Senior Technical Paraplanner

Researching, analysing market trends and report writing, Chase de Vere paraplanners work closely with our financial advisers and client support teams to deliver advice and provide ongoing services to new and existing clients. Our paraplanning teams have exceptional technical and industry knowledge with many having secured their Level 4 Diploma in Regulated...

Researching, analysing market trends and report writing, Chase de Vere paraplanners work closely with our financial advisers and client support teams to deliver advice and provide ongoing services to new and existing clients. Our paraplanning teams have exceptional technical and industry knowledge with many having secured their Level 4 Diploma in Regulated...

A leading financial planning firm is seeking a Senior Technical Paraplanner in Cardiff. You will support Consultants by preparing reports, managing client reviews, and analyzing data. Required qualifications include previous paraplanning experience and chartered status or progress towards it. The role offers a salary between £45,000 and £50,000,...

A recruitment agency is seeking a Senior Technical Paraplanner to join a client in Cardiff. The successful candidate will support financial Consultants by preparing technical reports, managing client reviews, and conducting research. Previous paraplanning experience is essential, and the role offers a salary of £45,000 to £50,000, along with hybrid working...

Job description I'm currently representing a well-established, reputable independent financial planning firm is expanding their team in Cardiff following continued growth - and they're looking for a Paraplanner to join them.In this role, you'll work closely with senior advisers, offering high-quality technical support and contributing to a first-class client...

Job Description Are you a detail-oriented professional with a passion for financial planning and mentoring others? We’re looking for a Senior Paraplanner to join our team. This role offers the opportunity to lead by example, support advisers with complex cases, and help shape the paraplanning function. If you thrive in a collaborative environment and enjoy...

Thrive Group are delighted to be actively recruiting for our client, who are experts in providing tailored financial planning advice. They urgently seek a Senior Technical Paraplanner to join the team on a permanent basis. What you will be doing : Supporting the Consultants ahead of client meetingsPreparing compliant, technical suitability reports and...

I'm currently representing a reputable independent financial planning firm that is looking for an experienced Paraplanner to join their team in Cardiff! In this role, you'll work closely with senior advisers, offering high-quality technical support and contributing to a first-class client experience. You'll have the opportunity to get stuck into a wide range...

A leading financial advisory firm in Cardiff seeks a Senior Paraplanner to support financial advisers in delivering outstanding client services. You will be responsible for market analysis and overseeing a team of paraplanners, ensuring effective workload management. The ideal candidate should possess a Level 4 Diploma in Regulated Financial Planning and...

Job DescriptionResearching, analysing market trends and report writing, Chase de Vere paraplanners work closely with our financial advisers and client support teams to deliver advice and provide ongoing services to new and existing clients. Our paraplanning teams have exceptional technical and industry knowledge with many having secured their Level 4 Diploma...