Expert Paraplanning and Wealth Management Professional
5 days ago
We seek an experienced Paraplanner to join our team, providing expert support to the Principal of an Ultra High Net Worth Financial Wealth Advisor firm. This role involves developing bespoke financial strategies for ultra-high-net-worth clients and collaborating with the Principal on key initiatives.
Main Responsibilities:- Support the Principal in providing high-level analysis and recommendations.
- Develop comprehensive financial strategies for ultra-high-net-worth clients, considering investment performance and market trends.
- Proven experience as a Paraplanner or similar role.
- Exceptional analytical and problem-solving skills, with the ability to conduct thorough research and analysis.
- Excellent communication and interpersonal skills, ensuring seamless collaboration with the Principal and clients.
- A competitive salary between $120,000 and $150,000 per annum.
- The opportunity to work in a dynamic, high-calibre environment with access to continuous learning opportunities.
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Senior Paraplanning Manager
4 weeks ago
Gloucester, Gloucestershire, United Kingdom Heat Recruitment Full timeWe are partnering with a prominent wealth management firm to find a skilled Head of Paraplanning. As a key member of the team, you will oversee a team of paraplanners and drive growth through strategic management.Key Responsibilities:A seasoned paraplanner with significant experience in an independent firm, preferably with a Level 4 qualification and a...
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Head of Paraplanning
2 months ago
Gloucester, UK, Gloucestershire, United Kingdom Heat Recruitment Full timeWe are working with an established wealth management firm based in Gloucester, who is seeking a Head of Paraplanning join their growing team. You will be managing a small team of Paraplanners with the aim of growing this team over the coming months. The right individual will possess excellent interpersonal skills, and have a thorough understanding of...
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Paraplanning Team Lead in Gloucester
1 month ago
Gloucester, Gloucestershire, United Kingdom Heat Recruitment Full timeWe are working with Heat Recruitment to find a Paraplanning Team Lead for an established wealth management firm based in Gloucester.Job OverviewThis is a unique opportunity to lead the paraplanning team and drive change in research and advice processes.The ideal candidate will be level 4 qualified, preferably close to or at Chartered status, with a mindset...
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Paraplanning Manager in a Thriving IFA Business
4 weeks ago
Gloucester, Gloucestershire, United Kingdom IDEX Consulting Ltd Full timeHead of Paraplanning - £55,000 + BenefitsA leading IFA business in Gloucestershire is seeking an experienced Paraplanning Manager to join their growing team. The company has achieved significant success and is poised for further growth.This role presents an excellent opportunity for a motivated and ambitious individual to take on new challenges and drive...
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Paraplanning Manager Lead
4 weeks ago
Gloucester, Gloucestershire, United Kingdom IDEX Consulting Ltd Full timeJob Overview:IDEX Consulting Ltd is a dynamic and innovative IFA business based in Gloucestershire.About the Job:We are currently looking for an experienced Paraplanning Manager Lead to join our team.Responsibilities:Manage and mentor a small team of paraplanners.Take charge of complex paraplanning tasks, including ITP, cashflow modelling, pensions, and...
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Director of Paraplanning Operations
4 weeks ago
Gloucester, Gloucestershire, United Kingdom IDEX Consulting Ltd Full timeJob Title: Director of Paraplanning OperationsAbout the Role:IDEX Consulting Ltd is a growing IFA business based in Gloucestershire, with an exciting growth trajectory due to their continued success. We are seeking a highly skilled Director of Paraplanning Operations to join our team and contribute to our expanding operations.Key Responsibilities:• Manage...
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Senior Paraplanning Team Lead
4 weeks ago
Gloucester, Gloucestershire, United Kingdom IDEX Consulting Ltd Full timeJob Summary:We are seeking a highly skilled and experienced Senior Paraplanning Team Lead to join our team at IDEX Consulting Ltd.About the Role:As a Senior Paraplanning Team Lead, you will be responsible for managing a small team of paraplanners, taking charge of complex paraplanning tasks, and contributing to our expanding team with a collaborative...
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Wealth Management Expert
4 weeks ago
Gloucester, Gloucestershire, United Kingdom CleverHR Full timeOverview:">The company is currently supporting an independently owned Wealth Management firm that requires an experienced Financial Planning Administrator.">Responsibilities:">Assist with preparation of existing client annual review meeting packs, including production of Portfolio Reports.Work with the centralised Administration team for processing new...
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Financial Planning Expert
5 days ago
Gloucester, Gloucestershire, United Kingdom Integrated Talent Partnership Full timeWe are seeking a highly skilled Paraplanner to work closely with our Principal at Integrated Talent Partnership, an Ultra High Net Worth Financial Wealth Advisor firm.Key Responsibilities:Expert Analysis: Provide high-level support and expert analysis to the Principal on a daily basis.Client Engagement: Assist in developing best practices for client...
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Expert Safeguarding Professional
2 days ago
Gloucester, Gloucestershire, United Kingdom Gloucestershire Hospitals NHS Foundation Trust Full timeJob Title: Expert Safeguarding ProfessionalWe are seeking an accomplished safeguarding professional to join our team as the Expert Safeguarding Professional. This role will focus on advancing the safeguarding agenda, ensuring effective risk management and mitigation, and promoting a culture of safety and well-being across our organisation.About the RoleTo...
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Material Inventory Manager
4 weeks ago
Gloucester, Gloucestershire, United Kingdom Expert Employment Full timeJob SummaryAt Expert Employment, we are seeking a highly motivated and experienced Material Handler to join our team. As a key member of our operations team, you will be responsible for the movement and storage of goods across our facility.Responsibilities:The receipt and storage of incoming shipments, ensuring that all goods are stored correctly and...
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Cost Estimation and Management Expert
2 months ago
Gloucester, Gloucestershire, United Kingdom beBee Professionals Full time £35,000 - £45,000beBee Professionals is seeking a Cost Estimation and Management Expert to join our construction team. The ideal candidate will have a strong background in cost estimation and management, with excellent negotiation and communication skills.Key Responsibilities:Develop and manage project budgets and schedules.Negotiate contracts with clients and...
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Expert Pediatric Feeding Therapist
4 weeks ago
Gloucester, Gloucestershire, United Kingdom Gloucestershire Health and Care NHS Foundation Trust Full timeJob Title: Expert Pediatric Feeding TherapistWe are seeking a highly skilled and compassionate Speech and Language Therapist to join our team as an Expert Pediatric Feeding Therapist.About the RoleThe successful candidate will be responsible for providing specialist assessment, support, and therapy services to babies and children experiencing physical eating...
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Management Growth Expert
3 days ago
Gloucester, Gloucestershire, United Kingdom Hickory's Smokehouse Full timeJoin Our Team as a Management Growth ExpertWe're looking for a seasoned professional to lead our management development program as a Management Growth Expert. In this role, you'll be responsible for designing and delivering training programs that drive business results and support the growth of our restaurant managers.Key Responsibilities:Job...
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Environmental Professional
4 weeks ago
Gloucester, Gloucestershire, United Kingdom Penguin Recruitment Ltd Full timeSenior Ecologist VacancyWe are seeking a highly skilled and experienced Senior Ecologist to join our team in Gloucester. This exciting opportunity will see you working on diverse projects, from local conservation efforts to large-scale infrastructure developments across the South West.This role offers a supportive work environment with opportunities for...
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Building Estimation Expert
1 week ago
Gloucester, Gloucestershire, United Kingdom Randstad Construction and Property Full timeKey ResponsibilitiesThe successful candidate for the position of Building Estimation Expert will be responsible for preparing detailed cost estimates for projects. This will involve analysing project drawings, specifications, and other documentation to provide accurate cost estimates.You will work collaboratively with our project management, engineering, and...
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Professional Heating Services Expert
6 days ago
Gloucester, Gloucestershire, United Kingdom SMB Associates Ltd Full timeWe are seeking an experienced Heating Services Expert to join our team at SMB Associates Ltd. As a key member of our staff, you will be responsible for delivering exceptional heating services to our clients.">Estimated Salary: £35,000 per annum, depending on experience and qualifications held.">About the Position:">">We are looking for a skilled and...
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Risk Management Professional
5 days ago
Gloucester, Gloucestershire, United Kingdom Venn Group Full timeVenn Group is looking for a Risk Management Professional to work in Gloucestershire. The estimated salary for this position is £58,000 - £68,000 per year.About the RoleThis is an exciting opportunity to join a renowned healthcare provider as a Health and Safety specialist. As a key member of the team, you will provide expert advice on all aspects of Health...
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Financial Operations Specialist
5 days ago
Gloucester, Gloucestershire, United Kingdom Integrated Talent Partnership Full timeCompany OverviewWe are a dynamic financial wealth advisor firm seeking an experienced Paraplanner to support our Principal. The successful candidate will work closely with the Principal, providing high-level support and expert analysis.
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IT Infrastructure Expert
5 days ago
Gloucester, Gloucestershire, United Kingdom CV-Library Full timeAbout the Job:CV-Library is seeking an experienced IT Infrastructure Expert to support our educational institution's IT infrastructure and ensure the smooth functioning of its systems for both staff and students. This role is perfect for a motivated IT professional who enjoys working in a fast-paced environment and is passionate about delivering exceptional...