Senior Paraplanner
4 weeks ago
OverviewWe are seeking a dedicated, friendly and technically minded career paraplanner to join our busy and small advisory and technical team based in Rugby. We are an established practice focusing on HNW individuals with a Head Office in Surrey, and were looking for an experienced candidate who takes pride in producing high quality work, and someone who enjoys being part of a collaborative team where their contribution is genuinely valued.ResponsibilitiesProvide high level technical paraplanning support to the Practice ensuring that clients receive the best technical service regarding financial strategies, plans and products;Working closely with the Advisory and Admin Team (AST) to achieve Client objectives, identifying areas for effective Financial Planning, and sourcing solutions suitable to meet the Clients needs and expectations;Ability to understand recommendations and to question/challenge to ensure correct, compliant and most suitable advice is being given;Construct financial planning solutions (investment, retirement, tax and estate planning) supported by the production of cashflow modelling and client requirements and/or goals;Communicating with SJP support departments, the Advisers or other re...
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Senior Paraplanner
4 weeks ago
Rugby, United Kingdom Eden Rose Full timeSenior Paraplanner – Rugby, WarwickshireWe’re currently working with a highly regarded wealth management practice seeking an experienced Senior Paraplanner to join their growing team based in Rugby. This is a permanent, full-time opportunity offering a collaborative and professional environment, with 1 day working from home (four days in the office).As a...
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Senior Paraplanner
2 weeks ago
Rugby, Warwickshire, United Kingdom Eden Rose Full timeSenior Paraplanner – Rugby, WarwickshireWe're currently working with a highly regarded wealth management practice seeking an experienced Senior Paraplanner to join their growing team based in Rugby. This is a permanent, full-time opportunity offering a collaborative and professional environment, with 1 day working from home (minimum four days in the...
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Senior Paraplanner
3 weeks ago
Rugby, United Kingdom Trowlock Wealth Management LLP Full timeOverview We are seeking a dedicated, friendly and technically minded career paraplanner to join our busy and small advisory and technical team based in Rugby. We are an established practice focusing on HNW individuals with a Head Office in Surrey, and were looking for an experienced proactive candidate who takes pride in producing high quality work, and...
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Senior Paraplanner
1 week ago
Rugby, United Kingdom Trowlock Wealth Management LLP Full timeOverviewWe are seeking a dedicated, friendly and technically minded career paraplanner to join our busy and small advisory and technical team based in Rugby. We are an established practice focusing on HNW individuals with a Head Office in Surrey, and were looking for an experienced proactive candidate who takes pride in producing high quality work, and...
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Senior Paraplanner
1 week ago
Rugby, United Kingdom Trowlock Wealth Management LLP Full timeOverviewWe are seeking a dedicated, friendly and technically minded career paraplanner to join our busy and small advisory and technical team based in Rugby. We are an established practice focusing on HNW individuals with a Head Office in Surrey, and were looking for an experienced candidate who takes pride in producing high quality work, and someone who...
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Senior Paraplanner
4 weeks ago
Rugby, United Kingdom Trowlock Wealth Management LLP Full timeOverviewWe are seeking a dedicated, friendly and technically minded career paraplanner to join our busy and small advisory and technical team based in Rugby. We are an established practice focusing on HNW individuals with a Head Office in Surrey, and were looking for an experienced candidate who takes pride in producing high quality work, and someone who...
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Senior Paraplanner
4 weeks ago
Rugby, United Kingdom Trowlock Wealth Management LLP Full timeOverview We are seeking a dedicated, friendly and technically minded career paraplanner to join our busy and small advisory and technical team based in Rugby. We are an established practice focusing on HNW individuals with a Head Office in Surrey, and were looking for an experienced candidate who takes pride in producing high quality work, and someone who...
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Senior Paraplanner
2 weeks ago
Rugby, United Kingdom Trowlock Wealth Management LLP Full timeJob DescriptionOverviewWe are seeking a dedicated, friendly and technically minded career paraplanner to join our busy and small advisory and technical team based in Rugby. We are an established practice focusing on HNW individuals with a Head Office in Surrey, and were looking for an experienced proactive candidate who takes pride in producing high quality...
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Senior Paraplanner
4 weeks ago
Rugby, Warwickshire, United Kingdom Trowlock Wealth Management LLP Full timeOverview We are seeking a dedicated, friendly and technically minded career paraplanner to join our busy and small advisory and technical team based in Rugby. We are an established practice focusing on HNW individuals with a Head Office in Surrey, and were looking for an experienced candidate who takes pride in producing high quality work, and someone who...
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Senior Paraplanner
3 weeks ago
rugby, United Kingdom Trowlock Wealth Management LLP Full timeOverview We are seeking a dedicated, friendly and technically minded career paraplanner to join our busy and small advisory and technical team based in Rugby. We are an established practice focusing on HNW individuals with a Head Office in Surrey, and were looking for an experienced candidate who takes pride in producing high quality work, and someone who...
