Senior Paraplanner: Lead Adviser Support

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...

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...

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...

**Senior Paraplanner with an element of Quality work Cardiff, Salary up to £60,000 dependent upon experience. Excellent benefits and an element of Home working.** **Are you currently a Paraplanner looking for a more stimulating and challenging role?** Would you like a role that is varied and pivotal to the delivery of the very best client service? Do you...

A leading financial services firm in Cardiff is seeking a Senior Paraplanner to lead the paraplanning function and support advisers with complex cases. The ideal candidate will have a Level 4 Diploma in Regulated Financial Planning and experience in compliance, mentoring, and financial planning. This full-time role offers collaborative working and a range of...

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 DescriptionA leading Chartered Financial Advice firm are looking for Dip qualified paraplanners to join the firm on a remote basis. This highly successful firm have over £1bn in AUM and advisers across the UK. As a result of increased adviser numbers they are looking for remote based paraplanners to join them. With full home set up and equipment...

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...

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...