In a nutshell As a Senior Financial Planner, you'll provide high-quality, compliant financial advice to a diverse portfolio of clients, helping them achieve their long-term financial goals. You'll combine technical expertise with strong relationship-building skills, identifying new opportunities, winning new business, and contributing to the growth and success of the wider regional team.Alongside ...JBLK1_UKTJ
In a nutshell As a Senior Financial Planner, you'll provide high-quality, compliant financial advice to a diverse portfolio of clients, helping them achieve their long-term financial goals. You'll combine technical expertise with strong relationship-building skills, identifying new opportunities, winning new business, and contributing to the growth and success of the wider regional team.Alongside ...JBLK1_UKTJ
Your new company Due to retirement, an exceptional opportunity has arisen within a very well-established IFA firm for a Financial Adviser to take over a high-quality client bank. The clients you will inherit have been well looked after for many years. Very friendly and supportive working environment, advisers manage their own diaries.Your new role Client-facing role providing independent advice ac...JBLK1_UKTJ
This is an exciting opportunity to join a professional, client-focused Chartered financial planning business, with a clear development path towards becoming a Chartered Financial Planner.The Role You will work closely with Financial Planners and Senior Paraplanners, supporting clients throughout the financial planning process. Your responsibilities will for and attending client meetings Supporting cashflow planning Managing meeting preparation and follow-up Liaising with product providers ...
The Role: I am recruiting a Paraplanner on behalf of Paradigm Norton, an award-winning and market leading, independent financial planning firm. Joining the team in the London office (EC1M), the successful Paraplanner will work closely with the Client Managers (Financial Planners / Advisers) to create comprehensive and bespoke financial plans that align with clients’ goals and aspirations. This is not an advising role, but the successful Paraplanner will be involved in client meetings from the ...
Financial Planning Administrator Team Manager Hybrid WorkingSalary to £50,000 + Bonus + Excellent BenefitsLocation: BristolAre you an experienced Financial Planning Administrator looking to take the next step into a leadership role while remaining hands-on with clients and Financial Planners?An excellent opportunity has arisen for a Financial Planning Administrator to join a highly regarded finan...JBLK1_UKTJ
This role offers flexibility for hybrid working.We're partnering with a highly respected, values-driven financial planning firm that is looking to add a Senior Paraplanner to its growing team.This is far more than a traditional report-writing role. You'll work closely with the MD and the Financial Planner to develop holistic financial planning strategies for high-net-worth clients, identify planni...JBLK1_UKTJ
Senior Planner – Derbyshire - *Excellent Opportunity for Career Progression to Planning Manager* – Building / Construction – Leading Main Contract to join one of the UK’s most successful building main contractors.Not only is this one of the UK’s most financially secure companies to join it is also a great opportunity for career progression with the potential to progress to regional planning manager in the near future.They also have an excellent track record for paying a staff bonus. Senior ...
DescriptionWe are looking for an experienced Paraplanner to support our Financial Planning team in delivering high-quality advice and client outcomes.You will work within a cross-functional “Pod” alongside Financial Planners and Client Support Executives, taking ownership of cases, providing technical insight, and ensuring recommendations are accurate, compliant, and client-focused.This role suits a paraplanner who wants real responsibility, a varied caseload, and the opportunity to deepen ...
Client-Facing ParaplannerLocaion: City of London HybridSalary: £55-65k + discretionary bonus??Ready to take your Paraplanning career beyond report writing?We're working with an award-winning Chartered Financial Planning firm that is looking for an experienced Client-Facing Paraplanner to become a true partner to a highly successful Financial Planner.This is not a back-office paraplanning role. Yo...JBLK1_UKTJ
