Senior Paraplanning Professional
3 hours ago
We are seeking an experienced Paraplanner to lead our in-house team, providing expert support to our financial planning services. As a Senior Paraplanner, you will be responsible for managing the workload of the team, coordinating projects, and ensuring the delivery of high-quality financial planning reports.
Key Responsibilities- Lead the paraplanning team to achieve efficient and effective delivery of financial planning services
- Manage the workload of the team, prioritizing tasks and ensuring deadlines are met
- Coordinate projects, including research, report writing, and client communication
- Develop and implement processes to improve team efficiency and productivity
- Provide guidance and support to junior team members, promoting their development and growth
- Level 4 diploma in financial advice
- Proven experience as a Paraplanner, with a strong understanding of financial planning principles and practices
- Management experience or experience working in a team environment
- A competitive salary of up to £60,000
- Hybrid working arrangements, allowing for flexibility and work-life balance
- Exam support and professional development opportunities
- A comprehensive holiday and pension scheme
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Senior Paraplanning Professional
3 days ago
Bishop's Stortford, Hertfordshire, United Kingdom Finlink Ltd Full timeSenior Paraplanner Opportunity We are seeking an experienced paraplanner to lead our in-house team and take on a more senior role within our firm, Finlink Ltd. About the Role This is an exciting opportunity for a level four qualified paraplanner with experience in leading a team to join our established IFA firm in East Hertfordshire. As a senior...
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Senior Paraplanning Professional
3 days ago
Bishop's Stortford, Hertfordshire, United Kingdom Finlink Ltd Full timeSenior Paraplanner Opportunity We are seeking an experienced paraplanner to lead our in-house team and take on a more senior role within our firm, Finlink Ltd. About the Role This is an exciting opportunity for a level four qualified paraplanner with experience in leading a team to join our established IFA firm in East Hertfordshire. As a senior...
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Senior Paraplanning Professional
6 days ago
Bishop's Stortford, Hertfordshire, United Kingdom Finlink Ltd Full timeAbout the RoleWe are seeking an experienced Paraplanner to lead our in-house team, providing expert support to our financial planning services. As a Senior Paraplanner, you will be responsible for managing the workload of the team, ensuring efficient and effective delivery of paraplanning services.Key ResponsibilitiesLead the paraplanning team to achieve...
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Senior Paraplanning Professional
6 days ago
Bishop's Stortford, Hertfordshire, United Kingdom Finlink Ltd Full timeAbout the RoleWe are seeking an experienced Paraplanner to lead our in-house team, providing expert support to our financial planning services. As a Senior Paraplanner, you will be responsible for managing the workload of the team, ensuring efficient and effective delivery of paraplanning services.Key ResponsibilitiesLead the paraplanning team to achieve...
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Senior Paraplanning Professional
1 week ago
Bishop's Stortford, Hertfordshire, United Kingdom Finlink Ltd Full timeAbout the RoleWe are seeking an experienced Paraplanner to lead our in-house team, providing expert support and guidance to our financial planning team.Key ResponsibilitiesLead the paraplanning team to ensure efficient and effective delivery of servicesManage paraplanner workloads, project work, and one-to-one meetings to support learning goalsCoordinate and...
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Senior Paraplanning Professional
2 weeks ago
Bishop's Stortford, Hertfordshire, United Kingdom Finlink Ltd Full timeAbout the RoleWe are seeking an experienced Paraplanner to lead our in-house team, providing expert support and guidance to our financial planning team.Key ResponsibilitiesLead the paraplanning team to ensure efficient and effective delivery of servicesManage paraplanner workloads, project work, and one-to-one meetings to support learning goalsCoordinate and...
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Senior Paraplanning Professional
1 week ago
Bishop's Stortford, Hertfordshire, United Kingdom Finlink Ltd Full timeAbout the RoleWe are seeking an experienced Paraplanner to lead our in-house team, providing expert support and guidance to our financial planning team.Key ResponsibilitiesLead the paraplanning team to ensure efficient and effective delivery of servicesManage paraplanner workloads, projects, and one-to-one meetings to support learning goalsCoordinate and...
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Senior Paraplanning Professional
1 week ago
Bishop's Stortford, Hertfordshire, United Kingdom Finlink Ltd Full timeAbout the RoleWe are seeking an experienced Paraplanner to lead our in-house team, providing expert support and guidance to our financial planning team.Key ResponsibilitiesLead the paraplanning team to ensure efficient and effective delivery of servicesManage paraplanner workloads, projects, and one-to-one meetings to support learning goalsCoordinate and...
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Paraplanning Professional
3 weeks ago
Bishop's Stortford, Hertfordshire, United Kingdom mbf. Full timeAbout Our Firm:Our company, mbf, is a leading provider of financial advisory services, dedicated to delivering exceptional results to our diverse clientele. Our team is passionate about delivering tailored solutions that help our clients achieve their financial goals.Role Overview:We are seeking a skilled and motivated Paraplanner to join our dynamic team....
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Paraplanning Team Lead
4 days ago
Bishop's Stortford, Hertfordshire, United Kingdom Ortus PSR Full timeParaplanner Manager OpportunityAre you a seasoned paraplanner looking to take on a leadership role? We're seeking an experienced Paraplanner Manager to join our team at Ortus PSR, a highly regarded independent IFA. As a Paraplanner Manager, you'll lead a talented team and contribute to delivering exceptional, independent financial advice to our clients.Key...
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Paraplanning Team Lead
4 days ago
Bishop's Stortford, Hertfordshire, United Kingdom Ortus PSR Full timeParaplanner Manager OpportunityAre you a seasoned paraplanner looking to take on a leadership role? We're seeking an experienced Paraplanner Manager to join our team at Ortus PSR, a highly regarded independent IFA. As a Paraplanner Manager, you'll lead a talented team and contribute to delivering exceptional, independent financial advice to our clients.Key...
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Paraplanning Team Leader
1 week ago
Bishop's Stortford, Hertfordshire, United Kingdom Cranleigh Personnel Full timeParaplanner Team Leader OpportunityCranleigh Personnel is seeking an experienced Paraplanner to lead our team in Bishops Stortford. As a Paraplanning Team Leader, you will be responsible for supporting and mentoring junior Paraplanners, drafting suitability reports, and cash flow forecasting.Key Responsibilities:Lead a team of 3 Advisers and 1...
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Paraplanning Team Leader
1 week ago
Bishop's Stortford, Hertfordshire, United Kingdom Cranleigh Personnel Full timeParaplanner Team Leader OpportunityCranleigh Personnel is seeking an experienced Paraplanner to lead our team in Bishops Stortford. As a Paraplanning Team Leader, you will be responsible for supporting and mentoring junior Paraplanners, drafting suitability reports, and cash flow forecasting.Key Responsibilities:Lead a team of 3 Advisers and 1...
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Paraplanning Team Leader
7 days ago
Bishop's Stortford, Hertfordshire, United Kingdom Cranleigh Personnel Full timeParaplanner Team Leader OpportunityCranleigh Personnel is seeking an experienced Paraplanner to lead our team in Bishops Stortford. As a Paraplanning Team Leader, you will be responsible for supporting and mentoring junior Paraplanners, drafting suitability reports, and cash flow forecasting.Key Responsibilities:Lead a team of 3 Advisers and 1...
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Paraplanning Team Leader
7 days ago
Bishop's Stortford, Hertfordshire, United Kingdom Cranleigh Personnel Full timeParaplanner Team Leader OpportunityCranleigh Personnel is seeking an experienced Paraplanner to lead our team in Bishops Stortford. As a Paraplanning Team Leader, you will be responsible for supporting and mentoring junior Paraplanners, drafting suitability reports, and cash flow forecasting.Key Responsibilities:Lead a team of 3 Advisers and 1...
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Senior Financial Planning Specialist
2 weeks ago
Bishop's Stortford, Hertfordshire, United Kingdom Heat Recruitment Full timeSenior Paraplanner OpportunityWe are working with a highly successful Financial Planning and Investment Management practice near Bishops Stortford who are now looking for an experienced Senior Paraplanner to join their team.Key Responsibilities:Support the Senior Leadership Team with process improvements, technical cases, and team development.Attend client...
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Senior Financial Planning Specialist
2 weeks ago
Bishop's Stortford, Hertfordshire, United Kingdom Heat Recruitment Full timeSenior Paraplanner OpportunityWe are working with a highly successful Financial Planning and Investment Management practice near Bishops Stortford who are now looking for an experienced Senior Paraplanner to join their team.Key Responsibilities:Support the Senior Leadership Team with process improvements, technical cases, and team development.Attend client...
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Senior Financial Planning Specialist
2 weeks ago
Bishop's Stortford, Hertfordshire, United Kingdom Heat Recruitment Ltd Full timeSenior Paraplanner Opportunity **About the Role** We are seeking an experienced Senior Paraplanner to join our team at a highly successful Financial Planning and Investment Management practice near Bishops Stortford. As a key hire for the business, you will be responsible for helping the Senior Leadership Team with processes, technical cases, and overall...
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Senior Financial Planning Specialist
2 weeks ago
Bishop's Stortford, Hertfordshire, United Kingdom Heat Recruitment Ltd Full timeSenior Paraplanner Opportunity **About the Role** We are seeking an experienced Senior Paraplanner to join our team at a highly successful Financial Planning and Investment Management practice near Bishops Stortford. As a key hire for the business, you will be responsible for helping the Senior Leadership Team with processes, technical cases, and overall...
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Senior Financial Planner
7 days ago
Bishop's Stortford, Hertfordshire, United Kingdom Finlink Ltd Full timeAbout the RoleWe are seeking an experienced Paraplanner to lead our in-house team, providing expert support to our Financial Advisors and helping to drive business growth.Key ResponsibilitiesLead the Paraplanning team to ensure efficient and effective delivery of servicesManage paraplanner workloads, projects, and one-to-one meetings to support learning...