Senior Paraplanner
1 week ago
My client is one of the top 10 Wealth Managers in the UK and due to recent growth and acquisitions they are now looking for a Senior Paraplanner to join their team in Surrey.
In this role you will be supporting Wealth Planners by carrying out high quality research on a full range of financial planning products and services including pensions, life insurance, tax planning and investment management.
A Paraplanner in this role would have significant experience to be able to support Wealth Planners delivering more complex advice. Prepare client centric suitability reports and other documentation, adhering to the Company’s processes and compliance framework.
As a Senior Paraplanner you will be expected to provide support and guidance to less experienced paraplanners with involvement in process changes and improvements where required and coaching and training of more junior members of the team.
The ideal candidate will have a number of years' working in a Paraplanning capacity within a Financial Planning company and will already have obtained or be working towards Chartered status.
This is a great opportunity to join a well established and friendly team that are currently going though a growth phase so there is plenty of scope for career progression / development.
If you think you have the skills required and would like to apply, please submit your CV or contact Jessica Wiggins at BRUIN Financial.
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Senior Paraplanner
4 days ago
Guildford, United Kingdom Bruin Full timeMy client is one of the top 10 Wealth Managers in the UK and due to recent growth and acquisitions they are now looking for a Senior Paraplanner to join their team in Surrey.Remember to check your CV before applying Also, ensure you read through all the requirements related to this role.In this role you will be supporting Wealth Planners by carrying out high...
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Senior Paraplanner
5 days ago
Guildford, United Kingdom Bruin Full timeMy client is one of the top 10 Wealth Managers in the UK and due to recent growth and acquisitions they are now looking for a Senior Paraplanner to join their team in Surrey.In this role you will be supporting Wealth Planners by carrying out high quality research on a full range of financial planning products and services including pensions, life insurance,...
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Senior Paraplanner
1 week ago
Guildford, United Kingdom JJ SEARCH LIMITED Full timeSALARY - 45-55KThe Client An established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth ClientsThe Role The Senior Paraplanner will be an experienced Paraplanner.The Senior Paraplanner will produce accurate calculations and cash-flow modelling to best support recommendations and is responsible for preparing...
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Senior Paraplanner
7 days ago
Guildford, Surrey, United Kingdom Bruin Full timeJob Description My client is one of the top 10 Wealth Managers in the UK and due to recent growth and acquisitions they are now looking for a Senior Paraplanner to join their team in Surrey. In this role you will be supporting Wealth Planners by carrying out high quality research on a full range of financial planning products and services including...
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Senior Paraplanner
7 days ago
Guildford, UK, Surrey, United Kingdom Bruin Full timeMy client is one of the top 10 Wealth Managers in the UK and due to recent growth and acquisitions they are now looking for a Senior Paraplanner to join their team in Surrey.In this role you will be supporting Wealth Planners by carrying out high quality research on a full range of financial planning products and services including pensions, life insurance,...
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Senior Paraplanner
7 days ago
Guildford, Surrey, United Kingdom JJ SEARCH LIMITED Full timeJob Description SALARY - 45-55K The Client An established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth Clients The Role The Senior Paraplanner will be an experienced Paraplanner. The Senior Paraplanner will produce accurate calculations and cash-flow modelling to best support recommendations and is...
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Senior Paraplanner
7 days ago
Guildford, UK, Surrey, United Kingdom JJ SEARCH LIMITED Full timeSALARY - 45-55KThe Client An established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth ClientsThe Role The Senior Paraplanner will be an experienced Paraplanner.The Senior Paraplanner will produce accurate calculations and cash-flow modelling to best support recommendations and is responsible for preparing...
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Paraplanner
4 weeks ago
Guildford, United Kingdom mbf. Full timeMbf are working with one of the UKs largest & most successful Financial Planning & Investment Management organisations to recruit an experienced Paraplanner. Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to a team of Senior Financial Planners. You will have a close working...
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Paraplanner
2 weeks ago
Guildford, Surrey, United Kingdom mbf. Full timeMbf are working with one of the UKs largest & most successful Financial Planning & Investment Management organisations to recruit an experienced Paraplanner.Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to a team of Senior Financial Planners. You will have a close working...
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Paraplanner Team Leader
2 weeks ago
Guildford, United Kingdom JJ Search Ltd Full timeThe ClientAn established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth ClientsThe RoleThe Paraplanner Team Leader will be an experienced Paraplanner who is keen to take on a Team Leader role managing a small team of Paraplanners, overseeing the workload of the whole team, making sure there is a consistent...
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Paraplanner Team Leader
4 weeks ago
Guildford, United Kingdom JJ Search Full timeParaplanner Team Leader , Guildford The Client An established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth Clients The Role The Paraplanner Team Leader will be an experienced Paraplanner who is keen to take on a Team Leader role managing a small team of Paraplanners, overseeing the workload of the whole...
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Paraplanner Team Leader
4 weeks ago
Guildford, United Kingdom JJ Search Full timeParaplanner Team Leader , GuildfordThe ClientAn established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth ClientsThe RoleThe Paraplanner Team Leader will be an experienced Paraplanner who is keen to take on a Team Leader role managing a small team of Paraplanners, overseeing the workload of the whole team,...
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Paraplanner Team Leader
4 weeks ago
Guildford, United Kingdom JJ Search Ltd Full timeThe ClientAn established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth ClientsThe RoleThe Paraplanner Team Leader will be an experienced Paraplanner who is keen to take on a Team Leader role managing a small team of Paraplanners, overseeing the workload of the whole team, making sure there is a consistent...
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Pension Paraplanner
7 days ago
Guildford, Surrey, United Kingdom Bruin Full timeJob Description My client is one of the top 10 Wealth Managers in the UK and due to recent growth and acquisitions they are now looking for a Senior Paraplanner to join their team in Surrey. In this role you will be supporting Wealth Planners by carrying out high quality research on a full range of financial planning products and services including...
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Paraplanner Team Leader
4 weeks ago
Guildford, United Kingdom JJ Search Ltd Full timeThe Client Qualifications, skills, and all relevant experience needed for this role can be found in the full description below.An established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth ClientsThe Role The Paraplanner Team Leader will be an experienced Paraplanner who is keen to take on a Team Leader role...
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Senior Paraplanner
4 weeks ago
Guildford, Surrey, United Kingdom JJ Search Ltd Full timeAn established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth Clients The Paraplanner Team leader will also be a Senior Paraplanner in the team and will produce accurate calculations and cash-flow modelling to best support recommendations and is responsible for preparing reports and letters for the Wealth...
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Senior Paraplanner
4 weeks ago
Guildford, Surrey, United Kingdom JJ Search Full timeAn established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth Clients The Paraplanner Team leader will also be a Senior Paraplanner in the team and will produce accurate calculations and cash-flow modelling to best support recommendations and is responsible for preparing reports and letters for the Wealth...
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Senior Paraplanner
4 weeks ago
Guildford, Surrey, United Kingdom JJ Search Full timeAn established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth Clients The Paraplanner Team leader will also be a Senior Paraplanner in the team and will produce accurate calculations and cash-flow modelling to best support recommendations and is responsible for preparing reports and letters for the Wealth...
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Paraplanner Team Leader
4 weeks ago
Guildford, Surrey, United Kingdom JJ Search Full timeParaplanner Team Leader , Guildford The Client An established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth Clients The Role The Paraplanner Team Leader will be an experienced Paraplanner who is keen to take on a Team Leader role managing a small team of Paraplanners, overseeing the workload of the whole...
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Paraplanner Team Leader
4 weeks ago
Guildford, Surrey, United Kingdom JJ Search Full timeParaplanner Team Leader , Guildford The Client An established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth Clients The Role The Paraplanner Team Leader will be an experienced Paraplanner who is keen to take on a Team Leader role managing a small team of Paraplanners, overseeing the workload of the whole...
