Date added: 14 Sep 2024
Paraplanner - Client Manager
Manchester
Job DescriptionJob Title: Paraplanner - Client ManagerLocation: ManchesterAre you passionate about delivering exceptional client service and working with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients? Join our client, an exciting Wealth Management Organisation as a Client Manager and...
Date added: 14 Sep 2024
Trainee IFA
Stockport
Job DescriptionYou 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...
Date added: 14 Sep 2024
Finance Administrator
Manchester
Job DescriptionJob Description: IFA AdministratorRecruit UK are working on an excellent opportunity for a IFA Administrator position in Manchester to join a leading Financial Advice firm. My client is a well-established, award winning, financial advisory business based Manchester. They are...
Date added: 14 Sep 2024
Paraplanner
Sale
Job DescriptionJob SummaryBroadoak Financial Planning has an exciting opportunity to join our Wealth Management business based in South Manchester. Broadoak is committed to providing exceptional financial advice and wealth management services to a diverse client base. We are a dedicated and...
Date added: 14 Sep 2024
Paraplanner
Stockport
Job DescriptionA 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...
Date added: 14 Sep 2024
Paraplanner
Knutsford
Job DescriptionA 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...
Date added: 14 Sep 2024
Paraplanner
Manchester
Job DescriptionA leading regional IFA firm, a Times Top 100 firm, are looking for a technically proficient paraplanner to join their team. They have an established team of seven paraplanners at present who work with eight advisers and have a dedicated administration team. They are keen for a...
Date added: 14 Sep 2024
Paraplanner
Greater Manchester
Job DescriptionA 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....
Date added: 14 Sep 2024
Paraplanner
Stockport
Job DescriptionParaplanner 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...
Date added: 6 Sep 2024
Paraplanner (Flexitime / Bonus)
Wilmslow
Paraplanner (Flexitime / Bonus)£45,000 - £55,000 + Training + 38 Days Holiday + Study Support + Flexitime + Progression + Company Bonus + 38 Days Holiday + Gym Membership + 10% PensionWilmslowAre you a Paraplanner looking to join a well-established Chartered Independent Financial Advisor's that will...
Date added: 19 Aug 2024
Paraplanner
Alderley Edge
Paraplanner Job Title: ParaplannerSalary: £35,000 - £42,000Location: Alderley Edge, Cheshire - We are seeking a Paraplanner who is passionate about lifetime financial planning and thrives on the detail of building financial plans and ‘what if’ scenarios to help clients achieve their life goals. If...
Date added: 7 Sep 2024
Paraplanner
Manchester
Job Title: Paraplanner - Client Manager Location: Manchester Are you passionate about delivering exceptional client service and working with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients? Join our client, an exciting Wealth Management Organisation as a Client Manager and become part...
Date added: 13 Aug 2024
Paraplanner
Knutsford
A Chartered IFA firm in Knutsford are looking to bring on board an additional paraplanner. They presently have six advisers and five paraplanner and due to growth are looking to move to a 1:1 ratio. They are private client focused and work with clients primarily in the £250k to £1m space. The firm...
Date added: 31 Aug 2024
Paraplanner
Sale
Job Title: ParaplannerLocation: Sale, Greater ManchesterCompany: Independent Financial Advisors About Us: Our client is a forward-thinking firm of Independent Financial Advisors based in Sale, Greater Manchester. Founded during the Covid-19 pandemic, this business has thrived, and they are proud to...
Date added: 13 Sep 2024
Paraplanner
Wilmslow
Our client is an outstanding Independent Financial Planning firm based in Wilmslow who provide a wide range of financial services and financial planning to private and corporate clients alike. If you are a meticulous Paraplanner with a passion for lifetime financial planning who is ready to...
Date added: 31 Aug 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: 28 Aug 2024
Paraplanner
Stockport
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...
Date added: 20 Aug 2024
Paraplanner
Stockport
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...
Date added: 3 Sep 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: 5 Sep 2024
Paraplanner
Knutsford
My client is currently looking for an experienced Paraplanner in Knutsford.What will you be doing? Preparing suitability reports and provide technical research services holistically across a broad range of financial products to a team of Financial PlannersEnsuring that the preparation of advice for...
Date added: 23 Aug 2024
Junior Paraplanner
Altrincham
Eventus Recruitment are seeking a full-time permanent Junior Paraplanner to join a successful IFA / Financial Planning business based in Altrincham, Greater Manchester. This is a great opportunity to join a team of professionals who are committed to delivering personalised and strategic advice,...
Date added: 2 Sep 2024
Senior Paraplanner
Manchester
An exciting opportunity has arisen for a Senior Paraplanner to join a reputable financial services firm. The successful candidate will be responsible for providing efficient and effective support to the financial advisory team. Client Details This firm is a respected player in the financial services...
Date added: 21 Aug 2024
Paraplanner - Home Based
Manchester
Paraplanner - Top National Financial Planners - 100% Remote, anywhere in UK up to £47,000 + Bonus + Benefits We are currently working with a National Wealth Management organisation to recruit an experienced Paraplanner. The role will be working alongside a Senior Partner and their UHNW clients. As a...
Date added: 29 Aug 2024
Senior Paraplanner
Alderley Edge
Join Our Elite Team as a Senior Paraplanner working 1-2-1 with the Lead director crafting Holistic Financial Plans for HNW / UHNW clients. You will be training to become a Financial Advisor taking on HNW clients in the portfolio as you develop your skills and knowledge. Salary: up to £55,000...
Date added: 28 Aug 2024
Trainee Paraplanner
Manchester
Trainee ParaplannerManchesterUp to £30,000 based on experience and qualificationsMonday to FridayLooking for an opportunity to continue your journey in Wealth Management by moving to an established firm who can develop your career further? - This opportunity is one you don’t want to miss!Our client...
Date added: 5 Sep 2024
Junior Paraplanner
Altrincham
Junior Paraplanner Annual Salary: £28k - £30kLocation: Altrincham, Office Based - We are seeking a Junior Paraplanner to join our team, focusing on reports and research with the potential to develop into full paraplanning or advising. This role is ideal for someone who is looking to grow their...
Date added: Today
Trainee Paraplanner
Altrincham
A reputable wealth management firm in Altrincham is looking for a Trainee Paraplanner to join their team. Client Details Providing holistic financial advice across various areas, the company has built up a strong reputation for providing a client-focused approach and has grown significantly over the...
Date added: Today
Trainee Paraplanner
Altrincham
A reputable wealth management firm in Altrincham is looking for a Trainee Paraplanner to join their team. Client Details Providing holistic financial advice across various areas, the company has built up a strong reputation for providing a client-focused approach and has grown significantly over the...
Date added: 6 Sep 2024
TRAINEE PARAPLANNER
Altrincham
Our Client, a highly professional and rapidly expanding firm of Chartered Financial Planners are currently looking to recruit a motivated and hardworking Trainee Paraplanner / Administrator to join their exceptionally busy Pensions & Investments Team. Working directly with the Senior Administrator /...
Date added: 31 Aug 2024
Junior Paraplanner
Sale
Job Title: Junior ParaplannerLocation: Sale, Greater ManchesterCompany: Independent Financial Advisors About Us: Our client is a forward-thinking firm of Independent Financial Advisors based in Sale, Greater Manchester. Founded during the Covid-19 pandemic, this business has thrived, and they are...
Date added: 13 Sep 2024
Paraplanner (Hybrid Working)
Altrincham
Our client, a prestigious firm of financial planners in Altrincham 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: 12 Sep 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: 30 Aug 2024
TRAINEE PARAPLANNER
Altrincham
Our Client, a highly professional and rapidly expanding firm of Chartered Financial Planners are currently looking to recruit a motivated and hardworking Trainee Paraplanner / Administrator to join their exceptionally busy Pensions & Investments Team. Working directly with the Senior...
Date added: 10 Sep 2024
Trainee IFA
Stockport
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...
Date added: 11 Sep 2024
Technical Financial Administrator
Altrincham
Technical Financial Administrator Annual Salary: £28k - £30kLocation: Altrincham, Office Based - We are seeking a Technical Financial Administrator to join our team, focusing on reports and research with the potential to develop into paraplanning or advising. This role is ideal for someone who...
Date added: 10 Sep 2024
Financial Planning Administrator
Manchester
Our client based in Manchester is an independent financial advisory business with an award winning name and reputation. Specialising in pensions and retirement planning, they advise on income withdrawal management, tax, wealth management, providing all round financial well-being and security. With a...
Date added: 11 Sep 2024
Financial Planning Administrator
Manchester
Our client based in Manchester is an independent financial advisory business with an award winning name and reputation. Specialising in pensions and retirement planning, they advise on income withdrawal management, tax, wealth management, providing all round financial well-being and security. With a...
Date added: 11 Sep 2024
Financial Advisor
Manchester
Financial Advisor - All clients provided - Experienced Paraplanner's are also considered Location: Manchester - Hybrid Working We’re currently recruiting for an exciting opportunity for a highly motivated Financial Consultant to join a dynamic team at a leading global investment company. This...
Date added: 7 Sep 2024
IFA Administrator
Wilmslow
Job Description: IFA Administrator Recruit UK are working on an excellent opportunity for a IFA Administrator position in Manchester to join a leading Financial Advice firm. My client is a well-established, award winning, financial advisory business based Manchester. They are recruiting for an...
Date added: Today
Junior IFA Administrator
Manchester
A well-respected Wealth Management firm that seeks to build long-term, trusting relationships with its clients. They have a great community feel throughout the company culture, with a very friendly and professional working environment in the centre of Manchester. This is a fantastic position for a...