paraplanning

Clark James Recruitment are delighted to be working with a highly regarded and professional Financial Services business. Due to further expansion, our client is looking to recruit an experienced Paraplanner to join their team in St Albans. Role * The paraplanning team is made up of paraplanners, administrators, and financial associates who work...

You might already manage a paraplanning team. Or you might be the person who trains the new starters, answers the difficult questions, checks the work and helps everyone else when their workload gets out of hand. Either way, you're probably spending less time thinking about your own performance and more time thinking about everyone else's.That's what this...

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...

**Location: Bromsgrove, Worcestershire** **Salary: £55,000 – £70,000 DOE** **Working Pattern: Hybrid** **About the role** An exciting opportunity has arisen for an experienced Paraplanner Manager to join a successful financial planning team based in Bromsgrove. The successful candidate will take responsibility for managing and developing a team of...

Job Description Purpose To work with clients to provide a world class range of investment solutions and products across all asset classes, wealth structuring, lending and banking services. Accountabilities • Provision of SME expertise on specific products and services to customers and colleagues, including features, functionalities, benefits,...

Clark James Recruitment are delighted to be working with a highly regarded and professional Financial Services business.Interested in learning more about this job Scroll down and find out what skills, experience and educational qualifications are needed.Due to further expansion, our client is looking to recruit an experienced Paraplanner to join their team...

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...

Are you an experienced Paraplanning Manager seeking your next leadership opportunity in this Paraplanning Manager job?Our client, a growing national IFA firm, has a Paraplanning Manager position to lead and develop their paraplanning team. This is a genuine people management role where you'll be responsible for driving team performance, development and...

We are partnering with a growing wealth management business that is looking to appoint an experienced Operations Manager to lead it's mid-office and back-office functions, spanning the para-planning team and the wider administrative support function. This is an exciting opportunity to take ownership of a growing operations function, lead a team and play a...

Are you an experienced Paraplanning Manager seeking your next leadership opportunity in this Paraplanning Manager job?Our client, a growing national IFA firm, has a Paraplanning Manager position to lead and develop their paraplanning team. This is a genuine people management role where you'll be responsible for driving team performance, development and...

Rayment Recruitment is representing a well-established independent financial planning firm in the United Kingdom seeking an experienced paraplanner. The role focuses on complex suitability research, prepare client reports, and provide technical support, with progression toward a senior paraplanning role.The successful candidate will have 2+ years in an IFA,...

The Company:The information below covers the role requirements, expected candidate experience, and accompanying qualifications.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...

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...

Are you an experienced Paraplanning Manager seeking your next leadership opportunity in this Paraplanning Manager job? Our client, a growing national IFA firm, has a Paraplanning Manager position to lead and develop their paraplanning team. This is a genuine people management role where you'll be responsible for driving team performance, development and...

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...

Paraplanning Excellence Trainer Location: Bromsgrove Head Office with hybrid working Contract type: Permanent Hours: Full-time This is an exciting opportunity to join our team at AFH Wealth Management. AFH Wealth Management is one of the UK’s leading independent financial advisory and wealth management firms - providing expert advice and long‑term...

The Opportunity An exciting opportunity has arisen for an experienced Paraplanning Manager to join a successful and growing independent, employee-owned wealth management and financial planning business.This is a key role combining team leadership, technical paraplanning and operational responsibility. You'll manage and develop a small team of Paraplanners...

Are you an experienced Paraplanning Manager seeking your next leadership opportunity in this Paraplanning Manager job?Make your application after reading the following skill and qualification requirements for this position.Our client, a growing national IFA firm, has a Paraplanning Manager position to lead and develop their paraplanning team. This is a...

Atwal Wealth Management in Solihull is seeking an experienced Administrator to own case progression and annual review packs in a fast-growing wealth management practice. This role develops toward paraplanning and requires proactive liaison with providers to keep pipelines moving.You will manage end-to-end case progression, maintain excellent file hygiene,...

We are representing a national wealth management firm seeking an experienced Paraplanning Team Leader to oversee its paraplanning function across three offices in the South West: Bristol, Cardiff and Truro. This is an excellent opportunity for an experienced paraplanner who has progressed into a mentoring, team leadership or management position and is now...