Current jobs related to Paraplanning Professional - Surrey Quays, Greater London - Antony George Recruitment

  • Paraplanning Professional

    6 days ago

    Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

    We are seeking a Paraplanner to provide vital support to our team of wealth advisers based in the Surrey area. The ideal candidate will have previous experience in paraplanning and administration, with a strong understanding of financial planning solutions and investment strategies.Key responsibilities include:Paraplanning Support• Provide high-quality...

  • Paraplanning Professional

    4 weeks ago

    Surrey, United Kingdom Antony George Recruitment Full time

    Job Title: ParaplannerAt Antony George Recruitment, we are seeking a skilled Paraplanner to join our team. As a Paraplanner, you will play a crucial role in supporting our wealth advisers in providing exceptional client service.About the Role:The successful candidate will be responsible for performing client research, constructing reports, and maintaining...

  • Paraplanning Professional

    4 weeks ago

    Surrey, United Kingdom Antony George Recruitment Full time

    Job Title: ParaplannerAt Antony George Recruitment, we are seeking a skilled Paraplanner to join our team. As a Paraplanner, you will play a crucial role in supporting our wealth advisers in providing exceptional client service.About the Role:The successful candidate will be responsible for performing client research, constructing reports, and maintaining...

  • Paraplanning Team Lead

    3 weeks ago

    Surrey, United Kingdom Blakemore Recruitment Full time

    Head of Paraplanning Job DescriptionThis leading Private Banking organisation is currently seeking a highly experienced Paraplanning professional to join their team as a Head of Paraplanning. The successful candidate will be responsible for leading a team of paraplanners and providing strategic guidance to ensure the delivery of high-quality paraplanning...

  • Paraplanning Team Lead

    3 weeks ago

    Surrey, United Kingdom Blakemore Recruitment Full time

    Head of Paraplanning Job DescriptionThis leading Private Banking organisation is currently seeking a highly experienced Paraplanning professional to join their team as a Head of Paraplanning. The successful candidate will be responsible for leading a team of paraplanners and providing strategic guidance to ensure the delivery of high-quality paraplanning...

  • Paraplanning Team Lead

    1 month ago

    Surrey, United Kingdom Blakemore Recruitment Full time

    Head of Paraplanning Job DescriptionThis leading Private Banking organisation is currently seeking a highly experienced Paraplanning professional to join their team as a Head of Paraplanning. The successful candidate will be responsible for leading a team of paraplanners and providing strategic guidance to ensure the delivery of high-quality paraplanning...

  • Paraplanning Team Lead

    1 month ago

    Surrey, United Kingdom Blakemore Recruitment Full time

    Head of Paraplanning Job DescriptionThis leading Private Banking organisation is currently seeking a highly experienced Paraplanning professional to join their team as a Head of Paraplanning. The successful candidate will be responsible for leading a team of paraplanners and providing strategic guidance to ensure the delivery of high-quality paraplanning...

  • Paraplanning Professional

    3 weeks ago

    Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Paraplanner Job OpportunityWe are seeking a skilled Paraplanner to join our team at Artemis Recruitment Consultants Ltd. As a Paraplanner, you will play a vital role in supporting our wealth advisers in the Surrey area.Key Responsibilities:Provide technical support to our wealth advisersResearch and analyze financial planning solutions and investment...

  • Paraplanning Professional

    3 weeks ago

    Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Paraplanner Job OpportunityWe are seeking a skilled Paraplanner to join our team at Artemis Recruitment Consultants Ltd. As a Paraplanner, you will play a vital role in supporting our wealth advisers in the Surrey area.Key Responsibilities:Provide technical support to our wealth advisersResearch and analyze financial planning solutions and investment...

  • Paraplanning Team Lead

    1 month ago

    Surrey, United Kingdom Blakemore Recruitment Full time

    Head of Paraplanning Job DescriptionThis leading Private Banking organisation is currently seeking a highly experienced Paraplanning professional to lead their Paraplanning team.The ideal candidate will have a strong background in Financial Services, with experience in managing a Sales Support or Paraplanning team. They will possess excellent communication...

  • Paraplanning Team Lead

    1 month ago

    Surrey, United Kingdom Blakemore Recruitment Full time

    Head of Paraplanning Job DescriptionThis leading Private Banking organisation is currently seeking a highly experienced Paraplanning professional to lead their Paraplanning team.The ideal candidate will have a strong background in Financial Services, with experience in managing a Sales Support or Paraplanning team. They will possess excellent communication...

  • Senior Paraplanning Manager

    2 months ago

    Surrey, United Kingdom Blakemore Recruitment Full time

    Job Summary:Blakemore Recruitment is seeking a highly experienced Paraplanning Manager to join our team. As a key member of our organization, you will be responsible for leading a team of paraplanners and providing strategic guidance to ensure the successful delivery of paraplanning services.Key Responsibilities:Lead a team of paraplanners to achieve...

  • Senior Paraplanning Manager

    2 months ago

    Surrey, United Kingdom Blakemore Recruitment Full time

    Job Summary:Blakemore Recruitment is seeking a highly experienced Paraplanning Manager to join our team. As a key member of our organization, you will be responsible for leading a team of paraplanners and providing strategic guidance to ensure the successful delivery of paraplanning services.Key Responsibilities:Lead a team of paraplanners to achieve...

  • Paraplanning Team Lead

    4 weeks ago

    Surrey, United Kingdom Blakemore Recruitment Full time

    Head of Paraplanning Job DescriptionThis leading Private Banking organisation is currently seeking a highly experienced Paraplanning professional to lead their Paraplanning team.The ideal candidate will have a strong background in Financial Services, with experience in managing a Sales Support or Paraplanning team. They will possess excellent communication...

  • Paraplanning Team Lead

    4 weeks ago

    Surrey, United Kingdom Blakemore Recruitment Full time

    Head of Paraplanning Job DescriptionThis leading Private Banking organisation is currently seeking a highly experienced Paraplanning professional to lead their Paraplanning team.The ideal candidate will have a strong background in Financial Services, with experience in managing a Sales Support or Paraplanning team. They will possess excellent communication...

  • Paraplanning Team Lead

    4 weeks ago

    Surrey, United Kingdom Blakemore Recruitment Full time

    Head of Paraplanning Job DescriptionThis leading Private Banking organisation is currently seeking a highly experienced Paraplanning professional to lead their Paraplanning team.The ideal candidate will have a strong background in Financial Services, with experience in managing a Sales Support or Paraplanning team. They will possess excellent communication...

  • Paraplanning Team Lead

    4 weeks ago

    Surrey, United Kingdom Blakemore Recruitment Full time

    Head of Paraplanning Job DescriptionThis leading Private Banking organisation is currently seeking a highly experienced Paraplanning professional to lead their Paraplanning team.The ideal candidate will have a strong background in Financial Services, with experience in managing a Sales Support or Paraplanning team. They will possess excellent communication...

  • Senior Paraplanning Manager

    4 days ago

    Surrey, United Kingdom Blakemore Recruitment Full time

    About the RoleWe are seeking an experienced Paraplanning Manager to join our team at Blakemore Recruitment. This is an excellent opportunity for someone who possesses a strong background in Financial Services and has experience managing a Sales Support or Paraplanning team.The successful candidate will have a high level of paraplanning experience within the...

  • Paraplanning Team Lead

    2 months ago

    Surrey, United Kingdom Blakemore Recruitment Full time

    About the Role:Blakemore Recruitment is seeking a highly experienced Paraplanning Manager to join our team. As a key member of our organization, you will be responsible for leading a team of paraplanners and providing strategic guidance to support the growth and success of our business.Key Responsibilities:Lead a team of paraplanners to achieve business...

  • Paraplanning Team Lead

    2 months ago

    Surrey, United Kingdom Blakemore Recruitment Full time

    About the Role:Blakemore Recruitment is seeking a highly experienced Paraplanning Manager to join our team. As a key member of our organization, you will be responsible for leading a team of paraplanners and providing strategic guidance to support the growth and success of our business.Key Responsibilities:Lead a team of paraplanners to achieve business...

Paraplanning Professional

2 months ago

Surrey Quays, Greater London, United Kingdom Antony George Recruitment Full time
About the Role

We are seeking a highly skilled and experienced Paraplanning Professional to join our team at Antony George Recruitment. As a key member of our financial services team, you will play a vital role in supporting our wealth advisers in delivering exceptional client service.

Key Responsibilities
  • Provide expert paraplanning support to our team of wealth advisers, ensuring the highest possible standard of client service.
  • Conduct thorough research on financial planning solutions, investment strategies, and products to inform client recommendations.
  • Prepare comprehensive recommendation reports for client meetings, ensuring all necessary information is presented in a clear and concise manner.
  • Write suitability reports and annual review reports, providing detailed analysis and recommendations.
  • Offer high-level technical support to our advisers, ensuring they have the necessary information to provide exceptional client service.
  • Assist our advisers with client management, ensuring seamless communication and coordination.
  • Provide technical reports and information to our advisers and clients, ensuring they have the necessary knowledge to make informed decisions.
  • Ensure accurate and timely execution of high-worth investment transactions.
Requirements
  • 2 years of experience in paraplanning, with a strong understanding of financial planning principles and practices.
  • Excellent IT skills, with proficiency in Microsoft Office and experience with Cashcalc, X-Plan, and FE Analytics.
  • Strong technical knowledge of pensions, investments, and IHT planning, with a solid understanding of the Pension Switch market.
  • Good communication skills, with the ability to effectively communicate complex financial information to clients and advisers.
  • CII exam results or a Level 4 qualified in Financial Planning certificate.