The Role: I am recruiting a Senior Paraplanner (Technical Specialist) to join the team at Monenti Partners, a leading Financial Planning firm based in central London (WC1).Working in a collaborative, client-focused team you will work closely with Financial Planners, providing advanced technical support, leading research xujxxms and due diligence, and mentoring junior team members. The Senior...
You will be joining a local firm who are proud of the community they serve and work closely together to achieve the best possible outcomes for their clients. Alongside 2 other Paraplanners and some Administrators, together you will be supporting 5 Financial Advisors.
You should have 3+ years experience as a Paraplanner
Location Wakefield Salary £28000 - £35000 TypePermanent WorkplaceOn-Site Ref89309 Recruiter Managing This Role Junior Paraplanner Wakefield | Salary competitive + Bonus & Benefits A growing financial planning firm is seeking a motivated Junior Paraplanner to join their team and develop into a fully qualified paraplanner. The Role: Support advisers with case analysis, research, and report...
We are currently recruiting for a Financial Planning practice in St. Albans who are looking to recruit a Junior Paraplanner to help support the Financial Planners. The Paraplanner will be shared by four consultants and work alongside the admin team. Description Job description A highly motivated and enthusiastic individual with some/several years of extensive experience gained working within...
Junior Paraplanner - London We are looking for a Junior Paraplanner to join our client's wealth management company in London. Your role will be to assist Financial Advisers in financial research for their clients, writing up suitability letters and reports, ensuring work is technically accurate, dealing with clients' queries, ensuring compliance standards are met, coming up with financial...
28,000 salary, depending on experience * Up to 15% discretionary bonus (10% production + 5% performance) * 25 days holiday + bank holidays * Workplace pension * Life assurance (4× salary) * Appraisal Reward Day * Hybrid working pattern * Full study support, funded qualifications, and dedicated development time * Mentoring from senior Paraplanners and Advisers * Clear career pathway to fully...
You will have the capability to pass exams and have the capacity to learn about a niche area – personal injury/Court of Protection advice. As a small business/team you will need to be a team player and given the specialist advice will have great attention to detail. -----------------------------------------------------------------------------------------
You will also be responsible for the day to day running of the office alongside other staff members, being very involved with clients.
You will have experience of the above and be a quick thinking and dynamic individual able and confident to work on the front face of the business and able to manage high work loads, prioritise and multi task to an excellent standard.
Senior Paraplanner Glasgow (Hybrid) Salary: £45,000+ (dependent on experience) Location: Glasgow Working pattern: Hybrid About the Role An exceptional opportunity has arisen for an experienced Senior Paraplanner to join a highly reputable financial planning firm in Glasgow. You'll play a key role in providing high-level technical support to Financial Planners, delivering first-class client...
The Role: I am recruiting a Senior Paraplanner (Technical Specialist) to join the team at Monenti Partners, a leading Financial Planning firm based in central London (WC1). Working in a collaborative, client-focused team you will work closely with Financial Planners, providing advanced technical support, leading research and due diligence, and mentoring junior team members. The Senior Paraplanner...
A reputable financial advisory firm is seeking an experienced Paraplanner to join its technical team. The role is full-time and office-based, focusing on high-net-worth clients. Responsibilities include analyzing client portfolios, writing FCA-compliant reports, and mentoring junior staff. Candidates should have a Level 4 Diploma in Financial Planning and at least 3 years of paraplanning...
We are currently recruiting for a Financial Planning practice based in Bishop Stortford who are looking for a Junior Paraplanner to join their team. The main purpose of this role is to provide the highest level possible of support to the Financial Services Sales Team. To deliver the agreed strategy and procedural objectives regarding compliance standards. Providing vital support to the...
The Role: I am recruiting a Senior Paraplanner (Technical Specialist) to join the team at Monenti Partners, a leading Financial Planning firm based in central London (WC1).Working in a collaborative, client-focused team you will work closely with Financial Planners, providing advanced technical support, leading research and due diligence, and mentoring junior team members. The Senior Paraplanner...
You will be joining a local firm who are proud of the community they serve and work closely together to achieve the best possible outcomes for their clients. Alongside 2 other Paraplanners and some Administrators, together you will be supporting 5 Financial Advisors.
You will have the chance to enhance your technical knowledge and skills.
You will join a young and dynamic team whereby your focus will be aiding Senior Paraplanners with the simpler suitability reports and annual suitability reviews, with the opportunity for gradual progression into a full
The Role: I am recruiting a Senior Paraplanner (Technical Specialist) to join the team at Monenti Partners, a leading Financial Planning firm based in central London (WC1).Working in a collaborative, client-focused team you will work closely with Financial Planners, providing advanced technical support, leading research xwzovoh and due diligence, and mentoring junior team members. The Senior...
You will be joining a local firm who are proud of the community they serve and work closely together to achieve the best possible outcomes for their clients. Alongside 2 other Paraplanners and some Administrators, together you will be supporting 5 Financial Advisors.
You should have 3+ years experience as a Paraplanner
The Role: I am recruiting a Senior Paraplanner (Technical Specialist) to join the team at Monenti Partners, a leading Financial Planning firm based in central London (WC1). Working in a collaborative, client-focused team you will work closely with Financial Planners, providing advanced technical support, leading research and due diligence, and mentoring junior team members. The Senior...
The Role: I am recruiting a Senior Paraplanner (Technical Specialist) to join the team at Monenti Partners, a leading Financial Planning firm based in central London (WC1). Working in a collaborative, client-focused team you will work closely with Financial Planners, providing advanced technical support, leading research and due diligence, and mentoring junior team members. The Senior Paraplanner...
The Role: I am recruiting a Senior Paraplanner (Technical Specialist) to join the team at Monenti Partners, a leading Financial Planning firm based in central London (WC1).Working in a collaborative, client-focused team you will work closely with Financial Planners, providing advanced technical support, leading research xrnqpay and due diligence, and mentoring junior team members. The Senior...