Employment Type : Full-Time
Our client is a national IFA firm who are looking to hire a Head of Paraplanning to lead their team of Paraplanners based across multiple offices. You should have strong leadership skills and comfortable being part of the senior leadership team It is important you are used to managing Paraplanners towards SLAs, to ensure that the national business receives consistent support across the board. In addition, you should be strong at leading and ment...
Employment Type : Full-Time
Head of Paraplanning UK Remote (Travel 1 or 2 days a week) Up to 85k. This role is best suited for experienced Paraplanning managers, you will be running multiple offices of Paraplanners across the country. If you have strong technical knowledge, experience mentoring and managing a team, and a desire to drive efficiency in a financial planning firm, this opportunity is for you. You will lead a team of paraplanners, ensuring high-quality financia...
Employment Type : Full-Time
An opportunity to head a Paraplanning team of a National Business due to continued growth and expansion. My client is a leading national advice and wealth management business delivering holistic and hybrid advice with market leading investment solutions. Ideally, you will be an experienced Paraplanning manager / lead who is seeking an opportunity to further progress your career. The role would oversee c.25 Paraplanners currently but this number ...
Employment Type : Full-Time
An opportunity to head a Paraplanning team of a National Business due to continued growth and expansion. My client is a leading national advice and wealth management business delivering holistic and hybrid advice with market leading investment solutions. Ideally, you will be an experienced Paraplanning manager / lead who is seeking an opportunity to further progress your career. The role would oversee c.25 Paraplanners currently but this number ...
Employment Type : Full-Time
Paraplanning Manager Annual Salary: 40,000 - 45,000 Job Type: Full-time We are seeking a highly motivated and experienced Paraplanning Team Leader to join a dynamic financial planning team at their Head office. The successful candidate will lead and manage a team of paraplanners, ensuring the delivery of high-quality support to financial advisors and clients. This role requires strong leadership skills, excellent technical knowledge, and a commi...
Employment Type : Full-Time
Paraplanning Manager Annual Salary: 40,000 - 45,000 Job Type: Full-time We are seeking a highly motivated and experienced Paraplanning Team Leader to join a dynamic financial planning team at their Head office. The successful candidate will lead and manage a team of paraplanners, ensuring the delivery of high-quality support to financial advisors and clients. This role requires strong leadership skills, excellent technical knowledge, and a commi...
Employment Type : Full-Time
My client a forward-thinking wealth management firm is looking for a Financial Administrator who will particularly focus on pre-meeting client duties. This role is critical in ensuring the seamless preparation and organisation of client-related activities ahead of advisor meetings. My client a forward-thinking and innovative wealth management firm is seeking a highly skilled and experienced Head of Wealth Planningng candidate to join their team....
Employment Type : Full-Time
Fantastic benefits: Study to achieve Level 4 Diploma, bonus, generous holidays, DIS, Private Medical insurance A fresh chance for an experienced professional to join a top-tier neighbourhood wealth management company, where the staff takes great pride in their accomplishments in offering each client a memorable and enjoyable experience, in addition to their unwavering love for what they do. This position provides a fantastic growth opportunity f...
Employment Type : Full-Time
Our client is a leading wealth management business based in the City of London. They service UHNW clients who typically have in excess of 500k investable assets. Services offered to clients include Investment Management. Due to expansion they are looking for a Paraplanner to join the existing business. The role will be to provide client facing Paraplanning support to the Head of Advice. Amongst other duties, you will be required to conduct resea...
Employment Type : Full-Time
Paraplanner - Northampton - Up to 40k Our client, with their head office in Northampton, are looking for a paraplanner to help provide technical support for the some of the senior advisors. Within the role this would be technical in such as paraplanning, research, analysing, preparation of new and existing client cashflow, as well as some PA work and office management. What’s needed from you? Previous Experience working within an IFA Paraplannin...