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Clever-HR
Coventry
An exciting opportunity for a Paraplanner to join a successful and growing Chartered wealth management firm! Clever-HR has partnered with a Chartered wealth management that offers deliverance of first-class advice across all aspects of Financial Planning. This includes investments, pension planning and IHT planning. Established for nearly 20 years,
Job Source: Clever-HRNJR Recruitment
Solihull
Our Client offers a boutique Wealth Management proposition service and provide bespoke Financial Advice to High Net Worth individuals and businesses. A rare and exciting opportunity is now available for an Advice Support to join a growing Firm of Independent Financial Planners who are based in the Birmingham area. The successful candidate will be
Job Source: NJR RecruitmentTalent Finder
Coventry
Paraplanner | Coventry – Office based | Full Time | Competitive, based on experience £30,000-£35,000, up to £40,000 for exceptional candidates with annual pay rises Are you a detail-oriented individual with a passion for financial planning? Do you thrive in a fast-paced environment and aspire to work with high-net worth individuals? If so, our clie
Job Source: Talent FinderCapio Recruitment Financial Planning
Coventry
Job Title: Paraplanner Salary: Negotiable Location: Coventry A well-established Financial Planning firm, who pride themselves on tailored, specialist Financial Advice are continuing to grow and is now looking to bolster their back-office team with a technical professional. Providing technical support across a diverse range of case types including P
Job Source: Capio Recruitment Financial PlanningMI Search Ltd
Warwick
Our client who are a national IFA firm with offices across the UK are currently seeking an experienced paraplanner to work in their Warwick office (hybrid working possible). Working as a paraplanner you will work very closely with the independent financial advisers in providing holistic financial planning solutions to HNW clients. You will be respo
Job Source: MI Search LtdNJR Recruitment
Solihull
Trainee Paraplanner Solihull £25,000 - £30,000 DOE On site parking Full time in the office Bonus scheme Our client is a well-established Wealth Management practice who provides corporate and private client wealth management advice to Private Clients, Business Owners, Trustees and Sports professionals. My client now has an outstanding oppor
Job Source: NJR RecruitmentReed
Banbury
A great Financial Services Company is to recruit a Paraplanner/Analyst with skills within Financial services on report writing & analyst side. They request Ideally Level Four Diploma Qualified on your Paraplanning skills but will consider a skilled Paraplanner near to having Diploma in paraplanning. At some stage when joined & local to the Oxfo
Job Source: ReedReed
Banbury
A great Financial Services Company is to recruit a Paraplanner/Analyst with skills within Financial services on report writing & analyst side. They request Ideally Level Four Diploma Qualified on your Paraplanning skills but will consider a skilled Paraplanner near to having Diploma in paraplanning. At some stage when joined & local to the Oxfo
Job Source: ReedWarwick
This is for you if you are a level 4 qualified paraplanner and ideally who has management experience. With this role you will benefit from joining a large team where you will receive support, hybrid working, great benefits, and due to growth plans, there will be opportunities to progress further within the business.
The business
The business is a fast-growing and well-established Financial Services business with offices across the UK. The business is growing organically, as well as through acquisitions, hence the need to expand the managerial team. This role is based in the Newcastle office.
The Role
As a Paraplanner Team Leader, you will be a first line leader ensuring that both the businesses clients and advisers receive excellent service. You will be responsible for multiple duties; making sure your working environments are efficient, holding regular development reviews, managing individual’s performances where needed, as well as effectively communicating team performances and any other relevant updates.
You will also be working closely with their HR department to help manage holidays, working from home requests, recruitment, and training needs.
Benefits
Salary from £45,000 - £50,000
Hybrid role - at least 3 days will need to be visiting the office.
Death in Service (4 x annual salary)
Private Medical Insurance provided by Vitality.
Group Income Protection
Employee Assistance Programme
Medicash (healthcare cash back plan)
Pension 5% minimum (company will match up to 10%)
Discretionary 10% annual bonus based on company performance.
24 days + 8 bank holidays, entitlement will rise 1 day per calendar year of service, up to a maximum of 30 days for each additional year.
If you want to find out more about this opportunity, then simply apply here. You can then leave the rest to us in terms of arranging an interview with the business.
Paraplanner Team Leader jobs in Warwick
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