Paraplanner jobs in Manchester

Job Description If youre the kind of Paraplanner who takes pride in producing high-quality, technically sound advice and wants to play a central role in delivering outstanding client outcomes, this is a role where your work genuinely matters. Youll be supporting advisers at the sharp end of the advice process, shaping recommendations and reports that make a real difference to clients financial...

Job description My client is currently looking for an experienced Paraplanner to join their team in South Manchester. Principal accountabilities Provide analysis, detailed research of funds and providers, report writing and product recommendations for presentation to clients and/or reports for sending to clientsProvide all advice within a strict ethical and compliance framework and under...

A modern financial planning firm in Stockport is seeking a level 4 qualified paraplanner. This role offers a structured 12-month development plan leading to a financial advising position by 2027, with a path to earning over £70,000. Responsibilities include leading cashflow modelling efforts and participating in a team-oriented environment with a focus on employee and client satisfaction. The...

You must be Level 4 qualified (& willing to study for L6 with support if not yet taken) with a good knowledge across investments, pensions, saving, tax & or trust issues.

You must also be happy to deliver training though no previous training experience required. Excellent opportunity for permanent employment with well respected & progressive firm.

Location Manchester Salary £35000 - £45000 TypePermanent WorkplaceOn-Site Ref88801 Recruiter Managing This Role Paraplanner up to £45,000 Ramsbottom Were looking for a qualified and driven Paraplanner to support our advisers by producing high-quality financial planning research and client reports. Youll play a key role in our client service delivery, with a focus on pensions, investments,...

You will receive excellent salary of up to c. £45k, market leading 6% non contributory pension, benefits and study support. The company A leading Chartered IFA firm. Role Undertaking reviews for clients Preparation of reports, both from standard paragraphs and free text Undertaking whole of the market research

You will be providing Paraplanning support around Tax Planning cases, Pension Technical Cases, Investment Products and Cash Flow Modelling. Full holistic financial planning. This is a fantastic opportunity to work from home, joining an exceptional national and prestigious company, and excel your career as a Paraplanner.

You will be a level 4 qualified paraplanner who wants to work for a small company.

You will have passed at least one AF exam. It's a sign you're taking you're as passionate about financial planning as this firm are. You’ll become a lead on cashflow modelling so experience with that is preferred (ideally Voyant).

You will have a background in Paraplanning and will be at least level 4 Diploma qualified. Critical to the role are a high level of literacy and numeracy, both written and verbal. A ‘solution' mindset and adaptable to changing demands and priorities. This is a National role and we are open to candidates from newly qualified (diploma level 4) and upwards

Paraplanner Our client is seeking an experienced Paraplanner to join a well-established financial planning team based in Trafford. Key Responsibilities: - Review cases and collaborate with Financial Planners to fully understand recommendations in line with client needs and objectives - Check and confirm fact-find information with Financial Planners - Review ceding scheme details and liaise...

Paraplanner Manchester - Hybrid Full time Salary up to £50k (depending on experience) + benefits We're looking for an experienced Paraplanner to join a growing team in Manchester, and play a key role in supporting a group of highly qualified Financial Planning Directors. Our client will also consider candidates with less experience as long as they are level 4 qualified and have a willingness...

Brooks Macdonald Group plc is one of the UK's leading wealth management firms, recognised for investment performance and client service. We offer leading multi-asset investment services to intermediaries, and high-quality financial planning advice to private clients, benefitting from a strong local presence across the UK. We offer fulfilling careers in an inclusive culture that values diversity,...

⭐️ Senior IFA Administrator 📍 Manchester (Hybrid) 💰 Competitive Salary An established and growing Independent Financial Adviser (IFA) firm based in Manchester is seeking an organised and proactive Senior IFA Administrator to join its busy support team. This role is ideal for someone with experience in financial services administration who enjoys working in a client-focused environment and...

IFA Administrator - Manchester City Centre Hybrid (2 days in office) | Up to £35,000 + £2,000 Bonus Scheme Are you an experienced Financial Services Administrator looking for a flexible, forward-thinking firm in the heart of Manchester? This established and growing wealth management practice is seeking a confident, proactive administrator to support a team of advisers and paraplanners. With a...

⭐️ Senior Compliance Officer 📍 Manchester 💰 c.£60,000+ Benefits An established and growing Independent Financial Adviser (IFA) firm based in Manchester is seeking an experienced Senior Compliance Officer to join its Compliance team. This is a key role supporting the Head of Compliance and wider business in maintaining high regulatory standards and delivering positive client outcomes. The...

You will be a level 4 qualified paraplanner who wants to work for a small company.

You will have passed at least one AF exam. It's a sign you're taking you're as passionate about financial planning as this firm are. You’ll become a lead on cashflow modelling so experience with that is preferred (ideally Voyant).

You will be a level 4 qualified paraplanner who wants to work for a small company.

You will have passed at least one AF exam. It's a sign you're taking you're as passionate about financial planning as this firm are. You ll become a lead on cashflow modelling so experience with that is preferred (ideally Voyant).

Paraplanner Ref: RP6044 Salary: £35,000 - £41,000 Contract Type: PermanentLocation: Manchester, North West Skill Set Paraplanner, Report Writer, Technical Support, Analyst, Senior Paraplanner A leading, award winning, Chartered Financial Planner based in the North-West, currently requires an experienced and qualified Paraplanner, a Technical Support Analyst, to join it’s friendly and vibrant...

Paraplanner (Clear Progression into Advising) Location: South Manchester Salary: £40,000+ DOE Working Pattern: Mainly office-based | Up to 2 days WFH considered I’m currently working with a growing and forward-thinking financial planning firm in South Manchester who are looking to recruit a Paraplanner with ambitions to move into an Adviser role over time. This is a strong opportunity for someone...

A leading Chartered Financial Advice firm in the UK is looking for Dip qualified paraplanners to join their team on a remote basis. The role entails client reviews, report preparation, and market research with collaborative support from the team. With a competitive salary of up to £45k and excellent benefits including a market leading pension, this position provides full home setup support. Ideal...