Paraplanner Team Manager
2 weeks ago
An established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth Clients
Level 4 Diploma in Regulated Financial Planning (or equivalent).
Studying towards Advanced Diploma in Financial Planning, with the aim of achieving Chartered Financial Planner status (desirable).
Experience in all Financial Planning practices and disciplines including Investments, Pensions and Protection, with experience of dealing with more complex areas of financial planning advice.
MC Office/Outlook - Proficient in Word, Excel and PowerPoint.
Experience of XPlan & Cashflow planning software (Desired).
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Paraplanner (Pensions Management)
2 weeks ago
United Kingdom Financial Divisions Full timeParaplanner – Advisor - £35,000 – Gravesend - Fully Office Based - Discretionary bonus - Private medical insurance. My client, a dynamic Wealth Management firm based in North Kent are seeking an experienced Paraplanner. They are renowned for delivering intelligent wealth management solutions with an emphasis on quality and exceptional client service....
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Paraplanner (Home Based) (remote)
2 days ago
United Kingdom Recruit UK | Certified B Corp™ Full time €33,000 - €36,000Job Title: Home-based Paraplanner position Financial Services Job Description: Home-based Paraplanner position Recruit UK is working on a unique opportunity for a fully remote Paraplanner to join a well-established Independent Financial Advice company. Our client is award-winning and is one of the Largest Chartered Financial Planning firms in...
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Paraplanner (Home Based) (remote)
2 days ago
United Kingdom Recruit UK | Certified B Corp™ Full time €33,000 - €36,000Job Title: Home-based Paraplanner position Financial Services Job Description: Home-based Paraplanner position Recruit UK is working on a unique opportunity for a fully remote Paraplanner to join a well-established Independent Financial Advice company. Our client is award-winning and is one of the Largest Chartered Financial Planning firms in...
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Paraplanner (Pensions Management)
2 weeks ago
United Kingdom IDEX Consulting Ltd Full timeOur Client is a highly regarded Chartered IFA Wealth Management practice in the North West and they are currently recruiting for an experienced Paraplanner to join their team in Wigan. Prepare information for analysis by the adviser. Help manage client relationship and taking/making calls in a polite and professional manner Occasionally taking on...
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Trainee Paraplanner
2 weeks ago
United Kingdom Meraki Talent Ltd Full timeTrainee Paraplanner Competitive Salary Permanent Newcastle Meraki Talent is thrilled to be working on an excellent opportunity with a leading financial services firm based in Newcastle. You will be joining an expanding team in Newcastle as a Trainee Paraplanner. You will receive direct support from experienced advisors aiding you in your journey to a...
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Paraplanner
2 weeks ago
United Kingdom Fram Search Full timeHybrid Working Ideal candidate will be Diploma qualified or on your way to being Option of condensed week & flexibility for school drops offs, excellent pension Fram are working on a great opportunity to join a growing Financial Planning firm based in Essex. Our client is looking to hire a Paraplanner with previous experience to join their established...
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United Kingdom Research in Finance Ltd Full timeParaplanner (Technical Specialist) – Competitive Salary & Package – Scotland Paraplanner (Technical Specialist) – Competitive Salary & Package – Scotland Scotland We are looking to recruit a Paraplanner to work closely with the Financial Planners and Technical Teams to ensure we deliver the best service to our clients within the Financial...
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Paraplanner - Fully Remote (Permanent)
6 days ago
United Kingdom F S People Ltd (Financial Services recruitment specialists) Full timeOur client are a highly successful mortgage brokerage based in central London. They specialise in the HNW arena and have extensive experience in this field. A unique opportunity has is now available to join this team in the capacity of Mortgage Paraplanner. After a 6 month period you will also be able to benefit from bonuses awarded for helping to...
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Paraplanner - Fully Remote (Permanent)
6 days ago
United Kingdom F S People Ltd (Financial Services recruitment specialists) Full timeOur client are a highly successful mortgage brokerage based in central London. They specialise in the HNW arena and have extensive experience in this field. A unique opportunity has is now available to join this team in the capacity of Mortgage Paraplanner. After a 6 month period you will also be able to benefit from bonuses awarded for helping to...
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Paraplanner (Pensions Management)
6 days ago
United Kingdom Martin Aitken & Co Ltd Full time €35,700Contract: Full-time, permanent Benefits: 4% employer pension contribution, Annual leave 34.bank holidays, On the job experience, coaching and mentoring, Employee Assistance programme, Cycle to Work Scheme, Corporate Gym Membership - paid in full by MACO, Summer socialising events and Fresh fruit, tea and coffee! We have remained at the forefront of Scottish...
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Paraplanner (Pensions Management)
6 days ago
United Kingdom Martin Aitken & Co Ltd Full time €35,700Contract: Full-time, permanent Benefits: 4% employer pension contribution, Annual leave 34.bank holidays, On the job experience, coaching and mentoring, Employee Assistance programme, Cycle to Work Scheme, Corporate Gym Membership - paid in full by MACO, Summer socialising events and Fresh fruit, tea and coffee! We have remained at the forefront of Scottish...
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Regional Paraplanning Manager
7 days ago
United Kingdom Chase de Vere Full timeFocused, motivational and inspiring. Our Regional Paraplanning Managers are responsible for managing, motivating and developing our Paraplanners and Report Writers to prepare high quality written advice, and provide technical research services to the Private Client Advisers. You will work closely with the Operations Director, other Regional Paraplanner...
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Regional Paraplanning Manager
1 week ago
United Kingdom Chase de Vere Full timeFocused, motivational and inspiring. Our Regional Paraplanning Managers are responsible for managing, motivating and developing our Paraplanners and Report Writers to prepare high quality written advice, and provide technical research services to the Private Client Advisers. You will work closely with the Operations Director, other Regional Paraplanner...
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Branch Manager/senior Manager
4 days ago
United Kingdom Nigel James Associates Ltd Full timeRole Nigel James Associates have been appointed by a one of the largest and longest established wealth planning company to recruit for a Regional Manager to lead an existing team of Financial Planner based in their West Midlands and Cheshire offices. You will be an experienced performance and T&C Financial Planning Manager/Leader. You will be proactive...
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Branch Manager/senior Manager
4 days ago
United Kingdom Nigel James Associates Ltd Full timeRole Nigel James Associates have been appointed by a one of the largest and longest established wealth planning company to recruit for a Regional Manager to lead an existing team of Financial Planner based in their West Midlands and Cheshire offices. You will be an experienced performance and T&C Financial Planning Manager/Leader. You will be proactive...
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Admin and Finance Administrator
2 weeks ago
United Kingdom Financial Divisions Full timePart-Time Financial Administrator to Paraplanner – Career Progression – Dover – £28k Pro Rata Are you ready to be a part of a family-owned Independent Financial Advice practice that prioritises integrity, quality, and outstanding client service? My client is looking for an experienced Financial Administrator to join their team in a role that...
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Development Analyst
9 hours ago
United Kingdom Program Manager, EMEAAPAC Full timeJob Title: Revenue Trading Executive Manchester Airport / Hybrid Permanent, Full time Part of MAG Group (the UK’s largest Airport Group), CAVU is a global organisation that provides revenue generating solutions for airports around the world. We have a large focus on digital technology and ecommerce - utilising advanced data insights, digital...
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Revenue Analyst
9 hours ago
United Kingdom Program Manager, EMEAAPAC Full timeJob Title: Revenue Trading Executive Location: Manchester Airport / Hybrid Permanent, Full time About CAVU Part of MAG Group (the UK’s largest Airport Group), CAVU is a global organisation that provides revenue generating solutions for airports around the world. We have a large focus on digital technology and ecommerce - utilising advanced data...
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Regional Manager
4 days ago
United Kingdom Nigel James Associates Ltd Full timeRole Nigel James Associates have been appointed by a one of the largest and longest established wealth planning company to recruit for a Regional Manager to lead an existing team of Financial Planner based in their West Midlands and Cheshire offices. Requirements You will be an experienced performance and T&C Financial Planning Manager/Leader. You will...
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Regional Manager
4 days ago
United Kingdom Nigel James Associates Ltd Full timeRole Nigel James Associates have been appointed by a one of the largest and longest established wealth planning company to recruit for a Regional Manager to lead an existing team of Financial Planner based in their West Midlands and Cheshire offices. Requirements You will be an experienced performance and T&C Financial Planning Manager/Leader. You will...