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Senior Paraplanner jobs

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SENIOR PARAPLANNER/TECHNICAL SALES SUPPORT

Conduct comprehensive research and analysis of financial products and services. Prepare detailed and compliant financial plans and reports for clients. Support financial advisors with client meetings, including attending meetings...

CompanyHeat Recruitment
AddressWest Midlands, England
CategoryAdministrative
Job typePermanent, full-time
Date Posted 3 days ago See detail

Senior Paraplanner/Technical Sales Support

Heat Recruitment

West Midlands, England

Conduct comprehensive research and analysis of financial products and services. Prepare detailed and compliant financial plans and reports for clients. Support financial advisors with client meetings, including attending meetings...

3 days ago seen See more...

Senior Paraplanner - Family Office Team - Mayfair

Bwd Search & Selection

South East

The Family Office division of a high profile Wealth Management firm are looking to appoint aSenior Paraplanner to their team. Working closely with a Partner who advises the firms' largest clients, you will provide research and re...

5 days ago seen See more...

Senior Paraplanner

Acs Recruitment Solutions Ltd

Leicestershire, England

Competitive salary

Collaborate with advisers to prepare client recommendations and draft detailed suitability reports, focusing on pension transfers, drawdown, and inheritance tax planning. Compile cash flow reports and conduct thorough analysis of...

6 days ago seen See more...

Senior Paraplanner

Tate

London, England

£65,000 - £67,500/annum Plus discretionary bonus and benefits

100% paid premiums for top-tier supplemental medical, dental, and annual health screening plans for employees and qualified dependents. 28 days annual leave, with the option to purchase up to 3 additional days per year, and up to...

7 days ago seen See more...

Senior Paraplanner route to Paraplanning Manager - Up to £65,000 +

Financial Divisions

South East

£60,000 - £65,000 per annum

Supporting highest achieving Adviser Plus: bonus and excellent benefits package The Opportunity Our client is a leading independent financial advisory firm who are highly recognised and respected within the sector, offering a comp...

2 weeks ago seen See more...

Senior Paraplanner

Appointed Ltd

West Sussex, England

£40,000 - £60,000 per annum

Work side-by-side with two financial planners and our client service team. Draft and finalise letters, suitability reports and financial plans. These must be written in a clear, jargon-free way, and be highly individualised. Under...

2 weeks ago seen See more...

Senior Paraplanner

Blakemore Recruitment

Cambridgeshire, England

£40,000 - £50,000 per annum

Supporting the Financial Planners in research and analysis to meet Client needs and objectives. Supporting the Financial Planners in preparing Client financial plans and suitability reports. Promoting the profile of the business w...

2 weeks ago seen See more...

Senior Paraplanner

Capio Recruitment Financial Planning

Worcestershire, England

Experience working within a Financial Planning or Wealth Management Firm is essential. An understanding of paraplanning with knowledge around Suitability report writing is desirable. Level 4 Diploma qualified and ideally progress...

3 weeks ago seen See more...

Senior Paraplanner

Blakemore Recruitment

Hertfordshire, England

£45,000 - £50,000 Annual

Senior Paraplanner / Technical Manager Based: Hertfordshire (home based 3 days a week) Salary: 45,000 - 50,000 + Benefits and bonus This is a brilliant opportunity for a technical and professional individual to take on a new rol...

3 weeks ago seen See more...

Senior Paraplanner

Brook Street Uk

Belfast, County Antrim

45000.00 GBP Annual

Brook Street Recruitment is delighted to be recruiting on behalf of our Belfast client - a well-established wealth management company who are looking to recruit a Senior Paraplanner for their Belfast based team.The Senior Paraplan...

4 weeks ago seen See more...

Senior Paraplanner

Blakemore Recruitment

South East

£55,000 - £65,000 per annum

Supporting the Financial Planners in research and analysis to meet Client needs and objectives. Supporting the Financial Planners in preparing Client financial plans and suitability reports. Promoting the profile of the business w...

a month ago seen See more...

SENIOR PARAPLANNER - £55/65k, hybrid working pattern - City plus...

Financial Divisions

South East

£55,000 - £65,000 per annum

plus excellent list of benefits and exposure to technical cases A well established chartered independent wealth planning business with an excellent reputation are looking to offer this incredible opportunity to work very closely w...

a month ago seen See more...

Senior Paraplanner

The Eventus Recruitment Group

Cheshire, England

Salary negotiable

Accurately prepare complex suitability reports and letters to target deadlines. Ensure all client work is compliant and supported with relevant paperwork. Undertake comparative research in preparation of client recommendations. Co...

a month ago seen See more...

Senior Paraplanner, National Firm

Idex

Glasgow, Scotland

£40,000 - £50,000 a year

To prepare written advice and provide technical research services to a team of Advisors and Partners. To ensure that the preparation of advice for clients (both internal and external) is of the highest quality and delivered in an...

2 months ago seen See more...

Senior Paraplanner

Capio Recruitment Financial Planning

Herefordshire, England

Job Title: Senior Paraplanner / Assistant Adviser Location: Hereford Salary: 40,000 - 60,000 (Depending on Experience) The Company: The opportunity to join a growing, Chartered Financial Planning firm with a fantastic reputation...

2 months ago seen See more...

Senior Paraplanner

Gmp Recruitment Ltd

Birmingham, West Midlands

£40,000 - £50,000 a year

Produce suitability reports and templates for compliance and efficiency. Produce and distribute annual reviews and client communications. Monitor risk exposure, fees, and performance. Utilize tools like FE Analytics, Dynamic Plann...

2 months ago seen See more...

Senior Paraplanner

Heat Recruitment

Cornwall, England

Work with our planners to conduct detailed financial research. 40,000 - 45,000 depending on experience. Prepare accurate and comprehensive reports, which includes cashflow planning and product recommendations. Research financial...

2 months ago seen See more...

Senior Paraplanner

James Phillip Financial Recruitment

Herefordshire, England

£45,000 - £60,000 per annum

To provide full technical support. Undertake in depth reviews of client portfolios and compile review reports. Happy to get involved in all aspects of financial planning. Get to know all the clients for a first class service. 9-5...

2 months ago seen See more...

Senior IFA Administrator/Junior Paraplanner

Reed Insurance

Dorset, England

£27,000 - £31,000 per annum, inc benefits

Previous experience within Financial Services, ideally as an IFA Administrator or Junior Paraplanner. Excellent customer service, time management and prioritisation skills. A natural resilience allowing them to cope with a challen...

4 weeks ago seen See more...

Senior IFA Administrator/Junior Paraplanner

Reed Insurance

Dorset, England

£27,000 - £31,000 per annum, inc benefits

Previous experience within Financial Services, ideally as an IFA Administrator or Junior Paraplanner. Excellent customer service, time management and prioritisation skills. A natural resilience allowing them to cope with a challen...

4 weeks ago seen See more...

Senior IFA Administrator/Junior Paraplanner

Reed Insurance

Dorset, England

£27,000 - £31,000 per annum, inc benefits

Previous experience within Financial Services, ideally as an IFA Administrator or Junior Paraplanner. Excellent customer service, time management and prioritisation skills. A natural resilience allowing them to cope with a challen...

4 weeks ago seen See more...

Senior IFA Administrator/Junior Paraplanner

Reed Insurance

Dorset, England

£27,000 - £31,000 per annum, inc benefits

Previous experience within Financial Services, ideally as an IFA Administrator or Junior Paraplanner. Excellent customer service, time management and prioritisation skills. A natural resilience allowing them to cope with a challen...

4 weeks ago seen See more...

Senior Employee Benefits Administrator/Paraplanner Hybrid

Astral Recruitment

East Sussex, England

Our client is a successful and established Employee Benefits business based in Sussex and they are in urgent need of an experienced EB Administrator The client is very flexible and happy for the successful candidate to be part hom...

a month ago seen See more...

Paraplanner Manager - route to Senior Management Position - Maidstone - £65k - Hybrid working

Financial Divisions

Kent, England

£60,000 - £65,000 per annum

They offer a straightforward non jargon based holistic approach to advice, taking the time to understand clients on both professional and personal levels. This is a very autonomous role, where you will be given the head room to im...

a month ago seen See more...

Senior IFA Administrator - Paraplanner - £30k - £35k + Bonus - Boutique IFA Firm - Slough

Financial Divisions

South East

£30,000 - £35,000 per annum

Renowned for delivering solid financial advice to a diverse clientele, including City professionals, families, business owners, retirees, and accumulators, our client has amassed over 700m of assets under management through word-...

a month ago seen See more...

Senior IFA Administrator / Paraplanner

Heat Recruitment

Sutton Coldfield, West Midlands

£30,000 - £40,000 Annual

25 days of annual leave, in addition to bank holidays, increasing to 30 days after 10 years of service. Employer contribution starting at 3% (after 3 months) and increasing to 5% after 5 years. Death in service benefit at 4 times...

a month ago seen See more...

Junior Paraplanner/ Senior FS Administrator, URGENT

Astral Recruitment

Kent, England

NEW to market Our client is a successful local Financial Advice business and they are currently looking for an experienced report writing FS Administrator or Junior Paraplanner to join their team based in Sevenoaks The client is l...

a month ago seen See more...

What should I search to find Senior Paraplanner jobs?

People who searched for Senior Paraplanner jobs also searched for Senior Health, Senior National Account Manager, Senior Software Tester, Audit Senior Associate, Accounting Senior, Senior Ux Designer, Financial Senior, Senior Marketing Analyst, Senior Business Analyst, Senior Credit Analyst, Operations Senior, Senior Medical Director, Senior Product Developer, . If you're getting few results, try a more general search term. If you're getting irrelevant result, try a more narrow and specific term.

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What are the top cities open Senior Paraplanner jobs?

There are open Senior Paraplanner jobs in several cities including Leighton Buzzard, Leeds, Hailsham, Cambridge, Jesmond, Exeter, Taunton, Newcastle upon Tyne, Durham, Oxford, London, Wigan,

What companies are hiring for Senior Paraplanner jobs?

The top companies hiring now for Senior Paraplanner jobs are Allerton Park Recruitment Solutions, Antony George Recruitment, Artemis Recruitment Consultants Ltd, Ashley Kate HR, Ashley Kate HR & Finance, Astral Recruitment, Brevere Group, Bryn McMillan Consulting, BWD Search & Selection, Cathedral Appointments Ltd, Reward Recruitment, Robinson Financial Careers, Tab Consultancy, Tate, Tempest Jones,

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