Paraplanning Manager Specialist
17 hours ago
This role is pivotal in bridging the gap between senior financial advisers and technical planning support.
We are seeking an experienced Paraplanning Manager Specialist to join our team at Recruit UK | Certified B Corp™. As a key member of our organization, you will be responsible for supporting a team of Financial Advisers and Chartered Financial Planners.
Key Responsibilities:- Support and collaborate with the Financial Advisers and Chartered Financial Planners
- Engage with clients and provide exceptional customer service
- Conduct data analysis and research to inform business decisions
- Provide technical paraplanning support to enhance client experiences
- Manage the financial planning support team to ensure seamless operations
The successful candidate will have previous experience as a Paraplanner, ideally 5+ years'. They will also possess excellent communication skills, be able to coach and motivate a team, and have exposure to managing clients of all variety within wealth planning.
Requirements:- Prior experience as a Paraplanner, preferably with 5+ years' experience
- Ability to engage with diverse clients and provide personalized support
- Strong analytical and problem-solving skills
- Excellent communication and leadership abilities
- Pension scheme
- Flexible working arrangements
- 25 days holiday plus bank holidays
- Fantastic work culture
- Professional development opportunities
- A unique and varied opportunity to grow your career
Estimated salary: Up to £65,000 per annum.
-
Technical Paraplanning Specialist
4 days ago
Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full timeTechnical Paraplanning SpecialistWe are recruiting an experienced Technical Paraplanning Specialist to join our team at Recruit UK | Certified B Corp™. In this role, you will be responsible for providing technical paraplanning support to our financial planners, including data analysis and research.Key Responsibilities:Conduct detailed data analysis and...
-
Senior Paraplanning Manager
2 days ago
Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full timeParaplanning Manager RoleWe are seeking a skilled and experienced Paraplanning Manager to join our team in Staffordshire.The successful candidate will be responsible for bridging the gap between senior advisers and the technical planning support team, ensuring smooth running and efficiency of the company.This is a pivotal role that requires strong technical...
-
Senior Paraplanning Lead
15 hours ago
Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full timeJob Title: Senior Paraplanning LeadThis pivotal role bridges the gap between senior advisers and technical planning support team, playing a crucial part in driving business growth and client satisfaction.Compensation:A competitive salary of up to £65,000 (dependent on skill-set and qualifications)About the Role:SUPPORT A TEAM OF FINANCIAL ADVISERS AND...
-
Paraplanning Team Lead
7 days ago
Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full timeParaplanning Team Lead OpportunityA highly respected client in Staffordshire is seeking an experienced Paraplanner Manager to lead their financial planning support team. The ideal candidate will have previous experience in team management, preferably for 5+ years, and exposure to implementing new processes to enhance efficiency and productivity. Ability to...
-
Paraplanning Expert
1 week ago
Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full timeAbout the RoleWe are seeking a skilled Paraplanner to join our team in Staffordshire. As a Paraplanner Manager, you will play a pivotal role in bridging the gap between senior advisers and the technical planning support team.Key Responsibilities include:Supporting a team of Financial Advisers and Chartered Financial PlannersAssisting with client engagement...
-
Paraplanning Team Lead
14 hours ago
Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full timeAbout the JobA leading wealth management firm based in Lichfield is seeking an experienced Paraplanning Manager to join their team in Staffordshire.The ideal candidate will have a strong background in financial planning, excellent communication skills, and the ability to motivate a team.The role involves:Managing a team of ParaplannersProviding technical...
-
Wealth Management Specialist
16 hours ago
Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full timeJob OverviewThis is a pivotal role for a Wealth Management Specialist, where you will bridge the gap between senior advisers and technical planning support teams.The successful candidate will be key in smooth running and efficiency of the company, including technical paraplanning, team management, and support to the Financial Planning team.A CF30...
-
Paraplanner Manager
2 weeks ago
Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full time €65,000Financial Services This is a pivotal role, where you will be bridging the gap between senior advisers and the technical planning support team. This role will be key in smooth running and efficiency of the company, including technical paraplanning, management of the wider team and support to the Financial Planning team. Support team of Financial Advisers...
-
Paraplanner Manager
2 weeks ago
Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full time €65,000Financial Services This is a pivotal role, where you will be bridging the gap between senior advisers and the technical planning support team. This role will be key in smooth running and efficiency of the company, including technical paraplanning, management of the wider team and support to the Financial Planning team. Support team of Financial Advisers...
-
Wealth Planning Manager
6 days ago
Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full timeWealth Planning ManagerA prestigious client in Staffordshire is seeking a skilled Paraplanner Manager to bridge the gap between senior advisers and technical planning support teams. This pivotal role will be key to the smooth running and efficiency of the company, encompassing technical paraplanning, team management, and support to the Financial Planning...
-
Senior Financial Planning Manager
4 weeks ago
Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full timeAs a leading specialist in financial services recruitment, Recruit UK | Certified B Corp™ is proud to present an exceptional opportunity for a seasoned professional to join our prestigious client's team in Staffordshire.Salary: Up to £65,000 per annum (dependent on skill-set and qualifications)The role of Technical Manager is pivotal in bridging the gap...
-
Paraplanner Manager
2 weeks ago
Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full time €65,000Job Title: Paraplanner Manager Industry: Financial Services Location: Staffordshire Salary: Up to £65,000 (salary negotiable dependent on skill-set and qualifications) Job reference: 9369 My prestigious client are seeking a Paraplanner Manager to join their team in Staffordshire. This is a pivotal role, where you will be bridging the gap between...
-
Paraplanner Manager
2 weeks ago
Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full timeJob Title: Paraplanner Manager Industry: Financial Services Location: Staffordshire Salary: Up to £65,000 (salary negotiable dependent on skill-set and qualifications) Job reference: 9369 My prestigious client are seeking a Paraplanner Manager to join their team in Staffordshire. This is a pivotal role, where you will be bridging the gap between senior...
-
Paraplanner Manager
2 weeks ago
Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full time €65,000Job Title: Paraplanner Manager Industry: Financial Services Location: Staffordshire Salary: Up to £65,000 (salary negotiable dependent on skill-set and qualifications) Job reference: 9369 My prestigious client are seeking a Paraplanner Manager to join their team in Staffordshire. This is a pivotal role, where you will be bridging the gap between...
-
Senior Financial Planning Manager
1 week ago
Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full timeJob OverviewAs a Paraplanner Manager, you will be responsible for providing technical support to a team of Financial Advisers and Chartered Financial Planners. This is an excellent opportunity to develop your skills and experience in a dynamic and supportive environment.The successful candidate will have a strong background in paraplanning, including...
-
Financial Planning Support Director
17 hours ago
Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full timeTechnical Paraplanning Manager RoleWe are looking for an experienced Technical Paraplanning Manager to join our team in Staffordshire.The successful candidate will be responsible for providing technical support to Financial Advisers and Chartered Financial Planners, managing a team of Paraplanners, and assisting with client engagement and data analysis.The...
-
Technical Manager
2 months ago
Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full timeJob Title: Technical ManagerIndustry: Financial ServicesLocation: StaffordshireSalary: Up to £65,000 (salary negotiable dependent on skill-set and qualifications)Job reference: 9369My prestigious client are seeking a Technical Manager to join their team in Staffordshire. This is a pivotal role, where you will be bridging the gap between senior advisers and...
-
Technical Manager
1 month ago
Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full timeJob Description Job Title: Technical Manager Industry: Financial Services Location: Staffordshire Salary: Up to £65,000 (salary negotiable dependent on skill-set and qualifications) Job reference: 9369 My prestigious client are seeking a Technical Manager to join their team in Staffordshire. This is a pivotal role, where you will be bridging the gap...
-
Technical Manager
1 month ago
Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full timeJob Title: Technical ManagerIndustry: Financial ServicesLocation: StaffordshireSalary: Up to £65,000 (salary negotiable dependent on skill-set and qualifications)Job reference: 9369My prestigious client are seeking a Technical Manager to join their team in Staffordshire. This is a pivotal role, where you will be bridging the gap between senior advisers and...
-
Technical Manager
1 month ago
Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full timeJob Title: Technical ManagerIndustry: Financial ServicesLocation: StaffordshireSalary: Up to £65,000 (salary negotiable dependent on skill-set and qualifications)Job reference: 9369My prestigious client are seeking a Technical Manager to join their team in Staffordshire. This is a pivotal role, where you will be bridging the gap between senior advisers and...