Senior Paraplanner - Clerkenwell - CV Elite Ltd

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 ...

At LCH/Wealth, paraplanning is not a back-office afterthought.This role suits a career paraplanner who wants high standards and clear expectations. · Researching and building recommendations across pensions, investments, protection, retirement planning and tax planning · ...

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 ...

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

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 ...

We're seeking an experienced Senior Paraplanner to join our London 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. · ...

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

Senior Paraplanner Role · Lead client fact-finds, risk profiles, objectives, and existing arrangements. · ...

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

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' ...

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. · ...

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 ...

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). · ...

We're growing fast, · with ambitions to double in size in five years. · Your ideas & ambition will help us get there. · You'll have real flexibility autonomy, · with support to balance your career your life. ...

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. · ...

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. · ...

Job Summary · 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, bond surrenders, investment taxation and account structure suitability. · R ...

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.You won't just be another c ...

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 ...

+ 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 ...