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.
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 The Eventus Recruitment Group • £33K/yr to £37K/yr
Eventus Recruitment Cheshire are recruiting for a Paraplanner to join a Manchester City Centre based financial planning practice, which is part of a national FTSE 250 organisation.
Working closely with a Senior Adviser, you will be responsible for a range of technical tasks and client reports.
Hours of work are 9am - 5pm, Monday to Friday, with the option to work on a hybrid basis.
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 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.
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.
This respected financial planning firm is currently seeking a paraplanner to join its team in Manchester.
You will be responsible for preparing suitability reports, technical research and ensuring all compliance policies and procedures are adhered to.