Technical Paraplanning Expert

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...

Role 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.

Job SummaryWe are seeking a skilled Technical Paraplanning Specialist to join our team at Financial Divisions. This role offers the opportunity to transition into Advice within 3 years and has arisen due to the promotion of the present Paraplanner to Advice.The ideal candidate will possess a Level 4 Diploma in Paraplanning and have excellent technical...

Role OverviewWe are seeking a skilled Paraplanning expert to join our team at Deerfoot Recruitment Solutions Limited. This is an excellent opportunity for individuals passionate about building a career in financial planning.The successful candidate will be responsible for supporting financial advisors in preparing and managing client financial plans,...

Role 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...

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're Seeking a Paraplanning Expert:">A leading Fintech firm is looking for a Chartered Paraplanner to join their London-based team. As a key member, you will provide expert advice, manage relationships with clients, and leverage advanced technologies to deliver customized solutions.Key Responsibilities:">The successful candidate will address clients' daily...

Paraplanning 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...

Job OpportunityWe are recruiting a Paraplanner to strengthen our Paraplanning team in London. This position provides an excellent chance for a skilled professional to work with a premier Wealth Manager and develop their career.About the PositionResponsibilities include preparing reports, assisting with annual reviews, and providing exceptional client...

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...

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 JobIDEX Consulting is seeking a highly skilled Paraplanner to join our team in Hertfordshire, UK. The ideal candidate will have a strong understanding of the financial planning process and excellent communication skills.This is an exciting opportunity for experienced professionals to take on a key role in developing our client offering and...

NJR Recruitment is seeking a talented Paraplanning and Advisory Expert to join our team. As a key member of our financial planning team, you will play a vital role in supporting our financial planners in delivering exceptional client service.About the Role:Prepare detailed financial plans and reports for clients, using your analytical skills and knowledge of...

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...

Job 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...

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...

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...

About the Role: We are seeking a highly skilled Paraplanner to provide comprehensive support to our Wealth Planners. As a Financial Paraplanner, you will play a crucial role in helping our team deliver exceptional client service and meeting business objectives.Your primary responsibilities will include maintaining up-to-date knowledge of company policies and...

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...