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Paraplanning Manager
3 weeks ago
Financial Divisions London, United Kingdom**plus personal development plan** · As a Diploma Qualified Paraplanner, are you now interested in passing your knowledge and expertise across to a team who would welcome your advice, direction, and training, all of whom are at different stages of their career journey? Due to an ...
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Paraplanning Manager
1 week ago
mbf. London, United Kingdom permanentWe're currently working on a unique vacancy within a one of the UK's most exciting Fintech business with the Financial Advice sector · Company: · A prominent London-based fintech firm, recognised as a leader in the industry, is actively seeking a dynamic and experienced individua ...
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Paraplanning Manager
3 weeks ago
Medical Family Finance South East London, United KingdomA successful finance company based in central London is looking for a Head of Paraplanning to join their dynamic, fast-growing team. · You will supervise our skilled paraplanners, managing team workload and monitoring workflows to ensure our high-quality output is maintained. You ...
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Paraplanning Manager
3 weeks ago
Medical Family Finance london (city of london), United KingdomJob DescriptionParaplanning Manager · A successful finance company based in central London is looking for a Head of Paraplanning to join their dynamic, fast-growing team. · You will supervise our skilled paraplanners, managing team workload and monitoring workflows to ensure our ...
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Paraplanning Manager
2 weeks ago
IDEX Consulting Ltd Borehamwood, United KingdomAre you looking to join a tech focused, innovative, fast paced, modern financial planning business where the client is centric to every decision? · We are looking for a qualified Paraplanner who would be willing to take on the role of head of Paraplanning covering offices across ...
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Paraplanner Manager
3 weeks ago
Recruit UK London, United Kingdom**Job Title**: Paraplanner Manager · **Industry**: Financial Planning · **Location**: London · **Salary**: £65,000 · **Job Reference**:7010 · Are you currently Paraplanning, supporting your team but not getting the recognition you deserve? · Do you feel like Management is a natur ...
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Financial Divisions London, United KingdomWe focus on assisting · - **IFA / Senior IFA Administrators · **Junior Paraplanners ( with RO exam success) · **Diploma Qualified & Chartered Paraplanners · **Team Leaders/Paraplanning Managers · **Career Paraplanners · **Paraplanner to Advisers · **Compliance professionals · **M ...
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Senior Paraplanner
3 weeks ago
Clever-HR London, United Kingdom**Senior Paraplanner · Package: Basic Salary up to £60,000 + Benefits · Location: North London** · Our client manages client assets and portfolios with an emphasis on the benefits of being a long-term investor within tax-efficient wrappers. The office is one of over 3,000 offices ...
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Paraplanner
3 weeks ago
Reed Insurance London, United KingdomOur client is a wealth management firm based in central London; they are looking for a Paraplanner to support 2 Finacial Planners. You will be a minimum of level qualified with at least 3 years practical current paraplanning experience. · Our client is a strong believer in client ...
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Progressive Ifa Administrator Required
2 weeks ago
Financial Divisions London, United KingdomMy Client is boutique Financial planning advisory practice based in Mayfair who thrive on their proactive and tailored approach they provide to each individual Client across many areas of personal financial advice. Working within their wealth managementarm, you will be offered th ...
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Junior Paraplanner/ifa Administrator
2 weeks ago
Financial Divisions London, United KingdomWe are presently supporting a forward-thinking Independent Wealth Management Firm in their recruitment of a IFA Administrator/Junior Paraplanner to join their team in London. · Our client offers a structured career path for their employees, and you are encouraged to study your in ...
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Graduate with Ifa Administration Experience
4 weeks ago
Financial Divisions London, United Kingdom**plus full study, training, definite career progression, benefits listed below** · My client a boutique financial planning and wealth management firm is creating an amazing opportunity for a progressive graduate with already acquired IFA Admin experience and evidence of RO exam ...
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Chartered Financial Planner
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Senior Financial Services Administrator
3 weeks ago
Brevere Group London, United KingdomAre you a financial services administration professional, looking for a new role in a dynamic and supportive environment? Due to continued success in providing fee based advice to HNW clients, this successful wealth management practice requires a professionaland proactive Financi ...
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Financial Advisor
3 weeks ago
Financial Divisions (City) LLP London, United KingdomMy client is a high-end Investment Group who are currently experiencing an exciting period of rapid growth and are looking to add another Wealth Manager/Financial Adviser to their Wealth Management team. The firm offer a highly ethical, independent, and fully holistic offering to ...
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Pa / Ifa Administartor
4 weeks ago
Cranleigh Personnel London, United Kingdom**PA/ IFA Administrator** · **Based City, London** · **Salary up to £40,000 + bonus** · - Do you love organising, planning and thinking ahead? _ · - Are you currently working as a PA or Administrator in financial services and looking for your next challenge?_ · - Then we have the ...
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Administrator Maternity Cover
4 weeks ago
Apollo Private Wealth London, United KingdomPlease note that this is an 8 month Maternity Cover contract · As a Business Processing Administrator, you will have the responsibility for providing comprehensive, confidential, and professional support to the Business Processing Manager and the wider teams. Supporting the Busin ...
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Financial Adviser
2 weeks ago
Financial Divisions London, United Kingdom**Financial Adviser to manage circa £500k of recurring fee income** · Our client is one of the leading independent Chartered Wealth Management firms in London. Having worked closely with them for nearly 7 years, we have seen the consistently grow organically year on year. The boa ...
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Financial Divisions London, United Kingdom**plus bonus and study support** · My client is a prestigious independent IFA Practice in Central London. Due to expansion they are looking for an experienced Paraplanner to join their dynamic team. The role has become available due to an internal promotion where the existing par ...
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Marketing and Business Support
3 weeks ago
FVC London, United Kingdom**Marketing and Business Support** · Future Value Consultants (FVC) specialises in structured products systems and research tools and has expertise and experience across many areas within investment analysis. The company's flagship service is a web-based platform for financial ad ...
Paraplanning Manager - London, United Kingdom - IDEX Consulting Ltd
Description
Job DescriptionParaplanning Manager
London – Hybrid working
Salary up to circa £60,000 plus benefits
An extremely well established and growing Wealth Management practice are looking to make some key strategic hires to facilitate the next stage of their exciting growth plans.
This position would be the manage the Paraplanning Team whilst also having important responsibilities within supporting the administrative function and also Operational duties too.It's a really varied role where you will have a huge input into the success of the business and it's future development.
Key responsibilities:
Manage a team of paraplanners and administrators
Perform checks and ensure the highest quality of work
Manage workflow and delegate task to the team
Assist with training and development and day to day coaching of team members
Gathering and evaluation of MI to improve processes and outcomes
The ideal applicant will have strong paraplanning experience, be a minimum of Diploma level 4 qualified, have strong technical skills and be able to mentor and inspire the team around them. You will be a strong communicator and be able to develop relationships with internal and external stakeholders.
This is a fantastic opportunity to join an organisation with impressive and exciting plans. The office is vibrant, your colleagues are top performers in their fields and your career will only flourish.
