Paraplanner , Diploma Qualified , Wealth Management , Financial Planning

Paraplanner – Leading Independent Wealth Management Firm (London)£45,000–£55,000 + Full Study Support + Clear Progression Path I'm supporting a highly regarded, award-winning wealth management firm in London as they continue to expand their technical planning team. This is a standout opportunity for an experienced Paraplanner who wants to be part of...

Researching, 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. Supported by our experienced paraplanning management and development team, you will have the opportunity to work on a wide range of...

We’re looking for a Paraplanner to join our Financial Planning team and support our Head of Financial Planning. This is a fantastic opportunity to play a key role in preparing client reports, conducting research, and ensuring the smooth delivery of financial planning services. What You’ll Do: Provide technical and administrative support to the Head...

The opportunity The Wealth Development Manager will support the promotion and adoption of the Omnis, Openwork and 2plan Wealth Proposition. This is a permanent hybrid role, and can be based in either our Swindon or London office, with the requirement to be in the office 2/3 days a week. The benefits: Salary - up to £70,000 Bonus scheme - on target bonus -...

**Overview**: - An experienced Financial Adviser is required to work from home with leads generated via a team of incentivised employed and self-employed mortgage brokers, as well as having access to the existing client database. **Job Title**: - Experienced Financial Advisor **Location**: - Berkshire **Salary**: - Between £45,000 - £60,000 year 1,...

Field-based aligned to your nearest Succession office location Highly Competitive Salary + Benefits We are Succession Wealth, from start-up in 2009, we are now one of the leading independent financial planning and wealth management business' in the UK and part of the Aviva Group. We have over 900 employees and 200 Wealth Planners who provide wealth...

Senior Financial Administrator (Wealth Management) City of London/Hybrid Up to £43k plus bonus and benefits A highly responsible and visible role has arisen with our client, a boutique, private client Wealth Management firm, a well established business with a loyal client base and a well-deserved high reputation. Working for a small team of advisers as...

Company Description We specialise in Pensions On Divorce. We are looking for an additional team member to join our busy team producing pension sharing reports for divorcing couples. This is a part-time or full-time remote role for a Paraplanner at Pode Services Ltd. The Paraplanner will be responsible for gathering information from pension providers,...

Drive digital transformation in wealth management. Join us as a Technical Consultant to help banks and wealth managers integrate our OPAL financial planning solution for tomorrow's financial landscape. Do you want to support banks and wealth managers to make better investment decisions for their clients and reach their clients' financial goals? Are you...

Responsibilities Lead end‐to‐end development of new propositions from concept and business case to launch and ongoing governance. Enhance existing propositions to meet evolving client needs and strengthen competitive advantage. Use data and analytics to evidence good client outcomes and underpin regulatory compliance. Partner with marketing and...