Senior Paraplanning Professional

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 RoleWe are currently looking for a skilled Paraplanning Professional to join our team at Financial Divisions. The successful candidate will have a Level 4 Diploma Qualification and experience in paraplanning.As a Paraplanning Professional, you will be responsible for providing full paraplanning support, including report writing, conducting...

We are seeking an experienced Paraplanning Professional to join our team at Rathbones. As a key member of our Financial Planning Department, you will play a vital role in delivering exceptional client services and supporting our Financial Planning Directors.Main Responsibilities:Deliver high-quality paraplanning services, including preparing and writing...

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...

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,...

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...

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...

We Are Looking for a Talented Administration and Paraplanning ProfessionalAvoid boring and unfulfilling jobs. Join us as an Administration and Paraplanning Professional and embark on an exciting career journey in finance.About the Job:This role offers the opportunity to work with experienced professionals, develop your skills, and take on new challenges.You...

Paraplanning Excellence: A Leadership OpportunityWe are seeking an exceptional Senior Paraplanning Manager to elevate our Paraplanning function in London, serving private clients, families, and institutions. Our team provides a highly personal service, offering advice across Private Client Investment Tax and Retirement Planning.This is an excellent...

Job OverviewWe are seeking a Senior Paraplanning Manager to join our team at Artemis Recruitment Consultants Ltd. This is an exciting opportunity for an experienced paraplanner looking to take the next step into management.This role will involve heading up a team of paraplanners and working closely with a Senior Adviser to assist in operations.

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...

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...

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...

About Nova WealthWe are a fast-growing startup dedicated to revolutionizing the financial advice industry. Our team is passionate about creating innovative and personalized advice solutions for our clients, and we're looking for talented individuals to join us in this mission.As a Paraplanning Professional, you will be an integral part of our specialist...

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...

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...

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...

Blakemore 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...

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...

We are seeking a highly skilled Paraplanning Professional to join our team at Financial Divisions in Central London. With a strong focus on delivering exceptional customer service, our client serves high net worth individuals and families across London and the Southeast.The ideal candidate will possess a Level 4 Diploma qualification as a minimum and have...