Job Description Oakley Recruitment is working in partnership with an expanding organisation based in Bromsgrove. This is an excellent opportunity to join the team as a Paraplanning Manager on a full-time permanent basis Culture and Environment Our client fosters a dynamic and professional culture that is both welcoming and empowering. They are committed to delivering exceptional service to their...
This Paraplanning Administrator job in North Somerset provides opportunity to join a quality, Chartered Financial Planning firm. You will be joining their head office support staff team including Paraplanners IFA Administrators, who provide quality support to their team of Chartered Financial Planners. As a Paraplanning Administrator, your duties will include: - Produce simple suitability...
Oakley Recruitment is working in partnership with an expanding organisation based in Bromsgrove. This is an excellent opportunity to join the team as a Paraplanning Manager on a full-time permanent basisCulture and EnvironmentOur client fosters a dynamic and professional culture that is both welcoming and empowering. They are committed to delivering exceptional service to their clients while...
A leading Private Banking organization is seeking a Head of Paraplanning to manage a team and assist the owner in meetings. Candidates should have substantial Financial Services experience and a background in managing Sales Support or Paraplanning teams. Attention to detail and strong communication skills are essential. The individual should be diploma qualified with aspirations towards Chartered...
AFH Wealth Management is proud to be one of the UK's leading independent financial advisory and wealth management firms. We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you'll find a variety of exciting career opportunities at AFH. This is a full‐time, permanent opportunity, with hybrid working, and a competitive salary and...
A leading independent financial advisory firm in the UK is seeking a Paraplanning Manager to oversee the paraplanning team. The role involves managing team workload, ensuring compliance with regulations, and supporting the professional development of team members. The ideal candidate should have a Diploma in Financial Planning and experience in team management, with strong attention to detail and...
This Paraplanning Administrator job in North Somerset provides opportunity to join a quality, Chartered Financial Planning firm.You will be joining their head office support staff team including Paraplanners IFA Administrators, who provide quality support to their team of Chartered Financial Planners.As a Paraplanning Administrator, your duties will include: * Produce simple suitability letters...
A financial services firm is seeking a detail-oriented IFA Administrator in North London to support onboarding and servicing of financial plans. The role involves processing new business, managing cases, and liaising with clients and advisers. Required skills include proficiency in back-office systems and strong communication. Offering a competitive salary of £35,000, benefits, and a flexible...
Senior Paraplanner – Wealth PlanningCambridgeVery good salary – Bonus - BensJoin a forward-thinking Wealth Planning team where your expertise, precision, and client focus will make a real impact. We’re looking for an experienced Senior Paraplanner to provide high-quality technical and research support to Wealth Planners, helping deliver holistic financial advice and outstanding outcomes for...
PARAPLANNER OPPORTUNITY – WEALTH MANAGEMENTYORK (HYBRID) 2/3 days in office£45-50K and bonus/benefitsOur client is a chartered national IFA firm with ambitious growth plans, currently 10 locations and c £2 Billion AUM are currently looking to recruit a talented, technically competent Paraplanner to strengthen their Paraplanning support:Level 4 qualified Paraplanner essential, minimum 18 Months in...
About AttivoAttivo are Lifestyle Financial Planners. We're a privately owned company. We prefer it that way. It means we're free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and honest – an approach that builds trust with our clients and inspires their financial confidence. Our experienced,...
A financial services firm is seeking a Graduate Client Services Administrator based in Princes Risborough, England. This full-time internship role involves supporting the Client Servicing and Paraplanning Team by processing client information, maintaining databases, and producing reports. Ideal candidates will demonstrate strong organizational and communication skills, with a good knowledge of...
Paraplanning Team Leader – Attivo Attivo are Lifestyle Financial Planners. We pride ourselves on being transparent, open and honest, building trust with clients and inspiring financial confidence. Our culture is high performance, continuous development and shared success. We promote from within and invest heavily in staff progression, earning recognition as one of the Professional Adviser's Best...
Oakley Recruitment is working in partnership with an expanding organisation based in Bromsgrove.Ready to apply Before you do, make sure to read all the details pertaining to this job in the description below.This is an excellent opportunity to join the team as a Paraplanning Manager on a full-time permanent basis Culture and Environment Our client fosters a dynamic and professional culture that...
A financial services company is seeking an experienced Paraplanning Team Leader to manage a team of eight Paraplanners. This role focuses on leadership and training to enhance performance and efficiency. Responsibilities include conducting performance reviews, managing workflows, and collaborating closely with financial advisers. The position offers a competitive package of up to £65,000, a...
Location: Bromsgrove, Worcestershire, United KingdomSalary: Competitive Salary and Benefits Paraplanning ManagerAFH Wealth Management is proud to be one of the UK's leading independent financial advisory and wealth management firms. We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you'll find a variety of exciting career...
Oakley Recruitment is working in partnership with an expanding organisation based in Bromsgrove. This is an excellent opportunity to join the team as a Paraplanning Manager on a full-time permanent basisCulture and EnvironmentOur client fosters a dynamic and professional culture that is both welcoming and empowering. They are committed to delivering exceptional service to their clients while...
A boutique IFA practice in Croydon is looking for a Paraplanning Team Leader to oversee the paraplanning function and support a team of advisers. The candidate will mentor Paraplanners, manage workflow, and ensure compliance with FCA and Consumer Duty standards. A Level 4 Diploma in Financial Advice and substantial paraplanning experience within an IFA environment are required. The role offers a...
About AttivoAttivo are Lifestyle Financial Planners. We're a privately owned company. We prefer it that way. It means we're free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and honest – an approach that builds trust with our clients and inspires their financial confidence. Our experienced,...
Paraplanning Team LeaderLocation: Offices Near Hemel Hempstead Package: Up to 65,000, Hybrid and Excellent Benefits Role OverviewWe are seeking an experienced and highly motivated Paraplanning Team Leader to lead and develop our dedicated Paraplanning team. This pivotal role involves managing a team of eight Paraplanners, driving the efficiency and quality of our paraplanning services, and...