Current jobs related to Senior Paraplanning Professional - St Albans, Hertfordshire - Financial Divisions

  • Paraplanning Professional

    2 months ago

    St Albans, Hertfordshire, United Kingdom Ortus PSR Full time

    Unlock Your Potential as a Paraplanning ProfessionalWe are seeking an experienced and high-calibre Paraplanning Professional to join our dynamic team at Ortus PSR in St Albans. If you thrive in a supportive and forward-thinking environment and want to help our Financial Advisers deliver exceptional service to clients, this is the role for you.Why Choose...

  • Paraplanning Professional

    2 months ago

    St Albans, Hertfordshire, United Kingdom Ortus PSR Full time

    Unlock Your Potential as a Paraplanning ProfessionalWe are seeking an experienced and high-calibre Paraplanning Professional to join our dynamic team at Ortus PSR in St Albans. If you thrive in a supportive and forward-thinking environment and want to help our Financial Advisers deliver exceptional service to clients, this is the role for you.Why Choose...

  • Paraplanning Professional

    2 months ago

    St Albans, Hertfordshire, United Kingdom Ortus PSR Full time

    Unlock Your Potential as a Paraplanning ProfessionalWe are seeking an experienced and high-calibre Paraplanning Professional to join our dynamic team at Ortus PSR in St Albans. If you thrive in a supportive and forward-thinking environment and want to help our Financial Advisers deliver exceptional service to clients, this is the role for you.Why Choose...

  • Paraplanning Professional

    2 months ago

    St Albans, Hertfordshire, United Kingdom Ortus PSR Full time

    Unlock Your Potential as a Paraplanning ProfessionalWe are seeking an experienced and high-calibre Paraplanning Professional to join our dynamic team at Ortus PSR in St Albans. If you thrive in a supportive and forward-thinking environment and want to help our Financial Advisers deliver exceptional service to clients, this is the role for you.Why Choose...

  • Paraplanning Professional

    1 month ago

    St Albans, Hertfordshire, United Kingdom Ortus PSR Full time

    Unlock Your Potential as a Paraplanner at Ortus PSRWe are seeking a highly skilled and experienced Paraplanner to join our dynamic team in St Albans. As a key member of our Financial Planning department, you will play a vital role in delivering exceptional service to our High-Net-Worth clients and professional connections.Why Ortus PSR?Mission-Driven...

  • Paraplanning Professional

    1 month ago

    St Albans, Hertfordshire, United Kingdom Ortus PSR Full time

    Unlock Your Potential as a Paraplanner at Ortus PSRWe are seeking a highly skilled and experienced Paraplanner to join our dynamic team in St Albans. As a key member of our Financial Planning department, you will play a vital role in delivering exceptional service to our High-Net-Worth clients and professional connections.Why Ortus PSR?Mission-Driven...

  • Paraplanning Specialist

    4 weeks ago

    St Albans, Hertfordshire, United Kingdom Blakemore Recruitment Full time

    Paraplanner RoleWe are seeking an experienced Paraplanner to join our team at Blakemore Recruitment. As a Paraplanner, you will play a crucial role in supporting our financial planning team by providing high-level technical paraplanning services, including the production of cash flow models and suitability reports.Key ResponsibilitiesAnalyse client...

  • Paraplanning Specialist

    4 weeks ago

    St Albans, Hertfordshire, United Kingdom Blakemore Recruitment Full time

    Paraplanner RoleWe are seeking an experienced Paraplanner to join our team at Blakemore Recruitment. As a Paraplanner, you will play a crucial role in supporting our financial planning team by providing high-level technical paraplanning services, including the production of cash flow models and suitability reports.Key ResponsibilitiesAnalyse client...

  • Paraplanning Expert

    1 month ago

    St Albans, Hertfordshire, United Kingdom Ortus PSR Full time

    Unlock Your Potential as a Paraplanner at Ortus PSRWe are seeking a highly skilled and experienced Paraplanner to join our dynamic team in St Albans. As a key member of our Financial Planning department, you will play a vital role in delivering exceptional service to our High-Net-Worth clients and professional connections.Why Choose Ortus PSR?Mission-Driven...

  • Paraplanning Expert

    1 month ago

    St Albans, Hertfordshire, United Kingdom Ortus PSR Full time

    Unlock Your Potential as a Paraplanner at Ortus PSRWe are seeking a highly skilled and experienced Paraplanner to join our dynamic team in St Albans. As a key member of our Financial Planning department, you will play a vital role in delivering exceptional service to our High-Net-Worth clients and professional connections.Why Choose Ortus PSR?Mission-Driven...

  • Paraplanning Expert

    1 month ago

    St Albans, Hertfordshire, United Kingdom Ortus PSR Full time

    Elevate Your Career as a Paraplanner at Ortus PSRWe are seeking an experienced, high-calibre Paraplanner to join our dynamic team in St Albans. If you thrive in a supportive, forward-thinking environment and want to help our Financial Advisers deliver first-class service to clients, this is the role for you.Why Choose Ortus PSR?Mission-Driven: We aim to...

  • Paraplanning Expert

    1 month ago

    St Albans, Hertfordshire, United Kingdom Ortus PSR Full time

    Unlock Your Potential as a Paraplanner at Ortus PSRWe are seeking a highly skilled and experienced Paraplanner to join our dynamic team in St Albans. As a key member of our Financial Planning department, you will play a vital role in delivering exceptional service to our clients and supporting our Financial Advisers in their work.Why Choose Ortus...

  • Paraplanning Expert

    1 month ago

    St Albans, Hertfordshire, United Kingdom Ortus PSR Full time

    Unlock Your Potential as a Paraplanner at Ortus PSRWe are seeking a highly skilled and experienced Paraplanner to join our dynamic team in St Albans. As a key member of our Financial Planning department, you will play a vital role in delivering exceptional service to our clients and supporting our Financial Advisers in their work.Why Choose Ortus...

  • Paraplanning Expert

    1 month ago

    St Albans, Hertfordshire, United Kingdom Ortus PSR Full time

    Elevate Your Career as a Paraplanner at Ortus PSRWe are seeking an experienced, high-calibre Paraplanner to join our dynamic team in St Albans. If you thrive in a supportive, forward-thinking environment and want to help our Financial Advisers deliver first-class service to clients, this is the role for you.Why Choose Ortus PSR?Mission-Driven: We aim to...

  • Senior Professional

    4 weeks ago

    St Albans, Hertfordshire, United Kingdom Elusive Professional Solutions Ltd Full time

    Unlock Your Potential with Elusive Professional Solutions LtdWe are seeking a highly motivated and ambitious semi-senior to join our team. As a key player in our organization, you will have the opportunity to transition into a management role shortly, leveraging your skills and experience to drive business growth and success.Key Responsibilities:Develop and...

  • Senior Professional

    4 weeks ago

    St Albans, Hertfordshire, United Kingdom Elusive Professional Solutions Ltd Full time

    Unlock Your Potential with Elusive Professional Solutions LtdWe are seeking a highly motivated and ambitious semi-senior to join our team. As a key player in our organization, you will have the opportunity to transition into a management role shortly, leveraging your skills and experience to drive business growth and success.Key Responsibilities:Develop and...

  • Semi-Senior Professional

    4 weeks ago

    St Albans, Hertfordshire, United Kingdom Elusive Professional Solutions Ltd Full time

    Senior Career Development PositionWe are seeking a highly motivated and ambitious individual to join our team as a semi-senior professional. This role offers a unique opportunity for career growth and development, with the potential to transition into a management role shortly.About the Role:Develop and implement strategies to drive business growth and...

  • Semi-Senior Professional

    4 weeks ago

    St Albans, Hertfordshire, United Kingdom Elusive Professional Solutions Ltd Full time

    Senior Career Development PositionWe are seeking a highly motivated and ambitious individual to join our team as a semi-senior professional. This role offers a unique opportunity for career growth and development, with the potential to transition into a management role shortly.About the Role:Develop and implement strategies to drive business growth and...

  • Accounting Professional with Ambition to Lead

    1 week ago

    St Albans, Hertfordshire, United Kingdom Elusive Professional Solutions Full time

    Accounting Professional with Ambition to LeadWe are seeking a highly skilled accounting professional to join our team at Elusive Professional Solutions. As a semi-senior accountant, you will have the opportunity to develop your skills and take on new challenges, with the potential to transition into a management role in the future.Key Responsibilities:Manage...

  • Financial Planning Assistant

    4 weeks ago

    St Albans, Hertfordshire, United Kingdom Finlink Ltd Full time

    Job Title: ParaplannerJoin Finlink Ltd, a well-established financial services company, as a Paraplanner and contribute to the success of our team. As a Paraplanner, you will play a vital role in supporting our financial advisors and clients by providing high-quality paraplanning services.About the Role:We are seeking a skilled and experienced Paraplanner to...

Senior Paraplanning Professional

2 months ago

St Albans, Hertfordshire, United Kingdom Financial Divisions Full time

Senior Paraplanning Opportunity

We are seeking a highly skilled and experienced Senior Paraplanner to join our team at Financial Divisions. As a Senior Paraplanning Professional, you will play a key role in providing high-quality financial planning services to our clients.

Key Responsibilities:

  • Provide full paraplanning support to senior financial planners, including producing high-quality financial plans for clients.
  • Develop and enhance your technical paraplanning skills, staying up-to-date with industry developments and best practices.
  • Attend client meetings and participate in the advice process, working closely with senior financial planners to deliver exceptional client outcomes.
  • Review client information, undertake research, and collate supporting documentation and application paperwork for the advice process.
  • Provide in-depth analysis of client needs, researching solutions and writing compliant and suitable recommendations for all clients.
  • Develop and maintain comprehensive cash flow models to create holistic financial plans for clients, utilizing your expertise in cash flow modeling.
  • Contribute to a dynamic and progressive team, working collaboratively with colleagues to achieve business objectives.
  • Participate in ongoing professional development, including study support to assist with Advanced papers and achieve Chartered Status.

Requirements:

  • A minimum of 2 years of pure paraplanning experience, with a strong focus on client-facing and Level 4 Diploma qualifications.
  • Excellent technical paraplanning skills, with a proven ability to produce high-quality financial plans and cash flow models.
  • Strong communication and interpersonal skills, with the ability to work effectively with clients, colleagues, and senior financial planners.
  • Ability to work in a fast-paced environment, prioritizing tasks and managing multiple projects simultaneously.
  • Commitment to ongoing professional development, with a desire to achieve Chartered Status and advance your career in financial planning.