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...

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...

Senior Paraplanning OpportunityBrevere Group is looking for a highly skilled Paraplanner to join our team. This is a rare opportunity to take your career to the next level and work closely with our Principle to develop and deliver holistic financial services.About YouWe are looking for someone with:Chartered Status and extensive experience in...

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 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...

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...

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 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...

Job 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...

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,...

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...

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.

Job Overview: Burgh Recruitment Limited is seeking an experienced Paraplanning Professional to join our dynamic team in London / Hybrid. In this role, you will play a vital part in supporting our team's efforts to provide top-notch service to clients by creating detailed financial plans and analyzing data to inform investment decisions.The successful...

Key ResponsibilitiesYou will work closely with our Financial Planners to provide technical support and expertise in financial planning, ensuring that clients receive exceptional service.In this role, you will be expected to have Chartered qualifications or be close to achieving them, with 3 years' experience in providing paraplanning support to HNW...

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...

Are you looking for a challenging role in the financial industry? Artemis Recruitment Consultants Ltd is seeking a Senior Paraplanning Coordinator to join their team in London.Job OverviewThe ideal candidate will have excellent organizational skills and be able to manage client data on X-Plan. They will also be responsible for inputting, scanning and...

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...

Job DescriptionHypothetical Salary: Up to £48,000 - £50,000 per annum.Location: London - Hybrid Working Opportunity.This role offers the chance to grow your technical paraplanning skills under the mentorship of a seasoned adviser. You will be responsible for providing comprehensive reports and analysis, including cash flow modelling and recommendations, to...

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 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...