Senior Paraplanner: Lead Research
5 days ago
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 have excellent technical knowledge. Your role will directly contribute to providing the best financial advice and client support.
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Senior Paraplanner
5 days ago
Cardiff, United Kingdom Chase De Vere Independent Financial Advisers Full timeResearching, 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...
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Senior Paraplanner
5 days ago
Cardiff, United Kingdom Chase De Vere Independent Financial Advisers Full timeResearching, 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...
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Senior Paraplanner
2 weeks ago
Cardiff, United Kingdom Aspire Executive Search Full time**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...
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Senior Paraplanner
4 days ago
Cardiff, United Kingdom Finlink Ltd Full timeOverview Senior Paraplanner Hybrid Working Cardiff based Up to £50k This role is best suited to those who have 2+ years paraplanning experience, and ideally have their level 4 qualification. At this business you will benefit from being part of a large team, where you will receive support, have hybrid working, great benefits, and due to growth plans, there...
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Senior Paraplanner
2 weeks ago
Cardiff, United Kingdom Legal & General Full timeJob 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...
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Paraplanner
17 hours ago
Cardiff, United Kingdom IDEX Consulting Full timeJob 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...
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Senior Paraplanner
2 weeks ago
Cardiff, United Kingdom Finlink Ltd Full timeSenior ParaplannerHybrid WorkingCardiff based Up to £50kThis role is best suited to those who have 2+ years paraplanning experience, and ideally have their level 4 qualification. At this business you will benefit from being part of a large team, where you will receive support, have hybrid working, great benefits, and due to growth plans, there will be...
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Senior Paraplanner
7 days ago
Cardiff, United Kingdom CHASE DE VERE INDEPENDENT FINANCIAL ADVISERS LIMITED Full timeResearching, 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. Is your CV ready If so, and you are confident this is the role for you, make sure to apply asap.Our paraplanning teams have...
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Senior Paraplanner
5 days ago
Cardiff, United Kingdom CHASE DE VERE INDEPENDENT FINANCIAL ADVISERS LIMITED Full timeResearching, 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. Is your CV ready If so, and you are confident this is the role for you, make sure to apply asap.Our paraplanning teams have...
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Paraplanner
2 weeks ago
Cardiff, United Kingdom Ortus Psr Full time**Paraplanner** **Location: Cardiff** **Salary: £30,000 - £40,000** The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service. **Responsibilities**: - Technical support to our Adviser Team - Research the most suitable product and...