Paraplanning Specialist
3 days ago
A National Wealth Management Firm is seeking a skilled Paraplanning Specialist to join their team in High Wycombe. As a key member of the team, you will provide critical support to the financial planning process, ensuring accurate and efficient delivery of services to clients.
This exciting opportunity offers a chance to work with a well-established company, with a reputation for excellence in the industry. The successful candidate will have a strong foundation in financial planning, with a keen eye for detail and ability to prioritize tasks effectively.
We are looking for a motivated individual who is passionate about delivering exceptional results in a fast-paced environment. If you are a driven and organized Paraplanning Specialist, we encourage you to apply for this challenging and rewarding role.
The salary for this position is estimated to be around £38,000 per annum, taking into account the level of experience required and the location.
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Paraplanning Professional
4 weeks ago
High Wycombe, Buckinghamshire, United Kingdom Blakemore Recruitment Full timeWe are recruiting a Financial Planning specialist based in High Wycombe to join our team. This is an exciting opportunity for a skilled Paraplanner to leverage their expertise in providing high-quality technical support and administrative services.The ideal candidate will have at least 3 years of experience in Paraplanning, with a Diploma Level 4...
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Financial Planning Specialist
4 weeks ago
High Wycombe, Buckinghamshire, United Kingdom Blakemore Recruitment Full timeBlakemore Recruitment is seeking a highly skilled Paraplanning professional to join our team in High Wycombe. As a Financial Planning specialist, you will play a critical role in supporting the delivery of exceptional client service and ensuring compliance with regulatory requirements.This is an excellent opportunity for an experienced Paraplanner to take on...
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Home Based Investment Specialist
3 days ago
High Wycombe, Buckinghamshire, United Kingdom Austin Fraser Full timeWe are seeking an experienced Home Based Investment Specialist to join our team at Austin Fraser. As a key member of our paraplanning team, you will work closely with our advisers to provide high-quality technical support and maintain accurate records. Your duties will include researching funds and products, writing suitability reports, and preparing client...
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Financial Services Specialist
20 hours ago
High Wycombe, Buckinghamshire, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time £35,000 - £55,000**Job Title:** Paraplanner/Senior ParaplannerAre you an experienced Paraplanner looking to advance your career in a supportive and respected financial planning environment? We have an excellent opportunity for an enthusiastic and skilled Paraplanner to join our team as a Senior Paraplanner. The successful candidate will have a minimum of 3 years experience...
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Financial Planning Specialist
1 week ago
High Wycombe, Buckinghamshire, United Kingdom Blakemore Recruitment Full timeWe are currently recruiting for a financial planning firm in Stokenchurch who require a skilled Paraplanner due to company growth.The successful candidate will have a minimum of 3 years of experience in Paraplanning and be working towards or at Diploma Level 4 Qualified.Key responsibilities include provision of high-quality technical support, writing...
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Senior Financial Planning Specialist
6 days ago
High Wycombe, Buckinghamshire, United Kingdom NJR Recruitment Full timeJob DescriptionNJR Recruitment is partnering with a leading National Wealth Management Firm to find an experienced Paraplanner for their team in High Wycombe.This role would be perfect for someone looking to further their career in the financial planning sector. With full study support, you'll have the opportunity to develop your skills and knowledge in a...
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Financial Services Specialist
1 week ago
High Wycombe, Buckinghamshire, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full timeJob Title: Paraplanner/Senior ParaplannerLocation: StokenchurchEstimated Salary: £42,675 (based on a salary range of £35,000 - £55,000 and a location allowance)About the Role:The successful candidate will have a minimum of 3 years' experience in paraplanning and either be Level 4 Diploma qualified or actively working towards it.Key...
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Wealth Planning Specialist
4 weeks ago
High Wycombe, Buckinghamshire, United Kingdom kingswood-group Full timeAbout UsThe Kingswood Group is a leading global provider of trusted wealth planning and investment management solutions. With a growing network of offices across the UK, New York, and Johannesburg, we cater to clients ranging from private individuals to some of the UK's largest universities.Our VisionWe aim to become a leading global provider of innovative...
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Paraplanning Specialist
4 days ago
High Wycombe, United Kingdom NJR Recruitment Full timeParaplanning SpecialistWe are seeking a highly skilled Paraplanning Specialist to join our team at NJR Recruitment.This is a fantastic opportunity for someone looking to take their career to the next level in financial services with a leading recruitment firm based in the UK.The successful candidate will have a strong background in paraplanning, with...
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Paraplanning Expert
4 weeks ago
High Wycombe, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full timeAbout Us: TEMPLEGATE RECRUITMENT LIMITED is a leading recruitment agency specialising in financial services. Our team of experts has extensive knowledge and experience in matching top talent with prestigious clients.Our Client: This well-established company is seeking an experienced financial planning specialist to join their dynamic paraplanning team. As a...
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Financial Planning Specialist
4 weeks ago
High Wycombe, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full timeJob Summary: Experienced financial planning specialist required for a paraplanning team, with a minimum of 3 years experience and Level 4 Diploma qualification or actively working towards it.About the Role: Deliver exceptional independent financial advice, provide a supportive environment for career progression, professional development, and achieving...
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Financial Planning Specialist
1 day ago
High Wycombe, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full timeAbout the RoleTEMPLEGATE RECRUITMENT LIMITED seeks an experienced Paraplanner to join their team. The ideal candidate will have a minimum of 3 years in Paraplanning and be Level 4 Diploma qualified or actively working towards it.The role involves participating in debriefing sessions with advisers, analysing client data, conducting research on funds and...