Senior Paraplanner

1 week ago


Cardiff, United Kingdom Chase De Vere Independent Financial Advisers Limited Full time

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 in Regulated Financial Planning and some continuing th...ZIPC1_UKTJ


  • 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...

  • Senior Paraplanner

    5 days ago


    Cardiff, United Kingdom Chase De Vere Independent Financial Advisers Full time

    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...

  • Senior Paraplanner

    5 days ago


    Cardiff, United Kingdom Chase De Vere Independent Financial Advisers Full time

    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...

  • Senior Paraplanner

    5 days ago


    Cardiff, United Kingdom Finlink Ltd Full time

    Overview 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...

  • Senior Paraplanner

    2 weeks ago


    Cardiff, United Kingdom Legal & General Full time

    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...

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    Cardiff, United Kingdom IDEX Consulting Full time

    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...

  • Senior Paraplanner

    3 weeks ago


    Cardiff, United Kingdom Finlink Ltd Full time

    Senior 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...


  • Cardiff, United Kingdom Chase De Vere Independent Financial Advisers Full time

    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...

  • Senior Paraplanner

    5 days ago


    Cardiff, United Kingdom Chase De Vere Independent Financial Advisers Limited Full time

    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...


  • Cardiff, United Kingdom LegalAndGeneral Full time

    A leading financial services company is seeking a detail-oriented Senior Paraplanner in Cardiff. This full-time role involves assessing the suitability of financial advice, producing high-quality reports, and mentoring paraplanners. Ideal candidates will have a Level 4 Diploma in Regulated Financial Planning, strong regulatory knowledge, and experience in...