Senior Paraplanner
1 week ago
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
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Senior Paraplanner
1 week ago
Bristol, United Kingdom VPA London Full timeOur 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...
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Senior Paraplanner
1 week ago
Bristol, United Kingdom VPA London Full timeOur 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...
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Senior Paraplanner
2 weeks ago
Bristol, UK, South West England, United Kingdom VPA London Full timeOur 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...
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Senior Paraplanner
6 days ago
City Of Bristol, United Kingdom VPA London Full timeOur 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...
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Senior Paraplanner
1 week ago
City of Bristol, United Kingdom VPA London Full timeJob 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...
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Paraplanner
2 months ago
Bristol, United Kingdom IDEX Consulting Ltd Full timeParaplanner – £60,000 DOE + Bonus – Bristol / HybridI am currently partnered with a prestigious wealth management firm seeking an experienced Paraplanner to join their team in Bristol.The company holds an outstanding market reputation, renowned for their expertise in managing the complex financial needs of ultra-high-net-worth clients. Their proven...
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Senior Paraplanner
7 days ago
Bristol, United Kingdom CV-Library Full timeRecruit 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...
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Senior Paraplanner
6 days ago
Bristol, United Kingdom Recruit Wealth Ltd Full timeRecruit 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...
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Senior Paraplanner
5 days ago
Bristol, United Kingdom Recruit Wealth Ltd Full timeRecruit 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 seen...
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Paraplanner
2 days ago
Bristol, United Kingdom IDEX Consulting Ltd Full time €45,000Paraplanner - £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...
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Paraplanner
2 days ago
Bristol, United Kingdom IDEX Consulting Ltd Full time €45,000Paraplanner - £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...
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Paraplanner
2 weeks ago
Bristol, United Kingdom IDEX Consulting Ltd Full timeParaplanner - £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...
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Paraplanner
1 month ago
Greater Bristol Area, United Kingdom IDEX Consulting Ltd Full timeParaplanner – £60,000 DOE + Bonus – Bristol / HybridI am currently partnered with a prestigious wealth management firm seeking an experienced Paraplanner to join their team in Bristol.The company holds an outstanding market reputation, renowned for their expertise in managing the complex financial needs of ultra-high-net-worth clients. Their proven...
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Paraplanner (Pensions Management)
2 days ago
Bristol, United Kingdom IDEX Consulting Ltd Full time €45,000Paraplanner - £45,000 + Bonus – Bristol/ Hybrid The business local to Bristol offers a true pathway to progress which, in this instance, may be towards an Advisory capacity or as a more senior member of the paraplanning/support team. Preparing pre-approval documentation prior to report writing. 30 days annual leave plus bank holidays. ~ Discretionary...
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Paraplanner (Pensions Management)
2 days ago
Bristol, United Kingdom IDEX Consulting Ltd Full time €45,000Paraplanner - £45,000 + Bonus – Bristol/ Hybrid The business local to Bristol offers a true pathway to progress which, in this instance, may be towards an Advisory capacity or as a more senior member of the paraplanning/support team. Preparing pre-approval documentation prior to report writing. 30 days annual leave plus bank holidays. ~ Discretionary...
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Paraplanner
2 weeks ago
City of Bristol, United Kingdom IDEX Consulting Ltd Full timeJob 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...
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Paraplanner
2 weeks ago
City Of Bristol, United Kingdom IDEX Consulting Ltd Full timeParaplanner - £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...
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Paraplanner
2 days ago
City Of Bristol, United Kingdom IDEX Consulting Ltd Full timeParaplanner - £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...
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Paraplanner
2 weeks ago
City Of Bristol, United Kingdom IDEX Consulting Ltd Full timeParaplanner - £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...
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Paraplanner - Technical Support Role
2 weeks ago
Bristol, Bristol, United Kingdom Artemis Recruitment Consultants Ltd Full timeAbout the OpportunityArtemis Recruitment Consultants Ltd is looking for a talented Paraplanner to join our team. As a key member of our team, you will play a vital role in supporting our senior financial planners in providing expert advice to clients.Job DescriptionWe are seeking an individual with strong technical skills and attention to detail to provide...