Paraplanning and Strategy Expert

We 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...

Role 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,...

Financial 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...

Eden 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...

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...

Financial Planning Role: We are seeking a highly experienced Senior Paraplanner to join our team in Welwyn Garden City. As a key hire for the business, you will be responsible for helping the Paraplanning Manager with processes, technical cases, and overall team improvements. This is an exciting opportunity to be part of a growing business that offers...

This is an exciting opportunity for a professional Paraplanner to join our dynamic team in London. You will be responsible for preparing reports, writing proposals, and providing excellent service to clients. If you have a minimum of 2-3 years' experience in paraplanning and hold the CII Diploma in Financial Planning or equivalent, we would like to hear from...

About the JobIDEX Consulting is seeking a highly skilled Paraplanner to join our team in Hertfordshire, UK. The ideal candidate will have a strong understanding of the financial planning process and excellent communication skills.This is an exciting opportunity for experienced professionals to take on a key role in developing our client offering and...

We are looking for a talented Senior Paraplanning Expert to join our team at CV Elite Ltd. This is an exciting opportunity to work with complex financial cases and develop comprehensive financial plans tailored to the clients' needs.About the Role:In this role, you will be responsible for working closely with senior managers to create a joined-up,...

NJR Recruitment is seeking a talented Paraplanning and Advisory Expert to join our team. As a key member of our financial planning team, you will play a vital role in supporting our financial planners in delivering exceptional client service.About the Role:Prepare detailed financial plans and reports for clients, using your analytical skills and knowledge of...

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...

About the Role: We are seeking a highly skilled Paraplanner to provide comprehensive support to our Wealth Planners. As a Financial Paraplanner, you will play a crucial role in helping our team deliver exceptional client service and meeting business objectives.Your primary responsibilities will include maintaining up-to-date knowledge of company policies and...

**Job Summary:**We are recruiting for a skilled paraplanner to join our client's Wealth Management Practice in London. As a Wealth Management Professional, you will contribute to delivering high-quality financial services to clients.Key Responsibilities:Preparing complex financial documents, including suitability letters and illustrations.Managing client...

Company OverviewWe are Deerfoot Recruitment Solutions Limited, a renowned recruitment agency dedicated to connecting talented professionals with exciting career opportunities.Job SummaryWe are seeking an exceptional Senior Paraplanning Expert to join our team in London. As a key member of our team, you will be responsible for supporting financial advisors in...

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...

Pertemps 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...

Paraplanning Expertise LeaderWe are looking for a seasoned Paraplanner to lead our team at a distinguished Multi-Family Office in Mayfair. As a Senior Paraplanner, you will collaborate with ultra-high-net-worth families and oversee complex, high-profile cases.About the PositionCreate comprehensive financial plans, reports, and analysis for UHNW...

Key ResponsibilitiesAs a paraplanning professional, you will be responsible for:Preparing and maintaining client filesChecking compliance paperwork and confirming client risk profilesPreparing recommendations and identifying areas for planningUndertaking research and liaising with clients' legal and tax advisersImplementing investment strategies and...

Are 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...

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...