technical senior paraplanner jobs in Wilmslow

Paraplanner Up to £55,000 DOE Multiple locations across the UK 4 Days Working From Home Staff Benefit Scheme Are you a technical and motivated Paraplanner looking for a better work like balance? Then this Paraplanning opportunity could be for you! As an integral part of the support team, you will work closely with financial advisers to provide research, analysis, and report writing. Your role...

A reputable financial services firm based in Wilmslow is seeking an experienced Paraplanner to support their technical team. The role involves assisting in client records preparation, conducting financial research, and preparing reports in adherence to standards. Applicants should hold a diploma, have excellent IT skills, and be able to work independently while ensuring compliance. This is a...

A leading regional financial planning practice is expanding their team in Wilmslow. They seek a Paraplanner to provide technical support and manage client queries, primarily for high-net-worth clients. The successful candidate will have experience in paraplanning and familiarity with major software packages, along with the ambition to work towards a Chartered qualification. This role will not...

A respected financial planning firm is seeking a Senior Paraplanner to support experienced Financial Planners in delivering complex financial advice. This hybrid role involves attending client meetings, managing high-value client portfolios, and mentoring junior team members. The ideal candidate will have a CII Level 4 Diploma, at least 5 years of experience in paraplanning, and a technical focus...

An established industry player is seeking a Client Manager to join their innovative team. This role offers the opportunity to manage your own client portfolio, working directly with clients who have significant assets. The company values employee wellbeing and promotes a relaxed work environment, ensuring that you can focus on delivering exceptional service without the pressure of targets. With...

You will be providing technical expertise to support and assist in the provision of financial advice to our existing and prospective clients.

You will demonstrate a high attention to detail and in depth understanding of the client needs.

You should be an experienced Paraplanner with great report writing and analytical skills

Job Description Senior Head of Delivery (Engineering, Implementation & Support) Location: Wilmslow, UK (Full time office-based) Salary: This is a senior leadership role and remuneration will reflect experience, scope and impact. About FastDox FastDox is a B2B SaaS company serving customers globally, with operations across the UK and Canada. We build and deliver software that helps...

Senior Software Developer - Cheshire - Hybrid - Help redesign the heart of a global business This is not a “business as usual” developer role. This is a brand-new position as part of a major, group-wide transformation programme that will redefine how our client’s core systems work across the business – and we’re looking for a highly experienced Senior Developer to sit right at the centre of it...

You will work closely with senior team members and managers, supporting them in delivering high-quality service. Day-to-day responsibilities will include: - Preparing statutory accounts and assisting with management accounts. - Completing VAT returns and supporting tax compliance work.

Software Development Lead Wilmslow (Hybrid) We have teamed up with an industry professional who are looking for a Software Development Lead role to join their team! This role will lead two development teams (a technical platform team and a feature-focused product team) and you’ll balance hands-on development with team leadership within an Agile environment. Leading and developing two Agile...

You will be providing technical expertise to support and assist in the provision of financial advice to our existing and prospective clients.

You will demonstrate a high attention to detail and in depth understanding of the client needs.

You should be an experienced Paraplanner with great report writing and analytical skills *

North West / hybrid 50/50. London considered Permanent Life,Pensions Job Overview Are you a technically-astute, DB pensions expert with experience of implementing pensions data from one administration system to another? Then this is a fantastic career opportunity, joining a major insurance Group where you will make a strategic and operational impact, working with teams responsible for the...

You will lead a team of Client Managers and Accountants, ensuring high standards of technical accuracy and client service.

You will also play a key role in practice development, billing, and client relationship management. What you'll need to succeed - AAT or ACCA qualified, part-qualified, or qualified by experience

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 regional Chartered Financial Planning practice are looking to expand their team in Wilmslow. Their paraplanners are client facing and have their own portfolio, acting as the first point of contact. Clients are broadly in the £500k to £10m space, so you will need to have experience in dealing with clients of at least this level. Note you will not be advising clients per se but giving...

You will hold the CII Level 4 Diploma in Regulated Financial Planning (or equivalent) and ideally be working towards, or already hold, the Level 6 Advanced Diploma.

You will have at least 5 years' experience within financial planning or paraplanning and be comfortable working at a senior level with complex cases and high-value clients.

Our Client Our client is a very well respected and established firm of IFAs based in Wilmslow, Cheshire. They are currently recruiting for an experienced Paraplanner to join their team. Their technical/paraplanning team complete all research, cashflow analysis and reports in-house. With the exception of O&M and FE Analytics, they manually complete research and analysis, with this in mind they...

A leading recruitment agency is seeking an experienced Paraplanner for a well-established firm of Financial Planners in Cheadle, England. The role involves preparing high-quality research and suitability reports, providing technical support to Advisers, and ensuring compliance and risk management in financial services. The ideal candidate will have at least two years of experience in Financial...

Bond Recruitment is delighted to be recruiting an experienced Paraplanner on behalf of our client, a very successful and well-established firm of Financial Planners based in Cheadle, Cheshire. Role overview To prepare research, written suitability reports and technical support to a team of Advisers, Senior Advisers and Partners To ensure that the preparation of advice for clients (internal and...

You should be able to tick these boxes: Administration experience, preferably in a financial planning company A basic knowledge of investments, pensions and life assurance policies. Financial administration qualifications would be advantageous. Comfortable using different types of technology and systems, including CRM and project management systems, and a range of investment