Paraplanning Specialist

Paraplanning Specialist Job SummaryAvenue Recruitment Group LTD is seeking a skilled Paraplanning Specialist to join their financial planning practice. In this role, you will provide technical support to financial planners, analyzing complex data and developing creative solutions to meet client needs. With at least 5 years of experience in the industry, you...

A National Wealth Management Firm is seeking a skilled Paraplanning Specialist to join their team in High Wycombe. As a key member of the team, you will provide critical support to the financial planning process, ensuring accurate and efficient delivery of services to clients.This exciting opportunity offers a chance to work with a well-established company,...

Paraplanning Opportunity with Competitive SalaryWe are seeking an experienced Paraplanner to join our team in Stokenchurch. As a senior paraplanning specialist, you will play a vital role in delivering exceptional independent financial advice and supporting the growth of our business.Job OverviewParticipate in debriefing sessions with advisers following...

Do you have a passion for financial planning and a drive to succeed? IDEX Consulting Ltd is seeking a skilled Financial Services Coordinator to join their team as a Paraplanning Specialist.We are working closely with a practice of Chartered Financial Planners who are looking for an experienced Paraplanner to join their team.As a key member of the financial...

Avenue Recruitment Group LTD is a leading recruitment agency in the financial sector, and we are currently seeking a highly skilled Senior Paraplanning Specialist to join our team.About the JobWe are looking for an experienced professional with at least 5 years of experience in providing technical support to financial planners. The successful candidate will...

At Templegate Recruitment, we're looking for a skilled Paraplanning Specialist to join our team. As a Paraplanning Specialist, you will be responsible for supporting the paraplanning process and working closely with senior paraplanners to deliver high-quality results.We offer a competitive salary of £40,000 - £60,000 per annum, depending on experience, as...

We are seeking an experienced Home Based Investment Specialist to join our team at Austin Fraser. As a key member of our paraplanning team, you will work closely with our advisers to provide high-quality technical support and maintain accurate records. Your duties will include researching funds and products, writing suitability reports, and preparing client...

**Job Title:** Paraplanner/Senior ParaplannerAre you an experienced Paraplanner looking to advance your career in a supportive and respected financial planning environment? We have an excellent opportunity for an enthusiastic and skilled Paraplanner to join our team as a Senior Paraplanner. The successful candidate will have a minimum of 3 years experience...

About the RoleTEMPLEGATE RECRUITMENT LIMITED seeks an experienced Paraplanner to join their team in Stokenchurch. This role is ideal for someone with a minimum of 3 years in Paraplanning who is either Level 4 Diploma qualified or actively working towards it.The successful candidate will be committed to delivering exceptional independent financial advice,...

We are currently recruiting for a financial planning firm in Stokenchurch who require a skilled Paraplanner due to company growth.The successful candidate will have a minimum of 3 years of experience in Paraplanning and be working towards or at Diploma Level 4 Qualified.Key responsibilities include provision of high-quality technical support, writing...

About the Role:A well-established and highly successful financial planning practice, Avenue Recruitment Group LTD, is seeking a skilled Senior Paraplanner to join their technical team.The ideal candidate will be chartered or close to achieving the chartered milestone with at least 5 years of experience in offering technical support to busy financial...

Technical Support Specialist Job DescriptionJoin our dynamic team at Avenue Recruitment Group LTD as a Technical Support Specialist, supporting experienced financial planners to deliver high-quality services to clients.Key Tasks:Support senior advisers in client meetings by providing technical expertise and analysisDevelop and implement effective solutions...

Job DescriptionNJR Recruitment is partnering with a leading National Wealth Management Firm to find an experienced Paraplanner for their team in High Wycombe.This role would be perfect for someone looking to further their career in the financial planning sector. With full study support, you'll have the opportunity to develop your skills and knowledge in a...

Job DescriptionThis Technical Support Specialist role will be responsible for providing technical support to our financial planning team, including fund and product research, writing suitability reports, and overseeing the implementation of investments. The ideal candidate will have a strong background in Paraplanning, with a minimum of 3 years' experience...

Kingswood Group Overview We have a fantastic opportunity for a talented individual to join our team in Penn on a full-time, permanent contract. With assets under management of 9 billion, we have a growing network of offices across the UK as well as offices in New York and Johannesburg. Our clients range from private individuals to some of the UK's largest...

Job Title: Paraplanner/Senior ParaplannerLocation: StokenchurchEstimated Salary: £42,675 (based on a salary range of £35,000 - £55,000 and a location allowance)About the Role:The successful candidate will have a minimum of 3 years' experience in paraplanning and either be Level 4 Diploma qualified or actively working towards it.Key...

Paraplanning SpecialistWe are seeking a highly skilled Paraplanning Specialist to join our team at NJR Recruitment.This is a fantastic opportunity for someone looking to take their career to the next level in financial services with a leading recruitment firm based in the UK.The successful candidate will have a strong background in paraplanning, with...

About Us: TEMPLEGATE RECRUITMENT LIMITED is a leading recruitment agency specialising in financial services. Our team of experts has extensive knowledge and experience in matching top talent with prestigious clients.Our Client: This well-established company is seeking an experienced financial planning specialist to join their dynamic paraplanning team. As a...

Job Overview:We are seeking a highly motivated Paraplanner to join our team. The successful candidate will have a minimum of 3 years' experience in a similar role and be either Level 4 Diploma qualified or actively working towards it.Key Responsibilities:* Assist in the preparation of client reports and proposals.* Conduct research on investment products and...

Job Summary: Experienced financial planning specialist required for a paraplanning team, with a minimum of 3 years experience and Level 4 Diploma qualification or actively working towards it.About the Role: Deliver exceptional independent financial advice, provide a supportive environment for career progression, professional development, and achieving...

About the RoleTEMPLEGATE RECRUITMENT LIMITED seeks an experienced Paraplanner to join their team. The ideal candidate will have a minimum of 3 years in Paraplanning and be Level 4 Diploma qualified or actively working towards it.The role involves participating in debriefing sessions with advisers, analysing client data, conducting research on funds and...

About the JobWe are seeking an experienced Paraplanner to join our team at TEMPLEGATE RECRUITMENT LIMITED. The successful candidate will have a strong background in financial planning, with a minimum of 3 years experience in a Paraplanning role.The role involves providing support to our advisers, conducting research on funds and products, and preparing...

A respected financial planning practice is seeking an experienced technical support specialist to join their team. In this role, you will provide vital support to their financial planners and contribute to the success of the company.The ideal candidate will have significant experience in technical support and be able to adapt to the company's procedures....