Senior Paraplanner Professional
7 days ago
About the Role
We are seeking a highly skilled and experienced Technical Planning Support Manager to join our prestigious client's team in Staffordshire.
This is a pivotal role where you will be bridging the gap between senior advisers and the technical planning support team, ensuring smooth running and efficiency of the company.
The ideal candidate will have CF30 qualification or be willing to become CF30 qualified, with excellent coaching and motivating skills to lead a team of Financial Advisers and Chartered Financial Planners.
Key Responsibilities include:
- Supporting a team of Financial Advisers and Chartered Financial Planners
- Assisting with client engagement
- Conducting data analysis and research
- Providing technical paraplanning support
- Managing the financial planning support team
- Streamlining and implementing new processes to enhance efficiency and productivity
In return for your expertise, we offer a competitive salary of up to £65,000 (negotiable dependent on skill-set and qualifications), a pension scheme, flexible working options, 25 days holiday plus bank holidays, and fantastic work culture.
-
Paraplanner Manager
2 hours ago
Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full timeJob Title: Paraplanner ManagerThis is a pivotal role at Recruit UK | Certified B Corp™, where you will be bridging the gap between senior advisers and the technical planning support team. The ideal candidate will have previous experience as a Paraplanner, ideally for 5+ years', exposure to managing clients of all variety within wealth planning, and ability...
-
Paraplanner Manager
2 weeks ago
Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full time €65,000Job Title: Paraplanner Manager Industry: Financial Services Location: Staffordshire Salary: Up to £65,000 (salary negotiable dependent on skill-set and qualifications) Job reference: 9369 My prestigious client are seeking a Paraplanner Manager to join their team in Staffordshire. This is a pivotal role, where you will be bridging the gap between...
-
Paraplanner Manager
2 weeks ago
Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full time €65,000Job Title: Paraplanner Manager Industry: Financial Services Location: Staffordshire Salary: Up to £65,000 (salary negotiable dependent on skill-set and qualifications) Job reference: 9369 My prestigious client are seeking a Paraplanner Manager to join their team in Staffordshire. This is a pivotal role, where you will be bridging the gap between...
-
Paraplanner Manager
2 weeks ago
Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full timeJob Title: Paraplanner Manager Industry: Financial Services Location: Staffordshire Salary: Up to £65,000 (salary negotiable dependent on skill-set and qualifications) Job reference: 9369 My prestigious client are seeking a Paraplanner Manager to join their team in Staffordshire. This is a pivotal role, where you will be bridging the gap between senior...
-
Paraplanner Manager
1 week ago
staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full timeJob Description Job Title: Paraplanner Manager Industry: Financial Services Location: Staffordshire Salary: Up to £65,000 (salary negotiable dependent on skill-set and qualifications) Job reference: 9369 My prestigious client are seeking a Paraplanner Manager to join their team in Staffordshire. This is a pivotal role, where you will be bridging the...
-
Paraplanner Manager
4 weeks ago
Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full timeJob Description Job Title: Paraplanner Manager Industry: Financial Services Location: Staffordshire Salary: Up to £65,000 (salary negotiable dependent on skill-set and qualifications) Job reference: 9369 My prestigious client are seeking a Paraplanner Manager to join their team in Staffordshire. This is a pivotal role, where you will be bridging the...
-
Paraplanner Manager
4 weeks ago
Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full timeJob Title: Paraplanner ManagerIndustry: Financial ServicesLocation: StaffordshireSalary: Up to £65,000 (salary negotiable dependent on skill-set and qualifications)Job reference: 9369My prestigious client are seeking a Paraplanner Manager to join their team in Staffordshire. This is a pivotal role, where you will be bridging the gap between senior advisers...
-
Paraplanner Manager
4 weeks ago
Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full timeJob Title: Paraplanner ManagerIndustry: Financial ServicesLocation: StaffordshireSalary: Up to £65,000 (salary negotiable dependent on skill-set and qualifications)Job reference: 9369My prestigious client are seeking a Paraplanner Manager to join their team in Staffordshire. This is a pivotal role, where you will be bridging the gap between senior advisers...
-
Paraplanner Manager
4 weeks ago
Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full timeJob Title: Paraplanner ManagerIndustry: Financial ServicesLocation: StaffordshireSalary: Up to £65,000 (salary negotiable dependent on skill-set and qualifications)Job reference: 9369My prestigious client are seeking a Paraplanner Manager to join their team in Staffordshire. This is a pivotal role, where you will be bridging the gap between senior advisers...
-
Senior Financial Planning Coordinator
4 hours ago
Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full timeJob Description:Recruit UK | Certified B Corp™ is seeking a Technical Planning Support Team Lead to join their team in the financial services sector. The successful candidate will have CF30 qualified or willing to become CF30 qualified, and previous experience as a Paraplanner, ideally for 5+ years'.About the Job:The job involves providing technical...
-
Paraplanning Expert
7 days ago
Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full timeAbout the RoleWe are seeking a skilled Paraplanner to join our team in Staffordshire. As a Paraplanner Manager, you will play a pivotal role in bridging the gap between senior advisers and the technical planning support team.Key Responsibilities include:Supporting a team of Financial Advisers and Chartered Financial PlannersAssisting with client engagement...
-
Paraplanner Manager
2 weeks ago
Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full time €65,000Financial Services This is a pivotal role, where you will be bridging the gap between senior advisers and the technical planning support team. This role will be key in smooth running and efficiency of the company, including technical paraplanning, management of the wider team and support to the Financial Planning team. Support team of Financial Advisers...
-
Paraplanner Manager
2 weeks ago
Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full time €65,000Financial Services This is a pivotal role, where you will be bridging the gap between senior advisers and the technical planning support team. This role will be key in smooth running and efficiency of the company, including technical paraplanning, management of the wider team and support to the Financial Planning team. Support team of Financial Advisers...
-
Senior Paraplanning Manager
2 days ago
Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full timeParaplanning Manager RoleWe are seeking a skilled and experienced Paraplanning Manager to join our team in Staffordshire.The successful candidate will be responsible for bridging the gap between senior advisers and the technical planning support team, ensuring smooth running and efficiency of the company.This is a pivotal role that requires strong technical...
-
Paraplanning Manager Specialist
4 hours ago
Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full timeJob Title: Paraplanning Manager SpecialistThis role is pivotal in bridging the gap between senior financial advisers and technical planning support.We are seeking an experienced Paraplanning Manager Specialist to join our team at Recruit UK | Certified B Corp™. As a key member of our organization, you will be responsible for supporting a team of Financial...
-
Senior Financial Planning Manager
7 days ago
Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full timeJob OverviewAs a Paraplanner Manager, you will be responsible for providing technical support to a team of Financial Advisers and Chartered Financial Planners. This is an excellent opportunity to develop your skills and experience in a dynamic and supportive environment.The successful candidate will have a strong background in paraplanning, including...
-
Senior Financial Planning Manager
4 weeks ago
Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full timeAs a leading specialist in financial services recruitment, Recruit UK | Certified B Corp™ is proud to present an exceptional opportunity for a seasoned professional to join our prestigious client's team in Staffordshire.Salary: Up to £65,000 per annum (dependent on skill-set and qualifications)The role of Technical Manager is pivotal in bridging the gap...
-
Financial Services Director
7 days ago
Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full timeTechnical Paraplanning Support RoleA leading wealth management firm based in Lichfield seeks an experienced Paraplanner Manager to support their team in Staffordshire. The ideal candidate will have previous experience as a Paraplanner, ideally for 5+ years, and exposure to managing clients of all varieties within wealth planning. Ability to coach and...
-
Wealth Planning Manager
6 days ago
Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full timeWealth Planning ManagerA prestigious client in Staffordshire is seeking a skilled Paraplanner Manager to bridge the gap between senior advisers and technical planning support teams. This pivotal role will be key to the smooth running and efficiency of the company, encompassing technical paraplanning, team management, and support to the Financial Planning...
-
Financial Planning Manager
5 hours ago
Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full timeJob OverviewWe are seeking a skilled Financial Planning Manager to join our team in Staffordshire.This pivotal role will bridge the gap between senior advisers and the technical planning support team, ensuring smooth running and efficiency of the company.The ideal candidate will have previous experience as a Paraplanner, ideally for 5+ years, with exposure...