- Liaise with SJP's Business Assurance (BA) team to ensure regulatory requirements are understood and embedded
- Meet Quality of Documentation (QoD) targets and other KPIs
- Contribute to operational processes and quality improvement initiatives
- Facilitate training sessions (e.g. Provide guidance to junior members of the team and take a mentoring approach to support Junior Paraplanners
- Level 4 Diploma in Financial Planning or equivalent
- Planning and organisation
- Managing a workflow – delegating workload, monitoring progress, analysing performance
- More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy .
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Head of Paraplanning
3 weeks ago
Apollo Private Wealth London, United Kingdom**Your mission**: · As the Head of Paraplanning you will support the success of the practice by ensuring that the business obtained is being processed compliantly and in a timely manner. You will ensure that the quality of the work delivered by your team of inhouse and outsourced ...
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Head of Paraplanning
3 weeks ago
Aspire Executive Search City of London, United KingdomHead of Paraplanning, Financial Services industry, Salary £60,000 - £90,000 dependent on your experience, Maternity cover interim role. · Excellent benefits and a great working environment and a gold star team within a business who work very closely and provide an excellent servi ...
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Head of Paraplanning
1 week ago
Ortus PSR Dorking, United KingdomMy client, a reputable IFA located in Dorking, is seeking a dynamic and motivated individual for the position of Head of Paraplanning and Customer Experience. This is an exceptional opportunity for an experienced Paraplanner who is eager to grow and work alongside a phenomenal Ad ...
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Head of Paraplanning
1 week ago
Pavilion Recruitment Solutions London, United Kingdom Full timeAs the Head of Paraplanning you will support the success of the practice by ensuring that the business obtained is being processed compliantly and in a timely manner. You will ensure that the quality of the work delivered by your team of inhouse and outsourced paraplanners is to ...
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Head of Paraplanning
1 week ago
Apollo Private Wealth London, United Kingdom Full timeYour mission · As the Head of Paraplanning you will support the success of the practice by ensuring that the business obtained is being processed compliantly and in a timely manner. You will ensure that the quality of the work delivered by your team of inhouse and outsourced para ...
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Head of Paraplanning
2 weeks ago
Artemis Recruitment Consultants Ltd London (Greater), United Kingdom Part time, Full timeOur client is currently looking for an exceptional Head of Paraplanning to take their Paraplanning function to the next level, joining their team based in London, managing wealth for private clients, families and institutions. They provide a highly personal service and offer advi ...
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Head of Paraplanning
1 week ago
Artemis Recruitment Consultants Ltd London, United Kingdom £50,000 - £65,000Type of Position: Head of Paraplanning - London · Pay: £50k - £65k · Head of Paraplanning - London · Our client is currently looking for an exceptional Head of Paraplanning to take their Paraplanning function to the next level, joining their team based in London, managing weal ...
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Head of Paraplanning
3 weeks ago
Apollo Private Wealth London (Greater), United Kingdom Part time, Full timeYour mission · As the Head of Paraplanning you will support the success of the practice by ensuring that the business obtained is being processed compliantly and in a timely manner. You will ensure that the quality of the work delivered by your team of inhouse and outsourced para ...
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Head of Paraplanning Dept
1 week ago
Blakemore Recruitment London, United KingdomWe are currently recruiting for a highly regarded National IFA business who have a need for someone to head up their Paraplanning function. The firm have a number of offices throughout the UK and you will be responsible for all the Paraplanning staff in those locations. The firm ...
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Paraplanning Manager
2 weeks ago
Financial Divisions London, United KingdomMy client is a highly regarded and well-established wealth management firm. Due to expansion/merger, they now require a diploma qualified, Senior Paraplanner/Team Leader/Paraplanning Manager to head up a dynamic team of Paraplanners. You must be able technicallycompetent across v ...
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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 i ...
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Paraplanning Manager
1 week 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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Senior Paraplanner
2 weeks ago
Financial Divisions London, United KingdomI have recently registered a new Senior Paraplanning role. My client is a highly regarded wealth management firm. Having grown from strength to strength and continuing on this upward trajectory, the y now requires a diploma qualified, Senior Paraplannerto working alongside the He ...
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Senior Chartered Paraplanner
2 weeks ago
Financial Divisions London, United KingdomI have recently registered a new Senior Chartered Paraplanning role. My client is a highly regarded wealth management firm. Having grown from strength to strength and continuing on this upward trajectory, the y now requires a diploma qualified, Senior Paraplannerto working alongs ...
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Compliance Executive
3 weeks ago
Fram Search London, United KingdomHybrid working · - Independent financial advice firm · - Diploma in financial planning or equivalent · Fram are working with a London based independent financial advice firm. Due to growth within the business, they are seeking an additional member for their compliance team. The r ...
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Compliance Executive
3 weeks ago
Fram Search London, United Kingdom* Hybrid working · - Independent financial advice firm · - Diploma in financial planning or equivalent · Fram are working with a London based independent financial advice firm. Due to growth within the business, they are seeking an additional member for their compliance team. The ...
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Paraplanner, London, Up to 45k Basic Salary +
2 weeks ago
Thomas Brown T/A TABrown Consultancy London, United Kingdom**Role: Paraplanner · Package: Basic Salary up to £45,000 + Benefits · Location: London** · Our client, an investment and tax specialist advice firm, are looking for a paraplanner to join their London team. In the main, the firm manages client assets and portfolios with an emphas ...
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Investment Auditeer
2 weeks ago
Foster Denovo London, United Kingdom**Location** · London · **Application Deadline** · Tuesday, June 11, 2024 · **Job Summary** · **About Us** · Foster Denovo currently boast over 120 Financial Advisers supported by around 250 employees across eight Foster Denovo offices throughout the UK. We have the scale and res ...
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Financial Divisions London, United Kingdom**Plus full study support and biannual bonuses** · We are currently recruiting a Paraplanner role for one of our longest-standing clients, who is looking for a new member of staff to join the closet knit team. Having worked closely with this Chartered firm for circa 6 years, we h ...
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Head of Operations
1 week ago
Kingswood Group London, United KingdomAre you an Operations Manager ideally with Wealth Planning knowledge, looking for your next step into a Senior Management role? · Want to work for a real success story; a group of companies who are continually and quickly growing? · Due to this growth, we've added to our Senior M ...
Head of Paraplanning - London, United Kingdom - Artemis Recruitment Consultants Ltd
Description
Our client is currently looking for an exceptional Head of Paraplanning to take their Paraplanning function to the next level, joining their team based in London, managing wealth for private clients, families and institutions.
They provide a highly personal service and offer advice across the full range of Private Client Investment Tax and Retirement Planning.
If you see yourself working for a company that allows you to excel at the speed of your talent and be part of a young growing team, then this may be the career for you.
Perform quality assurance checks to ensure the highest quality of work across the board