Senior Paraplanner

My client is a specialist organisation that offers exceptional financial planning for medical professionals. Their advisers are committed to excellence and have a deep understanding of the financial matters important to their clients, gained from decades of working with practitioners, senior hospital management and the NHS Pensions Agency. They are widely...

Job Title: Senior ParaplannerLocation: City of LondonSalary: £65k to £67.5k base range DOE + 2 annual discretionary bonuses + extensive benefits.Work Arrangement: Hybrid working.Are you an experienced Senior Paraplanner seeking an opportunity with a global organisation that prioritises clients, offers unmatched service, and emphasises a personalised...

Job Title: Senior ParaplannerLocation: City of LondonSalary: £65k to £67.5k base range DOE + 2 annual discretionary bonuses + extensive benefits.Work Arrangement: Hybrid working.Are you an experienced Senior Paraplanner seeking an opportunity with a global organisation that prioritises clients, offers unmatched service, and emphasises a personalised...

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...

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...

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...

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...

My client, a leading SME Investment Manager are looking to recruit a Business Development Manager, to join their rapidly expanding retail sales department in London.Happy to consider any candidates from a B2B Sales background - including but not limited to recruitment, software sales, business consultancy, FX sales, etc.Main responsibilities will...

Job Title: Financial AdviserIndustry: Financial PlanningLocation: KentSalary: OTE £100,000Job Reference: 7798Job Description:Are you interested in the flexibility to work remotely, but still be part of a collaborative team?Do you want to work for a firm where you will inherit a substantial client bank and get continued support from a strong lead source?Are...

My client is one of the top 10 Wealth Managers in the UK and due to recent growth and acquisitions they are now looking for a Senior Paraplanner to join their team in Surrey.In this role you will be supporting Wealth Planners by carrying out high quality research on a full range of financial planning products and services including pensions, life insurance,...

SALARY - 45-55KThe Client An established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth ClientsThe Role The Senior Paraplanner will be an experienced Paraplanner.The Senior Paraplanner will produce accurate calculations and cash-flow modelling to best support recommendations and is responsible for preparing...

RoleNigel James Associates are working on behalf of an established, HNW-UHNW Financial Planning company based in Bucks. The role will be supporting 2 of the company's most senior Financial Planners and their clients. RequirementsWith continued company growth our client is seeking an experienced Paraplanner to join their team. To be considered for the...

RoleNigel James Associates are working on behalf of an established, HNW-UHNW Financial Planning company based in Bucks. The role will be supporting 2 of the company's most senior Financial Planners and their clients. RequirementsWith continued company growth our client is seeking an experienced Paraplanner to join their team. To be considered for the...

Senior Paraplanner/Technical Sales SupportEdgbaston, BirminghamSalary £35,000 to £40,000 per annum (DOE)About Us:We are working with an exceptional financial planning firm. Based in the heart of Edgbaston, Birmingham, the firm is renowned for its dedication to clients, innovation in financial solutions, and a supportive work environment. We are looking for...

Senior Paraplanner/Technical Sales SupportEdgbaston, BirminghamSalary £35,000 to £40,000 per annum (DOE)About Us:We are working with an exceptional financial planning firm. Based in the heart of Edgbaston, Birmingham, the firm is renowned for its dedication to clients, innovation in financial solutions, and a supportive work environment. We are looking for...

Lowes Group of CompaniesJob Description Job type: Full-time, PermanentDepartment: Business Unit & TechnicalPost Title: Senior ParaplannerReports to: Business ManagerJob purpose: To provide paraplanning support for our team of Financial Advisers and to mentor and train our team of Paraplanners. The role entails helping to formulate financial plans and...

A regional IFA firm are looking to recruit an additional paraplanner to join their team in Wilmslow. They have three offices in the North West, and whilst you will be working with an Adviser in the office you will provide technical assistance generally as required. Most clients have £1m plus with the firm in portfolios and as such you will be working with...

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...

Join one of the UKs top financial planning organisations renowned for delivering exceptional client-focused solutions. The business we are working with is dedicated to helping clients achieve their financial goals through innovative strategies and personalised service. They are committed to professional development, offering a collaborative and dynamic work...

Job title: Paraplanner The company: Our client is a small IFA Firm with two business writers and two support staff. The business originated as an Insurance Broker in 1963 and started providing financial advice in the 1980s. They major on providing an excellent level of service to their clients, many of whom have been clients for 20-30 years. The role: ...

We are delighted to represent a highly successful Independent Financial Planning firm located in Wellington. Our respected client is currently seeking an IFA Administrator to join their friendly and dynamic team.As a valued member of the Financial Planning team, you will work alongside accomplished Advisers who provide comprehensive financial advice across...

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....

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...

Financial Services | Compliance ConsultantLocation: LiverpoolSalary/Package: Up to £40,000 (depending on experience), annual bonus, 25 days’ annual leave, pension (6% employer/3% employee), PMI, study support, income protectionYOUR NEW COMPANYOur client is a leading North West-based financial wellbeing and retirement specialist, working with hundreds of...

We are currently working with a well-known, national financial planning organisation to recruit an experienced IFA Administrator.Our client is a highly reputable Financial Planning organisation with offices across the UK. Their current requirement is for an experienced IFA Support Administrator to join the business to provide technical support to a team of...

Financial Planning Administrator - Leeds, hybrid - up to £34K plus excellent company benefits We are currently working with a National Wealth Management organisation to recruit an experienced Financial Planning Administrator to join their Leeds office.Our client are a highly reputable Financial Planning organisation with offices across the UK. Their current...

Financial Planning Administrator - Manchester, office based - up to £30K plus excellent company benefits We are currently working with a National Wealth Management organisation to recruit an experienced Financial Planning Administrator to join their Manchester office. Our client is offering an exceptional package of company benefits (listed below)Our client...