Senior Paraplanner
3 months 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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Paraplanner
4 days ago
Guildford, United Kingdom CV-Library Full timeThe 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 working from the Guildford office (hybrid working). The Senior Paraplanner will produce accurate calculations and cash-flow modelling to best support...
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Paraplanner
1 week ago
Guildford, United Kingdom JJ Search Full timeThe ClientAn established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth ClientsThe RoleThe Senior Paraplanner will be an experienced Paraplanner working from the Guildford office (hybrid working).The Senior Paraplanner will produce accurate calculations and cash-flow modelling to best support recommendations...
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Senior Paraplanner
1 month 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
3 months 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
3 months 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
4 weeks 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
4 weeks 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 month 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
6 days 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
5 days ago
guildford, United Kingdom JJ SEARCH LIMITED Full timeJob DescriptionSALARY - 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...
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Senior Paraplanner
5 days ago
Guildford, United Kingdom JJ SEARCH LIMITED Full timeSALARY - 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 responsible for...
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Senior Paraplanner
5 days 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
3 months 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
5 days 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
3 weeks 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.Interested in this role You can find all the relevant information in the description below.In this role you will be supporting Wealth Planners by carrying out high quality research on a...
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Senior Paraplanner
1 month ago
Guildford, 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...
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Senior Paraplanner
4 weeks ago
Guildford, 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...
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Senior Paraplanner
6 days ago
Guildford, Surrey, United Kingdom JJ SEARCH LIMITED Full timeSALARY - 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 responsible for...
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Senior Paraplanner
6 days ago
Guildford, Surrey, United Kingdom JJ SEARCH LIMITED Full timeSALARY - 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 responsible for...
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Senior Paraplanner
3 months 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...
