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 technical function.
Working closely with the advisers, duties and responsibilities will include
Writing and tailoring high quality suitability letters based on consultation with the Adviser.
As a Paraplanner you will support the delivery of the financial planning and advice process to clients by providing technical research, analysis and report writing services to Financial Advisers.
This is a perfect opportunity to join an independent Wealth Management firm who are growing through acquisitions and are looking for a Paraplanner to grow with them.
They will support your personal development, pay bonuses up to 15% of your salary and have a whole range of additional benefits, including REMOTE WORKING.
Eventus Recruitment Cheshire are seeking an experienced Paraplanner to join a very successful Financial Planning business based in Stockport, Greater Manchester.
You will benefit from a supportive team, hybrid working (3 days remote at home), ad-hoc bonuses and an excellent pension (up to 7.5% employer contribution), 26 days holiday (plus ability to buy/sell holidays), flexible working policy (core hours 10am to 4pm) and much more.
This is a great job opportunity to join an established and successful company with big growth plans.
NJR are currently representing one of the UK's leading national firms of Financial Advisers, who is now seeking an ambitious and talented Trainee Paraplanner to join their dynamic and ever growing business.
Working out of their offices based in Wakefield, you will be supporting the Financial Planners in preparing client financial plans, reports, research and analysis; whilst ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner.
My client is a multiple award-winning Wealth Management firm, who are looking for an experienced Paraplanner to join their business.
My clients' independent financial advisers provide bespoke solutions on all aspects of financial planning for both private and corporate clients including but not limited to, investments, pensions, inheritance tax planning, personal and business protection, group pension schemes and mortgages.
You will support the team of Independent Financial Advisers (IFAs), possessing extensive market knowledge in providing independent financial advice in relation to complex financial advice matters.
Bond Recruitment is delighted to be recruiting an experienced Paraplanner on behalf of our client, a very successful and well-established firm of Financial Planners based in Cheadle, Cheshire.
Role overview
To prepare research, written suitability reports and technical support to a team of Advisers, Senior Advisers and Partners.
To ensure that the preparation of advice for clients (internal and external) is of the highest quality and is prepared in a timely manner.
A chance to work for an exciting financial services firm in Manchester, for a Trainee Paraplanner.
A forward-thinking business that has won numerous awards, you will be joining an experienced and growing team where you will be supported with training, development and support for qualifications.
The firm has a key focus on sustainability, diversity and inclusion, and is a great environment to work in.