Paraplanner Team Leader

4 weeks ago


East Sussex UK, South East England, United Kingdom Recruit UK | Certified B Corp™ Full time

Job Title: Senior Paraplanner Team Leader

Industry: Financial Planning

Location: Sussex

Salary: Up to £65,000 (negotiable dependent on experience)

Job Reference: 9403

Job Description:

Recruit UK are delighted to offer an exciting opportunity for a Senior Paraplanner Team Leader to join a highly respected and thriving Financial Planning firm based in Sussex. Due to continued business growth, our client is expanding their team and is seeking an experienced and motivated individual to provide advanced support to their friendly and dynamic team.

As a Senior Paraplanner Team Leader, you will be an integral part of the firm’s continued success, providing advanced technical support, managing complex cases, and fostering the growth of a skilled team.

Duties will include but not limited to:

  • Act as the main point of contact for all senior technical support.
  • Oversee and manage complex financial planning cases, ensuring accuracy and adherence to compliance standards.
  • Mentor and support junior team members, promoting professional development and excellence.
  • Prepare bespoke suitability reports and client financial plans.
  • Attend client meetings when complex issues arise
  • Assist the Investment Director


Benefits:

  • Salary up to £65,000
  • Company pension
  • Fully supported exams and progression
  • Death in service
  • Parking
  • Private medical insurance

Skills and experience required:

  1. 4 years + experience in a Paraplanning role
  2. Excellent understanding of Financial Planning
  3. Level 4 Diploma in Financial Planning
  4. Attention to detail
  5. Excellent written and verbal communication skills


About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a Financial Advice firm based in Sussex on a Senior Paraplanner role.

Our commitment to you:

• Recruit UK embraces equality, diversity and inclusion and will seek to promote their benefits in all of its business activities.

• Start every journey with a conversation to find out about you in-depth.

• Provide honest feedback on where you fit in the jobs market.

• Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.

• Take a holistic mindfulness approach – career happiness is rarely just about the money.

• Cover the whole of the UK with a local touch through our regional teams.

• Never pester you.

Additional information:

Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.


  • Senior Paraplanner

    4 weeks ago


    Bristol, UK, South West England, United Kingdom VPA London Full time

    Our client, within the Wealth Management Industry, are looking for a Senior Paraplanner to join their team.Requirements:2+ years experience as an Senior ParaplannerExcellent attention to detail and technical knowledgeA good understanding of FCA COB rulesAbility to work under pressure and as part of a teamLevel 4 Diploma and ideally have level 6 or working...

  • Senior Paraplanner

    2 months ago


    Surrey, UK, South East England, United Kingdom Cameron Kennedy Full time

    Job Title: Senior ParaplannerLocation: SurreySalary : £40 – 50k + Bonus + BensA leading Wealth Manager who is committed to providing exceptional financial planning services that empower our clients to achieve their financial goals. Our collaborative culture fosters integrity, accountability, and innovation. Join us in making a meaningful impact on our...

  • Paraplanner

    3 weeks ago


    Bristol, UK, South West England, United Kingdom Switch Recruitment Services Ltd Full time

    We are proud to be supporting a leading, national, wealth management and financial planning firm with continued expansion plans. Namely the recruitment of 2 Paraplanners to join their busy and successful team.Candidates will be responsible for providing a first class service to clients and supporting Financial Planners with full research and suitability...

  • Paraplanner

    3 weeks ago


    Hertfordshire, UK, Eastern England, United Kingdom FS Talent Group Full time

    Job - ParaplannerIndustry - Wealth ManagementLocation - HertfordshireSalary - CompetitiveBusinessAn award winning Wealth Manager with circa £2B AUM are continuing their expansions plans and are looking for Paraplanners to join their team. This is a great opportunity to work in a collaborative team that trains, supports and enhances peoples careers. With one...

  • Senior Paraplanner

    2 months ago


    Hertfordshire, UK, Eastern England, United Kingdom FS Talent Group Full time

    Job - Senior ParaplannerIndustry - Wealth ManagementLocation - HertfordshireSalary - CompetitiveBusinessAn award winning Wealth Manager with circa £1.5b AUM are continuing their expansions plans and are looking for Paraplanners to join their Bishops Stortford team. This is a great opportunity to work in a collaborative team that trains, supports and...


  • West Sussex, South East, South East England, United Kingdom HAYS Part time

    Looking For A Change or New Opportunity? Our client is seeking a highly experienced Building Control Team Leader initially for a 3-6-month contract. This role requires a professional with strong Building Control experience and the ability to manage a team effectively.Key Responsibilities:Lead and manage the Building Control team to ensure efficient and...


  • East Sussex, South East England, United Kingdom Ad Warrior Full time

    Service Delivery Leader Location: Eastbourne Salary: £32,198.40 per annum Are you the candidate the organisation are looking for? They are recruiting for a Service Delivery Lead. They are looking for people with the passion, talent, skills and experience that all add up to a caring and community-minded workforce. They believe that the people they support...


  • Plymouth, UK, South West England, United Kingdom iO Associates - UKEU Full time

    Job Title: Technical Team Leader Location: Plymouth Type: Full-timeiO Associates are working with a global manufacturing leader to recruit a Technical Team Leader. This is an exceptional opportunity for a skilled professional to take on a leadership role, ensuring optimal production technology and maintenance techniques while driving continuous improvement...


  • East Sussex, UK, South East England, United Kingdom McCabe & Barton Full time

    Leading Financial Services client is now looking for a dynamic Head of Project Delivery on a permanent basis. The role is offering a base of £120,000 (potentially negotiable) + strong bonus, pension and car allowance and it is based out of their office on the Southeast coast (hybrid working available).The Head of Project Delivery will be tasked with...

  • Payroll Team Leader

    4 weeks ago


    Plymouth, UK, South West England, United Kingdom Azets Full time

    About UsAre you interested in working for a rapidly evolving company? Want a career where no two days are the same? Want to be supported by a learning and development team as you grow?Azets are a leading firm of Accountants and Business Advisers operating across the UK, Ireland and the Nordics, we have over a wide network of employees and an abundance of...

  • Engineering Manager

    4 weeks ago


    East Sussex, UK, South East England, United Kingdom Morgan Ryder Full time

    Engineering ManagerHeavy Industrial BackgroundExcellent Salary & Great Package including; Healthcare, Employee Assistance Program, Generous Pension, Training, Discounts and much moreAre you ready to lead a dynamic engineering team in a challenging industrial environment? We have a unique opportunity for an accomplished Engineering Manager to oversee the...


  • East Sussex, UK, South East England, United Kingdom Morgan Ryder Full time

    Lead Mechanical EngineerHeavy Industrial BackgroundExcellent salary and package including; Healthcare, Employee Assistance Program, Generous Pension, Training, Discounts and much moreAre you an experienced Mechanical Engineer ready to make an impact in a challenging and rewarding industrial environment?We are looking for a dynamic Lead Mechanical Engineer to...

  • ASB Team Leader

    1 week ago


    Gloucestershire, UK, South West England, United Kingdom James Andrews Recruitment Solutions Ltd Full time

    We are thrilled to partner with a leading Housing Association who are looking to recruit an experienced ASB Team Leader on a 12 month contract. Role details:Rate: £37,728 to £41,516 per annum Contract: 12-month Fixed Term ContractHours: 37 hours per week, Monday to Friday (09:00am to 17:00pm)Location: North Gloucestershire (1-2 days home working)The ideal...

  • Chemistry Team Leader

    4 weeks ago


    Hertfordshire, UK, Eastern England, United Kingdom Hyper Recruitment Solutions Full time

    Role OverviewAre you an experienced Chemistry Team Leader looking for an exciting new job opportunity?We are currently looking for a Chemistry Team Leader to join a leading pharmaceutical company based in the Hertfordshire area.As the Chemistry Team Leader, you will be responsible for overseeing a defined section of the laboratory, ensuring that samples are...

  • Chief People Officer

    4 weeks ago


    East Sussex, South East England, United Kingdom HAYS-2 Full time

    Chief People Officer The Pensions Regulator Brighton From £110,000 to £140,000 per annum, dependent on skills and experience, plus excellent benefits About us More than half the UK working population rely on The Pensions Regulator (TPR) to regulate their retirement savings, we protect more than £2trn of savings for more than 30 million people. We are...

  • Head of Wholesale

    3 weeks ago


    West Sussex, UK, South East England, United Kingdom Bloom Search International Full time

    We are partnered with an exciting Ecommerce fashion and lifestyle brand, who are looking for a Head of Wholesale to drive sales further. The experienced candidate for this role will have experience of driving and motivating a small team.You will have a strong background in building and nurturing current and new client accounts in order to optimise sales and...

  • HR Partner

    2 weeks ago


    East Sussex, South East England, United Kingdom GET STAFFED ONLINE RECRUITMENT LIMITED Full time

    HR Partner Location: Brighton and Hove Salary: From £50,321 Working Pattern: Full-Time Contract Type: Permanent Closing Date: 15th December 2024 About our client This role will encompass HR management across three education settings in Brighton and Hove. Job Description Are you an experienced HR professional looking for a new challenge in the education...


  • Hertfordshire, UK, Eastern England, United Kingdom The ONE Group Ltd Full time

    The One Group are pleased to be working with a leading provider of Gears and Gearboxes to a range of sectors in Hertfordshire who are seeking an Inspection Team Leader to join their team on a permanent basis. This is an exciting opportunity to be joining a growing business who are seeking a self-motivated team player who can work well under pressure to lead...

  • Construction Manager

    2 months ago


    West Sussex, UK, South East England, United Kingdom ENG Bauen Full time

    Construction Manager | Major Capital ProjectsENG Bauen has been selected to collaborate with the global leadership of a renowned pharmaceutical company to enhance and expand its construction management capabilities across 14 countries, including three key locations in the UK.We are seeking an experienced Construction Manager to join the client’s global...

  • Fleet Manager

    4 weeks ago


    West Sussex, UK, South East England, United Kingdom Fyba Talent Full time

    Job SummaryThe Fleet Manager is responsible for the day-to-day management of the fleet both Company owned and hired vehicles, ensuring the availability to meet the demands of the business. Additionally, maintaining adherence to current transport, Health, Safety and Environmental Legislation.Job Responsibilities:Actively research, identify, and select...