Paraplanning Support Specialist
1 day ago
We are seeking a highly motivated Paraplanning Support Associate to join our team at Stonewood Wealth. As a member of our team, you will play a critical role in delivering exceptional financial planning services to our clients.
The successful candidate will have 2+ years of experience in the financial services industry, preferably in a small or medium-sized organization. They should have a strong understanding of pensions and investments, as well as knowledge of UK financial regulations and compliance requirements.
Your key responsibilities will include working closely with our administrative team to prepare information and documents for paraplanners to produce suitability letters, and liaising with our centralised admin team for new business and policy servicing processing.
In return, we offer a competitive salary of £37,500 - £42,000 per annum, a comprehensive benefits package, and opportunities for career development and growth within our organisation.
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Senior Paraplanning Specialist
1 day ago
London, Greater London, United Kingdom Financial Divisions Full timeJob Title: Senior Paraplanning SpecialistThe role of a Senior Paraplanning Specialist at Financial Divisions involves supporting financial advisers with comprehensive paraplanning services. This includes report writing, research, and presentation preparation for recommendations. As a Senior Paraplanning Specialist, you will have the opportunity to attend...
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Paraplanning Support Specialist
3 weeks ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeBlakemore Recruitment is helping a boutique Financial Planning practice in London find a talented Paraplanning Support Specialist.As a Paraplanning Support Specialist, you will assist Senior Paraplanners in creating suitability reports and conducting research. Excellent written and verbal communication skills are crucial, along with experience in maintaining...
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Paraplanning Lead Specialist
2 weeks ago
London, Greater London, United Kingdom IDEX Consulting Full timeAbout the Role:As a Paraplanning Lead Specialist, you will be responsible for managing complex paraplanning tasks, including cash flow modelling, pensions, and other technical aspects. You will work closely with our clients to understand their financial goals and develop tailored solutions to meet their needs.We are looking for a highly skilled and...
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Paraplanning Support Specialist
4 weeks ago
London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full timeAbout the JobWe are recruiting for a Paraplanner/Technical Analyst to work with our team in London. As a Paraplanner/Technical Analyst, you will be responsible for supporting our wealth advisers in their daily activities, including researching products and financial planning solutions.Job DescriptionProvide paraplanning support to our team of wealth...
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Paraplaning Specialist Director
3 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeAre you a seasoned Senior Paraplanner looking for a new challenge? Do you have a passion for financial planning and a desire to make a real impact?If so, we invite you to consider this exciting opportunity to join Financial Divisions as a Paraplaning Specialist Director.In this role, you will be responsible for leading a team of paraplanners, providing...
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Paraplanning Specialist
4 days ago
London, Greater London, United Kingdom MERJE Full timeAbout the Role:This is an excellent opportunity for a Paraplanning specialist to join MERJE on a permanent basis. The successful candidate will have extensive experience in servicing existing business, platform-based work, illustrations, and regular contact directly with clients and wrap/platform providers.The ideal candidate will have a strong understanding...
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Paraplanning Professional Opportunity
4 days ago
London, Greater London, United Kingdom Financial Divisions Full timeAbout the RoleWe are currently looking for a skilled Paraplanning Professional to join our team at Financial Divisions. The successful candidate will have a Level 4 Diploma Qualification and experience in paraplanning.As a Paraplanning Professional, you will be responsible for providing full paraplanning support, including report writing, conducting...
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Paraplanning Specialist
1 day ago
London, Greater London, United Kingdom Nigel James Associates Ltd Full timeAbout Us\Nigel James Associates Ltd is a forward-thinking organization that offers a pioneering approach to financial planning.We are seeking a skilled Paraplanner to join our team in London.\Job Description\You will provide technical paraplanning support to High Net Worth individuals, working closely with Financial Planners to deliver comprehensive...
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Paraplanning Operations Manager
3 days ago
London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full timeWe are looking for a Paraplanning Operations Manager to join our team at Artemis Recruitment Consultants Ltd in London. As a key member of our team, you will be responsible for overseeing the day-to-day operations of our paraplanning team.The ideal candidate will have Level 4 qualifications and experience as a paraplanner looking to take the next step into...
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Strategic Paraplanning Lead
4 weeks ago
London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd: Head of Paraplanning - LondonSalary: £52,000 - £67,000 per annumAbout the Role:We are currently seeking an exceptional Head of Paraplanning to join our client's team based in London. The successful candidate will be responsible for managing the paraplanning function, working with a highly personal service, and providing...
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Paraplanning Expert
3 weeks ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeWe are seeking a skilled Paraplanning Expert to join our team at Blakemore Recruitment in Golders Green. This role offers a salary of £55,000 - £65,000 per annum and a comprehensive benefits package.About the RoleThis is a fantastic opportunity to work with a renowned financial planning practice, providing high-quality support to their clients. As a...
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Paraplanning Professional
3 days ago
London, Greater London, United Kingdom Rathbone Brothers Full timeWe are seeking an experienced Paraplanning Professional to join our team at Rathbones. As a key member of our Financial Planning Department, you will play a vital role in delivering exceptional client services and supporting our Financial Planning Directors.Main Responsibilities:Deliver high-quality paraplanning services, including preparing and writing...
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Paraplanning Role Opportunities
7 days ago
London, Greater London, United Kingdom Recruit UK Ltd. Full timeAdministrative Support for a Financial Planning Firm in London About the Job:This is an exciting opportunity to join a leading financial planning firm in London as an Administrator. The successful candidate will work closely with a highly experienced Financial Adviser to provide full administration support, including preparing reports, client letters, and...
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Paraplanning Professional
4 days ago
London, Greater London, United Kingdom Financial Divisions Full timeAbout the RoleWe are seeking a seasoned Paraplanning Professional with technical expertise to join our team as a Senior Financial Planning Expert. This is an exceptional opportunity to work with a highly respected London-based business, leveraging your skills to drive success in a dynamic and supportive environment.Salary: £65,000 per annum, including a...
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Paraplanning Team Lead
1 day ago
London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full timeWe are seeking a highly skilled Paraplanning Team Lead to join our team in London. As a key member of the Artemis Recruitment Consultants Ltd team, you will be responsible for managing the paraplanning team on a day-to-day basis, ensuring pipeline management and progressing cases in a timely manner. You will also need to understand client needs and...
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Paraplanning Expert
1 day ago
London, Greater London, United Kingdom Deerfoot Recruitment Solutions Limited Full timeRole OverviewWe are seeking a skilled Paraplanning expert to join our team at Deerfoot Recruitment Solutions Limited. This is an excellent opportunity for individuals passionate about building a career in financial planning.The successful candidate will be responsible for supporting financial advisors in preparing and managing client financial plans,...
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Paraplanning Expert
4 weeks ago
London, Greater London, United Kingdom Eden Resourcing Full timeEden Resourcing invites applications from experienced Paraplanning Experts who wish to move to a forward-thinking firm focused on delivering high-quality services to sophisticated HNW clients. As a Senior Financial Planning Specialist, you will play a key role in moulding the Principal's offering and delivering holistic services across various financial...
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Administration and Paraplanning Professional
4 weeks ago
London, Greater London, United Kingdom Recruitment Rebellion Full timeWe Are Looking for a Talented Administration and Paraplanning ProfessionalAvoid boring and unfulfilling jobs. Join us as an Administration and Paraplanning Professional and embark on an exciting career journey in finance.About the Job:This role offers the opportunity to work with experienced professionals, develop your skills, and take on new challenges.You...
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Senior Paraplanning Specialist
1 day ago
London, Greater London, United Kingdom Jenson Fisher Full timeThe role of Senior Paraplanner at Jenson Fisher is a highly technical position that requires expertise in financial planning and analysis. We are seeking an individual with chartered status (or very close to achieving) and 3-5 years' experience in a paraplanning capacity as a minimum. The successful candidate will work closely with our Financial Planners to...
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Senior Paraplanning Expert
3 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeFinancial Divisions is a highly respected London based business that offers an exceptional opportunity for a Senior Paraplanner to join their team as a Technical Expert.This role will provide the chance to take pride in producing high quality, accurate and compliant reports, attend client meetings, deliver cashflow modelling and full paraplanning support...