Employment Type : Full-Time
Senior Paraplanner 44,000 to 50,000 plus benefits Paraplanner required by this regional wealth manager that works closely with its HNW Private Clients operating within a niche sector. Advice is across the board financial planning including Retirement and Investments though some work is highly specialist and complex. Due to your high level of experience in paraplanning and excellent initial training you will very quickly be responsible for - repo...
Employment Type : Full-Time
Job Title: Senior Paraplanner Location: Oxford (Hybrid Working) Salary: 50,000 - 60,000 We’re currently working with a well-established, independent financial planning firm in Oxfordshire that’s looking to hire an experienced Senior Paraplanner within their planning function. This isn’t your average paraplanning role. If you thrive on shaping long-term strategies, contributing to meaningful financial planning, and want to play a central role in ...
Employment Type : Full-Time
Location - St Albans Salary - 60,000 A Senior Paraplanning job opportunity has arisen for a well established St Albans based Financial Planning firm. As a Paraplanner, you will be supporting their team of Financial Advisors and Chartered Financial Planners. Your responsibilities will include: Receiving debriefings from the Advisor's post meeting and actioning required tasks Analysing and interpreting data when researching to provide appropriate ...
Employment Type : Full-Time
Our client is looking to recruit a Senior Paraplanner or Chartered Paraplanner to join their independent financial planning business, as part of their organic growth strategy The business is independently owned and has a team of 7, growing to 8, who all enjoy working together. The business was established over 10 years ago and has through organic growth year-on-year from professional introducer and client referrals amassed over 100m of FuM. They...
Employment Type : Full-Time
James Phillip are currently recruiting for a modern Chartered Wealth Management company who through organic growth are looking to recruit a Senior/Chartered Paraplanner to work directly for the MD. My client describes it as a great working environment, relaxed with some great attractions. Hybrid working arrangement when the MD is not in the office along with some travel to their office in Hereford. This is an ideal opportunity for someone who is...
Employment Type : Full-Time
Blakemore Recruitment are assisting a forward thinking and vibrant IFA based in Welywn seek their next Senior Paraplanner to join their team. As a company they offer ethical and honest solutions to help their clients achieve financial goals. With extensive experience built over many years, they have earned themselves an enviable reputation in the marketplace. If you are an experienced Paraplanner, wishing to continue your career in an enterprisi...
Employment Type : Full-Time
Job Title: Senior Paraplanner Industry: Financial services Location: Weybridge Salary: Up to 50,000 Job reference: 9673 Job Description: Recruit UK are working on an excellent opportunity for a Level 4 Diploma qualified and experienced Paraplanner, based within the Private Wealth Team in Weybridge. You will be responsible for supporting the Partners in the practice. The average client has at least 500k to invest and so the successful candidate w...
Employment Type : Full-Time
- Senior Paraplanner - London (Hybrid) - Competitive Salary and Benefits Our client is well-established and forward-thinking financial planning firm dedicated to delivering exceptional advice and support to their UHNW clients. They are looking for an experienced Senior Paraplanner to join their dynamic team. As an experienced Paraplanner, you'll play a key role in supporting their Financial Planners by preparing high-quality reports, researching...
Employment Type : Full-Time
Join Our Clients Team as a Paraplanner in Falkirk! Are you ready to elevate your career in financial planning? Are you an experienced Paraplanner looking to take your next step towards becoming a Senior Paraplanner? Our client, a leading IFA firm, is looking for passionate individual to join their dynamic team in Falkirk. The Role: As a Senior Paraplanner, you'll support their Financial Planners with technical research, report writing,...
Employment Type : Full-Time
Job Title: Senior Paraplanner Location: Hybrid / Oxfordshire-based office (with flexible working) Salary: Up to 50,000 bonus benefits About The Business Our client is a growing independent financial planning firm with a strong reputation for providing highly personalised advice to private clients, business owners, and professionals. As a close-knit, values-driven team, they pride themselves on exceptional service and technical expertise. With cl...