paraplanning

Job Description?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...

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.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...

?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...

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...

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...

? 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...

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...

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...

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...

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...

James & Partners in Liverpool is seeking an experienced Financial Advice Administrator to support Financial Advisers and Paraplanners across a busy UK wealth management caseload. You will manage onboarding, letters of authority, account openings and ongoing servicing, while maintaining FCA compliance and accurate CRM records.You'll work within a team...

James and Partners is seeking an experienced Financial Advice Administrator in the West Midlands to support advisers and paraplanners across a busy wealth management portfolio.You will manage onboarding, letters of authority, new business processing and ongoing servicing while maintaining accurate CRM records and ensuring FCA compliance. The role offers 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...

Truestar Talent® is partnering with a well established financial planning business to recruit an Operations Manager for the wealth management support operation. You will own the paraplanning team and the wider operational processes that support advisers and planners.The role offers the chance to shape how the organisation operates, improve how teams work...

Jenson Fisher client seeks a Financial Planning Administrator to support the back office and assist with suitability letters, data checks and plan documentation. Hybrid role; 1–2 days from home, with the team including paraplanners and an office manager.The ideal candidate has strong numerical and communication skills, accuracy and a proactive approach,...