Senior Financial Planner

7 days ago

Barnet, Greater London, United Kingdom Recruit UK Full time
{"title": "Senior Paraplanner Role", "description": "

Are you an experienced paraplanner looking to take your career to the next level?

We are working with a financial planning firm in Barnet who are looking for a new senior paraplanner to join their team.

This company has a reputation for challenging conventional practice methods and offering a unique approach to wealth management.

This multifaceted role will involve collaborating closely with financial planners, creating cash flow forecasts, writing suitability reports and conducting research.

This is an excellent opportunity for a senior paraplanner to join a forward-thinking company.

Key Responsibilities:
  • Conduct in-depth research and analysis on financial products and strategies
  • Prepare detailed reports, including cash flow forecasts and recommendations
  • Assist in the development of financial plans tailored to individual client needs
  • Ensure all client documentation is accurate and compliant
  • Support advisers in client meetings (if required) and manage follow-up actions
What We Offer:
  • Employer's pension contribution
  • Competitive salary up to \u00a350,000 (depending on skill set and experience)
  • Generous holiday
  • Death in Service
  • Opportunity to work in a Chartered financial planning firm
Requirements:
  • 4 years experience as a paraplanner
  • Level 4 Diploma Qualified
  • Exposure to different software's, systems and technologies
  • Excellent verbal and written communication skills

About Recruit UK:

We are specialists in financial services recruitment, bringing unique expertise, insight, and connections to the table.

Our commitment to you:

  • Start every journey with a conversation to find out about you in-depth.
  • Provide honest feedback on where you fit in the job market.
  • Use our network across the financial world to match you to your perfect position.
  • Take a holistic approach to career happiness.
  • Cover the whole of the UK with a local touch.
  • Never pester you.
"}

  • Senior Financial Planner

    2 weeks ago

    Barnet, Greater London, United Kingdom Recruit UK Full time

    Job Title: Senior Financial PlannerIndustry: Financial ServicesLocation: NationwideSalary: up to £50,000Job Description:About the Role:We are seeking an experienced Senior Financial Planner to join our team at Recruit UK. As a Senior Financial Planner, you will be responsible for providing high-quality financial planning services to our clients.Key...

  • Senior Financial Planner

    2 weeks ago

    Barnet, Greater London, United Kingdom Recruit UK Full time

    Job Title: Senior Financial PlannerIndustry: Financial ServicesLocation: NationwideSalary: up to £50,000Job Description:About the Role:We are seeking an experienced Senior Financial Planner to join our team at Recruit UK. As a Senior Financial Planner, you will be responsible for providing high-quality financial planning services to our clients.Key...

  • Senior Financial Planner

    19 minutes ago

    Barnet, Greater London, United Kingdom Recruit UK Full time

    Job Title: Senior ParaplannerIndustry: Wealth ManagementLocation: Barnet, HertfordshireSalary: up to £50,000Job Reference: 9264Job Description:We are seeking an experienced paraplanner to join our award-winning wealth management firm in Barnet. As a senior paraplanner, you will play a key role in supporting our financial planners and contributing to the...

  • Senior Financial Planner

    3 weeks ago

    Barnet, Greater London, United Kingdom Recruit UK Full time

    Job Title: Senior Financial PlannerIndustry: Financial ServicesLocation: NationwideSalary: up to £50,000Job Description:About the Role:We are seeking an experienced Senior Financial Planner to join our team at Recruit UK. As a Senior Financial Planner, you will be responsible for providing high-quality financial planning services to our clients.Key...

  • Senior Financial Planner

    3 weeks ago

    Barnet, Greater London, United Kingdom Recruit UK Full time

    Job Title: Senior Financial PlannerIndustry: Financial ServicesLocation: NationwideSalary: up to £50,000Job Description:About the Role:We are seeking an experienced Senior Financial Planner to join our team at Recruit UK. As a Senior Financial Planner, you will be responsible for providing high-quality financial planning services to our clients.Key...

  • Senior Financial Planner

    2 weeks ago

    Barnet, Greater London, United Kingdom Pinstripe Personnel Full time

    Job Opportunity: We are seeking a highly skilled and ambitious Financial Planner to join our team at Pinstripe Personnel.About the Role: As a Financial Planner, you will be responsible for providing expert financial guidance to our clients, helping them achieve their long-term financial goals.Key Responsibilities:Develop and implement comprehensive financial...

  • Senior Financial Planner

    2 weeks ago

    Barnet, Greater London, United Kingdom Pinstripe Personnel Full time

    Job Opportunity: We are seeking a highly skilled and ambitious Financial Planner to join our team at Pinstripe Personnel.About the Role: As a Financial Planner, you will be responsible for providing expert financial guidance to our clients, helping them achieve their long-term financial goals.Key Responsibilities:Develop and implement comprehensive financial...

  • Senior Financial Planner

    3 weeks ago

    Barnet, Greater London, United Kingdom Pinstripe Personnel Full time

    Job Opportunity: Pinstripe Personnel is seeking a highly skilled and ambitious Financial Planner to join our team.About the Role: As a Financial Planner at Pinstripe Personnel, you will be responsible for providing expert financial guidance to our clients, helping them achieve their long-term financial goals.Key Responsibilities:Develop and implement...

  • Senior Financial Planning Specialist

    3 hours ago

    Barnet, Greater London, United Kingdom Recruit UK Full time

    Senior Paraplanner OpportunityWe are seeking an experienced Senior Paraplanner to join our team at a leading financial planning firm in Barnet, Hertfordshire. As a Senior Paraplanner, you will play a key role in supporting our financial planners in delivering high-quality financial planning services to our clients.Key Responsibilities:Conduct in-depth...

  • Senior Financial Planning Specialist

    54 minutes ago

    Barnet, Greater London, United Kingdom Recruit UK Full time

    Senior Paraplanner OpportunityWe are seeking an experienced Senior Paraplanner to join our team at a leading financial planning firm in Barnet, Hertfordshire. As a Senior Paraplanner, you will play a key role in supporting our financial planners in delivering high-quality financial planning services to our clients.Key Responsibilities:Conduct in-depth...

  • Senior Financial Controller

    3 weeks ago

    Barnet, Greater London, United Kingdom Vitae Financial Recruitment Full time

    Job Title: Senior Credit ControllerWe are seeking an experienced Senior Credit Controller to lead our clients' debt collection and accounts receivable functions.Key Responsibilities:Lead debt collection efforts, ensuring timely and efficient recovery of outstanding payments.Produce detailed financial reports for senior management, including monthly...

  • Senior Financial Controller

    3 weeks ago

    Barnet, Greater London, United Kingdom Vitae Financial Recruitment Full time

    Job Title: Senior Credit ControllerWe are seeking an experienced Senior Credit Controller to lead our clients' debt collection and accounts receivable functions.Key Responsibilities:Lead debt collection efforts, ensuring timely and efficient recovery of outstanding payments.Produce detailed financial reports for senior management, including monthly...

  • Strategic Financial Planner

    2 weeks ago

    Barnet, Greater London, United Kingdom NMS Recruit Limited Full time

    About the RoleNMS Recruit Limited is partnering with a highly respected Financial Services firm to secure a Strategic Financial Planner. This is a full-time opportunity for a strategic financial leader.Key ResponsibilitiesCreate comprehensive financial plans and reports.Gather and analyze financial information to build strong relationships with...

  • Strategic Financial Planner

    2 weeks ago

    Barnet, Greater London, United Kingdom NMS Recruit Limited Full time

    About the RoleNMS Recruit Limited is partnering with a highly respected Financial Services firm to secure a Strategic Financial Planner. This is a full-time opportunity for a strategic financial leader.Key ResponsibilitiesCreate comprehensive financial plans and reports.Gather and analyze financial information to build strong relationships with...

  • Strategic Financial Planner

    2 weeks ago

    Barnet, Greater London, United Kingdom NMS Recruit Limited Full time

    About the RoleNMS Recruit Limited is partnering with a highly respected Financial Services firm to secure a Strategic Financial Planner. This is a full-time opportunity for a strategic financial leader.Key ResponsibilitiesCreate comprehensive financial plans and reports.Gather and analyze financial information to build strong relationships with...

  • Strategic Financial Planner

    2 weeks ago

    Barnet, Greater London, United Kingdom NMS Recruit Limited Full time

    About the RoleNMS Recruit Limited is partnering with a highly respected Financial Services firm to secure a Strategic Financial Planner. This is a full-time opportunity for a strategic financial leader.Key ResponsibilitiesCreate comprehensive financial plans and reports.Gather and analyze financial information to build strong relationships with...

  • Senior Financial Planning Specialist

    4 days ago

    Barnet, Greater London, United Kingdom Recruit UK Full time

    Senior Paraplanner OpportunityWe are working with a leading financial planning firm in Barnet who are seeking a senior paraplanner to join their team. This is an excellent opportunity for an experienced paraplanner to join a company that challenges conventional practice methods and offers transparency to clients.Key Responsibilities:Conduct in-depth research...

  • Senior Financial Planning Specialist

    4 days ago

    Barnet, Greater London, United Kingdom Recruit UK Full time

    Senior Paraplanner OpportunityWe are working with a leading financial planning firm in Barnet who are seeking a senior paraplanner to join their team. This is an excellent opportunity for an experienced paraplanner to join a company that challenges conventional practice methods and offers transparency to clients.Key Responsibilities:Conduct in-depth research...

  • Senior Financial Planning Specialist

    5 days ago

    Barnet, Greater London, United Kingdom Recruit UK Full time

    Senior Paraplanner OpportunityWe are working with a leading financial planning firm in Barnet, Hertfordshire, to find a skilled Senior Paraplanner to join their team.This is an excellent opportunity for an experienced paraplanner to work with a company that challenges conventional practice methods and offers transparency to clients, support, and professional...

  • Senior Financial Planning Specialist

    5 days ago

    Barnet, Greater London, United Kingdom Recruit UK Full time

    Senior Paraplanner OpportunityWe are working with a leading financial planning firm in Barnet, Hertfordshire, to find a skilled Senior Paraplanner to join their team.This is an excellent opportunity for an experienced paraplanner to work with a company that challenges conventional practice methods and offers transparency to clients, support, and professional...