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...

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. xpwpeyx You will coach, upskill, and directly elevate standards...

?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. 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...

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...

Paraplanner & Compliance Specialist Location: Aberdeen Eden Scott is delighted to be supporting our client, a respected financial planning firm, in the appointment of a Paraplanner & Compliance Specialist. This is a unique opportunity to join a close-knit and professional team in a varied role that combines technical paraplanning responsibilities with...

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...

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...

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...

Pinstripe Personnel seeks a highly experienced Financial Planner for a fully remote role in the UK. The position offers an OTE of £100,000+ with paraplanning support, new business leads, and a dedicated business development team to help you succeed.You will join an award-winning wealth planning firm with training academies, workshops, and market-leading...

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...

JJ SEARCH LIMITED is seeking an experienced Paraplanning Team Leader to actively manage a team of paraplanners supporting Wealth Planners with high-quality research on pensions, life insurance, tax planning and investments. You will prepare client-centric suitability reports and ensure compliance with processes and frameworks.The role requires senior...

We are working with one of London's leading wealth and investment management businesses, who are looking to appoint an experienced Head of Paraplanning to lead and further develop their established Paraplanning function.This is an outstanding opportunity for an experienced people manager or senior leader within the financial planning or wealth management...

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...

Eden Rose, a Chartered independent boutique Financial Planning firm, seeks a Research and Analysis professional to support its advisers in the City. The role blends paraplanning and administration, helping ensure compliant client files and high-quality financial planning advice.You will assist with research, suitability reports, and new business processing,...

The JobsBoard is looking for an experienced Paraplanning Team Leader to guide and develop a team of Paraplanners while continuing to deliver high-quality paraplanning support. This leadership role blends people management with technical guidance and quality assurance to ensure compliant financial planning advice.You will review client fact-finds, perform...

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...