senior paraplanner - hybrid and flexible working Jobs - 11
Paraplanner - Senior Administrator (Financial Advisory)
GBWM - Beckenham
Employment Type : Full-Time
Paraplanner Ideally qualified to Level 4 Diploma or very close to receiving qualification. Qualification is not essential if you have extensive years of experience and knowledge is evident. Full time – Office based Position. Based in Beckenham, BR3 Essential skills required: The ability to produce comprehensive, accurate and clear Suitability Reports, to write reports on a wide variety of topics including Pensions, Investments, Inheritance tax, ...
Senior Paraplanner
Premier Jobs UK Limited - B31SW
Employment Type : Full-Time
Our client is looking to recruit a Senior Paraplanner or Chartered Paraplanner to join their independent financial planning business, as part of their organic growth strategy The business is independently owned and has a team of 7, growing to 8, who all enjoy working together. The business was established over 10 years ago and has through organic growth year-on-year from professional introducer and client referrals amassed over 100m of FuM. They...
Senior Paraplanner
NJR Recruitment - Manchester
Employment Type : Full-Time
NJR Recruitment are working with a well-known Group of Independent Financial Advisers who are looking to add to their North Manchester based office. They are currently looking to appoint an experienced Senior Paraplanner to support three Financial Advisors. This position will be well suited to an experienced individual who would be required to analyze client's needs to the highest level and write client reports. This is a challenging yet excitin...
Paraplanner Manager
Taylor James Professional Recruitment - EC2R8AH
Employment Type : Full-Time
We are partnered with a chartered firm of financial planners to appoint a senior, qualified Paraplanner to head up their paraplanning function. With a client bank of HNW private cliental, this role offers an experienced Paraplanner a real opportunity to act as an integral member of the team. Team leader/ managerial experience would prove beneficial but not essential. Duties & responsibilities (not limited to): Lead & manage a team of par...
Technical Paraplanner
Ortus PSR - B31SW
Employment Type : Full-Time
Technical Paraplanner – Lead, Innovate & Shape the Future of Wealth Management An opportunity has arisen for an experienced Technical Paraplanner to take on a leadership role within a forward-thinking wealth management firm. This is a chance to work closely with senior leadership, supporting high-net-worth clients while utilising the latest technology and AI-driven solutions to enhance efficiency and client outcomes. Competitive salary: 50,0...
Paraplanner Team Leader
NJR Recruitment - S110FQ
Employment Type : Full-Time
A growing and client-focused financial planning firm is seeking a Senior Technical Paraplanner to take ownership of the technical output within the firm. This role is ideal for an experienced paraplanner who thrives on providing high-level technical support and leading a team. What’s on Offer? A competitive salary package Regular salary reviews Discretionary bonus structure 25 days Holiday Bank Holidays Option to buy more holidays Flexible worki...
COMPLIANCE MANAGER (opportunity for an experienced Paraplanner), London, To £60/80k
Financial Divisions - London
Employment Type : Full-Time
Opportunity for an experienced Paraplanner to change career focus Excellent benefits package ( 10% pension, Life Insurance, IFSTL, 30 days 8 Bank holidays, Flexible working, 3 days in the office, 2 at home) Excellent opportunity for an experienced Paraplanner with a strong interest in focussing on Compliance to join this modern forward-thinking London based wealth management firm offering a defined fast track career path to achieve Directorship....
Junior Paraplanner - Route to Advisor - Hemel Hempstead - £30,000 - £40,000 DOE plus..
Financial Divisions - Hemel Hempstead
Employment Type : Full-Time
plus (Bonus, Study Support & Career Progression Plan) An excellent opportunity has risen for a very well-established Wealth Management firm with offices in Hemel Hempstead, Hertfordshire. Due to expansion and internal promotions, the Managing Director is now looking to take on a Junior Paraplanner within their team and offer them a clear career path. They have been providing high-quality financial and investment planning services to their cl...
IFA Administrator
Capio Recruitment Financial Planning - S118YZ
Employment Type : Full-Time
Role: IFA Adminsitrator / Trainee Paraplanner Salary: 24,000 - 30,000 Fully Office Based A well-established, multi-disciplinary professional services firm is seeking a Financial Planning Administrator / Trainee Paraplanner to join their support team. With multiple offices across Yorkshire and Derbyshire, they provide client-focused financial advice tailored to individual needs. About the Role As a Financial Planning Assistant / Trainee Paraplann...
IFA Administrator
Finlink Ltd - BH211PF
Employment Type : Full-Time
IFA Administrator Full time - 35 hours Dorset Office Based Salary negotiable This is an excellent opportunity for an IFA Administrator to join a well-established financial advisory firm. As an IFA Administrator, you will provide vital support to a Senior Adviser, managing a portfolio of 100 clients. You will be the first point of contact for clients, ensuring smooth communication and assisting with compliance, documentation, and annual review re...