Paraplanning Manager
17 hours ago
OverviewParaplanning Manager — Associate Director, Financial Services, Meraki Talent Ltd. Location: Newcastle Upon Tyne, England, United Kingdom. We are looking for a skilled and detail-oriented Paraplanning Manager to join our financial planning team. The Paraplanning Manager will play a key role in supporting our financial advisors by conducting research, preparing financial plans, and ensuring that all documentation is accurate and compliant with regulations, as well as managing a team of Paraplanners.Key ResponsibilitiesLead and Manage a team of Paraplanners: Ensure the effective training, development, and oversight of a team of Paraplanners.Prepare Financial Plans: Collaborate with financial advisors to create comprehensive financial plans that align with clients' goals and objectives.Research and Analysis: Conduct in-depth research on investment options, insurance products, and other financial services to provide accurate recommendations.Client Support: Assist in the preparation of client presentations and reports, ensuring that all information is clear, accurate, and complies with relevant legislation.Ongoing Review: Regularly update and maintain clients' financial plans to ensure they remain current and relevant.Qualifications & SkillsExperience: Previous experience in a Paraplanning or Financial Advice role.Education: Diploma in Financial Planning (or working towards) or equivalent qualification.Technical Knowledge: Strong knowledge of financial planning tools, products, and compliance standards.Attention to Detail: Ability to produce high-quality work with a strong focus on accuracy and detail.Communication Skills: Excellent written and verbal communication skills to interact with advisors and clients effectively.Time Management: Ability to manage multiple tasks and meet deadlines in a fast-paced environment.Seniority levelMid-Senior levelEmployment typeFull-timeJob functionFinance and AdministrativeIndustriesFinancial Services, Investment Advice, and Investment Management #J-18808-Ljbffr
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Head of Paraplanning
21 hours ago
East Midlands, United Kingdom Premier Jobs UK Full timeThis Head of Paraplanning job in South Leicester provides opportunity to join a local, medium sized Financial Planning firm. Our client is looking to recruit an experienced Paraplanner Team Leader to join the team as Head of Paraplanning. You will be providing leadership and operational oversight of their paraplanning department. You should lead from the...
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Head of Paraplanning
3 days ago
Leicester Forest East, United Kingdom Premier Jobs UK Limited Full timeThis Head of Paraplanning job in South Leicester provides opportunity to join a local, medium sized Financial Planning firm. Our client is looking to recruit an experienced Paraplanner Team Leader to join the team as Head of Paraplanning. You will be providing leadership and operational oversight of their paraplanning department. You should lead from the...
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Paraplanning Lead
24 hours ago
East Midlands, United Kingdom Premier Jobs UK Full timeA financial planning firm in South Leicester is seeking an experienced Head of Paraplanning to lead their paraplanning department. You will focus on managing workloads, supporting team development, and improving processes. This role requires a Diploma qualification and strong technical expertise in paraplanning, alongside solid leadership skills. Join a team...
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Paraplanning Manager
7 days ago
South East England, United Kingdom Ortus Psr Full timeWith the focus on growing a team, we are looking to engage with an experienced Paraplanner that has managed and developed teams before. You will be working for a growing national IFA firm that is going through a transitional period as they look to increasetheir client base through acquisitions and organic client growth of the existing portfolio. You will...
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Head of Paraplanning
3 days ago
Leicester Forest East, United Kingdom Premier Jobs UK Limited Full timeA local financial planning firm in South Leicester is looking for a Head of Paraplanning to oversee their paraplanning team. The ideal candidate will have supervisory and management experience alongside a Level 4 Diploma in Financial Planning. This role involves delegating work, improving processes, and providing technical support within the department....
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Hybrid Paraplanner – Research, Reports
2 weeks ago
Leicester Forest East, United Kingdom Premier Jobs UK Full timeA local Financial Services firm is seeking a Paraplanner to support its team of Financial Advisors in providing comprehensive financial planning advice. Responsibilities include conducting financial planning research, report writing, and managing cases efficiently. Ideal candidates will have experience in paraplanning and be working towards or have a Level 4...
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Client Support Administrator
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East Sussex, United Kingdom Fram Search Full timeGreat benefits - Hybrid working - Fast-growing financial services business Are you looking to build a career in financial services, but getting your foot in the door is proving hard? If so, this is a great opportunity, as our client offers a clear pathway that could lead to more experienced roles such as wealth management administration, paraplanning or...
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Chartered Financial Planner
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York and North Yorkshire, United Kingdom IDEX Consulting Full timeIDEX are working with a National Wealth Management firm who have demonstrated strong headcount and AUM growth in recent years who require a Chartered Financial Planner to join their team.With offices in North Yorkshire, the ideal candidate will be local to the region and be well placed to uplift their existing book and then benefit from a strong brand,...
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Paraplanner
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East Midlands, United Kingdom Service Care Solutions Full timeParaplanner Location: Leicestershire Contract: Permanent, Full-Time Salary: £35,000 - £45,000 per annum Start Date: Flexible Contact: (url removed) Working Arrangements: Hybrid following probation Service Care Solutions are working with a respected financial advisory firm to recruit an experienced Paraplanner to join their growing team. In this role,...
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Paraplanner
1 week ago
Leicester Forest East, United Kingdom Premier Jobs UK Full timeThis Paraplanner job in South Leicester provides opportunity to join a local Financial Services firm.In this Paraplanner role, you will be providing support to their team of Financial Advisors who provide financial planning advice to clients. Your focus will be on undertaking full financial planning research, analysis and report writing on behalf of the...
