Senior Paraplanner

My Client is currently looking for an experienced Senior Paraplanner to join their team in Cheshire.Our client is wealth management practice that has a team of fee-based Private Client Advisers who provide advice using cash flow planning techniques to a range of wealthy private clients and investors.The firm are looking to appoint a highly qualified and...

Company DescriptionLazenby's Financial Services is an independent financial advice team located in Leeds, West Yorkshire. Our team of experienced financial advisers offer unbiased advice and bespoke financial plans to help our clients build a secure financial future. We offer a range of financial planning services, including pension advice, retirement...

Our client is looking to recruit a Senior Paraplanner or Chartered Paraplanner to join their independent financial planning business, as part of their organic growth strategyThe business is independently owned and has a team of 6, growing to 8, who all enjoy working together. The business was established over 10 years ago and has through organic growth...

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...

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 Birmingham.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...

Our client is looking to recruit a Senior Paraplanner or Chartered Paraplanner to join their independent financial planning business, as part of their organic growth strategyThe business is independently owned and has a team of 6, growing to 8, who all enjoy working together. The business was established over 10 years ago and has through organic growth...

Our client is looking to recruit a Senior Paraplanner or Chartered Paraplanner to join their independent financial planning business, as part of their organic growth strategyThe business is independently owned and has a team of 6, growing to 8, who all enjoy working together. The business was established over 10 years ago and has through organic growth...

Our client is looking to recruit a Senior Paraplanner or Chartered Paraplanner to join their independent financial planning business, as part of their organic growth strategy The business is independently owned and has a team of 6, growing to 8, who all enjoy working together. The business was established over 10 years ago and has through organic growth...

Our client is looking to recruit a Senior Paraplanner or Chartered Paraplanner to join their independent financial planning business, as part of their organic growth strategyIf your skills, experience, and qualifications match those in this job overview, do not delay your application.The business is independently owned and has a team of 6, growing to 8, who...

Senior paraplanning role in a growing and successful advice practice.CII Diploma qualified onlyMinimum 2 years experience in this roleFully diploma qualified, may be charteredNeed experience in pensions, ISA, Investment bonds UK and international, EIS, VCT, Business relief, protection including WOL, excess income plans and trust planning/gifting.Simply put...

We are thrilled to be representing our client in their search for a Paraplanner or Senior Administrator in Ipswich to join their boutique independent financial advisory firm. Our client is a successful family firm who has been trading for almost 30 years covering Suffolk, London and surrounding counties. Their main office is set in an idyllic barn in Ipswich...

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...

Due to continued growth and expansion of their team a leading financial advice firm with an office in Edinburgh are recruiting for a paraplanner or senior paraplanner. Ideally experienced with diploma minimum, but for the right individual they could also develop them internally. In addition they are offering very flexible hybrid working, exam support and...

This hybrid working Paraplanner job in the Midlands is an opportunity to join a rapidly growing financial planning firmYou will be providing a full paraplanning function to one of their Senior Financial Advisors, ensuring client service and compliance are always delivered. The business is building an infrastructure to have a 2:1 ratio of back office team to...

We are recruiting for an experienced Paraplanner to work within a highly successful Principle Partner Practice of St. James’s Place Wealth Management based in Moorgate, London.Role overviewIn order for the Managing Partner to continue to provide holistic advice and team-leadership to the very highest level, he is recruiting an experienced paraplanner to...

This hybrid working Paraplanner job in the Midlands is an opportunity to join a rapidly growing financial planning firm You will be providing a full paraplanning function to one of their Senior Financial Advisors, ensuring client service and compliance are always delivered. The business is building an infrastructure to have a 2:1 ratio of back office team to...

About the RoleWe are seeking a highly skilled Senior Paraplanner to join our team in Birmingham, supporting our Wealth Planners in delivering exceptional financial planning services to our clients.Key ResponsibilitiesConduct in-depth research on a wide range of financial planning products and services, including pensions, life insurance, tax planning, and...

About the RoleWe are seeking a highly skilled Senior Paraplanner to join our team in Birmingham, supporting our Wealth Planners in delivering exceptional financial planning services to our clients.Key ResponsibilitiesConduct in-depth research on a wide range of financial planning products and services, including pensions, life insurance, tax planning, and...

A regional Wealth Manager in Chester are looking to add a paraplanner to their technical team. They are fully committed to staff development, and offer internal opportunities for both senior and financial advice roles. You will be working one on one with a Senior Adviser, and ideally have experience of HNW clients (£250k plus)PackageYou will receive...

Senior Financial ParaplannerMercer, a business of Marsh McLennan, is a global leader in helping clients achieve their investment goals, shape the future of work, and enhance health and retirement outcomes for their employees.Position: Senior Paraplanner – London/Bournemouth/UK Wide (hybrid/remote working options available)What can you expect?What's in it...

Senior Financial ParaplannerMercer, a business of Marsh McLennan, is a global leader in helping clients achieve their investment goals, shape the future of work, and enhance health and retirement outcomes for their employees.Position: Senior Paraplanner – London/Bournemouth/UK Wide (hybrid/remote working options available)What can you expect?What's in it...

Paraplanner - Home Based OpportunityWe are seeking an experienced Paraplanner to join our team at mbf., a leading National Wealth Management organisation. This is a home-based role, offering flexibility and autonomy, with a competitive salary and excellent benefits package.About the RoleThe successful candidate will provide technical paraplanning support to...