Senior Paraplanner

2 days ago

Bishop's Stortford, Hertfordshire, United Kingdom Kingswood Group Full time

Kingswood Group is seeking a highly skilled Paraplanner to join their expanding team in Bishops Stortford. This is an excellent opportunity for a qualified or part-qualified paraplanner to continue their qualification and grow within the company.

The successful candidate will work closely with an Adviser and Senior Paraplanner, providing essential client support to the team. Key responsibilities include coordinating directly with the Adviser, participating in daily case update meetings, and communicating with clients via phone, email, and post as needed.

Key Skills & Qualities Needed:

  • Integrity, reliability, and discretion
  • Strong written and verbal communication skills
  • Professional telephone manner
  • Proficiency in Microsoft Word, Excel, and Outlook
  • Excellent interpersonal skills for client and colleague interactions
  • Ability to prioritise and manage workload efficiently
  • High attention to detail

About the Role:

This is a fantastic opportunity for a paraplanner looking to continue their qualification and grow within the company. If you're ready to bring your expertise to a supportive, flexible, and growth-focused team, we'd love to hear from you.

  • Paraplanner

    5 days ago

    Bishop's Stortford, UK, Hertfordshire, United Kingdom Kingswood Group Full time

    Kingswood Group are supporting a dynamic financial services firm in recruiting a Paraplanner for their expanding team based in Bishops Stortford. This is a fantastic opportunity for a qualified or part-qualified paraplanner, looking to continue their qualification.Working closely with an Adviser and Senior Paraplanner, the successful candidate will provide...

  • Senior Paraplanner

    3 weeks ago

    Bishop's Stortford, Hertfordshire, United Kingdom Heat Recruitment Ltd Full time £40,000 - £50,000

    pbJob Summary:/b We are seeking an experienced Senior Paraplanner to join our team at a highly successful Financial Planning and Investment Management practice near Bishops Stortford./ppbKey Responsibilities:/b/pulliAssist the Senior Leadership Team with processes, technical cases, and team improvements./liliContribute to the development of financial plans...

  • Senior Financial Planning Specialist

    2 months ago

    Bishop's Stortford, Hertfordshire, United Kingdom Heat Recruitment Ltd Full time

    Senior Paraplanner Opportunity **About the Role** We are seeking an experienced Senior Paraplanner to join our team at a highly successful Financial Planning and Investment Management practice near Bishops Stortford. As a key hire for the business, you will be responsible for helping the Senior Leadership Team with processes, technical cases, and overall...

  • Senior Financial Planning Specialist

    2 months ago

    Bishop's Stortford, Hertfordshire, United Kingdom Heat Recruitment Ltd Full time

    Senior Paraplanner Opportunity **About the Role** We are seeking an experienced Senior Paraplanner to join our team at a highly successful Financial Planning and Investment Management practice near Bishops Stortford. As a key hire for the business, you will be responsible for helping the Senior Leadership Team with processes, technical cases, and overall...

  • Senior Paraplanning Professional

    4 weeks ago

    Bishop's Stortford, Hertfordshire, United Kingdom Finlink Ltd Full time

    About the RoleWe are seeking an experienced Paraplanner to lead our in-house team, providing expert support and guidance to our financial planning and advisory services.Key ResponsibilitiesLead the paraplanning team to ensure efficient and effective delivery of servicesManage paraplanner workloads, projects, and one-to-one meetings to support learning...

  • Senior Paraplanning Professional

    4 weeks ago

    Bishop's Stortford, Hertfordshire, United Kingdom Finlink Ltd Full time

    About the RoleWe are seeking an experienced Paraplanner to lead our in-house team, providing expert support and guidance to our financial planning and advisory services.Key ResponsibilitiesLead the paraplanning team to ensure efficient and effective delivery of servicesManage paraplanner workloads, projects, and one-to-one meetings to support learning...

  • Financial Services Administrator

    4 weeks ago

    Bishop's Stortford, Hertfordshire, United Kingdom Brevere Group Full time

    Job Title: Administrator - Financial ServicesWe are seeking a highly skilled and experienced Sales Support Administrator to join our team at Brevere Group. As a key member of our Financial Services team, you will play a vital role in providing exceptional support to our Senior Wealth Manager and Paraplanner.Key Responsibilities:Manage and develop the...

  • Financial Services Administrator

    4 weeks ago

    Bishop's Stortford, Hertfordshire, United Kingdom Brevere Group Full time

    Job Title: Administrator - Financial ServicesWe are seeking a highly skilled and experienced Sales Support Administrator to join our team at Brevere Group. As a key member of our Financial Services team, you will play a vital role in providing exceptional support to our Senior Wealth Manager and Paraplanner.Key Responsibilities:Manage and develop the...

  • Paraplanner

    6 days ago

    Bishop's Stortford, United Kingdom Kingswood Group Full time

    Kingswood Group are supporting a dynamic financial services firm in recruiting a Paraplanner for their expanding team based in Bishops Stortford. This is a fantastic opportunity for a qualified or part-qualified paraplanner, looking to continue their qualification.Working closely with an Adviser and Senior Paraplanner, the successful candidate will provide...

  • Paraplanner

    1 month ago

    Bishops Stortford, United Kingdom CV-Library Full time

    Technical Paraplanner £40,000 - £50,000 - open depending on experience We are working with a highly successful Financial Planning and Investment Management practice near Bishops Stortford who are now looking for an experienced Senior Paraplanner to join the team. The Senior Paraplanner will be a key hire for the business and will be responsible...

  • Senior Financial Planning Specialist

    1 month ago

    Bishops Stortford, United Kingdom Heat Recruitment Ltd Full time

    Senior Paraplanner OpportunityWe are working with a highly successful Financial Planning and Investment Management practice near Bishops Stortford who are now looking for an experienced Senior Paraplanner to join their team.Key Responsibilities:Support the Senior Leadership Team with processes, technical cases, and overall team improvements.Attend client...

  • Senior Financial Planning Specialist

    1 month ago

    Bishops Stortford, United Kingdom Heat Recruitment Ltd Full time

    Senior Paraplanner OpportunityWe are working with a highly successful Financial Planning and Investment Management practice near Bishops Stortford who are now looking for an experienced Senior Paraplanner to join their team.Key Responsibilities:Support the Senior Leadership Team with processes, technical cases, and overall team improvements.Attend client...

  • Ifa/finance Administrator

    5 months ago

    Bishop's Stortford, United Kingdom Kingswood Group Full time

    Kingswood Group are pleased to be assisting a successful and ambitious financial services firm with the recruitment of an IFA Administrator to be based in their Bishops Stortford office. With ideally a previous background working within a similar industry, the role will support an Independent Financial Advisor and a Senior Paraplanner. Duties will...

  • Senior Financial Planning Specialist

    2 months ago

    Bishops Stortford, United Kingdom Heat Recruitment Ltd Full time

    About the RoleWe are seeking an experienced Senior Paraplanner to join our team at Heat Recruitment Ltd. As a key member of our Financial Planning and Investment Management practice, you will play a crucial role in helping our Senior Leadership Team with processes, technical cases, and overall team improvements.Key ResponsibilitiesSupport the Senior...

  • Senior Financial Planning Specialist

    2 months ago

    Bishops Stortford, United Kingdom Heat Recruitment Ltd Full time

    About the RoleWe are seeking an experienced Senior Paraplanner to join our team at Heat Recruitment Ltd. As a key member of our Financial Planning and Investment Management practice, you will play a crucial role in helping our Senior Leadership Team with processes, technical cases, and overall team improvements.Key ResponsibilitiesSupport the Senior...