Senior Paraplanner
4 weeks ago
An 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 Planners, and ensuring the clients needs are fully supported for the best outcome.
Level 4 Diploma in Regulated Financial Planning (or equivalent).
Studying towards Advanced Diploma in Financial Planning, with the aim of achieving Chartered Financial Planner status (desirable).
Experience in all Financial Planning practices and disciplines including Investments, Pensions and Protection, with experience of dealing with more complex areas of financial planning advice.
MC Office/Outlook - Proficient in Word, Excel and PowerPoint.
Experience of XPlan & Cashflow planning software (Desired).
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Senior Paraplanner
1 month ago
Guildford, Surrey, United Kingdom Reed Full timeWe are working exclusively with a much admired National Financial Planning and Wealth Management business who are seeking to appoint an experienced Paraplanner on a hybrid working basis. Working very closely with the advisory team on a 1:1 basis, this role also will involve regular liaison with clients to assess and review their information and identify...
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Senior Paraplanner
3 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
1 week 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
1 week 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
3 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
1 week 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
3 weeks ago
Guildford, Surrey, United Kingdom JJ Search Ltd Full timeThe 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 team, making sure there is a consistent...
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Paraplanner Team Leader
3 weeks ago
Guildford, Surrey, United Kingdom JJ Search Ltd Full timeThe 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 team, making sure there is a consistent...
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Paraplanner Team Leader
2 weeks ago
Guildford, Surrey, United Kingdom JJ Search Ltd Full timeThe 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 team, making sure there is a...
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Paraplanner Team Leader
1 week ago
Guildford, Surrey, United Kingdom JJ Search Ltd Full timeThe 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 team, making sure there is a...
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Paraplanner
2 months ago
Surrey, United Kingdom Ernest Gordon Recruitment Limited Full time**Paraplanner** **Godalming - office based** **£45,000 - £48,000 DOE + **Flexitime + Private Healthcare + Career Progression + Pension + Company Benefits** Do you have experience as a paraplanner, looking to work for a specialist SiPP and SSAS pension administrator with an excellent reputation, where you will be working for an exciting portfolio of...
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Paraplanner
1 week ago
Surrey, United Kingdom Ernest Gordon Recruitment Limited Full time**Paraplanner** **Surrey** **£40,000 - £45,000 DOE + **Flexitime + Private Healthcare + Career Progression + Pension + Company Benefits** Do you have experience as a paraplanner, looking to work for a specialist SiPP and SSAS pension administrator with an excellent reputation, where you will be working for an exciting portfolio of clients, with the...
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Paraplanner Team Leader
2 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
1 week 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
2 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
1 week 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
2 weeks ago
Guildford, United Kingdom PB Recruitment Consultants Ltd Full time**An established, Independent Financial Practice, based in Surrey requires an experienced and qualified Senior Paraplanner** **A position for which you will be well rewarded, with a very competitive base salary, bonus, flexible working, and a comprehensive benefits package.** It's important that this new team member aspires to spend every day working...
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Paraplanner
1 week 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 Pensions
2 days ago
Surrey, United Kingdom Ernest Gordon Recruitment Limited Full time**Paraplanner (Pensions)** **Surrey** **£45,000 - £48,000 Negotiable + **Flexitime + Private Healthcare + Career Progression + Pension + Company Benefits** Do you have experience as a paraplanner, looking to work for a specialist SiPP and SSAS pension administrator with an excellent reputation, where you will be working for an exciting portfolio of...
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Senior Financial Paraplanner
2 months ago
Mole Valley, Surrey, United Kingdom Templegate recruitment Full timeFinancial Services Specialist Recruiters Job Title: Junior Paraplanner ( 3 Month Contract) Salary: £30,000 to £35,000 depending on qualifications and experience Our clients are seeking a motivated and detail-oriented individual to join their team as a Junior Paraplanner. In this role, you will work closely with senior paraplanners and financial advisors...