Date added: 12 Nov 2024
Paraplanner
Manchester
Job DescriptionOur 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...
Date added: 2 Nov 2024
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: 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: 14 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: 13 Nov 2024
Paraplanner
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: 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: 15 Nov 2024
Paraplanner
Manchester
BENEFITS: Death in ServicePension Scheme - employer will match the employee contribution25 days annual leave + an additional day on Christmas EveAnnual bonus of up to 7.5% of salary Our Client is a well-established, boutique firm of Chartered Financial Planners based in the Heart of Manchester City...
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: 6 Nov 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: 15 Nov 2024
Paraplanner
Manchester
PARAPLANNER / REPORT WRITERMANCHESTER CITY CENTRESALARY £25,000 - £33,000 + ANNUAL BONUSHYBRID WORKING PATTERNBENEFITS:Death in ServicePension Scheme - employer will match the employee contribution25 days annual leave + an additional day on Christmas EveAnnual bonus of up to 7.5% of salaryOur Client...
Date added: 2 Nov 2024
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: 15 Nov 2024
Senior Paraplanner
Knutsford
Our client is a reputable and long-established firm of Independent Financial Advisers seeking to appoint an additional Paraplanner due to continued growth and success. Working in collaboration with Financial Advisers, 4 other Paraplanners and a team of Administrator the successful Candidate will be...
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: 5 Nov 2024
Paraplanner
Manchester
My client is a chartered wealth management practice in Manchester City centre. They are currently looking for an experienced paraplanner to join their team. Provide paraplanning support to Financial Planners and DirectorsPrepare reports and recommendations in line with client needs, Financial...
Date added: 2 Nov 2024
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: 15 Nov 2024
Paraplanner
Alderley Edge
ParaplannerStockport Salary up to £40,000(Experience dependant) 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...
Date added: 15 Nov 2024
Paraplanner
Stockport
ParaplannerStockport 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: 2 Nov 2024
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: 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: 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: 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: 12 Nov 2024
Paraplanner - Technical Cases
Knutsford
An independent wealth management firm in the Knutsford area has some ambitious growth plans and for that to be realised an additional experienced Paraplanner is required to join their team. The focus is on the more complex and technically challenging work. This role is full time, with hybrid working...
Date added: 16 Nov 2024
Trainee Paraplanner
Manchester
Our Client and a professional, super successful and growing firm of Chartered & Independent Financial Planners who are now looking to recruit an additional member of the 'Paraplanning’ team. This is an incredibly rewarding job opportunity for someone ambitious and dedicated to progressing in...
Date added: 12 Nov 2024
Paraplanner - Cashflow Modelling
Wilmslow
A company outside Wilmslow, which has seen some consistent growth of headcount, has reached capacity with workflow leading them to hire an additional Paraplanner. This is comforting to see a firm hiring when they need and not squeezing oranges, and this may appeal to you if you are currently...
Date added: 14 Nov 2024
Paraplanner/IFA Administrator
Sale
We are looking for an experienced IFA Administrator or Paraplanner to be based at head office in Sale, South Manchester. On a day-to-day basis you will ensure ongoing support for the financial advisers, act as an integral member of the team and will ensure that professionalism and excellent client...
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: 5 Nov 2024
IFA Administrator
Manchester
IFA Administrator£28-32K depending on experienceManchester City Centre Tired of working for a large corporate & feeling unappreciated? Wanting to progress your career but not given the opportunity? This opportunity could be the chance to kick-start your Wealth...
Date added: 5 Nov 2024
Mortgage Administrator
Altrincham
They are a small but thriving brokerage based in the North West, who deal with residential and specialist property finance. The firm have excellent customer reviews and provide only the best service to their clients, taking pride in their personal and dynamic approach. The company do not work on too...
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...