Lead Paraplanner

Position OverviewOur esteemed client, a leading entity in the Wealth Management sector in the UK, is currently seeking a Lead Paraplanner to enhance their team.In this pivotal role, you will assist Wealth Advisors by conducting thorough research on a comprehensive array of financial planning solutions, including but not limited to retirement plans, insurance...

Position: ParaplannerLocation: Guildford, Surrey (3 days per week working from home)Minimum Requirements: Level 4 qualified; 2 years' paraplanning experience; Intelligent Office experience; Live near to GuildfordSalary/package: Up to £45,000 (depending on experience) + annual bonus + 25 days' annual leave + pension (5%, 5%) + study support + private...

Position: ParaplannerLocation: Surrey (3 days per week working from home)Minimum Requirements: Level 4 qualified; 2 years' paraplanning experience; Intelligent Office experience; Salary/package: Up to £45,000 (depending on experience) + annual bonus + 25 days' annual leave + pension (5%, 5%) + study support + private medical + DIS + free parkingYOUR...

ParaplannerLocation: GuildfordDepartment: Financial Planning TeamEmployment Type: Full time, hybrid working.Salary: Competitive with a superb benefits package.We are thrilled to be partnering with one of the Uk’s leading investment management companies with a 200 year legacy for building trusted advice on Wealth Management and Investments.Due to expansion,...

About the RoleWe are seeking a highly skilled Paraplanner to join our team at Vision-FS Recruitment, a leading Financial Services Recruitment business. As a Paraplanner, you will play a crucial role in supporting our clients in the Financial Planning and Wealth Management sector.Key ResponsibilitiesConduct in-depth research and analysis to identify suitable...

About the RoleWe are seeking a highly skilled Paraplanner to join our team at Vision-FS Recruitment, a leading Financial Services Recruitment business. As a Paraplanner, you will play a crucial role in supporting our clients in the Financial Planning and Wealth Management sector.Key ResponsibilitiesConduct in-depth research and analysis to identify suitable...

About the Role:We are seeking a highly skilled and experienced Senior Paraplanner to join our team at Bruin Financial, a leading Wealth Management company in the UK. As a Senior Paraplanner, you will play a crucial role in supporting our Wealth Planners by conducting in-depth research on a wide range of financial planning products and services, including...

About the Role:We are seeking a highly skilled and experienced Senior Paraplanner to join our team at Bruin Financial, a leading Wealth Management company in the UK. As a Senior Paraplanner, you will play a crucial role in supporting our Wealth Planners by conducting in-depth research on a wide range of financial planning products and services, including...

Job Title: Paraplanner - Financial Planning SpecialistJob Summary:We are seeking a highly skilled Paraplanner to join our team at Vision-FS Recruitment. As a Paraplanner, you will play a crucial role in supporting our Financial Planners in providing exceptional client service and delivering high-quality financial solutions.Key Responsibilities:Conduct...

Job Title: Paraplanner - Financial Planning SpecialistJob Summary:We are seeking a highly skilled Paraplanner to join our team at Vision-FS Recruitment. As a Paraplanner, you will play a crucial role in supporting our Financial Planners in providing exceptional client service and delivering high-quality financial solutions.Key Responsibilities:Conduct...

About the RoleWe are partnering with a leading investment management company to find a skilled Paraplanner to join their Financial Planning Team. As a Paraplanner, you will play a crucial role in providing technical research services to Planners and ensuring the preparation of client advice is of the highest quality and delivered efficiently.Key...

About the RoleWe are partnering with a leading investment management company to find a skilled Paraplanner to join their Financial Planning Team. As a Paraplanner, you will play a crucial role in providing technical research services to Planners and ensuring the preparation of client advice is of the highest quality and delivered efficiently.Key...

Job DescriptionParaplanner Role OverviewWe are seeking an experienced Paraplanner to join our team at Tate Recruitment, working closely with our clients in the Financial Services industry. As a Paraplanner, you will play a crucial role in providing technical research services and ensuring the preparation of client advice is of the highest quality.Key...

About the RoleWe are seeking a highly skilled Paraplanner to join our team at Vision-FS Recruitment, a leading Financial Services Recruitment business. As a Paraplanner, you will play a crucial role in supporting our clients in the Financial Planning and Wealth Management sector.Key ResponsibilitiesConduct in-depth research to identify suitable solutions for...

About the RoleWe are seeking a highly skilled Paraplanner to join our team at Vision-FS Recruitment, a leading Financial Services Recruitment business. As a Paraplanner, you will play a crucial role in supporting our clients in the Financial Planning and Wealth Management sector.Key ResponsibilitiesConduct in-depth research to identify suitable solutions for...

About the RoleWe are seeking an experienced Paraplanner to join our Financial Planning Team at Tate Recruitment. As a key member of our team, you will play a vital role in delivering exceptional client experiences and supporting our Planners in providing high-quality advice.Key ResponsibilitiesProvide technical research services to our Planners, ensuring the...

About the RoleWe are seeking an experienced Paraplanner to join our Financial Planning Team at Tate Recruitment. As a key member of our team, you will play a vital role in delivering exceptional client experiences and supporting our Planners in providing high-quality advice.Key ResponsibilitiesProvide technical research services to our Planners, ensuring the...

About the RoleWe are seeking a highly skilled Paraplanner to join our rapidly-expanding Administration team at Vision-FS Recruitment. As a leading Financial Services Recruitment business, we specialize in Financial Planning, Wealth Management, and Employee Benefits Recruitment.Key ResponsibilitiesConduct regular strategy meetings with Financial Planners to...

About the RoleWe are seeking a highly skilled Paraplanner to join our rapidly-expanding Administration team at Vision-FS Recruitment. As a leading Financial Services Recruitment business, we specialize in Financial Planning, Wealth Management, and Employee Benefits Recruitment.Key ResponsibilitiesConduct regular strategy meetings with Financial Planners to...

Job DescriptionJob Title: Paraplanner - Financial Planning SpecialistLocation: Remote/HybridDepartment: Financial Planning TeamEmployment Type: Full-timeSalary: Competitive with a superb benefits packageWe are thrilled to be partnering with one of the UK's leading investment management companies with a 200-year legacy for building trusted advice on Wealth...