Paraplanner Work, Jobs in Failsworth, Gtm (with Salaries)

Paraplanner
Swiss Life Global Solutions —Manchester
- Annual leave
- Employee assistance programme
Paraplanner
Eventus Recruitment Group —Manchester
- £45,000 a year
- Hybrid work
- Financial services
- Flexible schedule
IFA Administrator / Paraplanner (IFA Firm)
Ernest Gordon Recruitment Limited —Manchester
- £45,000 - £55,000 a year
- Work from home
1d
Paraplanner
Mattioli Woods —Stockport
- Full-time
- Hybrid work
- Financial services
- Communication skills
Mortgage Administrator/Paraplanner
AMG Financial Solutions Limited —Cheadle
- From £25,500 a year
- Full-time
- Microsoft Office
- Administrative experience
- Financial services
- Free parking
Quick apply
Paraplanner
Aimée Willow Connex —Warrington
- Customer service
- Organisational skills
- Financial services
9d
Paraplanner
PM+M —Blackburn
- Overtime
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Sick pay
Quick apply
3d
IFA Administrator (Exclusive to Taylor James)
Taylor James Professional Recruitment —Manchester
- £28,000 - £36,000 a year
23h
Wealth Planning Director
Schroders —Manchester
- Full-time
Paraplanner (Chorley)
Perspective Financial Group —Chorley
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
Paraplanning Manager
K3 Advisory Group —Manchester
- Full-time
- Hybrid work
- Microsoft Outlook
- Supervising experience
- Human resources
- Profit sharing
Quick apply
9d
Client Manager
Equilibrium Financial Planning —Wilmslow
- £32,000 - £50,000 a year
- Annual leave
Senior Financial Planner
WTW —Manchester
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme
Senior Client Manager
Equilibrium Financial Planning —Wilmslow
- £50,000 - £70,000 a year
- Annual leave
- Work from home
Financial Adviser (Chorley)
Perspective Financial Group —Chorley
- Monday to Friday
- Analysis skills
- Communication skills
- Time management
- Referral programme
Financial Adviser (Warrington)
Perspective Financial Group —Warrington
- Monday to Friday
- Analysis skills
- Communication skills
- Time management
- Referral programme

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Legal Cashier
Howards Solicitors —Stockport
Prepare bank reconciliations, petty cash management and VAT returns. Ensure all financial activities adhere to regulatory requirements and internal controls.
£24,420.00 - £36,564.07 a year
Quick apply
7d
SSAS Administrator
InvestAcc Pension Administration Limited —Salford
Prepared to go the extra mile for our customers. It may be beneficial if the candidate has previous administration experience within a financial services…
£25,000 - £26,000 a year
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9d

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Paraplanner

Swiss Life Global Solutions -
Manchester

Apply Now

Job details

Benefits

Cycle to work scheme
Annual leave
Company pension
Employee assistance programme
Paid volunteer time

Qualifications

Financial planning

Full job description

Chase de Vere is a national, award-winning independent financial advice firm established in 1969. We offer tailored, whole-of-market solutions and provide expert financial advice to individuals and businesses.

Our purpose is to help clients "be future confident," which also means empowering our employees with the tools, support, and opportunities to thrive in their careers.

At Chase de Vere, we value excellence, integrity, and personal growth. Joining our team means being part of a supportive environment where your professional development is prioritised, and your contributions are recognised. If you’re looking for a place where you can make a real impact and grow your career, consider Chase de Vere. Together, we help clients achieve financial security and peace of mind for the future.

Researching, analysing market trends and report writing, Chase de Vere paraplanners work closely with our financial advisers and client support teams to deliver advice and provide ongoing services to new and existing clients. Supported by our experienced paraplanning management and development team, you will have the opportunity to work on a wide range of client cases of varying complexity, continually developing your skill and expertise.

Our paraplanning teams have exceptional technical and industry knowledge with many having secured their Level 4 Diploma in Regulated Financial Planning, with some continuing their studies towards Chartered. Whilst these qualifications are important, the role of a paraplanner requires so much more – the ability to work independently, a keen eye for detail and a real passion to provide the best independent financial research and advice for our clients.

WHAT YOU WILL NEED

Technical knowledge is essential in this role, so it is a requirement that you have secured a number of your financial planning (R0) qualifications and be striving to complete your Diploma in Regulated Financial Planning.
Experience in a paraplanning role is essential, so we would require you to have worked as a paraplanner for a minimum of 2 years.
Teamwork and collaboration are vitally important within this role. If a member of your team is in the midst of a complex report and an urgent piece of work comes in, our paraplanners go above and beyond to help one another out.
The ability to work in a fast-paced environment whilst maintaining excellent attention to detail.

WHAT YOUR ROLE WILL INVOLVE

Our paraplanners are critical to our business and the work they do is hugely valued by our clients. Alongside preparing recommendations, our paraplanners review our clients’ finances on an annual basis, asses their exposure to risk and update their financial strategy to reflect their changing circumstances.

Your day-to-day role

Conducting research on clients’ financial planning arrangements, both existing and recommended, to ensure that the client’s needs and objectives are met.
Undertaking investment portfolio analysis, including asset allocation analysis in line with the clients stated attitude to risk.
Compiling investment, pension and protection illustrations, projections and associated documentation.
Writing technical and accurate suitability reports and client service agreement letters
Ensuring client files comply with both FCA regulations and our internal policy and procedures.

By joining Chase de Vere, you’ll have a progressive career with great benefits and a nurturing culture that makes you part of something special.

Alongside a competitive salary with the opportunity to earn an annual bonus, we also provide the below benefits:

25 days annual leave (increases to 30 days with service) plus Bank Holidays
Contributory pension scheme
Life assurance – 4 x annual salary
Comprehensive induction and training programme
Funded exams and paid study leave
A wide range of voluntary flexible benefits to suit your individual needs
The option to buy additional holiday days
Cycle to work Scheme
Paid volunteering days each year
Employee Assistance Programme with access to a 24/7 helpline
Access to our free mortgage service, through our internal mortgage team
Our Employee Forum and Diversity & Inclusion group
Local and companywide events in support of our company charities

Apply Now

Refine Your Search

paraplanner jobs in failsworth, gtm

Paraplanner

Paraplanner

IFA Administrator / Paraplanner (IFA Firm)

Paraplanner

Mortgage Administrator/Paraplanner

Paraplanner

Paraplanner

IFA Administrator (Exclusive to Taylor James)

Wealth Planning Director

Paraplanner (Chorley)

Paraplanning Manager

Client Manager

Senior Financial Planner

Senior Client Manager

Financial Adviser (Chorley)

Financial Adviser (Warrington)

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