Senior Paraplanning Specialist

Job 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...

About the JobWe are looking for a highly motivated and experienced Paraplanning Specialist to join our team at Artemis Recruitment Consultants Limited. The ideal candidate will have a strong background in paraplanning, excellent communication skills, and a keen eye for detail.Key ResponsibilitiesPrepare and maintain client files, ensuring accuracy and...

Job Summary:We are seeking an experienced Senior Paraplanning Executive to join our team at IDEX Consulting. The successful candidate will be responsible for providing high-quality paraplanning services to our clients, including cash flow modelling, pensions, and other technical aspects.The ideal candidate will have a strong background in financial planning...

About 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...

Job OverviewFS Talent Group is seeking a highly skilled Financial Paraplanning Specialist to join their team. This role offers an excellent opportunity for professionals looking to advance their careers in wealth management.As a Financial Paraplanning Specialist, you will be responsible for providing administrative and paraplanning support to a dedicated...

Job SummaryWe are seeking a skilled Technical Paraplanning Specialist to join our team at Financial Divisions. This role offers the opportunity to transition into Advice within 3 years and has arisen due to the promotion of the present Paraplanner to Advice.The ideal candidate will possess a Level 4 Diploma in Paraplanning and have excellent technical...

Job Title: Senior Paraplanning AssistantAbout the Role:We are seeking a highly organized and detail-oriented individual to join our team as a Senior Paraplanning Assistant. This is an exciting opportunity for someone who is passionate about providing exceptional support to our Paraplanning Team.Key Responsibilities:Manage client data on X-Plan, ensuring...

Role OverviewWe are seeking a highly skilled Technical Paraplanning Specialist to join our London-based wealth management team.The ideal candidate will have a Level 4 Diploma in Paraplanning and excellent technical knowledge of financial services products.This is an exciting opportunity for a paraplanner looking to develop their skills and progress to...

The 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...

Role OverviewWe are seeking a talented Financial Paraplanning Specialist to join our team at Financial Divisions, a leading wealth management firm based in London. As a key member of our paraplanning team, you will provide exceptional technical support to our Advisers and contribute to the growth of our business.About the RoleThis is an exciting opportunity...

Job SummaryWe are seeking an experienced Diploma Qualified Paraplanner to join our growing team at Financial Divisions in London.The ideal candidate will have a minimum of 3 years of solid end-to-end paraplanning experience and a strong interest in mentoring and training team members.This is an excellent opportunity for career progression into a Team...

At Merje, we are seeking a skilled Paraplanning Specialist to join our Wealth Management team on a permanent basis. As a Paraplanner, you will play a crucial role in servicing existing business, platform-based work, and client contact.Key ResponsibilitiesService existing business, ensuring timely and accurate completion of tasksConduct platform-based work,...

About 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...

Wealth Planning RoleFinancial Divisions is seeking a skilled Paraplanning Specialist to join its team in Central London.The ideal candidate will have excellent communication skills and a strong understanding of financial planning concepts.Key ResponsibilitiesSupport experienced advisers in providing whole-of-market financial advice to high net worth...

About the RoleFully qualified paraplanners with a Level 4 Diploma are sought to join Financial Divisions, an award-winning wealth management firm based in London.The ideal candidate will have the opportunity to develop technical paraplanning expertise by working alongside industry leaders and attending client meetings.This position offers a chance to...

About 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...

Established in the financial industry with over 100 years of experience, mbf is a reputable investment management and financial planning organisation seeking a skilled Senior Paraplanner to join their expanding Financial Planning team.This role is ideally suited to experienced, career-oriented Paraplanners who hold or are working towards Chartered status via...

About Us">Deerfoot Recruitment Solutions is a boutique wealth management firm based in Central London, offering a unique opportunity to develop your skills as a Paraplanner. Our dynamic, close-knit team works in one of London's most prestigious areas.">Career Growth">We are invested in your development, and this role is designed for those looking to grow...

About the RoleFully trained and qualified Paraplanning Managers are sought after by top firms. This is your chance to take on a pivotal leadership role in a dynamic environment.You will lead a diverse team of paraplanners, from junior to senior levels, guiding them through progressive career pathways. Your influence will impact not only their individual...

Role OverviewTate Recruitment seeks an experienced Senior Paraplanning Professional to join our team. With a salary range of £65,000 - £75,000, this is an excellent opportunity for individuals who are passionate about delivering high-quality financial advice.In this role, you will be responsible for providing expert guidance on pension transfers,...