paraplanner manager Jobs - 139
Senior Paraplanner/Paraplanner
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...
Paraplanner
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...
Paraplanner
Heat Recruitment - EC2M7AZ
Employment Type : Full-Time
Paraplanner - London - 48K - 55K Our client is one of the biggest financial Planning firms in the U.K. and is looking for a Level 4 Diploma Qualified Paraplanner with 4 years of experience. The Role You will be working closely with the Financial Planners and the Client Support Teams to deliver an excellent client experience throughout the advice and review proposition. Duties: Joining the Financial Planner in client meetings, preparing meeting n...
Paraplanner
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...
Paraplanner
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...
Paraplanner Manager
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...
Paraplanner
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...
Paraplanner
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...
Paraplanner
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...
Paraplanner
Reed - B169NX
Employment Type : Full-Time
Reed Financial Services are representing a Chartered firm of Independent Financial Planners. Based in Birmingham, this Paraplanner role will act to support the Financial Planner by carrying out the technical aspects of preparing for client meetings, including completion of regular reviews, analysis/opportunity spotting and writing suitability reports. A working knowledge of pre and post retirement planning, investments and ta...