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...

We are looking for an experienced Paraplanning Manager to lead and develop a high-performing paraplanning team within a growing financial planning business. This is a leadership role for someone who combines strong technical expertise with a passion for developing people, improving processes and delivering an efficient, high-quality advice service. Working...

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...

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 8- 10 Paraplanners, ensuring the delivery of accurate, compliant and high-quality financial planning research and reports within...

We are working with a highly regarded, well-established wealth management business that is looking to appoint an experienced Paraplanning Manager to lead and develop its growing paraplanning function. This is an excellent opportunity for someone who enjoys developing people, improving processes and contributing to the wider strategy of a business, whilst...

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...

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...

Overview: 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...

This Paraplanner Team Leader job in Hampshire offers a fantastic opportunity for an experienced Paraplanner who wants to combine technical expertise with day‑to‑day team leadership in a professional and supportive environment. In this Paraplanner Team Leader job, you will work closely with the Paraplanner Manager to oversee the smooth running of the...

**Overview:** 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 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...

Eden Rose is seeking an experienced Paraplanning Manager in Glasgow to lead a high-performing paraplanning team within a growing financial planning practice. You will drive technical excellence, develop people, and deliver efficient, high-quality advice services.Work closely with Financial Planners, Compliance and Client Support to ensure timely, compliant...

Eventus Recruitment Group is seeking an IFA Administrator to join a Wirral-based financial planning firm. This permanent, full-time role focuses on supporting advisers through the full advice process, with average client assets around £500,000 and exposure to pensions, investments and tax planning.You will collaborate with paraplanners, handle provider...

A financial planning practice in Guildford is seeking a Senior IFA Administrator to support Financial Advisers and Paraplanners. This role involves client communication, detailed report drafting, and quality checks of administration processes. Ideal candidates will have over 5 years of IFA administration experience, Level 4 diploma qualifications, and strong...

BWD Search & Selection is partnering with a renowned wealth management business to appoint an experienced Paraplanning Manager who will lead a growing paraplanning function and work closely with advisers on high-net-worth portfolios.The role focuses on people development, process improvement and contributing to wider business strategy, while staying hands-on...

Wealthlink Recruitment Ltd in Bromsgrove is seeking an experienced Paraplanner Manager to lead and develop a team of 8-10 Paraplanners, ensuring high-quality, compliant financial planning research and reports.The role combines hands-on management with technical paraplanning expertise, coaching, and involvement in wider projects to drive continuous...

We are working with a highly regarded, well-established wealth management business that is looking to appoint an experienced Paraplanning Manager to lead and develop its growing paraplanning function. This is an excellent opportunity for someone who enjoys developing people, improving processes and contributing to the wider strategy of a business, whilst...

Paraplanning Team LeaderSalary: £50,000-£55,000Reports to: Paraplanner ManagerLocation: Farnborough/RemoteAbout the RoleAre 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 a...

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...

Mulberry Recruitment Ltd is seeking an experienced Paraplanning Team Leader in Farnborough with hybrid working options. The role combines leadership responsibilities with strong technical paraplanning duties, including overseeing daily workflow, quality checks, and mentoring junior staff. Salary ranges £50,000-£55,000.You will review client needs, ensure...