paraplanner manager Jobs - 131
Paraplanner
CooperGrey Recruitment Ltd - B169NY
Employment Type : Full-Time
The role: A chartered firm of IFA’s is now seeking to appoint an experienced Paraplanner to work closely with a Chartered Financial Planner. Reporting to Compliance Director, the Paraplanner will be required to support a busy Chartered Financial Planner who works with a large number of HNW clients. Further responsibilities include… Carry out the technical elements of preparing for client meetings including preparing suitability reports Analysing...
Paraplanner
Vision-FS Recruitment - Horsham
Employment Type : Full-Time
Position : Paraplanner Location : Home based Minimum Requirements : Minimum 2 years' Paraplanning experience within an IFA environment; Level 4 qualification (CII Diploma in Regulated Financial Planning); Intelligent Office experience Salary/package : Up to 38,000 (depending on experience) bonus 25 days' annual leave healthcare pension (5%, 5%) study support DIS various other benefits YOUR NEW COMPANY Our client is a successful, award-winning UK...
Paraplanner
Heat Recruitment - EC2M7AZ
Employment Type : Full-Time
Paraplanner - London - 48K - 55K Our client is one of the biggest financial Planning firms in the U.K. and is looking for a Level 4 Diploma Qualified Paraplanner with 4 years of experience. The Role You will be working closely with the Financial Planners and the Client Support Teams to deliver an excellent client experience throughout the advice and review proposition. Duties: Joining the Financial Planner in client meetings, preparing meeting n...
Paraplanner
Vision-FS Recruitment - Horsham
Employment Type : Full-Time
Position : Paraplanner Location : Horsham, West Sussex (up to 2 days per week working from home) Minimum Requirements : Level 4 qualification (experienced Paraplanner candidates) OR willingness to study for the Level 4 qualification (trainee Paraplanner candidates) Salary/package : 30,000- 45,000 (depending on experience) 22 days' annual leave (rising to 25) pension study support DIS various other benefits YOUR NEW COMPANY Our client is a well-e...
Paraplanner
mbf. - NG181AE
Employment Type : Full-Time
Paraplanner - Mansfield, hybrid (2 days per week in the office) Salary negotiable to 50,000 plus company benefits and bonus Mbf are working with one of our best clients to recruit an experienced Senior Paraplanner/Client Relationship Manager. The client is a national financial planning practice who have grown significantly over the past 5 years, the business has a number of offices across the country and are looking to add to their team in Mansf...
Paraplanner
Heat Recruitment - LE111AB
Employment Type : Full-Time
Paraplanner Location: Loughborough Salary: 35,000 - 45,000 Duration: Permanent, Full time, Part time, Hybrid We are working with a well-established and reputable financial advisory firm committed to providing clients with top-notch financial planning and wealth management services. They pride ourselves on their dedication to delivering exceptional client outcomes and maintaining the highest standards of compliance and quality. They are seeking a...
Paraplanner
MERJE Ltd - B357AZ
Employment Type : Full-Time
Senior Paraplanner Our client, a rapidly expanding and acquisitive Wealth Management firm are looking for a Senior Paraplanner to join and help shape their paraplanning function. As Senior Paraplanner you will be responsible for the assessment of files/holdings following client meetings ensuring they are compliant on an ongoing basis and liaising with advisers, providers, administrators and directors. Role Responsibilities Produc...
Paraplanner
Ortus PSR - Horsham
Employment Type : Full-Time
Elevate Your Career: Paraplanner Role in Brighton & Hove – Hybrid Work & Exceptional Growth Opportunities Are you ready to join a team where your expertise is valued and your career growth is a priority? We are delighted to announce an opening for a dedicated Paraplanner in the Horsham area. This is your chance to become part of a thriving financial planning firm renowned for its hybrid working model and exceptional working environment. ...
Paraplanner
mbf. - B913DP
Employment Type : Full-Time
Paraplanner - Solihull, hybrid (1 day per week in office minimum) 30,000 to 40,000 plus company benefits and discretionary bonus. MBF Recruitment is delighted to be representing a small but dynamic wealth management business in Solihull, backed by an international Investment Manager. Our client is seeking a talented Paraplanner to join their growing team. Why This Role? Flexible Working : Embrace the balance of remote work with only one day per ...
Paraplanner Manager
Ortus PSR - RG415TP
Employment Type : Full-Time
Exciting Opportunity: Paraplanning Team Manager at growing IFA firm Are you ready to lead and inspire a dedicated team in the heart of the financial planning industry? A directly authorised IFA firm that prides itself on providing personalised financial security to its clients, is seeking an experienced Paraplanning Team Manager to work with the Head of operations in developing the process so they can achieve double digit growth over the next 24...