paraplanning

As part of our ongoing expansion we are looking to appoint a Head of Paraplanning to lead, develop and manage our Paraplanning function while also having input into our Client Executive pathway. Serving as the senior representative of the Paraplanning function, working closely with senior stakeholders to embed the strategic direction ensuring the function...

? Taking your technical expertise away from drafting reports to shape how an entire department learns, this permanent Paraplanning Excellence Trainer role in Bromsgrove, Worcestershire offers a hybrid working pattern and a salary of £50,000 to £60,000 depending on experience. You will coach, upskill, and directly elevate standards across an established...

?Taking your technical expertise away from drafting reports to shape how an entire department learns, this permanent Paraplanning Excellence Trainer role in Bromsgrove, Worcestershire offers a hybrid working pattern and a salary of £50,000 to £60,000 depending on experience. xwwtmva You will coach, upskill, and directly elevate standards across an...

?Taking your technical expertise away from drafting reports to shape how an entire department learns, this permanent Paraplanning Excellence Trainer role in Bromsgrove, Worcestershire offers a hybrid working pattern and a salary of £50,000 to £60,000 depending on experience. xehkeey You will coach, upskill, and directly elevate standards across an...

? Taking your technical expertise away from drafting reports to shape how an entire department learns, this permanent Paraplanning Excellence Trainer role in Bromsgrove, Worcestershire offers a hybrid working pattern and a salary of £50,000 to £60,000 depending on experience.A variety of soft skills and experience may be required for the following role...

W1M Wealth & Investment Management seeks a Head of Paraplanning to lead, develop and manage the Paraplanning function, while shaping the Client Executive pathway.As the senior Paraplanning representative, you will align with senior stakeholders to embed strategic direction, ensure technical excellence, regulatory compliance and best-in-class service for...

The Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As...

Paraplanning Team Leader Salary: £50,000-£55,000 Reports to: Paraplanner Manager Location: Farnborough/Remote About the Role Are you an experienced paraplanner ready to lead and inspire a team? This is a fantastic opportunity to step into a Team Leader role where you will blend technical expertise with leadership, overseeing the day-to-day running of...

YourRecruit is delighted to be recruiting on behalf of an established and successful financial planning business for an experienced Paraplanning & Client Services Manager to lead two key teams within its business. This is an excellent opportunity for someone with a background in private client financial planning, who has progressed from a technical or...

The Role: The Paraplanning Team Leader will actively manage a team of Paraplanners who are 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. The Paraplanning Team Leader would have significant Paraplanning...

?Taking your technical expertise away from drafting reports to shape how an entire department learns, this permanent Paraplanning Excellence Trainer role in Bromsgrove, Worcestershire offers a hybrid working pattern and a salary of £50,000 to £60,000 depending on experience. You will coach, upskill, and directly elevate standards across an established...

Chase de Vere is seeking a PICOP Operations Manager to lead and develop administration and paraplanning teams across Bury and London, driving a scalable, high‑performing operational model for advisers and clients. As the senior operational leader, you will shape the future of the PICOP function, ensuring service quality, governance, capability building and...

? Taking your technical expertise away from drafting reports to shape how an entire department learns, this permanent Paraplanning Excellence Trainer role in Bromsgrove, Worcestershire offers a hybrid working pattern and a salary of £50,000 to £60,000 depending on experience. You will coach, upskill, and directly elevate standards across an established...

A leading financial services company is seeking an experienced Financial Advisor to work on both employed and self-employed bases in Newcastle upon Tyne. The role involves ensuring clients make wise financial decisions, preparing plans, and generating new business. Candidates should have a Diploma in Financial Advice and proven financial planning experience....

A financial services provider in Bristol is seeking a Paraplanning Team Leader. This role involves mentoring a team, ensuring high-quality support to Financial Advisers, and maintaining compliance with regulations. The ideal candidate should have experience in managing paraplanners and a strong grasp of financial planning. A combination of office and remote...

A financial services firm in the United Kingdom is seeking experienced financial advisers based in Bournemouth or Dorset. The ideal candidate will have a Level 4 Diploma in UK Financial Advice and at least 12 months' advising experience. Responsibilities include preparing financial plans, advising clients on financial issues, and managing existing client...

Chase de Vere is seeking a PICOP Operations Manager to lead and develop administration and paraplanning teams across Bury and London, delivering a scalable, high-performing operating model. The role sits at senior level, driving excellence and a culture of accountability across locations.You will oversee governance, service standards, capacity planning and...

Premier Jobs UK Limited is seeking a Paraplanning Excellence Trainer in Bromsgrove, Worcestershire. The role offers hybrid working and a salary of £50,000 to £60,000, depending on experience. You will design, deliver, and embed structured learning to upskill paraplanners and elevate client outcomes.Join a national wealth management firm with a...

The Company: A highly respected and professional Wealth Management firm with ambitious growth plans. The Role: The Paraplanning Team Leader will actively manage a team of Paraplanners who are supporting Wealth Planners by carrying out high-quality research on a full range of financial planning products and services including pensions, life insurance, tax...

Yorkshire, our York-based award winning client, is recruiting an IFA Administrator to join a team of paraplanners and financial planners on a permanent basis. You will support daily administration across financial products, liaising with planners and clients, and help prepare client packs in a collaborative environment.The role offers a starting basic salary...