Senior Paraplanner

1 week ago


City of Bristol, United Kingdom VPA London Full time
Job Description

Our client, within the Wealth Management Industry, are looking for a Senior Paraplanner to join their team.


Requirements:


  • 2+ years experience as an Senior Paraplanner
  • Excellent attention to detail and technical knowledge
  • A good understanding of FCA COB rules
  • Ability to work under pressure and as part of a team
  • Level 4 Diploma and ideally have level 6 or working towards


Key Responsibilities:


  • To draft suitability reports in alignment with the compliance requirements
  • Ensure all information received from the financial planner is complete and accurate for advice
  • Attend and assist client meetings and preparing suitable recommendations with accuracy and care
  • Provide training and general support to the Paraplanners
  • Excellent writing and verbal skills
  • Good decision-making skills
  • Enjoy mentoring and coaching


Package:


  • Salary 45k
  • Hybrid working (3 days in office)
  • Private Medical and Dental Insurance
  • Employee Pension Scheme
  • 24 days Annual Leave


  • Senior Paraplanner

    1 week ago


    City Of Bristol, United Kingdom VPA London Full time

    Our client, within the Wealth Management Industry, are looking for a Senior Paraplanner to join their team.Requirements:2+ years experience as an Senior ParaplannerExcellent attention to detail and technical knowledgeA good understanding of FCA COB rulesAbility to work under pressure and as part of a teamLevel 4 Diploma and ideally have level 6 or working...

  • Senior Paraplanner

    9 hours ago


    City of Edinburgh, United Kingdom Johnstongreer Full time

    Senior Paraplanner £44,000 to £50,000 plus benefits Paraplanner required by this wealth manager that operates within a niche market, to work with the firm's Private Clients across the full range of financial planning including Investments, Retirement, Cashflow Modelling and Protection, working with complex advice for HNW individuals.Operating as a...

  • Paraplanner

    2 weeks ago


    City of Bristol, United Kingdom IDEX Consulting Ltd Full time

    Job Description Paraplanner - £45,000 + Bonus – Bristol/ Hybrid I'm currently partnering with a leading wealth management firm who require a Paraplanner to join their team in Bristol. This is a newly created role and part of the growth strategy which has seen additional headcount, revenue and FUM come into the business this year. The business local...

  • Paraplanner

    3 days ago


    City Of Bristol, United Kingdom IDEX Consulting Ltd Full time

    Paraplanner - £45,000 + Bonus – Bristol/ Hybrid I'm currently partnering with a leading wealth management firm who require a Paraplanner to join their team in Bristol. This is a newly created role and part of the growth strategy which has seen additional headcount, revenue and FUM come into the business this year. The business local to Bristol offers a...

  • Paraplanner

    2 weeks ago


    City Of Bristol, United Kingdom IDEX Consulting Ltd Full time

    Paraplanner - £45,000 + Bonus – Bristol/ HybridI'm currently partnering with a leading wealth management firm who require a Paraplanner to join their team in Bristol. This is a newly created role and part of the growth strategy which has seen additional headcount, revenue and FUM come into the business this year.The business local to Bristol offers a true...

  • Paraplanner

    2 weeks ago


    City Of Bristol, United Kingdom IDEX Consulting Ltd Full time

    Paraplanner - £45,000 + Bonus – Bristol/ HybridI'm currently partnering with a leading wealth management firm who require a Paraplanner to join their team in Bristol. This is a newly created role and part of the growth strategy which has seen additional headcount, revenue and FUM come into the business this year.The business local to Bristol offers a true...

  • Senior Paraplanner

    1 week ago


    Bristol, United Kingdom Vpa London Full time

    Our client, within the Wealth Management Industry, are looking for a Senior Paraplanner to join their team.Requirements: 2+ years experience as an Senior Paraplanner Excellent attention to detail and technical knowledge A good understanding of FCA COB rules Ability to work under pressure and as part of a team Level 4 Diploma and ideally have level 6 or...

  • Paraplanner

    9 hours ago


    City of Edinburgh, United Kingdom Eden Scott Full time

    Job Description A rare and exciting opportunity has become available for an experienced paraplanner / senior paraplanner to join a leading chartered financial advice firm in Edinburgh due to continued growth.Their employees have won awards and their reputation amongst the best in the industry.They fully support and encourage career development - whether...

  • Senior Paraplanner

    2 weeks ago


    Bristol, United Kingdom VPA London Full time

    Our client, within the Wealth Management Industry, are looking for a Senior Paraplanner to join their team.Requirements:2+ years experience as an Senior ParaplannerExcellent attention to detail and technical knowledgeA good understanding of FCA COB rulesAbility to work under pressure and as part of a teamLevel 4 Diploma and ideally have level 6 or working...

  • Senior Paraplanner

    2 weeks ago


    Bristol, United Kingdom VPA London Full time

    Our client, within the Wealth Management Industry, are looking for a Senior Paraplanner to join their team.Requirements:2+ years experience as an Senior ParaplannerExcellent attention to detail and technical knowledgeA good understanding of FCA COB rulesAbility to work under pressure and as part of a teamLevel 4 Diploma and ideally have level 6 or working...

  • Senior Paraplanner

    9 hours ago


    Bristol, United Kingdom Vpa London Full time

    Job Description Our client, within the Wealth Management Industry, are looking for a Senior Paraplanner to join their team.

  • Senior Paraplanner

    4 weeks ago


    City of London, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job 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...


  • City of Edinburgh, United Kingdom Eden Scott Full time

    Job Description Due to further expansion our client, a leading financial planning and investment management company who offer services throughout the country, have a requirement for a paraplanner or a senior/ paraplanner team leader to join either their Edinburgh or Glasgow office to aid their growth strategy.The role would be based hybrid from their...

  • Paraplanner

    2 weeks ago


    City of Edinburgh, United Kingdom Eden Scott Full time

    Due to continued growth and expansion of their team a leading financial advice firm with an office in Edinburgh are recruiting for a paraplanner or senior paraplanner.Ideally experienced with diploma minimum, but for the right individual they could also develop them internally.In addition they are offering very flexible hybrid working, exam support and...

  • Paraplanner

    4 days ago


    City of Edinburgh, United Kingdom Eden Scott Full time

    Due to continued growth and expansion of their team a leading financial advice firm with an office in Edinburgh are recruiting for a paraplanner or senior paraplanner.Ideally experienced with diploma minimum, but for the right individual they could also develop them internally.In addition they are offering very flexible hybrid working, exam support and...

  • Senior Paraplanner

    2 weeks ago


    Bristol, UK, South West England, United Kingdom VPA London Full time

    Our client, within the Wealth Management Industry, are looking for a Senior Paraplanner to join their team.Requirements:2+ years experience as an Senior ParaplannerExcellent attention to detail and technical knowledgeA good understanding of FCA COB rulesAbility to work under pressure and as part of a teamLevel 4 Diploma and ideally have level 6 or working...


  • City of Edinburgh, United Kingdom Eden Scott Full time

    Due to further expansion our client, a leading financial planning and investment management company who offer services throughout the country, have a requirement for a paraplanner or a senior/ paraplanner team leader to join either their Edinburgh or Dundee office to aid their growth strategy.The role would be based hybrid from their offices, remain flexible...

  • Senior Paraplanner

    1 month ago


    City Of London, UK, Central London, United Kingdom Recruit UK | Certified B Corp™ Full time

    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 looking to expand...

  • Senior Paraplanner

    3 weeks ago


    City of London, United Kingdom NJR Recruitment Full time

    NJR 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...

  • Senior Paraplanner

    1 week ago


    Bristol, United Kingdom CV-Library Full time

    Recruit Wealth are representing a very well known, national, award winning PE backed Financial Planning business who now seek to appoint several Senior Paraplanners to their Bristol offices. Our client already has a large UK presence with major plans to continue to grow through acquisition, so it's a very exciting time to join. The Bristol office has...