Senior Paraplanner
2 days ago
Our client, within the Wealth Management Industry, are looking for a Senior Paraplanner to join their team.
Requirements:
- 2+ years experience as an Senior Paraplanner
- Excellent attention to detail and technical knowledge
- A good understanding of FCA COB rules
- Ability to work under pressure and as part of a team
- Level 4 Diploma and ideally have level 6 or working towards
Key Responsibilities:
- To draft suitability reports in alignment with the compliance requirements
- Ensure all information received from the financial planner is complete and accurate for advice
- Attend and assist client meetings and preparing suitable recommendations with accuracy and care
- Provide training and general support to the Paraplanners
- Excellent writing and verbal skills
- Good decision-making skills
- Enjoy mentoring and coaching
Package:
- Salary 45k
- Hybrid working (3 days in office)
- Private Medical and Dental Insurance
- Employee Pension Scheme
- 24 days Annual Leave
-
Senior Paraplanner
3 days ago
City Of Bristol, United Kingdom VPA London Full timeOur client, within the Wealth Management Industry, are looking for a Senior Paraplanner to join their team.Requirements:2+ years experience as an Senior ParaplannerExcellent attention to detail and technical knowledgeA good understanding of FCA COB rulesAbility to work under pressure and as part of a teamLevel 4 Diploma and ideally have level 6 or working...
-
Senior Paraplanner
1 month ago
City Of Bristol, United Kingdom VPA London Full timeOur client, within the Wealth Management Industry, are looking for a Senior Paraplanner to join their team.Requirements:2+ years experience as an Senior ParaplannerExcellent attention to detail and technical knowledgeA good understanding of FCA COB rulesAbility to work under pressure and as part of a teamLevel 4 Diploma and ideally have level 6 or working...
-
Senior Paraplanner
1 month ago
City of Bristol, United Kingdom VPA London Full timeJob Description Our client, within the Wealth Management Industry, are looking for a Senior Paraplanner to join their team. Requirements: 2+ years experience as an Senior Paraplanner Excellent attention to detail and technical knowledge A good understanding of FCA COB rules Ability to work under pressure and as part of a team Level 4 Diploma and ideally...
-
Senior Paraplanner
4 weeks ago
City of Edinburgh, United Kingdom Johnstongreer Full timeSenior Paraplanner £44,000 to £50,000 plus benefits Paraplanner required by this wealth manager that operates within a niche market, to work with the firm's Private Clients across the full range of financial planning including Investments, Retirement, Cashflow Modelling and Protection, working with complex advice for HNW individuals.Operating as a...
-
Paraplanner
4 weeks ago
City Of Bristol, United Kingdom IDEX Consulting Ltd Full timeParaplanner - £45,000 + Bonus – Bristol/ Hybrid I'm currently partnering with a leading wealth management firm who require a Paraplanner to join their team in Bristol. This is a newly created role and part of the growth strategy which has seen additional headcount, revenue and FUM come into the business this year. The business local to Bristol offers a...
-
Paraplanner
1 month ago
City of Bristol, United Kingdom IDEX Consulting Ltd Full timeJob Description Paraplanner - £45,000 + Bonus – Bristol/ Hybrid I'm currently partnering with a leading wealth management firm who require a Paraplanner to join their team in Bristol. This is a newly created role and part of the growth strategy which has seen additional headcount, revenue and FUM come into the business this year. The business local...
-
Paraplanner
1 month ago
City Of Bristol, United Kingdom IDEX Consulting Ltd Full timeParaplanner - £45,000 + Bonus – Bristol/ HybridI'm currently partnering with a leading wealth management firm who require a Paraplanner to join their team in Bristol. This is a newly created role and part of the growth strategy which has seen additional headcount, revenue and FUM come into the business this year.The business local to Bristol offers a true...
-
Paraplanner
1 month ago
City Of Bristol, United Kingdom IDEX Consulting Ltd Full timeParaplanner - £45,000 + Bonus – Bristol/ HybridI'm currently partnering with a leading wealth management firm who require a Paraplanner to join their team in Bristol. This is a newly created role and part of the growth strategy which has seen additional headcount, revenue and FUM come into the business this year.The business local to Bristol offers a true...
-
Senior Paraplanner
1 month ago
Bristol, United Kingdom Vpa London Full timeOur client, within the Wealth Management Industry, are looking for a Senior Paraplanner to join their team.Requirements: 2+ years experience as an Senior Paraplanner Excellent attention to detail and technical knowledge A good understanding of FCA COB rules Ability to work under pressure and as part of a team Level 4 Diploma and ideally have level 6 or...
-
Paraplanner
4 weeks ago
City of Edinburgh, United Kingdom Eden Scott Full timeJob Description A rare and exciting opportunity has become available for an experienced paraplanner / senior paraplanner to join a leading chartered financial advice firm in Edinburgh due to continued growth.Their employees have won awards and their reputation amongst the best in the industry.They fully support and encourage career development - whether...
-
Senior Paraplanner
4 days ago
Bristol, United Kingdom Ortus PSR Full time**Senior Paraplanner** **Location: Bristol** **Salary: £35,000 - £45,000** The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service. **Responsibilities**: - Technical support to our Adviser Team - Research the most suitable...
-
Senior Paraplanner
1 month ago
Bristol, United Kingdom VPA London Full timeOur client, within the Wealth Management Industry, are looking for a Senior Paraplanner to join their team.Requirements:2+ years experience as an Senior ParaplannerExcellent attention to detail and technical knowledgeA good understanding of FCA COB rulesAbility to work under pressure and as part of a teamLevel 4 Diploma and ideally have level 6 or working...
-
Senior Paraplanner
1 month ago
Bristol, United Kingdom VPA London Full timeOur client, within the Wealth Management Industry, are looking for a Senior Paraplanner to join their team.Requirements:2+ years experience as an Senior ParaplannerExcellent attention to detail and technical knowledgeA good understanding of FCA COB rulesAbility to work under pressure and as part of a teamLevel 4 Diploma and ideally have level 6 or working...
-
Senior Paraplanner
4 weeks ago
Bristol, United Kingdom Vpa London Full timeJob Description Our client, within the Wealth Management Industry, are looking for a Senior Paraplanner to join their team.
-
Paraplanner
2 weeks ago
City of Edinburgh, United Kingdom Eden Scott Full timeA rare and exciting opportunity has become available for an experienced paraplanner / senior paraplanner to join a leading chartered financial advice firm in Edinburgh due to continued growth.Their employees have won awards and their reputation amongst the best in the industry.They fully support and encourage career development - whether being a "career...
-
Senior Paraplanner
6 days ago
Bristol, United Kingdom Aspire Executive Search Full time**Senior Paraplanner BRISTOL, Salary up to £45,000 dependent upon experience. Excellent benefits and Home working if you want it in order to suit your lifestyle.** **Are you currently a Paraplanner looking for a more stimulating and challenging role?** Would you like a role that is varied and pivotal to the delivery of the very best client service? Do...
-
Senior Paraplanner, Manager
4 weeks ago
City of Edinburgh, United Kingdom Eden Scott Full timeJob Description Due to further expansion our client, a leading financial planning and investment management company who offer services throughout the country, have a requirement for a paraplanner or a senior/ paraplanner team leader to join either their Edinburgh or Glasgow office to aid their growth strategy.The role would be based hybrid from their...
-
Senior Paraplanner
4 days ago
Bristol, United Kingdom Independent Resourcing Consultancy Full time**Position**:Senior Paraplanner** Location**:Bristol** Salary**:£40,000 - £45,000 + Bonus & Benefits** Job type**:Permanent **Ref**:1188 **Company**:This is an employee owned and Chartered IFA practice that has been established in Bristol for over 20 years. Having a strong client centric ethos, this practice offers a comprehensive financial planning...
-
Paraplanner
4 weeks ago
City of Edinburgh, United Kingdom Eden Scott Full timeDue to continued growth and expansion of their team a leading financial advice firm with an office in Edinburgh are recruiting for a paraplanner or senior paraplanner.Ideally experienced with diploma minimum, but for the right individual they could also develop them internally.In addition they are offering very flexible hybrid working, exam support and...
-
Paraplanner
20 hours ago
City of Edinburgh, United Kingdom Eden Scott Full timeDue to continued growth and expansion of their team a leading financial advice firm with an office in Edinburgh are recruiting for a paraplanner or senior paraplanner.Ideally experienced with diploma minimum, but for the right individual they could also develop them internally.In addition they are offering very flexible hybrid working, exam support and...