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.
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.
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
Proactively completing research and analysis of the client case and of the market of solutions.
Support and assisting Client Partners and assist the Head of Wealth Planning in researching the client's needs and developing appropriate recommendations.
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.