Posted by IDEX Consulting Ltd • £35K/yr to £40K/yr
My client is an award winning financial planning practice near Altrincham.
They have been specialising in providing high-quality financial planning advice to business owners, professionals, and high net worth individuals.
Due to their continued expansion, they are looking to recruit an additional Client Manager (Paraplanner) to join their dynamic and forward-thinking team.
Posted by Taylor James Professional Recruitment • £26K/yr to £34K/yr
Our client, a prestigious and award winning firm of financial planners in Altrincham are looking to appoint a Trainee Paraplanner.
Our client is looking to speak with Administrators (ideally with some paraplanning experience) or Junior Paraplanners who are looking for a new challenge.
Subject to the individuals level of experience/capabilities, duties and responsibilities may include:
Posted by THE OPENWORK PARTNERSHIP • £20K/yr to £80K/yr
With an opportunity now arising to join the financial advice team.
Company Overview: Since 1995, our established Financial Advice firm has been delivering bespoke financial solutions tailored to their clients' individual needs.
Based in Timperley, Cheshire, our team of industry experts boasts over 100 years of combined experience, specialising in Investments, Pensions, Protection, and Mortgages.
Posted by Tallgrass Recruitment Limited • £32K/yr to £36K/yr
Scope of Role
As a Mortgage Advisor, you will provide comprehensive mortgage advice to clients, ensuring they receive guidance tailored to their needs and priorities.
Your role will involve client interviews, market research, and producing written recommendations, all while maintaining the highest standards of honesty, integrity, and compliance.
Key Responsibilities
Client Advice: Offer expert mortgage advice across all areas of mortgage regulation, ensuring recommendations align with clients' needs and priorities.
A Financial Services Administrator is required to work for our Clients, a respected and growing firm of Financial Advisers.
With three offices based throughout Greater Manchester, and forming part of one of the largest firms of Wealth Managers in the UK, our Client offers first class training and support and ongoing career development.
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.
£28,000 - £30,000 Bonuses (Depending on Exp)
Working directly with the Senior Administrator / Paraplanner, and reporting directly to the Team Manager the successful will provide direct support to a team of Advisers.
Posted by Taylor James Professional Recruitment • £35K/yr to £47K/yr
General
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 advisers, duties and responsibilities will include
Writing and tailoring high quality suitability letters based on consultation with the Adviser.
Posted by Recruitment Solutions (Folkestone) Limited • £38K/yr to £41K/yr
A leading, award winning, Chartered Financial Planner based in the North-West, currently requires an experienced and Diploma Qualified Paraplanner to join it's friendly and vibrant team.
The Technical Support Team is primarily responsible for producing suitability reports for clients on behalf of its advisers.
The team is made up of paraplanners and administrators: