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Date added: 14 Oct 2024

Paraplanner

Knutsford

Paraplanner role - Bespoke Wealth Practice Bespoke Wealth Management practice are looking to augment their successful team by recruiting an experienced Paraplanner to join their busy Knutsford office. From day 1, you'll be dealing with aspects such as client reports, platform work & analysis,...

Date added: 10 Oct 2024

Paraplanner

Knutsford

Paraplanner, Hybrid, Cheshire, Up to £45k This role is for you if you’re a Paraplanner with a minimum of 1 years’ experience that wants to be part of a growing Chartered IFA practice as a paraplanner where you should wish, there is an opportunity to be a Financial Advisor in 2-3 years’ time....

Date added: 11 Oct 2024

Paraplanner

Knutsford

Established, expanding business with exciting growth plans over the next 5 years, providing great opportunities to develop within a lovely working environment. Job Title/Location: Paraplanner, CheshireSalary: To £40,000Office/WFH: Up to 2 days per week WFH. First few weeks are office...

Date added: 16 Oct 2024

Paraplanner

Manchester

Our client, a leading Wealth Management firm are looking for an experienced Paraplanner to join the team on a permanent basis.  As Paraplanner you will be responsible for providing support to the firm’s advisers in completing non-client facing tasks in relation to...

Date added: 16 Oct 2024

Paraplanner

Manchester

Our client, a leading Wealth Management firm are looking for an experienced Paraplanner to join the team on a permanent basis.  As Paraplanner you will be responsible for providing support to the firm’s advisers in completing non-client facing tasks in relation to...

Date added: 25 Oct 2024

Paraplanner

Manchester

Our client, a leading Wealth Management firm are looking for an experienced Paraplanner to join the team on a permanent basis. As Paraplanner you will be responsible for providing support to the firm's advisers in completing non-client facing tasks in relation to the preparation and administration...

Date added: 11 Oct 2024

Paraplanner

Manchester

Our client, a prestigious firm of financial planners in Manchester city centre are looking to appoint a Paraplanner to join their highly experienced team on a permanent basis. Working from home or out of prestigious offices (home working available), you will be an integral part of the firm’s...

Date added: 19 Oct 2024

Paraplanner

Warrington, Cheshire

Our client, a leading Wealth Management firm are looking for a Paraplanner to join the team on a permanent basis. As Paraplanner you will be responsible for servicing existing business, platform-based work, illustrations & regular contact directly with clients & wrap/platform providers. Paraplanners...

Date added: 31 Oct 2024

Paraplanner

Higher Walton, Warrington

Our client, a leading Wealth Management firm are looking for a Paraplanner to join the team on a permanent basis.  As Paraplanner you will be responsible for servicing existing business, platform-based work, illustrations & regular contact directly with clients & wrap/platform...

Date added: 19 Oct 2024

Paraplanner

Alderley Edge

Paraplanner, Cheshire, with a strong element of home working. Salary up to £45k dependent upon experience, excellent benefits and opportunities for progression.This would be a perfect opportunity if you are based anywhere that is accessible to the Cheshire area.Are you a career minded individual...

Date added: 1 Nov 2024

Trainee Paraplanner

Manchester

This is an exciting position based in Manchester City Centre for those with keen interested in developing their career within the financial services sector. The Trainee Paraplanner will provide comprehensive support to a team of advisors who provide financial advice to their clients. You will...

Date added: 1 Nov 2024

Paraplanner

Manchester

NJR Recruitment is currently working with a small and established firm of Independent Financial Advisers based in Manchester. In 2007, our Client were one of the very first firms in the UK to be awarded Chartered status, which has been renewed every year since.Our Client provides advice on a wide...

Date added: 1 Nov 2024

Paraplanner

Stockport

We are recruiting for a full or part qualified Paraplanner to join an established and successful Practice of St. James’s Place Wealth (SJP) Management based in Stockport, Cheshire (SK6 4) Role overview This is an opportunity to join am established wealth management practices In Cheshire. Working as...

Date added: Yesterday

Paraplanner

Heaton Norris

A Chartered IFA practice are looking to recruit an additional paraplanner to join their team in Stockport. They have been established for almost 30 years and are quite rightly proud of their Chartered status. They have over £1bn in AUM and are keen to bring on top talent to further grow the firm....

Date added: Yesterday

Paraplanner

Alderley Edge

A regional IFA firm are looking to recruit an additional paraplanner to join their team in Alderley Edge. They have three offices in the North West, and whilst you will be working with an Adviser in the office you will provide technical assistance generally as required. Most clients have £1m plus...

Date added: 1 Nov 2024

Paraplanner

Alderley Edge

The  Paraplanner will support Chartered Financial Planners with preparing client reports, conducting research, assisting in the development of financial plans, and maintaining client files. They are a leader in lifelong financial planning, offering bespoke advice to successful individuals and...

Date added: Yesterday

Paraplanner

Stockport

My client is currently looking for an experienced Paraplanner to join their firm in Stockport.THE ROLE Supporting Consultants in preparing accurate financial plans and suitability reports.Supporting the Consultants in research and analysis to meet client needs and objectives.To provide support,...

Date added: Yesterday

Paraplanner

Wilmslow

My client is chartered financial planning business that has been providing financial planning and investment advice since the mid 90s.They are currently looking for an experienced Paraplanner to join their team in Wilmslow. The successful candidate will support the financial planners whilst having...

Date added: 31 Oct 2024

Paraplanner Manager

Stockport

Paraplanner Manager opportunity - Chartered Wealth Practice My client is a Chartered Financial Planning practice with a long-term financial planning approach to their clients. They are looking to augment their successful team by securing an experienced Paraplanner Manager for their Heaton Mersey...

Date added: 1 Nov 2024

Paraplanner - Manchester

Manchester

This respected financial planning firm is currently seeking a paraplanner to join its team in Manchester.Working as a paraplanner you will work very closely with the Independent Financial Planners in providing holistic financial planning solutions to HNW and UHNW clients.You will be responsible for...

Date added: 12 Oct 2024

Senior Paraplanner

Knutsford

Significant growth plans over the next 5 years within this established advisory business, providing real opportunities to develop within a top-class working environment. Job Title/Location: Senior Paraplanner, KnutsfordSalary: To c.£46,000Office/WFH: Up to 2 days per week WFH. First few weeks are...

Date added: 12 Oct 2024

Senior Paraplanner

Knutsford

Job Title: Senior Paraplanner Industry: Financial Planning Location: Knutsford Salary: Up to £46,000 (negotiable dependent on experience) Job Reference: 9302 Job Description: Recruit UK are delighted to offer an exciting opportunity for a Senior Paraplanner to join a highly respected and thriving...

Date added: 12 Oct 2024

Paraplanner Hybrid Working

Cheshire

Paraplanner, Cheshire, with a strong element of home working. Salary up to £45k dependent upon experience, excellent benefits and opportunities for progression. This would be a perfect opportunity if you are based anywhere that is accessible to the Cheshire area. Are you a career minded individual...

Date added: 12 Oct 2024

Paraplanner Hybrid Working

Manchester

Paraplanner, Manchester with a strong element of home working. Salary up to £45k dependent upon experience, excellent benefits and opportunities for progression. This would be a perfect opportunity if you are based anywhere that is accessible to the Manchester area. Are you a career minded...

Date added: 1 Nov 2024

Paraplanner Manager

Stockport

Paraplanner Manager Vacancy. Hybrid Working. £50,000-£60,000 A Financial Advisers in Stockport are seeking a IFA in Stockport are looking for a Paraplanner Manager. They would be keen to talk to you if you have experience in all aspects of advice and have also lead, trained, developed and managed...

Date added: 11 Oct 2024

Paraplanner (Hybrid Remote)

Stockport

Our client, an award winning firm of financial planners in Stockport are looking to appoint a Paraplanner to join their highly experienced team on a permanent basis. Working from home and of prestigious offices, you will be an integral part of the firm’s technical function. Working closely with the...

Date added: 1 Nov 2024

Senior Paraplanner

Manchester

My client is current looking for an experienced and Senior Paraplanner to join their team in central Manchester. The Role Support and assisting Client Partners and assist the Head of Wealth Planning in researching the client's needs and developing appropriate recommendationsProactively completing...

Date added: 9 Oct 2024

Administrator / Paraplanner

Cheshire

Your new companyAn excellent opportunity has arisen within a highly reputable IFA firm for an experienced Client Support Administrator who can also undertake paraplanning duties. Good working environment, a very friendly and inclusive working culture, flexible working options.Your new roleProviding...

Date added: 1 Nov 2024

Paraplanning Manager

Stockport

Paraplanning Manager - Stockport - Up to £60,000 There is an opportunity for an experienced Senior Paraplanner/ Team Leader to become a key member in the paraplanning team for a Manchester based financial planning firm. They are a chartered firm working with high net-worth clients.They keep going...

Date added: 1 Nov 2024

Paraplanning Manager

Stockport

Role: Paraplanning Manager - Hybrid role, £50k - £60k + package - some flexibility on salary Role could suit a senior paraplanner looking to progress their career into management or a current manager looking to develop their career further. The company is a Chartered Financial Planning firm...

Date added: 1 Nov 2024

Paraplanning Manager

Cheadle

Role: Paraplanning Manager - Hybrid role, £50k - £60k + package - some flexibility on salary Role could suit a senior paraplanner looking to progress their career into management or a current manager looking to develop their career further. The company is a Chartered Financial Planning firm...

Date added: 1 Nov 2024

Paraplanning Manager

Cheshire

Role: Paraplanning Manager - Hybrid role, £50k - £60k + package - some flexibility on salary Role could suit a senior paraplanner looking to progress their career into management or a current manager looking to develop their career further. The company is a Chartered Financial Planning firm...

Date added: 1 Nov 2024

Paraplanning Manager

Greater Manchester

Role: Paraplanning Manager - Hybrid role, £50k - £60k + package - some flexibility on salary Role could suit a senior paraplanner looking to progress their career into management or a current manager looking to develop their career further. The company is a Chartered Financial Planning firm...

Date added: 15 Oct 2024

CLIENT SUPPORT - PENSIONS & INVESTMENTS

Wilmslow

CLIENT SUPPORT - PENSIONS & INVESTMENTS WILMSLOW UP TO 26,000 - 29,000 Our Client is an established and well known firm of Independent Financial Advisers based in a beautiful location of South Cheshire. Led by professionally qualified team, they provide comprehensive Corporate & Personal Financial...

Date added: 15 Oct 2024

Client Support-Pensions & Investments

Wilmslow

About Us Our Client is an established and well known firm of Independent Financial Advisers based in a beautiful location of South Cheshire. Led by professionally qualified team, they provide comprehensive Corporate & Personal Financial Planning that includes; Employee Benefits, Investments,...

Date added: 23 Oct 2024

Paraplanning Manager

Greater Manchester

Paraplanning Manager RoleAre you an experienced Paraplanner looking to elevate your career? This Paraplanning Manager role offers a unique blend of leadership, strategy, and client-focused responsibilities, designed to enhance your professional journey.Why Consider This Role?This position provides...

Date added: 1 Nov 2024

Paraplanning Manager

Stockport

Paraplanning ManagerStockport Salary up to £60,000 (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.Group Life Scheme Hybrid working Flexible...

Date added: 1 Nov 2024

Paraplanning Manager

Greater Manchester

Paraplanning Manager Role Are you an experienced Paraplanner looking to elevate your career? This Paraplanning Manager role offers a unique blend of leadership, strategy, and client-focused responsibilities, designed to enhance your professional journey. Why Consider This Role? This position...