Paraplanner

    2 weeks ago


    Stockport, United Kingdom Medlock Partners Full time

    Paraplanner 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 support Flexible working hours between 8.00-19.00 PMI, X4 Death in service 5% Employer contribution Fresh fruit delivered to the office on a daily basis ...

  • Paraplanner

    3 weeks ago


    Stockport, United Kingdom Medlock Partners Full time

    Paraplanner 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 basisOur client is a...

  • Paraplanner

    7 days ago


    Stockport, United Kingdom Medlock Partners Full time

    Paraplanner 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 basisIs this the role you...

  • Paraplanner

    4 weeks ago


    Stockport, United Kingdom Medlock Partners Full time

    Paraplanner 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 basisOur client is a...