You will enjoy mentoring and developing others, leading by example, and contributing to team projects beyond day-to-day client work. If you are highly organised and detail-focused, with the ability to manage workloads effectively, communicate clearly, and remain committed to continuous improvement and delivering a high standard of service, this could be the role for you.
You will be joining their head office support staff team including Paraplanners IFA Administrators, who provide quality support to their team of Chartered Financial Planners. As a Paraplanning Administrator, xbpsjku your duties will include:Produce simple suitability letters and n...
You will be joining their head office support staff team including Paraplanners IFA Administrators, who provide quality support to their team of Chartered Financial Planners. As a Paraplanning Administrator, your duties will include: Produce simple suitability letters and n...
Paraplanning Manager - London Our client is looking for a Paraplanning Manager to lead teams within the business in a way that supports delivery of service excellence and operational efficiency. To work with Head of Client Service, other Client Service Managers, and Commercial leaders to ensure an excellent client experience and seamless team working between the groups Key...
Location Bristol Salary £28000 - £32000 TypePermanent WorkplaceOn-Site Ref88589 Paraplanning Administrator | £28,000£32,000 | Bristol | Office-Based | Financial Services Were recruiting on behalf of a growing, Bristol-based wealth management firm that has created a new Paraplanning Administrator role due to continued expansion. With the adviser team and their client base growing...
You will love this job if you: • Enjoy autonomy, liaising with clients directly and having your opinions heard and acted upon • Take initiative and understand that paraplanning is not simply report writing • Successfully manage competing priorities whilst demonstrating confidence, professionalism, discretion, positivity and superior attention to detail
You will be joining their head office support staff team including Paraplanners IFA Administrators, who provide quality support to their team of Chartered Financial Planners.
You must have experience within a financial planning firm and have supported Financial Advisers *
You should have knowledge of financial planning products and the client process *
You will drive a culture of accountability, collaboration, and continuous improvement, ensuring high-quality outcomes for clients and strong alignment with regulatory requirements.
Paraplanning Associate Eight Wealth Management – Totton £27,000 - £29,000 Are you looking to build your career in paraplanning, love working with data and detail, and want to be part of a forward-thinking, people-first financial advice firm? If you enjoy producing high-quality advice documents and learning in a fast-paced environment, this role is for you. About the Role As a Paraplanning...
You will not be required to engage in networking or client acquisition, as all clients are provided.
Location: Bromsgrove, Worcestershire, United Kingdom Salary: Competitive Salary and Benefits Paraplanning Manager AFH Wealth Management is proud to be one of the UK's leading independent financial advisory and wealth management firms. We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you'll find a variety of exciting career...
You will be responsible for: Team Leadership & Development Managing, mentoring, and developing a geographically dispersed paraplanning teamConducting performance reviews and driving continuous improvementPromoting a positive, supportive, and resilient team culture Workload & Quality Management
You will be joining their head office support staff team including Paraplanners IFA Administrators, who provide quality support to their team of Chartered Financial Planners.
You must have experience within a financial planning firm and have supported Financial Advisers
You should have knowledge of financial planning products and the client process
You will possess Financial Services experience and be experienced managing a Sales Support or Paraplanning team.
You will attend meetings with them and will not solely be stuck in the office.
You will have attention to detail, excellent communication skills and a working knowledge of investments.
You will drive a culture of accountability, collaboration, and continuous improvement, ensuring high-quality outcomes for clients and strong alignment with regulatory requirements.
You will enjoy mentoring and developing others, leading by example, and contributing to team projects beyond day-to-day client work. If you are highly organised and detail-focused, with the ability to manage workloads effectively, communicate clearly, and remain committed to continuous improvement and delivering a high standard of service, this could be the role for you.
A leading independent financial advisory firm in the UK is seeking a Paraplanning Manager to oversee the paraplanning team. The role involves managing team workload, ensuring compliance with regulations, and supporting the professional development of team members. The ideal candidate should have a Diploma in Financial Planning and experience in team management, with strong attention to detail and...
You will be joining their head office support staff team including Paraplanners IFA Administrators, who provide quality support to their team of Chartered Financial Planners. As a Paraplanning Administrator, xbpsjku your duties will include: Produce simple suitability letters and n...
You must be from a background in managing paraplanning processes as well as team(s) and be of a highly technical nature in order to succeed in this role. As such, you must be level 4 diploma qualified but ideally Chartered or IMC. The firm are also expanding so this role will also involve recruitment as well as personal development for all the team.
Oakley Recruitment is working in partnership with an expanding organisation based in Bromsgrove. This is an excellent opportunity to join the team as a Paraplanning Manager on a full-time permanent basis Culture and Environment Our client fosters a dynamic and professional culture that is both welcoming and empowering. They are committed to delivering exceptional service to their clients while...