Posted by BWD Search & Selection • £95K/yr to £100K/yr
Managing and developing a team of highly qualified Financial Planners, you will lead by example by advising some clients yourself, and be responsible for developing the presence of the wealth planning business both internally and externally.
An excellent opportunity for a current Player/Manager to progress their career within a growing firm, or for an experienced, senior level Financial Planner looking to move into leadership.
The Personal Wealth Planning division of a fast-growing Pensions, Investment & Employee Benefits Consultancy is looking to appoint a Player/Manager to head its team in London and the Home Counties.
Posted by Recruitment Solutions (Folkestone) Limited • £65K/yr to £75K/yr
General
An award-winning Chartered Wealth Manager is seeking a highly skilled and motivated, Head of Paraplanning / Senior Technical Paraplanner to join its dynamic team and help it continue delivering top-tier financial planning.
Very competitive package including uncapped on-target earnings
Head of Paraplanning Role
This position would encompass both elements of paraplanning and management as you would be working with the paraplanning team to provide a high level of technical support to the firm's clients.
Posted by Focus Search and Selection • £45K/yr to £60K/yr
The Opportunity
Reporting to your Team Leader, in this role you will be expected to formulate asset allocation recommendations, and write suitability reports.
The Paraplanner under our clients New Business team analyses prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation and structure suitability.
The Day-to-ay
Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation.
Posted by Blakemore Recruitment • £50K/yr to £60K/yr
A Financial Planning firm located in Marlow, Buckinghamshire are looking to recruit a highly professional and competent individual to join their Paraplanning team.
The company provides bespoke Wealth Planning Advice to both established HNW clients and new clients which are referred through reputation and excellence.
The company office ethos combines a modern flexible attitude to work which focuses on employee development and wellbeing with a traditional highly professional approach to clients.
Posted by Blakemore Recruitment • £40K/yr to £50K/yr
A Financial Planning firm located in Walton-on-Thames are looking to recruit a highly professional and competent individual to join their Paraplanning team.
The company provides bespoke Wealth Planning Advice to both established HNW clients and new clients which are referred through reputation and excellence.
The company office ethos combines a modern flexible attitude to work which focuses on employee development and wellbeing with a traditional highly professional approach to clients.