Senior Paraplanner
6 days ago
OverviewJob Title: Senior or Chartered ParaplannerLocation: Remote or Hybrid (Will need to travel to North East or Yorkshire office for quarterly meetings)Salary: Up to £55,000 (DOE)Job Type: Full-time, Permanent, Remote / HybridAbout the RoleA national Independent Financial Advisory firm with offices across the UK is seeking a technically strong and self-sufficient Paraplanner to join their growing team. This is a remote-first role, with the successful candidate assigned to a North East or Yorkshire office for quarterly in-person meetings.Key ResponsibilitiesProduce high-quality, compliant suitability reports across pensions, investments, and protectionConduct technical research and analysis to support Financial AdvisersCollaborate with advisers and administrators to ensure smooth client journeysMaintain accurate records using Intelligent Office (IO)Contribute to the delivery of advice for HNW clients across the firmAbout YouChartered or Part-CharteredProven experience in a paraplanning role within an IFA environmentHighly technical, detail-oriented, and confident working independently #J-18808-Ljbffr
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Senior Paraplanner
6 days ago
Tees Valley, United Kingdom Eden Rose Full timeA national Independent Financial Advisory firm is seeking a Senior or Chartered Paraplanner. This remote-first role requires high-quality report production and strong technical skills. You will work independently but also collaborate with advisers to deliver solutions for high-net-worth clients. The position is full-time and requires quarterly travel to an...
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Programme Lead
4 days ago
Tees Valley, United Kingdom Verve Full timeVerve Darlington, England, United Kingdom Foundation Programme Lead Get AI-powered advice on this job and more exclusive features. Passionate about helping the financial services profession to thrive? Love helping people kickstart their careers in finance? Know about all the challenges the industry faces, but are a natural born solution finder? Then, do we...