Paraplanning Manager

We are currently recruiting for a Coordinator to work within our Investment Team, who will be responsible for providing data to assist with programme planning, delivery and associated administration. You will also manage and administer effective communication with our residents and Contractors with on-going projects. You will help ensure that relevant...

Role: Client Services AssociateUp to £35,000 per annum, OTE £42, day WFHLocation: StaffordWe're looking for a talented Client Services Associate to work for our client.They want to recruit someone with demonstrable experience of the financial services industry.The Role:Reporting to the Head of Paraplanning and based in the company's Stafford office, as the...

Role: Client Services AssociateUp to £35,000 per annum, OTE £42,000 + 1 day WFHLocation: StaffordWe're looking for a talented Client Services Associate to work for our client.They want to recruit someone with demonstrable experience of the financial services industry.If that's you then you could be exactly what they're looking for.----The...

Role: Client Services AssociateUp to £35,000 per annum, OTE £42,000 + 1 day WFHLocation: StaffordWe're looking for a talented Client Services Associate to work for our client.They want to recruit someone with demonstrable experience of the financial services industry.If that's you then you could be exactly what they're looking for.----The...

A leading national IFA practice are looking for a Paraplanning Manager. Working as a Paraplanning Manager or senior paraplanner at present, you will ideally be based in the in South Cheshire or Staffordshire due to proximity to their regional office, but they are open to anyone across the North West. The role will involve travel to the various North West...

Job Title: Paraplanning ManagerIndustry: Financial AdviceLocation: LeedsSalary: £65,000Job Ref: 9135Job Description: Paraplanning ManagerRecruit UK are working on an excellent opportunity for a Paraplanning Manager in Leeds to join a well established UK Independent Financial Advice firm. The successful candidate will be managing a large paraplanning team....

Paraplanning ManagerA successful finance company based in central London is looking for a Head of Paraplanning to join their dynamic, fast-growing team. You will supervise our skilled paraplanners, managing team workload and monitoring workflows to ensure our high-quality output is maintained. You will use your own skills and knowledge to mentor and support...

Focused, motivational and inspiring. Our Regional Paraplanning Managers are responsible for managing, motivating and developing our Paraplanners and Report Writers to prepare high quality written advice, and provide technical research services to the Private Client Advisers.You will work closely with the Operations Director, other Regional Paraplanner...

Regional Paraplanning ManagerUp to £65,000 salary + bonusesAn exciting opportunity has arisen for a Regional Paraplanning Manager to join an established national advisory business. The successful candidate will be responsible for managing, motivating and developing a team of Paraplanners across Manchester, Leeds, Glasgow and Edinburgh that prepare high...

Paraplanning Team Manager Our client a leading IFA firm specialises in the financial wellbeing of clients. They specialise in pensions and family wealth planning. The Opportunity We are looking for a Paraplanning Team Manager who has gained experience while working in an IFA support team. This role will include all-encompassing aspects of people management,...

RoleNigel James Associates are working with a highly established and award winning Financial Planning company based in the heart of Oxfordshire to recruit for a Head of Paraplanning to join the business.RequirementsOur client is seeking somebody that is an experienced paraplanning professional who has ideally managed a team and/or mentored junior employees...

Focused, motivational and inspiring. Our Regional Paraplanning Managers are responsible for managing, motivating and developing our Paraplanners and Report Writers to prepare high quality written advice, and provide technical research services to the Private Client Advisers.You will work closely with the Operations Director, other Regional Paraplanner...

The opportunity to join a growing National Wealth Management firm who offer financial advice to families, Companies and high net worth individuals. Their friendly and helpful approach is highlighted by their outstanding client retention rate. They are basedin Stoke-on-Trent With over 1 billion Assets Under Management this company is really taking a positive...

**Job Type**: Perm Town/City: Stoke County: Staffordshire Salary/Rate: Salary to £90,000 + bonus + benefits Sector: Financial Services Discipline: Financial Planner Job ref: FS915690 **Succession planning. It's the buzz word of the moment. But are you benefitting from it?** At this firm you will. For you succession planning means taking over a...

Senior Paraplanner - Leading Specialist Wealth ManagerLondon - to £60,000 + excellent package and career prospectsAn award winning, employee owned Wealth Management Firm who provide outstanding Financial Advice and Investment solutions to HNW Private Clients are looking for a highly capable individual to join their stable team. Working in a team-oriented...

About our clientIdex is delighted to be working in partnership with this well-established and highly successful investment management and financial advisory practice.Our client is a privately owned firm offering a full range of active and discretionary investment services alongside a financial planning team offering full independent advice to private...

About our clientIdex is delighted to be working in partnership with this well-established and highly successful investment management and financial advisory practice.Our client is a privately owned firm offering a full range of active and discretionary investment services alongside a financial planning team offering full independent advice to private...

About our clientIdex is delighted to be working in partnership with this well-established and highly successful investment management and financial advisory practice.Our client is a privately owned firm offering a full range of active and discretionary investment services alongside a financial planning team offering full independent advice to private...

Senior Paraplanner - Leading Specialist Wealth ManagerLondon - to £60,000 + excellent package and career prospectsAn award winning, employee owned Wealth Management Firm who provide outstanding Financial Advice and Investment solutions to HNW Private Clients are looking for a highly capable individual to join their stable team. Working in a team-oriented...

We are currently recruiting for a Coordinator to work within our Investment Team, who will be responsible for providing data to assist with programme planning, delivery and associated administration. You will also manage and administer effective communication with our residents and Contractors with on-going projects. You will help ensure that relevant...

RoleNigel James Associates have partnered with a financial planning led wealth management company who are seeking an experienced Paraplanner to join their expanding team.RequirementsDue to growth our client is seeking a Paraplanner to join them to support their Financial Planners providing holistic advice to HNW clients. To be considered for the role you...

Job Role: Technical Paraplanner Location: Bath, UK Salary: £40,000 to £65,000 + Bonus & Benefits A leading wealth management firm seeks to find an experienced member to join the Paraplanning team working from the Bath offices supporting the regions wealth planning consultants.For further detail please contact Joe Cowell at Capio Recruitment, Financial...

Hybrid WorkingIdeal candidate will be Diploma qualified or on your way to beingOption of condensed week & flexibility for school drops offs, excellent pensionFram are working on a great opportunity to join a growing Financial Planning firm based in Essex. Our client is looking to hire a Paraplanner with previous experience to join their established team. The...

Hybrid WorkingIdeal candidate will be Diploma qualified or on your way to beingOption of condensed week & flexibility for school drops offs, excellent pensionFram are working on a great opportunity to join a growing Financial Planning firm based in Essex. Our client is looking to hire a Paraplanner with previous experience to join their established team. The...