Senior Paraplanner - Redhill - Blakemore Recruitment

    Blakemore Recruitment
    Blakemore Recruitment Redhill

    1 week ago

    Description

    A financial planning practice in Redhill is seeking an experienced Paraplanner to oversee the paraplanning function and produce financial planning reports.

    The role involves mentoring a current team member and requires excellent interpersonal skills and the ability to work independently.

    The company is looking for a self-motivated individual with a strong understanding of the financial planning process, offering a collaborative work environment.

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  • Work in company

    Senior Paraplanner

    Only for registered members

    We are looking for a Senior Paraplanner to join our team in London. · As Senior Paraplanner you'll do more than deliver technical expertise. You'll be a trusted partner, thinking ahead for clients, shaping solutions, and helping drive our ambitious growth. · You won't just be ano ...

    London £60,000 - £65,000 (GBP)

    1 month ago

  • Work in company

    Senior Paraplanner

    Only for registered members

    We are delighted to be working with our prestigious client based in Canary Wharf as they are recruiting for a Senior Paraplanner in their UK Additions Team. · The role involves analysing trading, · client portfolios, · and accounts to provide FCA regulated advice on areas such as ...

    London

    2 weeks ago

  • Work in company

    Senior Paraplanner

    Only for registered members

    We are currently working with a highly regarded Wealth Management practice who are seeking an experienced Senior Paraplanner to join their growing team. · As a key member of the technical team, you'll work closely with Advisers and Administrators to deliver exceptional financial ...

    Esher

    1 month ago

  • Work in company

    Senior Paraplanner

    Only for registered members

    We are delighted to be working with our prestigious client based in Canary Wharf as they are recruiting for a Senior Paraplanner in their UK Additions Team. Join our client's dynamic team, where your expertise will contribute to the success of a company that aligns with clients' ...

    London

    1 month ago

  • Work in company

    Senior Paraplanner

    Only for registered members

    A boutique financial planning firm in Westminster is hiring an experienced Senior Paraplanner to join their established paraplanning team. · ...

    London Area

    2 weeks ago

  • Work in company

    Senior Paraplanner

    Only for registered members

    JKB Wealth Management seeks an experienced Senior Paraplanner to lead and develop paraplanning function. · Lead paraplanning function across practice · ...

    London

    2 weeks ago

  • Work in company

    Senior Paraplanner

    Only for registered members

    This is an excellent opportunity for an experienced Paraplanner to join a well-established and fast-growing Independent Financial Adviser based in Woking. · Analyse client information from Fact Finds, existing records and meeting notes · Conduct advanced financial analysis... · ...

    Woking

    1 week ago

  • Work in company

    Senior Paraplanner

    Only for registered members

    An opportunity has arisen within a global financial planning firm seeking an experienced Paraplanner to join a highly analytical team working on complex client cases. · ...

    City of London

    1 month ago

  • Work in company

    Senior Paraplanner

    Only for registered members

    This role suits a career paraplanner who wants high standards, clear expectations, and a team that values how you work as much as what you know. · Researching and building recommendations across pensions, investments, protection, retirement planning, and tax planning · Writing cl ...

    London Area

    2 weeks ago

  • Work in company

    Senior Paraplanner

    Only for registered members

    We are seeking a Senior Paraplanner to join our team. You will be trusted by private bankers and financial planners to shape advice, drive process improvements, and influence how we work. · You'll have a real voice in a high-performing team that values your leadership, your ideas ...

    London

    1 month ago

  • Work in company

    Senior Paraplanner

    Only for registered members

    We're looking for an experienced Senior Paraplanner to join our team in London. As a trusted partner to private bankers and financial planners, you'll shape advice, drive process improvements, and influence how we work. · Deliver senior technical paraplanning supporting private b ...

    London Full time

    4 days ago

  • Work in company

    Senior Paraplanner

    Only for registered members

    An opportunity has become available for an experienced Senior Paraplanner in London to join a growing financial planning firm that offer hybrid working and a superb working environment with fantastic career opportunities. · ...

    London

    2 weeks ago

  • Work in company

    Senior Paraplanner

    Only for registered members

    We're seeking an experienced Senior Paraplanner to join our Hove office.This is a fantastic opportunity to play a key role in supporting our advisers and shaping the financial planning process for a growing client base. · ...

    Hove

    1 month ago

  • Work in company

    Senior Paraplanner

    Only for registered members

    We are delighted to be working with our prestigious client based in Canary Wharf as they are recruiting for a Senior Paraplanner in their UK Additions Team. · Conduct fact-finding calls with clients to evaluate objectives, portfolio holdings, time horizon, cash flow needs, and fi ...

    Greater London, England

    3 weeks ago

  • Work in company

    Senior Paraplanner

    Only for registered members

    We are looking for a Senior Paraplanner to join our team. As a trusted partner, you will shape advice, influence change, and help drive growth. · At least five years in Financial Planning. · Level 6 Chartered Financial Planning (CII Advanced Diploma or CISI equivalent). · ...

    London

    1 month ago

  • Work in company

    Senior Paraplanner

    Only for registered members

    We're currently working with a highly regarded wealth management practice seeking an experienced Senior Paraplanner to join their growing team based in Esher. This is a permanent, full-time opportunity offering a collaborative and professional environment. · 25 days of annual lea ...

    Esher, England

    1 month ago

  • Work in company

    Senior Paraplanner

    Only for registered members

    We are looking for a Senior Paraplanner to join our team in London. As Senior Paraplanner you'll be responsible for shaping advice, influencing change and helping drive growth. · At least five years in Financial Planning including three years as a Paraplanner and one year at Seni ...

    London £60,000 - £65,000 (GBP)

    1 month ago

  • Work in company

    Senior Paraplanner

    Only for registered members

    We are looking for an experienced Senior Paraplanner to join our team in London. · Analyse trading client portfolios to provide <a title= ...

    London

    1 month ago

  • Work in company

    Senior Paraplanner

    Only for registered members

    We are seeking a Senior Paraplanner to join our team in London. As Senior Paraplanner you'll do more than deliver technical expertise. You'll be a trusted partner, thinking ahead for clients, shaping solutions, and helping drive our ambitious growth. · ...

    London, England, United Kingdom

    1 week ago

  • Work in company

    Senior Paraplanner

    Only for registered members

    + Lead the paraplanning function across the practice+ Produce high-quality, compliant suitability reports+ Provide technical research and support to advisers+ Support complex planning cases across pensions, investments, tax and protection · + Maintain and improve paraplanning pro ...

    London Area

    2 weeks ago

  • Work in company

    Senior Paraplanner

    Only for registered members

    The Senior Paraplanner under Fisher Investments Europe's UK Additions Team analyses trading client portfolios and accounts to provide FCA regulated advice on areas such as pension transfers, · 100% paid premiums for our top-tier supplemental medical, · dental and annual health sc ...

    London Full time

    1 month ago

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