Paraplanning Operations Manager
3 weeks ago
We are looking for a Paraplanning Operations Manager to join our team at Artemis Recruitment Consultants Ltd in London. As a key member of our team, you will be responsible for overseeing the day-to-day operations of our paraplanning team.
The ideal candidate will have Level 4 qualifications and experience as a paraplanner looking to take the next step into management or already working in paraplanning management or operations.
This is a hybrid role with a minimum of 2 days expected in the office after training. The salary for this position is approximately £60,000 per year, depending on experience.
Key Responsibilities:
- Manage the paraplanning team's administrative tasks
- Support Advisers with regular meetings and project management
- Prepare client meeting packs and deal with client queries
- Ensure compliance with FCA regulations
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Head of Paraplanning Operations
4 hours ago
London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd is looking for an exceptional Head of Paraplanning Operations to take their Paraplanning function to the next level. As a key member of the team, you will be responsible for managing a team, ensuring the highest quality of work, and driving improvement initiatives.The ideal candidate will have a strong background in...
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Senior Paraplanning Manager
4 weeks ago
London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob 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.
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Paraplanning Consultant
3 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeParaplanning ConsultantWe are seeking a highly skilled Paraplanning Consultant to join our team at Financial Divisions. In this role, you will be responsible for providing technical paraplanning services to our financial advisers, including report writing, research, and presentation preparation. As a Paraplanning Consultant, you will have the opportunity to...
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Paraplanning Operations Lead
3 hours ago
London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob DescriptionWe are seeking a highly motivated and experienced Paraplanning Team Leader to join our team at Artemis Recruitment Consultants Ltd. The successful candidate will be responsible for managing the team's day-to-day activities, ensuring pipeline management, and progressing cases in a timely manner.Key Responsibilities:Manage paraplanners on a...
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Paraplanning Specialist
2 weeks ago
London, Greater London, United Kingdom ARTEMIS RECRUITMENT CONSULTANTS LIMITED Full timeAbout 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...
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Senior Paraplanning Specialist
3 weeks 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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Management Supervisor
2 hours ago
London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full timeRole OverviewArtemis Recruitment Consultants Ltd is seeking an experienced Paraplanning Team Leader to manage the team's day-to-day activities, ensure pipeline management, and progress cases in a timely manner. This role involves managing paraplanners' competency and training needs, running quarterly reviews, and performing end-of-year remuneration review...
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Paraplanning Expert
7 days ago
London, Greater London, United Kingdom Deerfoot Recruitment Solutions Limited Full timeJob Title: Paraplanning ExpertWe are looking for an experienced Paraplanning Expert to join our team in London. As a key member of our financial services division, you will play a crucial role in supporting financial advisors in preparing and managing client financial plans.The ideal candidate will have a strong understanding of financial planning software...
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Paraplanning Lead Specialist
4 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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Senior Paraplanning Executive
4 weeks ago
London, Greater London, United Kingdom IDEX Consulting Full timeJob 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...
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Paraplanning Professional
2 hours ago
London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full timeWe are looking for a Paraplanning Professional to join our team at Artemis Recruitment Consultants Ltd. As a Paraplanner, you will be responsible for managing cases from start to finish, working closely with colleagues and third parties to ensure timely completion and compliance.About the Job:The successful candidate will have a strong background in...
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Paraplanning Specialist
22 hours ago
London, Greater London, United Kingdom Financial Divisions Full timeJob 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...
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Paraplanning Professional
3 weeks ago
London, Greater London, United Kingdom Rathbone Brothers Full timeWe 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...
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Financial Paraplanning Specialist
7 days ago
London, Greater London, United Kingdom FS Talent Group Full timeJob 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...
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Paraplanning Expert
2 weeks ago
London, Greater London, United Kingdom Deerfoot Recruitment Solutions Limited Full timeRole OverviewWe are seeking a Paraplanning Expert to join our team at Deerfoot Recruitment Solutions Limited. As a key member of our financial planning team, you will be responsible for supporting financial advisors in preparing and managing client financial plans.
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Paraplanning Team Lead
3 weeks ago
London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full timeWe are seeking a highly skilled Paraplanning Team Lead to join our team in London. As a key member of the Artemis Recruitment Consultants Ltd team, you will be responsible for managing the paraplanning team on a day-to-day basis, ensuring pipeline management and progressing cases in a timely manner. You will also need to understand client needs and...
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Senior Paraplanning Specialist
2 weeks ago
London, Greater London, United Kingdom IDEX Consulting Full timeJob DescriptionWe are looking for a Senior Paraplanning Specialist to take charge of complex paraplanning tasks. The successful candidate will be responsible for:Managing ITPs and cash flow modelsProviding technical support on pensions and investmentsCollaborating with colleagues to deliver high-quality financial planning solutionsA competitive salary of...
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Paraplanning Expert
3 weeks ago
London, Greater London, United Kingdom Deerfoot Recruitment Solutions Full timeAbout 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...
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Technical Paraplanning Specialist
2 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeRole 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...
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Paraplanning Lead
3 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeAbout 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...