Paraplanning Manager jobs

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.

You must have experience within a financial planning firm and have supported Financial Advisers

You should have knowledge of financial planning products and the client process

Paraplanning Manager - London Our client is looking for a Paraplanning Manager to lead teams within the business in a way that supports delivery of service excellence and operational efficiency. To work with Head of Client Service, other Client Service Managers, and Commercial leaders to ensure an excellent client experience and seamless team working between the groups Key...

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

Location Bristol Salary £28000 - £32000 TypePermanent WorkplaceOn-Site Ref88589 Paraplanning Administrator | £28,000£32,000 | Bristol | Office-Based | Financial Services Were recruiting on behalf of a growing, Bristol-based wealth management firm that has created a new Paraplanning Administrator role due to continued expansion. With the adviser team and their client base growing...

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 be joining their head office support staff team including Paraplanners IFA Administrators, who provide quality support to their team of Chartered Financial Planners.

You must have experience within a financial planning firm and have supported Financial Advisers *

You should have knowledge of financial planning products and the client process *

Paraplanning Associate Eight Wealth Management – Totton £27,000 - £29,000 Are you looking to build your career in paraplanning, love working with data and detail, and want to be part of a forward-thinking, people-first financial advice firm? If you enjoy producing high-quality advice documents and learning in a fast-paced environment, this role is for you. About the Role As a Paraplanning...

You will be working with colleagues of varying levels of experience and will strive for the best possible standards throughout.

You will be responsible for the full range of paraplanning duties, working within a fun, dynamic, and professional environment...

You will work alongside experienced advisers, paraplanners, and support staff while developing your knowledge and skills within a highly reputable wealth management firm.

You will develop an understanding of holistic financial advice across pensions, investments, protection, and tax-efficient planning, with clear progression into an Associate and fully qualified Financial Adviser role.

Quick Questions: - Do you have Paraplanning experience? - Do you have experience using Intelligent Office and FE Analytics? - Are you looking for a hybrid full time Paraplanner role in Cardiff? Benefits: - Contributory pension scheme (with salary exchange) - Non-contributory death in service cover - Non-contributory income protection scheme - Private medical insurance (after a 6-month...

You will be engaged on a contract basis of 3-6 months and paid on a day rate via an umbrella company.

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 work alongside experienced advisers, paraplanners, and support staff while developing your knowledge and skills within a highly reputable wealth management firm.

You will develop an understanding of holistic financial advice across pensions, investments, protection, and tax-efficient planning, with clear progression into an Associate and fully qualified Financial Adviser role.

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

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.

You must have experience within a financial planning firm and have supported Financial Advisers

You should have knowledge of financial planning products and the client process

You will love this job if you: • Enjoy autonomy, liaising with clients directly and having your opinions heard and acted upon • Take initiative and understand that paraplanning is not simply report writing • Successfully manage competing priorities whilst demonstrating confidence, professionalism, discretion, positivity and superior attention to detail

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.

You must have experience within a financial planning firm and have supported Financial Advisers

You should have knowledge of financial planning products and the client process

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