Senior Paraplanner
2 days ago
We are proud to be supporting a leading, national, wealth management and financial planning firm with continued expansion plans.
Namely the recruitment of a Senior Paraplanner to join their busy and successful team.
Candidates will be responsible for providing a first class service to clients and supporting Financial Planners with full research and suitability report writing support.
You will liaise with the Financial Planner and ensure all information is present, whilst proving guidance and research to ensure suitable recommendations for the client.
In addition, candidates will take on more senior responsibilities including providing support, training and development to more junior members of the team.
You will also help support and develop paraplanning tools and reference material.
Candidates need to have previous paraplanning or report writing experience ideally with a strong technical knowledge of investments, pensions, protection, pension transfers and general financial planning.
Experience across a range of platforms is preferred.
You will ideally be qualified to Level 6 / Chartered, or working towards, and have good planning, organisational and mentoring / supervisory skills.
In return our client is looking to offer a competitive basic salary as well as an excellent benefits package and plenty of opportunities for career progression, within this growing organisation.
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Senior Paraplanner
2 weeks 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 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...
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Senior Paraplanner
2 weeks 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, 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 days ago
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.
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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
1 week 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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Senior Paraplanner
1 week 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
1 week 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
7 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
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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 to...
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Paraplanner
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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
4 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 (Pensions Management)
4 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)
4 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
4 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...
-
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...
