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...

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...

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...

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: 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: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...

JJ Search Ltd is seeking a Financial Planning Operations Manager to shape how operations are delivered across a growing offshore function. You will lead Paraplanning Team Leaders and partner with senior stakeholders to drive operational excellence.The successful candidate will implement scalable workflows, mentor teams, and ensure high-quality client service...

**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...

Atwal Wealth Management in Solihull is seeking an experienced Administrator to own case progression end-to-end and support paraplanning potential. This role is 100% office-based at our Solihull office, requiring proactive provider liaison and meticulous administration to keep client pipelines moving smoothly.You will manage annual review packs, verify...

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,...

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,...

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...

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...

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...

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,...

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...