head of paraplanning Jobs - 50

Artemis Recruitment Consultants Ltd - London

Employment Type : Full-Time

Our client is currently looking for an exceptional Head of Paraplanning to take their Paraplanning function to the next level, joining their team based in London, managing wealth for private clients, families and institutions. They provide a highly personal service and offer advice across the full range of Private Client Investment Tax and Retirement Planning. If you see yourself working for a company that allows you to excel at the speed of you...

Pavilion Recruitment Solutions - EC1A1BB

Employment Type : Full-Time

As the Head of Paraplanning you will support the success of the practice by ensuring that the business obtained is being processed compliantly and in a timely manner. You will ensure that the quality of the work delivered by your team of inhouse and outsourced paraplanners is to the highest standard. Paraplanners are also responsible for submitting new business, so you will need to understand and oversee business submission within your team. You...


tPS Recruitment - MK11AX

Employment Type : Full-Time

Are you an experienced paraplanner looking to take the next step in your career? My client is seeking a Head of Paraplanning to join their dynamic team in Milton Keynes. As the Head of Paraplanning, you will play a pivotal role in providing technical support toFinancial Planners and ensuring the delivery of exceptional client service. Responsibilities: Write Financial Planning Reports to be presented to clients by our Advisers. Conduct research ...

Hays Specialist Recruitment Limited - Leeds

Employment Type : Full-Time

Your new company Exciting opportunity has arisen for an ambitious individual seeking a fresh challenge and long term career move. The role will suit someone with an entrepreneurial approach who also enjoys being "hands on" involved with advising clients and is passionate about providing high levels of service tailored to client needs. Your new role In addition to servicing an existing client portfolio, you will be responsible for drivi...

Synchronicity Group - AL11AR

Employment Type : Full-Time

Our client, a Chartered Financial Planning firm with offices across the South of England, are seeking an experienced (3 years) Paraplanner to join their team. We are looking for a career-Paraplanner with HNW experience. You will have experience of providing high level technical paraplanning including the production of cash flow models and high quality suitability reports. You will have good technical knowledge around core areas of financial plan...

Synchronicity Group - GU140AA

Employment Type : Full-Time

Our client, a Chartered Financial Planning firm with offices across the South of England, are seeking an experienced (3 years) Paraplanner to join their team. We are looking for a career-Paraplanner with HNW experience. You will have experience of providing high level technical paraplanning including the production of cash flow models and high quality suitability reports. You will have good technical knowledge around core areas of financial plan...

Vision-FS Recruitment - Horsham

Employment Type : Full-Time

Position : Paraplanner Location : Home based Minimum Requirements : Minimum 2 years' Paraplanning experience within an IFA environment; Level 4 qualification (CII Diploma in Regulated Financial Planning); Intelligent Office experience Salary/package : Up to 38,000 (depending on experience) bonus 25 days' annual leave healthcare pension (5%, 5%) study support DIS various other benefits YOUR NEW COMPANY Our client is a successful, award-winning UK...

Ortus PSR - RG415TP

Employment Type : Full-Time

Exciting Opportunity: Paraplanning Team Manager at growing IFA firm Are you ready to lead and inspire a dedicated team in the heart of the financial planning industry? A directly authorised IFA firm that prides itself on providing personalised financial security to its clients, is seeking an experienced Paraplanning Team Manager to work with the Head of operations in developing the process so they can achieve double digit growth over the next 24...

Blakemore Recruitment - Aylesbury

Employment Type : Full-Time

We are currently recruiting for a Financial Planning practice who are looking to recruit a Level 4 Diploma Qualified Paraplanner to join their team in their Aylesbury office. This role offers hybrid working. Role The role will report to the Head of Paraplanning, and the key areas of the role are as follows: Analyse client information and existing investments/plans Tax calculations (IHT/CGT/bonds etc) Construct appropriate solutions for clients i...

Financial Divisions - Maidstone

Employment Type : Full-Time

Are you an experienced Paraplanner Manager or Supervisor, that is looking for an exciting career enhancing role? One of our longstanding Kent based clients is currently seeking someone, due to an internal promotion. My client has provided straightforward independent financial advice for many years in the Kent area and has built up a solid reputation with their clients and local professional services firms, who help supply them with a steady stre...