Senior Paraplanner

3 weeks ago

Guildford, United Kingdom Bruin Full time

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, tax planning and investment management.


A Paraplanner in this role would have significant experience to be able to support Wealth Planners delivering more complex advice. Prepare client centric suitability reports and other documentation, adhering to the Company’s processes and compliance framework.


As a Senior Paraplanner you will be expected to provide support and guidance to less experienced paraplanners with involvement in process changes and improvements where required and coaching and training of more junior members of the team.


The ideal candidate will have a number of years' working in a Paraplanning capacity within a Financial Planning company and will already have obtained or be working towards Chartered status.


This is a great opportunity to join a well established and friendly team that are currently going though a growth phase so there is plenty of scope for career progression / development.


If you think you have the skills required and would like to apply, please submit your CV or contact Jessica Wiggins at BRUIN Financial.

  • Senior Paraplanner

    3 months ago

    Guildford, United Kingdom Bruin Full time

    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,...

  • Senior Paraplanner

    3 months ago

    Guildford, United Kingdom Bruin Full time

    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,...

  • Senior Paraplanner

    3 months ago

    Guildford, United Kingdom Bruin Full time

    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.Remember to check your CV before applying Also, ensure you read through all the requirements related to this role.In this role you will be supporting Wealth Planners by carrying out high...

  • Senior Paraplanner

    7 days ago

    Guildford, United Kingdom Bruin Full time

    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.Remember to check your CV before applying Also, ensure you read through all the requirements related to this role.In this role you will be supporting Wealth Planners by carrying out high...

  • Senior Paraplanner

    2 weeks ago

    Guildford, United Kingdom Bruin Full time

    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,...

  • Senior Paraplanner

    6 days ago

    Guildford, United Kingdom Bruin Full time

    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.Interested in this role You can find all the relevant information in the description below.In this role you will be supporting Wealth Planners by carrying out high quality research on a...

  • Senior Paraplanner

    3 months ago

    Guildford, UK, Surrey, United Kingdom Bruin Full time

    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,...

  • Senior Paraplanner

    3 weeks ago

    Guildford, Surrey, United Kingdom Bruin Full time

    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...

  • Senior Paraplanner

    2 weeks ago

    Guildford, Surrey, United Kingdom Bruin Full time

    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...

  • Pension Paraplanner

    2 days ago

    Guildford, Surrey, United Kingdom Bruin Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Paraplanner to join our team at Bruin Financial. As a Senior Paraplanner, you will play a key role in supporting our Wealth Planners by conducting in-depth research on a wide range of financial planning products and services.Key ResponsibilitiesConduct high-quality research on financial...

  • Pension Paraplanner

    3 days ago

    Guildford, Surrey, United Kingdom Bruin Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Paraplanner to join our team at Bruin Financial. As a Senior Paraplanner, you will play a key role in supporting our Wealth Planners by conducting in-depth research on a wide range of financial planning products and services.Key ResponsibilitiesConduct high-quality research on financial...

  • Senior Paraplanner

    4 days ago

    Guildford, Surrey, United Kingdom Bruin Full time

    About the Role:We are seeking a highly skilled and experienced Senior Paraplanner to join our team at Bruin Financial, a leading Wealth Management company in the UK. As a Senior Paraplanner, you will play a crucial role in supporting our Wealth Planners by conducting in-depth research on a wide range of financial planning products and services, including...

  • Senior Paraplanner

    4 days ago

    Guildford, Surrey, United Kingdom Bruin Full time

    About the Role:We are seeking a highly skilled and experienced Senior Paraplanner to join our team at Bruin Financial, a leading Wealth Management company in the UK. As a Senior Paraplanner, you will play a crucial role in supporting our Wealth Planners by conducting in-depth research on a wide range of financial planning products and services, including...

  • Pension Paraplanner

    3 weeks ago

    Guildford, Surrey, United Kingdom Bruin Full time

    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...

  • Pension Paraplanner

    2 weeks ago

    Guildford, Surrey, United Kingdom Bruin Full time

    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...

  • Senior Financial Planning Specialist

    6 days ago

    Guildford, Surrey, United Kingdom Bruin Full time

    Job Summary:We are seeking a highly skilled and experienced Senior Paraplanner to join our team at Bruin Financial, a leading Wealth Management company in the UK. As a Senior Paraplanner, you will play a critical role in supporting our Wealth Planners in delivering high-quality financial planning services to our clients.Key Responsibilities:Conduct in-depth...

  • Senior Financial Planning Specialist

    3 days ago

    Guildford, Surrey, United Kingdom Bruin Full time

    Job Opportunity at Bruin FinancialAbout the RoleWe are seeking a highly skilled Senior Paraplanner to join our team at Bruin Financial, a leading Wealth Management company in the UK. As a Senior Paraplanner, you will play a crucial role in supporting our Wealth Planners by conducting in-depth research on a wide range of financial planning products and...

  • Senior Financial Planning Specialist

    2 days ago

    Guildford, Surrey, United Kingdom Bruin Full time

    Job Opportunity at Bruin FinancialAbout the RoleWe are seeking a highly skilled Senior Paraplanner to join our team at Bruin Financial, a leading Wealth Management company in the UK. As a Senior Paraplanner, you will play a crucial role in supporting our Wealth Planners by conducting in-depth research on a wide range of financial planning products and...

  • Senior Financial Planning Specialist

    4 days ago

    Guildford, Surrey, United Kingdom Bruin Full time

    Job SummaryWe are seeking a highly skilled and experienced Senior Paraplanner to join our team at Bruin Financial, a leading Wealth Management company in the UK. As a Senior Paraplanner, you will play a critical role in supporting our Wealth Planners in delivering high-quality financial planning services to our clients.Key ResponsibilitiesConduct in-depth...

  • Senior Financial Planning Specialist

    4 days ago

    Guildford, Surrey, United Kingdom Bruin Full time

    Job Summary:We are seeking a highly skilled and experienced Senior Paraplanner to join our team at Bruin Financial, a leading Wealth Management company in the UK. As a Senior Paraplanner, you will play a critical role in supporting our Wealth Planners in delivering high-quality financial planning advice to our clients.Key Responsibilities:Conduct in-depth...