Financial Planning Professional

A dynamic and forward-thinking financial planning practice is seeking a skilled paraplanning professional to join their technical team. As a Chartered Financial Planning Professional, you will play a key role in supporting financial planners to deliver exceptional client experiences. With a strong focus on technical excellence, this role requires at least 5...

Job Title: Financial Planning ProfessionalAbout the Role:We are seeking an experienced Paraplanner to join our team. This role is perfect for someone with a minimum of 3 years in Paraplanning who is either Level 4 Diploma qualified or actively working towards it.Day-to-Day Responsibilities:Participate in debriefing sessions with advisers following client...

We are looking for a highly skilled Financial Planning Professional to join our team at Avenue Recruitment Group LTD.In this key role, you will work closely with advisors to provide expert technical support, analyzing data and developing effective solutions to meet client needs.You will be responsible for producing high-quality written reports, maintaining...

NJR Recruitment is delighted to be partnering with a National Wealth Management Firm based in the High Wycombe area. The firm is seeking an experienced and skilled Paraplanner to join their team, providing full study support and a tailored development plan.This opportunity would suit someone wanting to further their career with a leading Financial Planning...

Avenue Recruitment Group is seeking a highly skilled Senior Paraplanner to join their technical team. With a salary of £55,000.00 per annum, plus benefits and bonuses, this is an excellent opportunity for a Chartered or soon-to-be Chartered individual to showcase their skills. Key responsibilities include providing technical support to busy financial...

NJR Recruitment is delighted to work with a National Wealth Management Firm seeking an experienced and talented Paraplanner in High Wycombe. This fantastic opportunity suits someone looking to further their career with a leading Financial Planning practice, offering full study support and personalized development.As a Paraplanner, you will be responsible for...

Company OverviewBuckinghamshire-based Chartered Financial Planners are seeking an experienced Paraplanning professional to join their team. This is a hybrid working role, with core hours completed in the office 3 days a week, allowing for flexibility in start and finish times.SalaryThe estimated salary for this position is between £40,000 - £60,000 +...

A well-established and highly successful financial planning practice, Avenue Recruitment Group LTD, are seeking a skilled Financial Planning Consultant to join their technical team.About the RoleThis is an exciting opportunity for a seasoned professional with at least 5 years of experience in offering technical support to busy financial planners. The...

TEMPLEGATE RECRUITMENT LIMITED Dedicated Recruitment Agency for Finance ProfessionalsJob Summary:We are currently seeking an experienced paraplanner to join our team in Stokenchurch.The successful candidate will have a strong background in financial services and excellent communication skills.The role involves providing support to senior planners and...

Company Overview:Templegate Recruitment Limited is a leading Financial Services Specialist Recruiters, dedicated to connecting talented professionals with exciting career opportunities in the industry.About the Role:We are seeking an experienced Paraplanner/Senior Paraplanner to join our team in Stokenchurch. As a key member of our support team, you will be...

Are you a motivated and experienced Paraplanner looking to accelerate your career in financial planning? IDEX Consulting Ltd is seeking a skilled individual to join their team as a Senior Financial Planning Associate.We are working with a practice of Chartered Financial Planners who are looking to hire an experienced Paraplanner. This role offers a unique...

NJR Recruitment is a leading provider of professional services, and we are delighted to be working with a National Wealth Management Firm based in the outskirts of High Wycombe.This opportunity would suit someone wanting to join and further their career with a top-tier Financial Planning practice. The role offers full study support and a personalized...

Company OverviewWe are a leading Chartered Financial Planning firm dedicated to providing exceptional services and supporting our team members in their professional growth.

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,...

About Us">We are a leading global provider of trusted wealth planning and investment management solutions. With a growing network of offices across the UK, New York, and Johannesburg, we cater to clients ranging from private individuals to prominent universities.Our Vision">To become a pioneering force in the industry, underpinned by investment in people and...

Avenue Recruitment Group LTD is seeking a skilled Financial Planning Expert to join their technical team. The ideal candidate will be chartered or nearing the chartered milestone and possess at least 5 years of experience in providing technical support to financial planners. This role offers a competitive salary of £55,000 plus benefits and bonuses....

RequirementsTo be considered for this role, you must have:A qualified accounting background (ACCA, CIMA, ACA, or equivalent) with up-to-date knowledge of accounting standards and financial legislation.Experience in preparing management and year-end financial accounts.Skill in managing small teams and building productive relationships across all...

About the Role:Avenue Recruitment Group LTD is recruiting for a Senior Paraplanner Fully Remote to support their financial planning team. As a senior paraplanner, you will play a crucial role in analyzing data, developing solutions, and providing exceptional support to financial planners. This is an excellent opportunity for experienced professionals to...

Elusive Professional Solutions Ltd is seeking a Senior Accountant to join its central office.Job DescriptionThis opportunity has arisen due to the expansion of our operations in the national market. We are a renowned firm that supports high-growth SMEs under the guidance of an experienced director.You will be the primary point of contact for your client's...

We are looking for an experienced Analystic Finance Professional to join our team. As a key member of our finance department, you will play a crucial role in providing financial analysis and insights to stakeholders, optimizing financial performance, and identifying areas for improvement.About the Role:This is an exciting opportunity to work with a leading...