paraplanning jobs in England

You will be joining their head office support staff team including Paraplanners IFA Administrators, who provide quality support to their team of Chartered Financial Planners. As a Paraplanning Administrator, your duties will include: - Produce simple suitability letters and n...

You will enjoy mentoring and developing others, leading by example, and contributing to team projects beyond day-to-day client work. If you are highly organised and detail-focused, with the ability to manage workloads effectively, communicate clearly, and remain committed to continuous improvement and delivering a high standard of service, this could be the role for you.

Oakley Recruitment is working in partnership with an expanding organisation based in Bromsgrove. This is an excellent opportunity to join the team as a Paraplanning Manager on a full-time permanent basis Culture and Environment Our client fosters a dynamic and professional culture that is both welcoming and empowering. They are committed to delivering exceptional service to their clients while...

PARAPLANNER OPPORTUNITY – WEALTH MANAGEMENTYORK (HYBRID) 2/3 days in office£45-50K and bonus/benefitsOur client is a chartered national IFA firm with ambitious growth plans, currently 10 locations and c £2 Billion AUM are currently looking to recruit a talented, technically competent Paraplanner to strengthen their Paraplanning support:Level 4 qualified Paraplanner essential, minimum 18 Months in...

ParaplannerLocation: Leeds (Hybrid - 2-3 days office-based)Salary: £45,000 - £60,000 + bonus & benefitsAn established and highly respected professional services firm is continuing to grow its specialist Financial Planning division and is now looking to recruit an experienced Paraplanner to join its Leeds office.This is an excellent opportunity to join a technically strong, well-structured...

Senior Paraplanner – Wealth PlanningCambridgeVery good salary – Bonus - BensJoin a forward-thinking Wealth Planning team where your expertise, precision, and client focus will make a real impact. We’re looking for an experienced Senior Paraplanner to provide high-quality technical and research support to Wealth Planners, helping deliver holistic financial advice and outstanding outcomes for...

Senior ParaplannerCheltenham - Hybrid, 2days inUp to £55,000Are you a Senior Paraplanner looking for your next opportunity in Cheltenham?We are supporting a highly regarded financial planning firm that is seeking an ambitious and technically strong professional to join their team as a Senior Paraplanner. In this role, you will provide dedicated technical support to a Senior Adviser who works with...

Quick Questions: - Do you have experience working as aParaplanning Administrator ? - Do you have experience producing simple suitability letters as aParaplanning Administrator ? - Are you looking to work for a great firm that offers excellent benefits and opportunities as aParaplanning Administrator ? Benefits: - Group Life Cover - Group Income Protection - Private Medical...

You will be a level 4 qualified paraplanner who wants to work for a small company.

You will have passed at least one AF exam. It's a sign you're taking you're as passionate about financial planning as this firm are. You’ll become a lead on cashflow modelling so experience with that is preferred (ideally Voyant).

You will possess Financial Services experience and be experienced managing a Sales Support or Paraplanning team.

You will attend meetings with them and will not solely be stuck in the office.

You will have attention to detail, excellent communication skills and a working knowledge of investments.

You will be responsible for: Team Leadership & Development Managing, mentoring, and developing a geographically dispersed paraplanning teamConducting performance reviews and driving continuous improvementPromoting a positive, supportive, and resilient team culture Workload & Quality Management

You will drive a culture of accountability, collaboration, and continuous improvement, ensuring high-quality outcomes for clients and strong alignment with regulatory requirements.

You must be from a background in managing paraplanning processes as well as team(s) and be of a highly technical nature in order to succeed in this role. As such, you must be level 4 diploma qualified but ideally Chartered or IMC. The firm are also expanding so this role will also involve recruitment as well as personal development for all the team.

You will enjoy mentoring and developing others, leading by example, and contributing to team projects beyond day-to-day client work. If you are highly organised and detail-focused, with the ability to manage workloads effectively, communicate clearly, and remain committed to continuous improvement and delivering a high standard of service, this could be the role for you.

You will enjoy mentoring and developing others, leading by example, and contributing to team projects beyond day-to-day client work. If you are highly organised and detail-focused, with the ability to manage workloads effectively, communicate clearly, and remain committed to continuous improvement and delivering a high standard of service, this could be the role for you.

You will be joining their head office support staff team including Paraplanners IFA Administrators, who provide quality support to their team of Chartered Financial Planners. As a Paraplanning Administrator, your duties will include: - Produce simple suitability letters and n...

You will enjoy mentoring and developing others, leading by example, and contributing to team projects beyond day-to-day client work. If you are highly organised and detail-focused, with the ability to manage workloads effectively, communicate clearly, and remain committed to continuous improvement and delivering a high standard of service, this could be the role for you.

Job Description Oakley Recruitment is working in partnership with an expanding organisation based in Bromsgrove. This is an excellent opportunity to join the team as a Paraplanning Manager on a full-time permanent basis Culture and Environment Our client fosters a dynamic and professional culture that is both welcoming and empowering. They are committed to delivering exceptional service to their...

You will enjoy mentoring and developing others, leading by example, and contributing to team projects beyond day-to-day client work. If you are highly organised and detail-focused, with the ability to manage workloads effectively, communicate clearly, and remain committed to continuous improvement and delivering a high standard of service, this could be the role for you.

You will enjoy mentoring and developing others, leading by example, and contributing to team projects beyond day-to-day client work. If you are highly organised and detail-focused, with the ability to manage workloads effectively, communicate clearly, and remain committed to continuous improvement and delivering a high standard of service, this could be the role for you.