senior paraplanner / paraplanning manager (high value life insurance) Jobs - 156
Senior Paraplanner
IDEX Consulting Ltd - Manchester
Employment Type : Full-Time
My client is current looking for an experienced and Senior Paraplanner to join their team in central Manchester. The Role Support and assisting Client Partners and assist the Head of Wealth Planning in researching the client's needs and developing appropriate recommendations Proactively completing research and analysis of the client case and of the market of solutions Producing high quality advice suitability recommendations for UHNW clients. 3m...
Senior Paraplanner
JohnstonGreer - PH11AB
Employment Type : Full-Time
IFA Paraplanner 40,000 to 48,000 plus benefits Paraplanner required by this prominent Wealth Management firm that provides IFA advice to uHNW and HNW clients, operating across a wide range of Investment and Retirement planning including some complex cases involving IHT planning and cashflow modelling. Working in office based or hybrid your role will focus on - technical support assist with compilation of advice report writing research client com...
Senior Paraplanner
Ortus PSR - AL109BH
Employment Type : Full-Time
Exciting Opportunity for Experienced Paraplanners! Are you a detail-oriented Paraplanner eager to elevate your career in financial services? Do you thrive in a fast-paced environment and enjoy supporting financial advisors to deliver exceptional client experiences? Join our client’s dynamic team and be part of a leading financial services firm that values innovation and excellence in personalised financial planning. Salary for the paraplanning r...
Senior Paraplanner
Ortus PSR - St. Albans
Employment Type : Full-Time
Exciting Opportunity for Experienced Paraplanners! Are you a detail-oriented Paraplanner eager to elevate your career in financial services? Do you thrive in a fast-paced environment and enjoy supporting financial advisors to deliver exceptional client experiences? Join our client’s dynamic team and be part of a leading financial services firm that values innovation and excellence in personalised financial planning. Salary for the paraplanning r...
Senior Paraplanner
CB3 Associates Ltd - Sheffield
Employment Type : Full-Time
The Company: A highly reputable and steadily growing IFA business based in Sheffield who sit at the forefront of HNW private client advice and are currently recruiting an industry experienced, QCF level 4 Diploma qualified (minimum) Paraplanner into their expanding technical support team. Office Location: Sheffield Hybrid/Home Working: Yes - Flexible Package: 38-45k base DOE bonus and full company benefits Benefits: 4xDIS, 5% pension plus wider ...
Senior Paraplanner
CB3 Associates Ltd - YO304WG
Employment Type : Full-Time
The Company: A highly regarding and now expanding IFA business based in the York area looking to bring in an experienced, fully QCF Level 4 Diploma qualified Paraplanner. Part of a larger group and with multiple sites across the North of England this is an opportunity to join an established wealth management firm who adopt a very focused, client-centric approach to advice: Office Location: Clifton Moor, North York Hybrid/Home Working: Yes - 3-da...
Senior Paraplanner
IDEX Consulting Ltd - Manchester
Employment Type : Full-Time
My client is a chartered wealth management practice in Manchester City centre. They are currently looking for an experienced Paraplanner to join their team. Provide paraplanning support to Financial Planners and Directors Prepare reports and recommendations in line with client needs, Financial Planner findings and research undertaken Provide full pre-sale paraplanning support for Financial Planners, ensuring that suitability reports and research...
Paraplanner
CV Elite Ltd - W1U7EN
Employment Type : Full-Time
Senior Paraplanner. Are you a highly technical Senior Paraplanner, level 6 qualified (Chartered) with experience of working on complex Financial Planning cases for HNW and UHNW clients? Would you relish the opportunity to fully utilise your technical expertise, working with complex clients alongside the Director of Growth in the newly launched Private Office proposition? If so, you might be the perfect candidate for the Senior Paraplanner role a...
Paraplanner
CV Elite Ltd - IG103ST
Employment Type : Full-Time
The Role: I am recruiting a highly experienced and technically proficient Paraplanner to join the team at David Smith Financial Services, a Chartered Financial Planning firm based in Loughton, Essex (IG10). The successful Paraplanner will ideally be Chartered (Diploma qualified as a minimum) and will become the technical 'go to’ in the office, keeping abreast of industry changes and supporting the Partners in delivering an outstanding financial ...
Paraplanner
Heat Recruitment - NN40BJ
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...