Senior Paraplanner

ARR Talent is excited to be working with a leading Financial Adviser firm who are looking to recruit an experienced Financial Adviser to join their team in Shrewsbury. This is a unique opportunity for an experienced and technically strong Adviser to take over and manage an established and sizable high-net-worth client bank. You will have great relationship...

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...

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...

I am exclusively working for an Award winning IFA with a large office in Glasgow for a Senior Paraplanner to join the established team.The role will involve the following:Obtain illustrations, related documentation and forms to support suitability reportsPreparation of draft annual review letters including re-balancing of portfolios, drawdown reviews,...

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...

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...

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...

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...

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: ...

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...

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...

Our client, an 'Independent' firm of Chartered Financial Planners now requires an additional Administrator to join their established and friendly team. Working alongside a number of consultants, the successful candidate should have proven experience working in a similar environment with knowledge of processing Pension & Investment applications. Working as...

Our client, an 'Independent' firm of Chartered Financial Planners now requires an additional Administrator to join their established and friendly team. Working alongside a number of consultants, the successful candidate should have proven experience working in a similar environment with knowledge of processing Pension & Investment applications. Working as...

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...

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...

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...