Paraplanning Professional
2 days ago
Job Summary:
Ortus PSR is seeking a skilled Paraplanner to join our team. As a Paraplanning Professional, you will play a crucial role in supporting our financial advisors in providing exceptional client service.
Key Responsibilities:
- Assist in the preparation of financial plans and reports for clients
- Conduct research and analysis to support financial planning recommendations
- Develop and maintain knowledge of financial products and services
- Collaborate with financial advisors to ensure seamless client service
- Contribute to the growth and development of our financial planning team
Requirements:
- Diploma in Financial Planning or related field (desirable)
- Proven experience in paraplanning or a related role
- Excellent analytical and problem-solving skills
- Strong communication and interpersonal skills
- Ability to work in a fast-paced environment and prioritize tasks effectively
What We Offer:
- A dynamic and supportive work environment
- Opportunities for professional growth and development
- A competitive salary and benefits package
How to Apply:
If you are a motivated and detail-oriented individual with a passion for financial planning, please submit your application.
-
Paraplanning Professional
1 week ago
London, Greater London, United Kingdom Taylor James Professional Recruitment Full timeWe are partnering with a leading chartered firm of financial planners to appoint a diploma qualified paraplanner to join the team on a permanent basis.This role offers an experienced paraplanner a real opportunity to act as an integral member of the team, supporting the delivery of high-quality financial planning services to a client base of high net worth...
-
Paraplanning Professional
24 hours ago
London, Greater London, United Kingdom Taylor James Professional Recruitment Full timeFinancial Planning Opportunity We are partnering with a chartered firm of financial planners to appoint a diploma qualified paraplanner to join their team on a permanent basis. This role offers an experienced paraplanner a real opportunity to contribute to the team's success. Key Responsibilities * Provide technical support to financial planners in the...
-
Paraplanning Professional
21 hours ago
London, Greater London, United Kingdom Taylor James Professional Recruitment Full timeFinancial Planning Opportunity We are partnering with a chartered firm of financial planners to appoint a diploma qualified paraplanner to join their team on a permanent basis. This role offers an experienced paraplanner a real opportunity to contribute to the team's success. Key Responsibilities * Provide technical support to financial planners in the...
-
Paraplanning Professional
6 days ago
London, Greater London, United Kingdom Nigel James Associates Ltd Full timeRole OverviewNigel James Associates Ltd have partnered with a highly established and award-winning Financial Planning company to recruit an experienced Paraplanning Professional to support a team of Financial Planners providing holistic advice to high net worth clients.Key ResponsibilitiesProvide true paraplanning support, including full research and report...
-
Paraplanning Professional
1 week ago
London, Greater London, United Kingdom Nigel James Associates Ltd Full timeRole OverviewNigel James Associates Ltd have partnered with a highly established and award-winning Financial Planning company to recruit an experienced Paraplanning Professional to support a team of Financial Planners providing holistic advice to high net worth clients.Key ResponsibilitiesProvide true paraplanning support, including full research and report...
-
Paraplanning Professional
3 days ago
London, Greater London, United Kingdom Recruitment Rebellion Full timeAbout the RoleWe are seeking an experienced Paraplanning Professional to join our team at Recruitment Rebellion. As a key member of our financial planning department, you will play a vital role in supporting our advisers and preparing compliant reports.Key ResponsibilitiesPrepare research and suitability reports for our advisers.Perform day-to-day...
-
Paraplanning Professional
2 days ago
London, Greater London, United Kingdom Recruitment Rebellion Full timeAbout the RoleWe are seeking an experienced Paraplanning Professional to join our team at Recruitment Rebellion. As a key member of our financial planning department, you will play a vital role in supporting our advisers and preparing compliant reports.Key ResponsibilitiesPrepare research and suitability reports for our advisers.Perform day-to-day...
-
Paraplanning Professional
1 week ago
London, Greater London, United Kingdom Nigel James Associates Ltd Full timeJob Overview**Role Summary**Nigel James Associates Ltd is partnering with a highly respected Financial Planning company to recruit an experienced Paraplanning Professional to support a team of Financial Planners in providing holistic advice to high net worth clients.Key ResponsibilitiesProvide comprehensive paraplanning support, including full research and...
-
Paraplanning Professional
7 days ago
London, Greater London, United Kingdom Recruitment Rebellion Full timeAbout the RoleWe are seeking a highly skilled Paraplanning Professional to join our team at Recruitment Rebellion. As a key member of our financial planning department, you will play a vital role in supporting our advisers and preparing compliant reports.Key ResponsibilitiesPrepare research and suitability reports for our advisers.Perform day-to-day...
-
Paraplanning Professional
6 days ago
London, Greater London, United Kingdom Recruitment Rebellion Full timeAbout the RoleWe are seeking a highly skilled Paraplanning Professional to join our team at Recruitment Rebellion. As a key member of our financial planning department, you will play a vital role in supporting our advisers and preparing compliant reports.Key ResponsibilitiesPrepare research and suitability reports for our advisers.Perform day-to-day...
-
Paraplanning Professional
6 days ago
London, Greater London, United Kingdom Nigel James Associates Ltd Full timeRole OverviewNigel James Associates Ltd have partnered with a highly established and award-winning Financial Planning company to recruit an experienced Paraplanning Professional to join their team.About the CompanyThe company is a leading provider of holistic financial advice to high net worth individuals, with a strong reputation for delivering exceptional...
-
Paraplanning Professional
6 days ago
London, Greater London, United Kingdom Nigel James Associates Ltd Full timeRole OverviewNigel James Associates Ltd have partnered with a highly established and award-winning Financial Planning company to recruit an experienced Paraplanning Professional to join their team.About the CompanyThe company is a leading provider of holistic financial advice to high net worth individuals, with a strong reputation for delivering exceptional...
-
Paraplanning Professional
3 days ago
London, Greater London, United Kingdom Antony George Recruitment Full timeAbout Antony George RecruitmentWe are a leading recruitment agency specialising in the financial services sector, dedicated to providing exceptional candidates to our clients.Job DescriptionAs a Paraplanning Professional, you will play a vital role in supporting our team of wealth advisers in delivering exceptional client service. Your primary...
-
Paraplanning Professional
3 days ago
London, Greater London, United Kingdom Antony George Recruitment Full timeAbout Antony George RecruitmentWe are a leading recruitment agency specialising in the financial services sector, dedicated to providing exceptional candidates to our clients.Job DescriptionAs a Paraplanning Professional, you will play a vital role in supporting our team of wealth advisers in delivering exceptional client service. Your primary...
-
Paraplanning Professional
1 week ago
London, Greater London, United Kingdom Ortus PSR Full timeJob Summary:Ortus PSR is seeking a skilled Paraplanner to join our team. As a Paraplanning Professional, you will play a crucial role in supporting our financial advisors in providing exceptional client service.Key Responsibilities:Assist in the preparation of financial plans and reports for clientsConduct research and analysis to support financial planning...
-
Paraplanning Professional
6 days ago
London, Greater London, United Kingdom Ortus PSR Full timeJob Summary:Ortus PSR is seeking a skilled Paraplanner to join our team. As a Paraplanning Professional, you will play a crucial role in supporting our financial advisors in providing exceptional client service.Key Responsibilities:Assist in the preparation of financial plans and reports for clientsConduct research and analysis to support financial planning...
-
Paraplanning Professional
6 days ago
London, Greater London, United Kingdom Ortus PSR Full timeJob Summary:Ortus PSR is seeking a skilled Paraplanner to join our team. As a Paraplanning Professional, you will play a crucial role in supporting our financial advisors in providing exceptional client service.Key Responsibilities:Assist in the preparation of financial plans and reports for clientsConduct research and analysis to support financial planning...
-
Paraplanning Professional
5 days ago
London, Greater London, United Kingdom Nigel James Associates Ltd Full timeJob OpportunityNigel James Associates Ltd is seeking an experienced Paraplanner to join their team in London. The successful candidate will provide high-quality paraplanning support to a team of Financial Planners, working with HNW clients to deliver holistic advice.Key ResponsibilitiesProvide true paraplanning support, including full research and report...
-
Paraplanning Professional
5 days ago
London, Greater London, United Kingdom Nigel James Associates Ltd Full timeJob OpportunityNigel James Associates Ltd is seeking an experienced Paraplanner to join their team in London. The successful candidate will provide high-quality paraplanning support to a team of Financial Planners, working with HNW clients to deliver holistic advice.Key ResponsibilitiesProvide true paraplanning support, including full research and report...
-
Senior Paraplanning Professional
1 week ago
London, Greater London, United Kingdom Heat Recruitment Full timeAbout the RoleWe are seeking an experienced Senior Paraplanning Professional to join our team at Heat Recruitment. As a key hire for our client, you will be responsible for helping the Paraplanning Manager with processes, technical cases, and overall team improvements.This is an exciting opportunity to join a highly successful Financial Planning and...