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 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.
Senior Paraplanner – Wealth PlanningCambridgeVery good salary – Bonus - BensJoin a forward-thinking Wealth Planning team where your expertise, precision, and client focus will make a real impact. We’re looking for an experienced Senior Paraplanner to provide high-quality technical and research support to Wealth Planners, helping deliver holistic financial advice and outstanding outcomes for...
ParaplannerLocation: Leeds (Hybrid - 2-3 days office-based)Salary: £45,000 - £60,000 + bonus & benefitsAn established and highly respected professional services firm is continuing to grow its specialist Financial Planning division and is now looking to recruit an experienced Paraplanner to join its Leeds office.This is an excellent opportunity to join a technically strong, well-structured...
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...
PARAPLANNER OPPORTUNITY – WEALTH MANAGEMENTYORK (HYBRID) 2/3 days in office£45-50K and bonus/benefitsOur client is a chartered national IFA firm with ambitious growth plans, currently 10 locations and c £2 Billion AUM are currently looking to recruit a talented, technically competent Paraplanner to strengthen their Paraplanning support:Level 4 qualified Paraplanner essential, minimum 18 Months in...
Quick Questions: - Do you have experience working as aParaplanning Administrator ? - Do you have experience producing simple suitability letters as aParaplanning Administrator ? - Are you looking to work for a great firm that offers excellent benefits and opportunities as aParaplanning Administrator ? Benefits: - Group Life Cover - Group Income Protection - Private Medical...
Senior ParaplannerCheltenham - Hybrid, 2days inUp to £55,000Are you a Senior Paraplanner looking for your next opportunity in Cheltenham?We are supporting a highly regarded financial planning firm that is seeking an ambitious and technically strong professional to join their team as a Senior Paraplanner. In this role, you will provide dedicated technical support to a Senior Adviser who works with...
You will be a level 4 qualified paraplanner who wants to work for a small company.
You will have passed at least one AF exam. It's a sign you're taking you're as passionate about financial planning as this firm are. You’ll become a lead on cashflow modelling so experience with that is preferred (ideally Voyant).
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...
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 opportunities at AFH. This is a full‐time, permanent opportunity, with hybrid working, and a competitive salary and...
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 *
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...
A financial services company is seeking an experienced Paraplanning Team Leader to manage a team of eight Paraplanners. This role focuses on leadership and training to enhance performance and efficiency. Responsibilities include conducting performance reviews, managing workflows, and collaborating closely with financial advisers. The position offers a competitive package of up to £65,000, a...
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, your duties will include: - Produce simple suitability letters and n...
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 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 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.