Senior Paraplanning Professional
20 hours ago
We are working with a highly successful Financial Planning and Investment Management practice in North London who are seeking an experienced Senior Paraplanner to join their team.
Key Responsibilities:- Support the Paraplanning Manager with processes, technical cases, and team improvements
- Attend client meetings with Planners and provide support with clients
- Contribute to the development and implementation of new ideas and initiatives
- Several years of experience in a Paraplanning position
- Strong technical knowledge and Level 4 Diploma qualification
- Excellent compliance knowledge and experience with cashflow modelling
- Strong leadership skills and entrepreneurial spirit
- Hybrid working arrangement with 3 days in the office
- Ongoing professional development and training
- 28 days holiday plus bank holidays
- PMI company bonus and support with exams
- 4% employer pension contribution rising to 10%
-
Senior Paraplanning Professional
7 days ago
London, Greater London, United Kingdom Heat Recruitment Full timeJob Opportunity for a Senior ParaplannerAbout the Role:We are working with a highly successful Financial Services firm in the UK who are now looking for an experienced Senior Paraplanner to join their team.The Senior Paraplanner will be a key hire for the business and will be responsible for assisting the Paraplanning Manager with processes, technical cases,...
-
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...
-
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...
-
Senior Paraplanning Professional
4 days ago
London, Greater London, United Kingdom Financial Divisions Full time £55,000Job OpportunityJob Title: Senior ParaplannerCompany: Financial DivisionsLocation: St Albans areaJob Type: Full-timeSalary: Up to £55,000 per annumBenefits:Comprehensive study packageBonus schemeOpportunity to buy additional holidaysChristmas closureHybrid working arrangementOpportunity to grow pensionStudy support towards achieving Chartered StatusJob...
-
Senior Paraplanning Professional
4 days ago
London, Greater London, United Kingdom Financial Divisions Full time £55,000Job OpportunityJob Title: Senior ParaplannerCompany: Financial DivisionsLocation: St Albans areaJob Type: Full-timeSalary: Up to £55,000 per annumBenefits:Comprehensive study packageBonus schemeOpportunity to buy additional holidaysChristmas closureHybrid working arrangementOpportunity to grow pensionStudy support towards achieving Chartered StatusJob...
-
Paraplanning Professional
16 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
13 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
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
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...
-
Senior Paraplanning Professional
6 days ago
London, Greater London, United Kingdom Jenson Fisher Consulting Ltd Full timeJob Title: Senior Paraplanning ProfessionalWe are seeking a highly skilled and experienced Senior Paraplanning Professional to join our team at Jenson Fisher Consulting Ltd. As a key member of our financial planning team, you will provide expert support to our Financial Advisers, helping them to develop and maintain detailed financial plans for our...
-
Senior Paraplanning Professional
7 days ago
London, Greater London, United Kingdom Jenson Fisher Consulting Ltd Full timeJob Title: Senior Paraplanning ProfessionalWe are seeking a highly skilled and experienced Senior Paraplanning Professional to join our team at Jenson Fisher Consulting Ltd. As a key member of our financial planning team, you will provide expert support to our Financial Advisers, helping them to develop and maintain detailed financial plans for our...
-
Experienced Paraplanning Professional
6 days ago
London, Greater London, United Kingdom Heat Recruitment Full timeAbout the RoleWe are working with a highly successful Financial Planning and Investment Management practice who are now looking for an experienced Senior Paraplanner to join their team.The Senior Paraplanner will be a key hire for the business and will be responsible for helping the Paraplanning Manager with processes, technical cases, and overall team...
-
Experienced Paraplanning Professional
6 days ago
London, Greater London, United Kingdom Heat Recruitment Full timeAbout the RoleWe are working with a highly successful Financial Planning and Investment Management practice who are now looking for an experienced Senior Paraplanner to join their team.The Senior Paraplanner will be a key hire for the business and will be responsible for helping the Paraplanning Manager with processes, technical cases, and overall team...
-
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 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
5 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...