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 of recommendations being made.
Our client, a leading Wealth Management firm are looking for an experienced Paraplanner to join the team on a permanent basis.
The Trainee Paraplanner will provide comprehensive support to a team of advisors who provide financial advice to their clients.
You will develop by working alongside Paraplanners to provide comprehensive support to the advisory team.
This is an exciting position based in Manchester City Centre for those with keen interested in developing their career within the financial services sector.
Posted by Taylor James Professional Recruitment • £32K/yr to £44K/yr
General
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.
Posted by Resource Matters Ltd • £50K/yr to £60K/yr
Our clients Paraplanning Manager role is to support the Paraplanning team in providing, implementing and reviewing strategies and advice to private and corporate clients.
This will include monitoring workload, providing support to team members on their strengths and weaknesses and improving the various paraplanning processes and templates.
There will be additional responsibilities to provide updates into the board of directors and operations team and work closely with other heads of departments to improve communication and working practices across the business.
Our Client provides advice on a wide range of areas including Investment Management, Retirement Planning, Inheritance Tax Planning, Personal and Family Protection, Business Protection and Corporate Benefits.
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.
Posted by The Eventus Recruitment Group • £55K/yr to £60K/yr
Eventus Recruitment Cheshire are seeking an experienced Paraplanning Manager to join a very successful Financial Planning business based in Stockport, Greater Manchester.
You will benefit from a supportive leadership team, hybrid working (3 days remote, 2 at home), ad-hoc bonuses, an excellent pension (up to 7.5% employer contribution), 26 days holiday (plus ability to buy/sell holidays) and much more.
This is a great job opportunity to join an established and successful company.
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 strength to strength, with further acquisitions and mergers lined up for 2024.
Posted by IDEX Consulting Ltd • £45K/yr to £50K/yr
General
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 recommendations.
Proactively completing research and analysis of the client case and of the market of solutions.