Senior Paraplanner
17 hours ago
Location: West Midlands, West Midlands, UK This Senior Paraplanner job in Bromsgrove provides hybrid working and opportunity to join an established technical research team. As a Senior Paraplanner, you will be focused on delivering comprehensive financial research across a wide range of advice types, including plenty of complex cases. In addition, you will be undertaking tax and other complex calculations on behalf of the Financial Advisors for their clients. Furthermore, as a Senior Paraplanner, it is common that other Paraplanners in the team will look up to you due to your technical expertise and experience. As a business that embraces development and supporting others, it is likely you will have an element of training and onboarding fellow Paraplanners, to enable them to embed within the team and flourish in the role. You may also have opportunity to assist in identifying process improvements and working with management to develop the team Senior Paraplanner RequirementsYou must have strong experience as a Paraplanner within an IFA firm You must hold your full Level 4 Diploma in Financial Planning Individuals working towards Chartered / Advanced qualifications would be beneficial You must be confident in constructing thorough financial planning research and reports, including complex casesSenior Paraplanner BenefitsSalary of £42,500 - £57,000 depending on experience 3 days office based in Bromsgrove and 2 days from home Varied working times available of 8am – 4pm, 9am – 5pm or 10am – 6pm to suit your schedule Plus comprehensive benefits including, contributory pension scheme, DIS, discretionary bonus after full year's service, option to buy and sell holiday, plus birthday off and additional holiday days for long service, Christmas and summer parties, health and wellbeing resources, shopping discounts The business is committed to professional development for their team and will be open to facilitating your career plansLocations Bromsgrove Apply now to discuss this further with one of our team Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information. TPBN1_UKTJ
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Senior Paraplanner
3 weeks ago
London, United Kingdom Chase De Vere Independent Financial Advisers Limited Full timeResearching, analysing market trends and report writing, Chase de Vere paraplanners work closely with our financial advisers and client support teams to deliver advice and provide ongoing services to new and existing clients. Our paraplanning teams have exceptional technical and industry knowledge with many having secured their Level 4 Diploma in Regulated...
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Senior Technical Paraplanner
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London, United Kingdom GREAT-MANS LTD Full timeSenior Paraplanner – Boutique Independent Advisory FirmLocation: London (Hybrid)Package: up to £75,000 + Bonus + BenefitsFlexible working availableI am supporting a highly respected boutique independent advisory firm in London that specialises in providing strategic financial planning and wealth management advice to High-Net-Worth clients. This is an...
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London, United Kingdom Financial Divisions Full time**plus bonus and study support** My client is a prestigious independent IFA Practice in Central London. Due to expansion they are looking for an experienced Paraplanner to join their dynamic team. The role has become available due to an internal promotion where the existing paraplannerhas moved into a IFA position and they are now looking to take on someone...
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Senior Technical Paraplanner
2 weeks ago
Greater London, United Kingdom GREAT-MANS LTD Full timeOverview Senior Paraplanner – Boutique Independent Advisory Firm Location: London (Hybrid) Package: up to £75,000 + Bonus + Benefits Flexible working available I am supporting a highly respected boutique independent advisory firm in London that specialises in providing strategic financial planning and wealth management advice to High-Net-Worth clients....
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Senior Paraplanner
1 week ago
London, United Kingdom mbf. Full timeOur client is a highly regarded Wealth Management firm in the West End of London, currently seeking to recruit for a Senior Paraplanner to join their team. The firm provides financial planning, wealth structuring and investment advice to high net worth and ultra-high net worth individuals resident in the UK and abroad. The firm acts for a wide range of...
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paraplanner
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London, United Kingdom Financial Divisions Full timeChartered Senior Paraplanner (Client Facing)Location: London Salary: Salary up to £75k + benefits including equity About my client:My client is a highly reputable Chartered Wealth Management firm, that specialises in the HNW to UHNW space. They have a demonstrable track record of year-on-year organic growth within this niche marketplace and are in the...
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london, United Kingdom Premier Jobs UK Limited Full timeThis Paraplanner job in Leamington Spa is available within a local, independently owned financial planning firm, who are looking to recruit due to growth within their team You will be joining a local firm who are proud of the community they serve and work closely together to achieve the best possible outcomes for their clients. Alongside 2 other Paraplanners...
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Paraplanner
6 days ago
London, United Kingdom Premier Jobs UK Limited Full timeThis Paraplanner job in Leamington Spa is available within a local, independently owned financial planning firm, who are looking to recruit due to growth within their team You will be joining a local firm who are proud of the community they serve and work closely together to achieve the best possible outcomes for their clients. Alongside 2 other Paraplanners...
