paraplanner manager Jobs - 155

GBWM - BR31AG

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...

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...


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...

mbf. - NG181AE

Employment Type : Full-Time

Paraplanner - Mansfield, hybrid (2 days per week in the office) Salary negotiable to 50,000 plus company benefits and bonus Mbf are working with one of our best clients to recruit an experienced Senior Paraplanner/Client Relationship Manager. The client is a national financial planning practice who have grown significantly over the past 5 years, the business has a number of offices across the country and are looking to add to their team in Mansf...

Birchlake Recruitment Ltd - BN11AA

Employment Type : Full-Time

Our Brighton based Financial Advice client have engaged with Birchlake Recruitment to support them with the search for an experienced Paraplanner to join the existing team. This is a hybrid role with 3 days a week expected in the office. Overview of the role: The role of the Paraplanner is to work alongside and provide knowledgeable and technical support to the Advisers to ensure the appropriate end to end management of the client lifecycle usin...

Heat Recruitment - BS11AD

Employment Type : Full-Time

Job Title: Paraplanner Location: Bristol Salary: dependent on experience qualifications Are you a skilled Paraplanner seeking an opportunity to grow and thrive in a dynamic environment? Look no further! Our established practice, located in Bristol, is on the lookout for talented individuals to join our team. With a focus on pensions and a thriving business built on relationships, this is a chance to contribute to a reputable firm with over 20 ye...

Vision-FS Recruitment - Horsham

Employment Type : Full-Time

Position : Paraplanner Location : Horsham, West Sussex (up to 2 days per week working from home) Minimum Requirements : Level 4 qualification (experienced Paraplanner candidates) OR willingness to study for the Level 4 qualification (trainee Paraplanner candidates) Salary/package : 30,000- 45,000 (depending on experience) 22 days' annual leave (rising to 25) pension study support DIS various other benefits YOUR NEW COMPANY Our client is a well-e...

Heat Recruitment - CM11AF

Employment Type : Full-Time

We are working with a well-established financial advisory firm dedicated to providing comprehensive and tailored solutions to their clients. We are currently seeking a 'career' Paraplanner to join their dynamic team. Working Arrangements: Hybrid role: 2 days remote work, mandatory office presence on Mondays. Benefits: 30 days holiday plus Bank Holidays. Wellbeing day, birthday off, and volunteering day. Matched pension contribution up to 5%. Dea...

recruitment22 - BL09AJ

Employment Type : Full-Time

Client Relationship Manager (Paraplanner) Vacancy. Bury. Up to 45,000. An independent Financial Advisers in Bury are seeking an additional Client Relationship Manager (Paraplanner) to join the team. The salary is up to 45,000 and for that they are looking for someone with the Level 4 Diploma in Regulated Financial Planning and good Paraplanning experience in an Independent company. Responsibilities will include: Obtaining information on a client...

MERJE Ltd - B357AZ

Employment Type : Full-Time

Senior Paraplanner  Our client, a rapidly expanding and acquisitive Wealth Management firm are looking for a Senior Paraplanner to join and help shape their paraplanning function. As Senior Paraplanner you will be responsible for the assessment of files/holdings following client meetings ensuring they are compliant on an ongoing basis and liaising with advisers, providers, administrators and directors. Role Responsibilities Produc...