Senior Paraplanner
3 weeks 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
3 weeks 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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Senior Financial Planning Specialist
4 weeks 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 Paraplanner
2 months 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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Senior Paraplanner
3 weeks ago
The City, United Kingdom Recruit UK | Certified B Corp™ Full timeRecruit UK are working on an exciting opportunity for a Senior Paraplanner in London to join a Financial Planning firm.Our client are a leading Financial Planning and Investment Management firm, with an office in the heart of London. They continue to go from strength to strength and are on a huge growing strategy across the UK! They are looking to expand...
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Senior Paraplanner
1 week ago
City of London, United Kingdom Recruit UK | Certified B Corp™ Full timeJob Description Recruit UK are working on an exciting opportunity for a Senior Paraplanner in London to join a Financial Planning firm. Our client are a leading Financial Planning and Investment Management firm, with an office in the heart of London. They continue to go from strength to strength and are on a huge growing strategy across the UK! They are...
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Senior Paraplanner
3 weeks ago
City Of London, UK, Central London, United Kingdom Recruit UK | Certified B Corp™ Full timeRecruit UK are working on an exciting opportunity for a Senior Paraplanner in London to join a Financial Planning firm.Our client are a leading Financial Planning and Investment Management firm, with an office in the heart of London. They continue to go from strength to strength and are on a huge growing strategy across the UK! They are looking to expand...
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Senior Paraplanner
5 days ago
City of London, United Kingdom NJR Recruitment Full timeNJR Recruitment is thrilled to be working with a leading financial planning firm dedicated to providing tailored financial advice and solutions to their clients. They pride themselves on their professional yet personal approach, ensuring their clients receive the highest standard of service. As they continue to grow, we are looking for a dedicated...
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Senior Paraplanner
4 days ago
london (city of london), United Kingdom NJR Recruitment Full timeNJR Recruitment is thrilled to be working with a leading financial planning firm dedicated to providing tailored financial advice and solutions to their clients. They pride themselves on their professional yet personal approach, ensuring their clients receive the highest standard of service. As they continue to grow, we are looking for a dedicated...
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Paraplanner
3 weeks ago
The City, United Kingdom Recruit UK | Certified B Corp™ Full timeAre you an experienced Paraplanner looking to elevate your career within a thriving and reputable financial advice firm?Recruit UK is excited to partner with a prestigious Independent Financial Advice firm in London, offering you an opportunity to move your career into a growing and forward thinking company.In this role, you will work closely with a Senior...
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Senior Paraplanner
4 days ago
City of London, Greater London, United Kingdom NJR Recruitment Full timeNJR Recruitment is thrilled to be working with a leading financial planning firm dedicated to providing tailored financial advice and solutions to their clients. They pride themselves on their professional yet personal approach, ensuring their clients receive the highest standard of service. As they continue to grow, we are looking for a dedicated...
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Paraplanner
3 weeks ago
City Of London, UK, Central London, United Kingdom Recruit UK | Certified B Corp™ Full timeAre you an experienced Paraplanner looking to elevate your career within a thriving and reputable financial advice firm?Recruit UK is excited to partner with a prestigious Independent Financial Advice firm in London, offering you an opportunity to move your career into a growing and forward thinking company.In this role, you will work closely with a Senior...
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Senior Paraplanner
1 week ago
City of London, United Kingdom mbf Full timeJob Description An award-winning international financial planning and investment management organisation is seeking an experienced Paraplanner (CF30) to join their expanding London team. With a robust presence in the UK, they provide top-tier financial advice to institutions and high-net-worth private clients, managing around £100 billion in client funds...
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Senior Financial Planning Assistant
4 days ago
Welwyn, United Kingdom Heat Recruitment Ltd Full timeParaplanning Team AssistantHeat Recruitment Ltd is seeking a motivated and enthusiastic individual to join their dynamic financial planning firm as a Paraplanning Team Assistant.About the RoleThis is an exciting opportunity to further your career in financial planning, with excellent training and development prospects. As a Paraplanning Team Assistant, you...
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High Net Worth Financial Planning Expert
2 days ago
City of London, Greater London, United Kingdom mbf Full timeCompany Overview: An esteemed investment management and financial planning organisation, boasting over 100 years of experience, is seeking a skilled Senior Paraplanner to join their growing Financial Planning team. With a national presence and ambitious growth plans, this firm is dedicated to providing top-tier financial advice and solutions to a diverse,...
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Assistant Financial Planning Manager
2 weeks ago
The City, United Kingdom Quarsh | B Corp Certified Full timeAbout the Company Founded in 2005, our London based client offers bespoke long-term financial planning for senior medical professionals. They are the UK’s leading advice firm uniquely focused on helping medics and their families to make well-considered decisions and to achieve their own ambitions in later life.Using exceptional NHS knowledge, their sound...
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Financial Planning and Investment Specialist
2 weeks ago
City of London, United Kingdom mbf Full timeAmbitious financial planners seeking a dynamic role can excel as Senior Paraplanners with MBF, a renowned international organization.Key Responsibilities:Conduct comprehensive client assessments to craft tailored investment strategies.Develop and present proposals for clients with complex needs.Collaborate with internal teams to deliver exceptional client...
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Assistant Financial Planning Manager
1 week ago
City of London, United Kingdom Quarsh | B Corp Certified Full timeJob Description About the Company Founded in 2005, our London based client offers bespoke long-term financial planning for senior medical professionals. They are the UK’s leading advice firm uniquely focused on helping medics and their families to make well-considered decisions and to achieve their own ambitions in later life. Using exceptional NHS...
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Senior Financial Planning Professional
4 weeks 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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Assistant Financial Planning Manager
2 weeks ago
City Of London, UK, Central London, United Kingdom Quarsh | B Corp Certified Full timeAbout the Company Founded in 2005, our London based client offers bespoke long-term financial planning for senior medical professionals. They are the UK’s leading advice firm uniquely focused on helping medics and their families to make well-considered decisions and to achieve their own ambitions in later life.Using exceptional NHS knowledge, their sound...