Paraplanning Professional
2 weeks ago
We are seeking a skilled Paraplanner to join our team at Antony George Recruitment. As a Paraplanner, you will play a crucial role in supporting our wealth advisers in providing exceptional client service.
About the Role:The successful candidate will be responsible for:
- Providing vital paraplanning support to our team of wealth advisers
- Researching products, financial planning solutions, and investment strategies
- Preparing recommendation reports for client meetings
- Writing suitability reports and annual review reports
- Providing a high level of technical support
- Assisting advisers with client management
- Providing advisers and clients with technical reports and information
- Ensuring high-worth investment transactions are carried out accurately
To be successful in this role, you will need:
- 2 years of paraplanning experience
- Relevant skills and experience in Cashcalc, X-Plan, and FE Analytics
- Excellent IT skills and proficiency in Microsoft Office
- Strong technical knowledge around pensions, investments, and IHT planning
- Good communication skills
We offer a competitive salary, company pension, free on-site parking, bonus scheme, private medical insurance, and 25 days annual leave plus bank holidays.
As a Paraplanner at Antony George Recruitment, you will have the opportunity to work with a talented team and contribute to the success of our clients.
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Paraplanning Professional
3 weeks ago
Surrey, United Kingdom Antony George Recruitment Full timeAbout Antony George RecruitmentWe are a leading recruitment agency specializing in financial services, dedicated to connecting top talent with exciting career opportunities.Job DescriptionJob Title: Paraplanning ProfessionalJob Type: Full-timeIndustry: Financial ServicesLocation: Remote (with occasional office visits)Job Summary:We are seeking an experienced...
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Paraplanning Professional
4 weeks ago
Surrey, United Kingdom Antony George Recruitment Full timeAbout Antony George RecruitmentWe are a leading recruitment agency specializing in financial services, dedicated to connecting top talent with exciting career opportunities.Job DescriptionJob Title: Paraplanning ProfessionalJob Type: Full-timeIndustry: Financial ServicesLocation: Remote (with occasional office visits)Job Summary:We are seeking an experienced...
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Paraplanning Professional
3 weeks ago
surrey, United Kingdom Antony George Recruitment Full timeAbout the RoleWe are seeking a highly skilled and experienced Paraplanning Professional to join our team at Antony George Recruitment. As a key member of our wealth management team, you will play a vital role in supporting our financial advisers in delivering exceptional client service.Key ResponsibilitiesProvide expert paraplanning support to our team of...
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Paraplanning Professional
3 weeks ago
surrey, United Kingdom Antony George Recruitment Full timeAbout the RoleWe are seeking a highly skilled and experienced Paraplanning Professional to join our team at Antony George Recruitment. As a key member of our wealth management team, you will play a vital role in supporting our financial advisers in delivering exceptional client service.Key ResponsibilitiesProvide expert paraplanning support to our team of...
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Paraplanning Professional
4 weeks ago
Surrey, United Kingdom Antony George Recruitment Full time £35,000 - £50,000About the RoleWe are seeking a highly skilled and experienced Paraplanning Professional to join our team at Antony George Recruitment. As a key member of our financial services team, you will play a vital role in supporting our wealth advisers in delivering exceptional client service.Key ResponsibilitiesProvide expert paraplanning support to our team of...
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Paraplanning Professional
4 weeks ago
Surrey, United Kingdom Antony George Recruitment Full timeAbout the RoleWe are seeking a highly skilled Paraplanning Professional to join our team at Antony George Recruitment. As a key member of our financial services team, you will play a vital role in supporting our wealth advisers in delivering exceptional client service.Key ResponsibilitiesProvide expert paraplanning support to our team of wealth advisers,...
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Paraplanning Professional
3 weeks ago
Surrey, United Kingdom Antony George Recruitment Full timeAbout the RoleWe are seeking a highly skilled and experienced Paraplanning Professional to join our team at Antony George Recruitment. As a key member of our financial services team, you will play a vital role in supporting our wealth advisers in delivering exceptional client service.Key ResponsibilitiesProvide expert paraplanning support to our team of...
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Paraplanning Professional
3 weeks ago
Surrey, United Kingdom Antony George Recruitment Full timeAbout the RoleWe are seeking a highly skilled and experienced Paraplanning Professional to join our team at Antony George Recruitment. As a key member of our financial services team, you will play a vital role in supporting our wealth advisers in delivering exceptional client service.Key ResponsibilitiesProvide expert paraplanning support to our team of...
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Paraplanning Professional
3 weeks ago
Surrey Quays, Greater London, United Kingdom Antony George Recruitment Full timeAbout the RoleWe are seeking a highly skilled and experienced Paraplanning Professional to join our team at Antony George Recruitment. As a key member of our financial services team, you will play a vital role in supporting our wealth advisers in delivering exceptional client service.Key ResponsibilitiesProvide expert paraplanning support to our team of...
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Paraplanning Professional
4 weeks ago
Surrey Quays, Greater London, United Kingdom Antony George Recruitment Full timeAbout the RoleWe are seeking a highly skilled and experienced Paraplanning Professional to join our team at Antony George Recruitment. As a key member of our financial services team, you will play a vital role in supporting our wealth advisers in delivering exceptional client service.Key ResponsibilitiesProvide expert paraplanning support to our team of...
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Paraplanning Professional
4 days ago
Surrey, United Kingdom Antony George Recruitment Full timeJob DescriptionMLP Wealth Management is a leading financial services firm that provides expert advice and guidance to individuals and businesses. We are seeking a highly skilled and experienced Paraplanner to join our team.The successful candidate will be responsible for providing vital support to our team of wealth advisers, researching products and...
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Paraplanning Professional
4 days ago
Surrey, United Kingdom Antony George Recruitment Full timeJob DescriptionMLP Wealth Management is a leading financial services firm that provides expert advice and guidance to individuals and businesses. We are seeking a highly skilled and experienced Paraplanner to join our team.The successful candidate will be responsible for providing vital support to our team of wealth advisers, researching products and...
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Paraplanning Team Lead
4 days ago
Surrey, United Kingdom Blakemore Recruitment Full timeHead of Paraplanning Job DescriptionThis leading Private Banking organisation is currently seeking a highly experienced Paraplanning professional to join their team as a Head of Paraplanning. The successful candidate will be responsible for leading a team of paraplanners and providing strategic guidance to ensure the delivery of high-quality paraplanning...
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Paraplanning Team Lead
4 days ago
Surrey, United Kingdom Blakemore Recruitment Full timeHead of Paraplanning Job DescriptionThis leading Private Banking organisation is currently seeking a highly experienced Paraplanning professional to join their team as a Head of Paraplanning. The successful candidate will be responsible for leading a team of paraplanners and providing strategic guidance to ensure the delivery of high-quality paraplanning...
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Paraplanning Team Lead
1 week ago
Surrey, United Kingdom Blakemore Recruitment Full timeHead of Paraplanning Job DescriptionThis leading Private Banking organisation is currently seeking a highly experienced Paraplanning professional to lead their Paraplanning team.The ideal candidate will have a strong background in Financial Services, with experience in managing a Sales Support or Paraplanning team. They will possess excellent communication...
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Paraplanning Team Lead
1 week ago
Surrey, United Kingdom Blakemore Recruitment Full timeHead of Paraplanning Job DescriptionThis leading Private Banking organisation is currently seeking a highly experienced Paraplanning professional to lead their Paraplanning team.The ideal candidate will have a strong background in Financial Services, with experience in managing a Sales Support or Paraplanning team. They will possess excellent communication...
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Paraplanning Professional
5 days ago
Surrey, United Kingdom Antony George Recruitment Full timeAbout the RoleWe are seeking a highly skilled Paraplanner to join our team at Antony George Recruitment. As a Paraplanner, you will play a key role in supporting our wealth advisers in delivering exceptional client service.Key Responsibilities:Provide technical support to our wealth advisers, including research and analysis of financial planning solutions...
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Paraplanning Professional
5 days ago
Surrey, United Kingdom Antony George Recruitment Full timeAbout the RoleWe are seeking a highly skilled Paraplanner to join our team at Antony George Recruitment. As a Paraplanner, you will play a key role in supporting our wealth advisers in delivering exceptional client service.Key Responsibilities:Provide technical support to our wealth advisers, including research and analysis of financial planning solutions...
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Senior Paraplanning Manager
4 weeks ago
Surrey, United Kingdom Blakemore Recruitment Full timeJob Summary:Blakemore Recruitment is seeking a highly experienced Paraplanning Manager to join our team. As a key member of our organization, you will be responsible for leading a team of paraplanners and providing strategic guidance to ensure the successful delivery of paraplanning services.Key Responsibilities:Lead a team of paraplanners to achieve...
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Senior Paraplanning Manager
3 weeks ago
Surrey, United Kingdom Blakemore Recruitment Full timeJob Summary:Blakemore Recruitment is seeking a highly experienced Paraplanning Manager to join our team. As a key member of our organization, you will be responsible for leading a team of paraplanners and providing strategic guidance to ensure the successful delivery of paraplanning services.Key Responsibilities:Lead a team of paraplanners to achieve...