Senior Paraplanner

2 months ago


Cheltenham, United Kingdom CAPIO RECRUITMENT LIMITED Full time

**Job Title - Senior Paraplanner**

**Location - Cheltenham (Remote)**

**Salary - £40,000 - £55,000**

Capio Recruitment is working with an independent financial planning firm on an exciting opportunity for an Paraplanner to join a practice in Exeter. The firm prides themselves on providing a high-quality service with a priority of putting their clients first.They have an excellent level of knowledge in services such as protection, investments, and pensions.

You will be providing excellent support to their team of experienced advisers whilst also managing and monitoring your teams work load. You will also be a mentor for junior members of staff, aiding them with training to help with their development.

This role suit an experience Paraplanning either looking to continue to manage a team of Paraplanners or a great step in your career development into a senior position.

**What our client will offer you**:

- Competitive salary based on experience
- Attractive benefits package
- Close knit team, working closely with experienced professionals
- Ongoing training and development
- Exam support and opportunity for progression
- Remote working
- Additional company bonus

**Required experience**:

- Level 4 Diploma qualified (Chartered Desirable)
- Previous experience working as a Paraplanner
- Approachable, professional, and ambitious
- Proficient in systems such as Microsoft 365 and Intelligent Office
- Willingness to undertake industry relevant qualifications
- Excellent knowledge of Pensions and Investments

To discuss this opportunity at length, please contact one of our Financial Planning team specialists at Capio Recruitment

INDSAM


  • Paraplanner

    2 weeks ago


    Cheltenham, United Kingdom Heat Recruitment Full time

    Paraplanner/ Senior Paraplanner/ Junior Paraplanner/ Trainee Paraplanner/ Financial Services/ Report Writer We are working with an established IFA based in Cheltenham who are looking to grow their team and bring on a new Paraplanner. They are looking to speak to experienced paraplanners from a range of backgrounds that would be happy to come to the office...

  • Junior Paraplanner

    1 day ago


    Cheltenham, United Kingdom mbf. Full time

    Are you ready to take the next step in your financial services career? mbf is collaborating with a highly regarded and well-established Financial Planning organisation to recruit a Junior Paraplanner. Our client is a leading financial planning practice known for providing holistic solutions to clients across the UK. As a growing company, they pride...


  • Cheltenham, United Kingdom CAPIO RECRUITMENT LIMITED Full time

    **Job Title: Technical/Senior Paraplanner** **Location: Cheltenham** **Salary: £35,000 - £45,000 (DOE)** **The Company**: The opportunity to join a growing, Chartered Financial Planning firm with a fantastic reputation and focus on offering their clients an outstanding service. Development is something they are very passionate about and they are able to...

  • Senior Paraplanner

    1 week ago


    Cheltenham, United Kingdom Reed Full time

    Reed Financial Services are pleased to be representing one of the Top 50 firms for financial planning in the UK. The firms’ advisers are qualified to Level 6 chartered status and their technical team to Level 4 diploma level (with many working toward their level 6 chartered status). The successful team is growing and looking for a Senior Paraplanner to...


  • Cheltenham, Gloucestershire, United Kingdom mbf. Full time

    Mbf are working with one of our very best clients to recruit an experienced Paraplanner/Client Manager. The business are true market leaders with offices across the UK, they are a Chartered & fully independent business that have won multiple industry awards.The client is now seeking to recruit a Paraplanner/Client Manager to join their growing Cheltenham...


  • Cheltenham, United Kingdom mbf Full time

    Join one of the UKs top financial planning organisations renowned for delivering exceptional client-focused solutions. The business we are working with is dedicated to helping clients achieve their financial goals through innovative strategies and personalised service. They are committed to professional development, offering a collaborative and dynamic work...


  • Cheltenham, United Kingdom mbf Full time

    Join one of the UKs top financial planning organisations renowned for delivering exceptional client-focused solutions. The business we are working with is dedicated to helping clients achieve their financial goals through innovative strategies and personalised service. They are committed to professional development, offering a collaborative and dynamic work...


  • Cheltenham, United Kingdom mbf Full time

    Join one of the UKs top financial planning organisations renowned for delivering exceptional client-focused solutions. The business we are working with is dedicated to helping clients achieve their financial goals through innovative strategies and personalised service. They are committed to professional development, offering a collaborative and dynamic work...


  • Cheltenham, United Kingdom mbf. Full time

    Mbf are working with one of our very best clients to recruit an experienced Paraplanner/Client Manager. The business are true market leaders with offices across the UK, they are a Chartered & fully independent business that have won multiple industry awards. The client is now seeking to recruit a Paraplanner/Client Manager to join their growing Cheltenham...


  • Cheltenham, UK, Gloucestershire, United Kingdom mbf Full time

    Join one of the UKs top financial planning organisations renowned for delivering exceptional client-focused solutions. The business we are working with is dedicated to helping clients achieve their financial goals through innovative strategies and personalised service. They are committed to professional development, offering a collaborative and dynamic work...


  • Cheltenham, United Kingdom CAPIO RECRUITMENT LIMITED Full time

    **Job Title: Senior IFA Administrator** **Salary: £26,000 - £32,000** **Location: Cheltenham** A highly reputable business who have expanded substantially over the last few years are looking to expand their Wealth Management team. Specialising in Financial Planning and Wealth Management for both Private and Corporate clientele and including...


  • Cheltenham, United Kingdom Capio Recruitment Full time

    **Job Title: Senior IFA Administrator** **Salary: £26,000 - £32,000** **Location: Cheltenham** A highly reputable business who have expanded substantially over the last few years are looking to expand their Wealth Management team. Specialising in Financial Planning and Wealth Management for both Private and Corporate clientele and including Investment...

  • Entry Level/graduate

    2 months ago


    Cheltenham, United Kingdom mbf. Full time

    We are working with a National Financial Planning organisation who are seeking to recruit an entry level Financial Services Administrator to join their growing team. The business is well known, established and are constantly growing, they are looking torecruit an additional member of staff to join their friendly administration team to help with the busy...