Employment Type : Full-Time
We are a Wealth Management practice providing bespoke face to face financial advice to individuals and businesses throughout the UK. We are an appointed representative of St. James’s Place Wealth Management. Location: Beckenham (South East London) - Office based position Paraplanner Ideally qualified to Level 4 Diploma in Financial Planning 4 years' experience. Essential skills required: The ability to produce comprehensive, accurate and clear S...
Employment Type : Full-Time
A superb career opportunity is available with a leading Wealth Manager for a Paraplanner / Paraplanner Manager. An exceptional role, for an experienced and qualified Senior Paraplanner to move into a managerial position or for an existing Team Leader. Paraplanner / Manager Are you a proactive and driven individual looking to lead a team towards excellence in the world of Financial Planning? We're seeking a passionate Paraplanning Team Leader to ...
Employment Type : Full-Time
We’re currently working on a unique vacancy within a one of the UK's most exciting Fintech business with the Financial Advice sector Company: A prominent London-based fintech firm, recognised as a leader in the industry, is actively seeking a dynamic and experienced individual to fill the role of Senior Paraplanner & Team Lead. Position Overview: As a Chartered Paraplanner & Team Lead, you will play a pivotal role in providing high-level...
Employment Type : Full-Time
The Role Our Client is looking for a Senior Paraplanner / Paraplanner Manager to work closely with their paraplanning team to ensure their advisers receive unrivalled paraplanning support. Their overarching aim is that clients benefit from the best independent financial advice and to do this they require a experienced paraplanning manager / supervisor who has experience of managing an exceptionally knowledgeable paraplanning team. You will manag...
Employment Type : Full-Time
Paraplanning Manager - Ashford - 50K I am looking to speak with experienced paraplanners who are interested in joining a busy financial planning team in Ashford! Your main responsibility will be to manage and oversee the paraplanning team to ensure that activities are conducted in accordance with internal processes. You will be working within a fast paced, dynamic environment which would suit a technically competent candidate. Candidates will ne...
Employment Type : Full-Time
Job Opportunity: Paraplanner Manager About the Company: We are representing a client seeking an experienced individual with a talent for team management to join their dynamic team. The firm comprises seven dedicated professionals, including five paraplanners, one Paraplanning Manager, and one Technical Manager, all committed to delivering excellence in financial planning. Both incumbent Managers hold Chartered status, reflecting the company's co...
Employment Type : Full-Time
We’re currently working on a unique vacancy within a one of the UK's most exciting Fintech business with the Financial Advice sector who are seeking to recruit Paraplanning Manager. Company: A prominent London-based fintech firm, recognised as a leader in the industry, is actively seeking a dynamic and experienced individual to fill the role of Senior Paraplanner & Team Lead. Position Overview: As a Paraplanner Manager, you will play a pivot...
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 ...
Employment Type : Full-Time
About the opportunity: We are working as an internal recruitment partner for an established and reputable firm within the financial services sector. We are presenting an exciting opportunity for a meticulous Financial Administrator/Trainee Paraplanner to join the friendly and supportive team based in Peterborough. As the Trainee Paraplanner/Financial Planning Administrator , you will work closely with the Financial Planners and Advisors to provi...
Employment Type : Full-Time
You'll be comfortable providing Paraplanning support to a team of advisers as well as training and mentoring a team of Paraplanners. Responsibilities Contributing to the review, enhancement and streamlining of technical research, report writing processes, systems and procedures to increase efficiencies in the team. Responsibility for training, coaching and mentoring all Paraplanners and Technicians including induction training,...