Paraplanning Specialist
22 hours ago
About Us: We are a highly successful SJP Partner Practice, committed to delivering exceptional service to our clients.
Your Role: As a Paraplanner, you will play a critical part in helping us achieve this goal by providing expert support to our clients and advisors.
Salary and Benefits: We offer a competitive salary up to £45,000, plus benefits such as ongoing training and development opportunities, and a dynamic team environment.
Job Description: The successful candidate will have previous experience in paraplanning or a related field, and be able to demonstrate strong analytical and communication skills.
Responsibilities:
- Prepare financial plans and recommendations for clients
- Support the creation of reports and presentations for client meetings
- Maintain accurate records and files for client information
What We Offer: A challenging and rewarding role in a dynamic team, with opportunities for career growth and development.
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Paraplanning and Strategy Expert
21 hours ago
City of London, United Kingdom Pure Resourcing Limited Full timeJob Title:Paraplanning and Strategy ExpertAbout the Role:We are seeking a highly skilled and experienced Paraplanning and Strategy Expert to join our specialist life insurance planning team at Pure Resourcing Limited.The successful candidate will work closely with the department director to develop and implement paraplanning strategies for HNW and UHNW...
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Senior Paraplanning Specialist
18 hours 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 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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Administrative Assistant
14 hours ago
Welwyn Garden City, Hertfordshire, United Kingdom Heat Recruitment Ltd Full timeJoin Our Paraplanning TeamWe are a dynamic and growing financial planning firm seeking a talented Paraplanning Support Specialist to join our team. As a key contributor, you will work closely with experienced professionals on various tasks, including administrative support, paraplanning, and compliance. Your primary responsibility will be to assist with...
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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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Operations Manager
1 month ago
City of London, United Kingdom Pure Resourcing Limited Full timeJob Description Operations Manager / Paraplanning Manager (High Value Life Insurance) Are you highly experienced within high value life insurance? Are you an experienced Operations Manager / Paraplanning Manager? Our client is a highly successful financial services business, providing independent financial solutions in areas such as property finance...
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Paraplanning Specialist
3 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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Life Insurance Paraplanner
2 weeks ago
City Of London, United Kingdom Pure Resourcing Limited Full timeLife Insurance Paraplanner / Paraplanning Manager (High Value Life Insurance) Are you highly experienced within high value life insurance? Are you an experienced Operations Manager / Paraplanning Manager? Our client is a highly successful financial services business, providing independent financial solutions in areas such as property finance (term and...
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Life Insurance Paraplanner
3 weeks ago
City Of London, United Kingdom Pure Resourcing Limited Full timeLife Insurance Paraplanner / Paraplanning Manager (High Value Life Insurance)Are you highly experienced within high value life insurance?Are you an experienced Operations Manager / Paraplanning Manager?Our client is a highly successful financial services business, providing independent financial solutions in areas such as property finance (term and...
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Life Insurance Paraplanner
3 weeks ago
City Of London, United Kingdom Pure Resourcing Limited Full timeLife Insurance Paraplanner / Paraplanning Manager (High Value Life Insurance)Are you highly experienced within high value life insurance?Are you an experienced Operations Manager / Paraplanning Manager?Our client is a highly successful financial services business, providing independent financial solutions in areas such as property finance (term and...
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Life Insurance Paraplanner
3 weeks ago
City of London, United Kingdom Pure Resourcing Limited Full timeJob Description Life Insurance Paraplanner / Paraplanning Manager (High Value Life Insurance) Are you highly experienced within high value life insurance? Are you an experienced Operations Manager / Paraplanning Manager? Our client is a highly successful financial services business, providing independent financial solutions in areas such as property...
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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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Life Insurance Paraplanner
5 days ago
london (city of london), United Kingdom Pure Resourcing Limited Full timeJob Description Life Insurance Paraplanner / Paraplanning Manager (High Value Life Insurance) Are you highly experienced within high value life insurance? Are you an experienced Operations Manager / Paraplanning Manager? Our client is a highly successful financial services business, providing independent financial solutions in areas such as property...
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Paraplanning Career Development Opportunity
3 days ago
Metropolitan Borough of Solihull, United Kingdom Pertemps Full timePertemps is offering an exceptional career development opportunity as a Paraplanning Career Development Specialist in the Solihull area. The successful candidate will enjoy a competitive salary of £34,000 per annum, commensurate with experience.Key Responsibilities:Evaluate and compile fact find information, risk assessments, and advisor recommendations to...
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Life Insurance Paraplanner
3 weeks ago
City Of London, UK, Central London, United Kingdom Pure Resourcing Limited Full timeLife Insurance Paraplanner / Paraplanning Manager (High Value Life Insurance)Are you highly experienced within high value life insurance?Are you an experienced Operations Manager / Paraplanning Manager?Our client is a highly successful financial services business, providing independent financial solutions in areas such as property finance (term and...
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Life Insurance Paraplanner
2 weeks ago
City of London, Greater London, United Kingdom Pure Resourcing Limited Full time €50,000 - €70,000Life Insurance Paraplanner / Paraplanning Manager (High Value Life Insurance) Are you highly experienced within high value life insurance? Are you an experienced Operations Manager / Paraplanning Manager? Our client is a highly successful financial services business, providing independent financial solutions in areas such as property finance (term and...
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Life Insurance Paraplanner
2 weeks ago
City of London, Greater London, United Kingdom Pure Resourcing Limited Full time €50,000 - €70,000Life Insurance Paraplanner / Paraplanning Manager (High Value Life Insurance) Are you highly experienced within high value life insurance? Are you an experienced Operations Manager / Paraplanning Manager? Our client is a highly successful financial services business, providing independent financial solutions in areas such as property finance (term and...
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Paraplanning Specialist
22 hours 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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Operations Manager
1 month ago
The City, United Kingdom Pure Resourcing Limited Full timeOperations Manager / Paraplanning Manager (High Value Life Insurance)Are you highly experienced within high value life insurance?Are you an experienced Operations Manager / Paraplanning Manager?Our client is a highly successful financial services business, providing independent financial solutions in areas such as property finance (term and short-term...
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Life Insurance Paraplanner
2 weeks ago
City of London, Greater London, United Kingdom Pure Resourcing Limited Full time €50,000 - €70,000Life Insurance Paraplanner / Paraplanning Manager (High Value Life Insurance) Are you highly experienced within high value life insurance? Our client is a highly successful financial services business, providing independent financial solutions in areas such as property finance (term and short-term finance), life insurance, asset finance, general...