senior paraplanner / paraplanning manager (high value life insurance) Jobs - 210
Senior Paraplanner
Blakemore Recruitment - PO157AZ
Employment Type : Full-Time
We are recruiting an experienced, high calibre Paraplanner, who can demonstrate a background of providing high level technical paraplanning including the production of cash flow models and high-quality suitability report. The role will report to a paraplanning team leader, and the key areas of responsibility are as follows: Analyse client information and existing investments/policies Tax calculations Construct appropriate solutions for clients a...
Senior Paraplanner
Exchange Street Claims & Financial Services - AL86HA
Employment Type : Full-Time
They say there’s no I in team but it doesn’t always feel that way. Financial planners deserve their rewards, but they couldn’t do what they do without you. So shouldn’t those shared efforts result in a shared bonus? Well here, it does. At this business it’s a team effort. Planners are well looked after and highly respected, but they aren’t on a pedestal. And as they earn bonus, so do you. This bonus is directly linked to the production and incom...
Senior Paraplanner
Cameron James - GU71AE
Employment Type : Full-Time
Our clients are a highly successful Chartered Wealth Management firm based near Guildford who require a technical Paraplanner to join the team. They require an experienced individual who can hit the ground running. Going from strength to strength you will be joining a brilliant small team. They provide independent financial advice, planning and guidance to individuals, as well as supporting corporate clients with employee benefits solutions and ...
Senior Paraplanner
Reward Recruitment - Leeds
Employment Type : Full-Time
Snr. Paraplanner Leeds City Centre 40,000 - 50,000, plus bonus and benefits Duties and responsibilities include: Prepare Financial Plans, Suitability Reports and Letters. Cash flow modelling and forecasting. Prepare and collate documentation to support the recommendation and justify the provider and product recommended, including Investments, Pensions and Protection. Assist with client meetings when required, including note taking and follow up ...
Senior Paraplanner
Taylor James Professional Recruitment - EC1A1BB
Employment Type : Full-Time
Taylor James are partnered with one of London’s most exclusive firms of financial planners to appoint a qualified paraplanner to join the team on a permanent basis. Our client offers true holistic financial planning to HNW clientele, delivered by a highly impressive team of professionals. Duties & responsibilities (not limited to): full client job spec available Preparing both templated & bespoke suitability reports on a full range of fi...
Senior Paraplanner
Blakemore Recruitment - AL69EN
Employment Type : Full-Time
Role: Senior Paraplanner Position Overview As a member of the paraplanning team, you will work collaboratively with the financial planners and compliance team to deliver quality and tailored financial planning services to clients. You will strive to deliver good outcomes for clients by analysing their needs, researching solutions and writing compliant and suitable recommendations that clients will value. Key Responsibilities As a member of the p...
Senior Paraplanner
Ortus PSR - London
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
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
mbf. - EX11AF
Employment Type : Full-Time
We are currently working with a National Wealth Management organisation to recruit an experienced Paraplanner to join their Exeter office. Our client is a highly reputable Wealth Manager with offices across the UK. Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and t...
Paraplanner
JohnstonGreer - EH11BE
Employment Type : Full-Time
Paraplanner 35,000 to 42,000 plus benefits and exam support Paraplanner required by this well-known regional wealth manager to provide paraplanning, technical and client management support to a senior IFA. The firm operates across a range of Private Client advice including retirement planning and investments with advice conducted on a retained basis. Working with wealthier clients regarding complex advice your duties will include - portfolio ana...