Senior Paraplanner
5 days ago
Key Responsibilities:
• Supporting Financial Planners in research and analysis to meet client needs and objectives
• Preparing client financial plans and suitability reports
• Promoting the business profile within the profession and wider communities
• Developing and maintaining internal relationships to help maintain business flow and meet agreed targets
• Preparing and compiling financial analysis data
• Analysing client data and preparing cash flow analyses
• Compiling financial planning recommendations and suitability reports
• Providing support for Financial Planners
• Ensuring regulatory and compliance standards are met
• Liaising with product providers and other relevant third parties
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Senior Paraplanner Position
5 days ago
Welwyn Garden City, Hertfordshire, United Kingdom Heat Recruitment Full timeRole: We are seeking a skilled Senior Paraplanner to join our team in Welwyn Garden City. The successful candidate will be responsible for assisting the Paraplanning Manager with processes, technical cases, and team improvements.About the Role: As a Senior Paraplanner, you will have the opportunity to work closely with Planners, attend client meetings, and...
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Paraplanner
2 months ago
Welwyn Garden City, UK, Hertfordshire, United Kingdom EXCHANGE STREET FINANCIAL SERVICES LIMITED Full timeThey say there’s no I in team but it doesn’t always feel that way.Financial planners deserve their rewards, but they couldn’t do what they do without you. So shouldn’t those shared efforts result in a shared bonus?Well here, it does.At this business it’s a team effort. Planners are well looked after and highly respected, but they aren’t on a...
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Senior Paraplanning Professional
1 month ago
Welwyn Garden City, Hertfordshire, United Kingdom Heat Recruitment Ltd Full timeSenior Paraplanner OpportunityWe are working with a highly successful Financial Planning and Investment Management practice in the UK who are now looking for an experienced Senior Paraplanner to join their team.About the RoleThe Senior Paraplanner will be a key hire for the business and will be responsible for helping the Paraplanning Manager with processes,...
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Senior Paraplanning Professional
1 month ago
Welwyn Garden City, Hertfordshire, United Kingdom Heat Recruitment Ltd Full timeSenior Paraplanner OpportunityWe are working with a highly successful Financial Planning and Investment Management practice in the UK who are now looking for an experienced Senior Paraplanner to join their team.About the RoleThe Senior Paraplanner will be a key hire for the business and will be responsible for helping the Paraplanning Manager with processes,...
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Senior Financial Planning Specialist
2 weeks ago
Welwyn Garden City, Hertfordshire, United Kingdom Heat Recruitment Ltd Full time £50,000 - £65,000Senior Paraplanner RoleWe are working with a highly successful Financial Planning and Investment Management practice who are now looking for an experienced Senior Paraplanner to help the Paraplanning Manager with processes, technical cases, and overall team improvements.Key Responsibilities: Strong leadership skills, with an entrepreneurial spirit for idea...
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Senior Paraplanning Professional
1 month ago
Welwyn Garden City, Hertfordshire, United Kingdom Heat Recruitment Ltd Full timeSenior Paraplanner OpportunityWe are working with a highly successful Financial Planning and Investment Management practice in the UK who are now looking for an experienced Senior Paraplanner to join their team.About the RoleThe Senior Paraplanner will be a key hire for the business and will be responsible for helping the Paraplanning Manager with processes,...
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Senior Paraplanning Professional
1 month ago
Welwyn Garden City, Hertfordshire, United Kingdom Heat Recruitment Ltd Full timeSenior Paraplanner OpportunityWe are working with a highly successful Financial Planning and Investment Management practice in the UK who are now looking for an experienced Senior Paraplanner to join their team.About the RoleThe Senior Paraplanner will be a key hire for the business and will be responsible for helping the Paraplanning Manager with processes,...
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Senior Financial Planning Specialist
1 week ago
Welwyn Garden City, Hertfordshire, United Kingdom Heat Recruitment Ltd Full timeSenior Paraplanner OpportunityWe are working with a highly successful Financial Planning and Investment Management practice who are now looking for an experienced Senior Paraplanner to join their team.The Senior Paraplanner will be a key hire for the business and will be responsible for helping the Paraplanning Manager with processes, technical cases, and...
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Senior Financial Planning Specialist
4 weeks ago
Welwyn Garden City, Hertfordshire, United Kingdom Blakemore Recruitment Full timeSenior Paraplanner Job DescriptionAt Blakemore Recruitment, we are seeking a highly skilled and experienced Senior Paraplanner to join our team. As a Senior Paraplanner, you will play a crucial role in delivering high-quality financial planning services to our clients.Key Responsibilities:Financial Planner Support: Provide support to financial planners in...
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Senior Financial Planning Specialist
4 weeks ago
Welwyn Garden City, Hertfordshire, United Kingdom Blakemore Recruitment Full timeSenior Paraplanner Job DescriptionAt Blakemore Recruitment, we are seeking a highly skilled and experienced Senior Paraplanner to join our team. As a Senior Paraplanner, you will play a crucial role in delivering high-quality financial planning services to our clients.Key Responsibilities:Financial Planner Support: Provide support to financial planners in...
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Senior Financial Planner Assistant
1 month ago
Welwyn Garden City, Hertfordshire, United Kingdom Blakemore Recruitment Full timeSenior Paraplanner OpportunityBlakemore Recruitment is assisting a forward-thinking and vibrant IFA in Welwyn seek their next Senior Paraplanner to join their team. As a company, they offer ethical and honest solutions to help their clients achieve financial goals. With extensive experience built over many years, they have earned themselves an enviable...
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Senior Financial Planner Assistant
1 month ago
Welwyn Garden City, Hertfordshire, United Kingdom Blakemore Recruitment Full timeSenior Paraplanner OpportunityBlakemore Recruitment is assisting a forward-thinking and vibrant IFA in Welwyn seek their next Senior Paraplanner to join their team. As a company, they offer ethical and honest solutions to help their clients achieve financial goals. With extensive experience built over many years, they have earned themselves an enviable...
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Senior Paraplanner
1 month ago
Welwyn, United Kingdom CV-Library Full timeRole: Senior Paraplanner Location: Welwyn Garden City (Hybrid) Salary: Circa £50,000 - £65,000 - open depending on experience We are working with a highly successful Financial Planning and Investment Management practice in Welywn Garden City who are now looking for an experienced Senior Paraplanner to join the team. The Senior Paraplanner will...
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Paraplanner
2 months ago
Welwyn Garden City, United Kingdom EXCHANGE STREET FINANCIAL SERVICES LIMITED Full timeThey say there’s no I in team but it doesn’t always feel that way.Financial planners deserve their rewards, but they couldn’t do what they do without you. So shouldn’t those shared efforts result in a shared bonus?Well here, it does.At this business it’s a team effort. Planners are well looked after and highly respected, but they aren’t on a...
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Paraplanner
2 months ago
Welwyn Garden City, United Kingdom EXCHANGE STREET FINANCIAL SERVICES LIMITED Full timeThey say there’s no I in team but it doesn’t always feel that way.Financial planners deserve their rewards, but they couldn’t do what they do without you. So shouldn’t those shared efforts result in a shared bonus?Well here, it does.At this business it’s a team effort. Planners are well looked after and highly respected, but they aren’t on a...
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Paraplanner
4 weeks ago
City Of London, UK, Central London, United Kingdom YOUR RESOURCING PARTNER LIMITED Full timeWe are recruiting for an experienced Paraplanner to work within a highly successful Principle Partner Practice of St. James’s Place Wealth Management based in Moorgate, London.Role overviewIn order for the Managing Partner to continue to provide holistic advice and team-leadership to the very highest level, he is recruiting an experienced paraplanner to...
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Senior Paraplanner
4 months ago
Welwyn, United Kingdom Blakemore Recruitment Full timeRole: Senior Paraplanner Position Overview As a member of the paraplanning team, you will work collaboratively with the financial planners and compliance team to deliver quality and tailored financial planning services to clients. You will strive to deliver good outcomes for clients by analysing their needs, researching solutions and writing compliant and...
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Senior Paraplanning Professional
1 month ago
Welwyn, United Kingdom Heat Recruitment Ltd Full timeSenior Paraplanner OpportunityWe are working with a highly successful Financial Planning and Investment Management practice in Welwyn Garden City who are now looking for an experienced Senior Paraplanner to join the team.The Senior Paraplanner will be a key hire for the business and will be responsible for helping the Paraplanning Manager with processes,...
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Senior Paraplanning Professional
1 month ago
Welwyn, United Kingdom Heat Recruitment Ltd Full timeSenior Paraplanner OpportunityWe are working with a highly successful Financial Planning and Investment Management practice in Welwyn Garden City who are now looking for an experienced Senior Paraplanner to join the team.The Senior Paraplanner will be a key hire for the business and will be responsible for helping the Paraplanning Manager with processes,...
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Paraplanner
4 weeks ago
City of London, Greater London, United Kingdom YOUR RESOURCING PARTNER LIMITED Full timeJob Title: ParaplannerWe are seeking an experienced Paraplanner to join our team at YOUR RESOURCING PARTNER LIMITED, a highly successful Principle Partner Practice of St. James's Place Wealth Management based in London.Job SummaryThe successful candidate will provide high-quality support to our Financial Planners, assisting with research and analysis to meet...
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Paraplanner
4 weeks ago
City of London, Greater London, United Kingdom YOUR RESOURCING PARTNER LIMITED Full timeJob Title: ParaplannerWe are seeking an experienced Paraplanner to join our team at YOUR RESOURCING PARTNER LIMITED, a highly successful Principle Partner Practice of St. James's Place Wealth Management based in London.Job SummaryThe successful candidate will provide high-quality support to our Financial Planners, assisting with research and analysis to meet...
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Trainee Paraplanner
1 month ago
Shadwell, City and Borough of Leeds, United Kingdom CV-Library Full timeTrainee Paraplanner Location: North Leeds (LS17) Salary: £23,000 - £30,000 dependant on experience + benefits Hours: 9am - 5pm (Initially Office based. Potential for future hybrid working) Working as part of the team at an Appointed Representative of St. James’s Place Plc. An excellent opportunity for an experienced St. James’s...
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Senior Financial Planning Professional
1 week ago
City of London, United Kingdom Deerfoot IT Resources Limited Full timeFinancial Planning OpportunityWe are a growing, dynamic firm seeking a Financial Planner with at least 5 years of experience to join our expert team. This is a fantastic opportunity to contribute to a client-focused business that offers long-term career progression, a competitive salary, and a strong benefits package.Key Responsibilities:Manage and expand an...
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Home-Based Financial Services Administrator
4 weeks ago
City, United Kingdom Oak Private Wealth Full timeHome-Based Financial Services Administrator - Salary Up to £29,000 Full time depending on experience (part-time considered) Benefits 25 days holiday (plus bank holidays) Private Medical Insurance Private Health Insurance Life Assurance 2 x Salary 5% pension contribution £1,000 wellbeing allowance per annum (this can be used to purchase extra holiday days)...