Senior Financial Planning Specialist
4 weeks ago
We are partnering with a highly successful Financial Planning and Investment Management practice in Welwyn Garden City to find an experienced Senior Paraplanner.
Key Responsibilities:- Support the Paraplanning Manager in developing and implementing processes and technical cases.
- Contribute to team improvements and help drive business growth.
- Hybrid working arrangement with 3 days in the office.
- Ongoing professional development and training opportunities.
- 28 days holiday plus bank holidays.
- Company bonus scheme.
- 4% employer pension contribution rising to 10%.
This is an excellent opportunity for a motivated and experienced Senior Paraplanner to join a dynamic team and contribute to the company's success.
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Senior Financial Planning Specialist
4 weeks ago
Welwyn Garden City, Hertfordshire, United Kingdom Heat Recruitment 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 Financial Planning Specialist
4 weeks ago
Welwyn Garden City, Hertfordshire, United Kingdom Heat Recruitment 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 Financial Planning Specialist
3 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
3 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
7 days 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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Financial Planning Coordinator
4 weeks ago
Welwyn Garden City, Hertfordshire, United Kingdom Exchange Street Claims & Financial Services Full timeUnlock Your Potential in Financial PlanningAre you looking for a career that offers growth opportunities and a chance to develop your skills? Do you want to work in a dynamic environment where your contributions are valued? Look no further!At Exchange Street Claims & Financial Services, we believe that our staff are our greatest asset. We're committed to...
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Financial Planning Coordinator
4 weeks ago
Welwyn Garden City, Hertfordshire, United Kingdom Exchange Street Claims & Financial Services Full timeUnlock Your Potential in Financial PlanningAre you looking for a career that offers growth opportunities and a chance to develop your skills? Do you want to work in a dynamic environment where your contributions are valued? Look no further!At Exchange Street Claims & Financial Services, we believe that our staff are our greatest asset. We're committed to...
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Financial Planning Specialist
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Welwyn Garden City, Hertfordshire, United Kingdom Exchange Street Claims ltd Full timeAs a seasoned Financial Planning Specialist with Exchange Street Claims ltd, you'll have the opportunity to work from home and focus on retaining existing clients while expanding your services. With a strong background in financial planning, you'll inherit a book of clients from retiring financial planners and take on a key role in the company's growth.The...
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Financial Planning Coordinator
4 weeks ago
Welwyn Garden City, Hertfordshire, United Kingdom Exchange Street Claims & Financial Services Full timeUnlock Your Potential in Financial PlanningAre you looking for a career that offers growth and development opportunities? Do you want to work in a dynamic environment where you can learn and grow with a talented team? Look no further!At Exchange Street Claims & Financial Services, we believe that our staff are our greatest asset. We're committed to helping...
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Financial Planning Coordinator
4 weeks ago
Welwyn Garden City, Hertfordshire, United Kingdom Exchange Street Claims & Financial Services Full timeUnlock Your Potential in Financial PlanningAre you looking for a career that offers growth and development opportunities? Do you want to work in a dynamic environment where you can learn and grow with a talented team? Look no further!At Exchange Street Claims & Financial Services, we believe that our staff are our greatest asset. We're committed to helping...
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Senior Financial Planner
4 weeks ago
Welwyn Garden City, Hertfordshire, United Kingdom Exchange Street Claims & Financial Services Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Paraplanner to join our team at Exchange Street Claims & Financial Services. As a key member of our financial planning team, you will play a vital role in supporting our IFAs and contributing to the success of our business.Key ResponsibilitiesProvide high-quality paraplanning support to our...
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Senior Financial Planner
4 weeks ago
Welwyn Garden City, Hertfordshire, United Kingdom Exchange Street Claims & Financial Services Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Paraplanner to join our team at Exchange Street Claims & Financial Services. As a key member of our financial planning team, you will play a vital role in supporting our IFAs and contributing to the success of our business.Key ResponsibilitiesProvide high-quality paraplanning support to our...
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Senior Financial Planning Specialist
4 weeks ago
Welwyn Garden City, Hertfordshire, United Kingdom Heat Recruitment Full time £45,000 - £55,000Senior Paraplanner OpportunityWe are partnering with a highly successful Financial Planning and Investment Management practice in Welwyn Garden City to find an experienced Senior Paraplanner.Key Responsibilities:Support the Paraplanning Manager in process improvements and technical case management.Contribute to team development and overall business...
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Senior Financial Planning Specialist
4 weeks ago
Welwyn Garden City, Hertfordshire, United Kingdom Heat Recruitment Full time £45,000 - £55,000Senior Paraplanner OpportunityWe are partnering with a highly successful Financial Planning and Investment Management practice in Welwyn Garden City to find an experienced Senior Paraplanner.Key Responsibilities:Support the Paraplanning Manager in process improvements and technical case management.Contribute to team development and overall business...
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Senior Financial Planning Specialist
3 days 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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Financial Planning Assistant
3 weeks ago
Welwyn Garden City, Hertfordshire, United Kingdom Exchange Street Financial Services Full time £60,000Unlock Your Potential as a ParaplannerAt Exchange Street Financial Services, we're committed to helping our financial planners succeed. And we need your expertise to make it happen.As a Paraplanner, you'll play a vital role in supporting our planners to deliver exceptional results. Your skills and experience will help free up their time to focus on...
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Financial Planning Assistant
3 weeks ago
Welwyn Garden City, Hertfordshire, United Kingdom Exchange Street Financial Services Full time £60,000Unlock Your Potential as a ParaplannerAt Exchange Street Financial Services, we're committed to helping our financial planners succeed. And we need your expertise to make it happen.As a Paraplanner, you'll play a vital role in supporting our planners to deliver exceptional results. Your skills and experience will help free up their time to focus on...
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Financial Planning Specialist
1 week ago
Welwyn Garden City, Hertfordshire, United Kingdom Blakemore Recruitment Full timeWe are seeking a skilled Financial Planning Specialist to join our team in Welwyn. The successful candidate will provide technical support and maintain high standards of compliance and client files.The ideal candidate will have a strong understanding of financial products and be willing to learn and understand more complex financial products. They will be...
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Senior Financial Planner
4 weeks ago
Welwyn Garden City, Hertfordshire, United Kingdom Exchange Street Claims & Financial Services Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Paraplanner to join our team at Exchange Street Claims & Financial Services. As a key member of our financial planning team, you will play a vital role in supporting our IFAs and contributing to the success of our business.Key ResponsibilitiesProvide high-quality paraplanning support to our...
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Senior Financial Planner
4 weeks ago
Welwyn Garden City, Hertfordshire, United Kingdom Exchange Street Claims & Financial Services Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Paraplanner to join our team at Exchange Street Claims & Financial Services. As a key member of our financial planning team, you will play a vital role in supporting our IFAs and contributing to the success of our business.Key ResponsibilitiesProvide high-quality paraplanning support to our...