paraplanning

? 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...

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...

You might already manage a paraplanning team.Interested in this role You can find all the relevant information in the description below.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...

? 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...

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...

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...

?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 across an...

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...

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 client...

Eventus Recruitment Group in St Helens, Merseyside is seeking an IFA Report Writer for a full-time, permanent role. The role writes suitability reports from adviser notes and client risk profiles, turning meetings into regulator-ready documents.Salary £32,000–£35,000, 5% employer pension, 5% profit-share bonus and 26 days' holiday. Working hours are...

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...

YourRecruit Ltd is recruiting on behalf of an established financial planning business to appoint an experienced Paraplanning & Client Services Manager who will lead two key teams—client support and paraplanning—ensuring high standards of service and compliance.You will drive performance, resource planning and quality control, working closely with the...

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...

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...

A financial services firm in the United Kingdom is seeking experienced financial advisers based in Bournemouth or Dorset. The ideal candidate will have a Level 4 Diploma in UK Financial Advice and at least 12 months' advising experience. Responsibilities include preparing financial plans, advising clients on financial issues, and managing existing client...

Pinstripe Personnel is seeking an experienced Financial Planner for a fully remote role. This award-winning Wealth Planning firm is expanding and offers full paraplanning support, leads from a dedicated Business Development Team, and access to market leading software and training.You should have a minimum of a Diploma and proven experience as a Financial...

James and Partners is seeking an experienced Financial Advice Administrator in Liverpool to support busy UK advisers and paraplanners. You will handle client onboarding, letters of authority, account openings, transfers and ongoing servicing, ensuring timely progress and FCA-compliant records.You will liaise with clients, product providers and platforms,...