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Paraplanner (Pensions Management)
3 weeks ago
Financial Administrator/ Trainee Paraplanner Vacancy - London offices - £35k - £40k + bonus, Full study support - Chartered IFA firm
My client are a Chartered independent wealth planning firm in Haywards Heath who offer whole of market financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across Sussex/Kent and London. They have 500 clients in their current setup with on average £1m of assets to invest per client. The clients receive advice on pensions, investments, tax planning, cashflow modelling, protections (both personal and business). Their highest net worth clients do get involved more complex products and wealth structuring. The Managing Director is creating a brand new role for a Trainee Paraplanner to be supporting a Chartered Financial Adviser in a pod. You will be a graduate with 18 months of experience within an independent financial advice business and be working towards your level 4 diploma (2 RO completed as a minimum). This role will be suitable for a progressive candidate who is perhaps a Financial Administrator and wants to take their next step up and learn to become a Paraplanner. Full training and study support packages towards your diploma and Chartered status will be provided. If you aspire to be a Financial Adviser then full training will be provided and you could be an adviser in the much longer term as some Advisers are approaching retirement and will need replacements.
Salary - £35k - £40k + bonuses (5% discretionary)
Benefits: pension, death in service cover, income protection,
If you are working within a Private Client Wealth Management role, providing holistic paraplanning support, then my client would like to talk to you.
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Pension Paraplanner
2 weeks ago
City of London, Greater London, United Kingdom Tate Recruitment Full time €65,000 - €67,500Job Title: Please make sure you read the following details carefully before making any applications. Senior Paraplanner Location: City of London Salary: £65k to £67.5k base range DOE + 2 annual discretionary bonuses + extensive benefits. Work Arrangement: Hybrid working. Are you an experienced Senior Paraplanner seeking an opportunity with a global...
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Pension Paraplanner
1 week ago
City of London, Greater London, United Kingdom Tate Recruitment Full time €65,000 - €67,500Job Title: Senior Paraplanner Location: City of London Scroll down to find the complete details of the job offer, including experience required and associated duties and tasks. Salary: £65k to £67.5k base range DOE + 2 annual discretionary bonuses + extensive benefits. Work Arrangement: Hybrid working. Are you an experienced Senior Paraplanner seeking...
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Pension Paraplanner
2 weeks ago
London, United Kingdom Jenson Fisher Consulting Ltd Full timeMy client is a specialist organisation that offers exceptional financial planning for medical professionals. Their advisers are committed to excellence and have a deep understanding of the financial matters important to their clients, gained from decades of working with practitioners, senior hospital management and the NHS Pensions Agency. They are widely...
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Pension Paraplanner
2 weeks ago
London, United Kingdom Jenson Fisher Consulting Ltd Full timeMy client is a specialist organisation that offers exceptional financial planning for medical professionals. Their advisers are committed to excellence and have a deep understanding of the financial matters important to their clients, gained from decades of working with practitioners, senior hospital management and the NHS Pensions Agency. They are widely...
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Pension Paraplanner
4 weeks ago
London, United Kingdom Recruitment Solutions (Folkestone) Limited Full timeRef: RP6026 Salary: £40,000 to 55,000 Contract Type: Permanent Location: London Skill Set Paraplanner, Report Writer, Senior Paraplanner, Technical Consultant. An exceptional opportunity is available for an experienced CLIENT FACING DIPLOMA QUALIFIED PARAPLANNER and a PARAPLANNER to join a professional team of HNW and UHNW Independent Financial...
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Pension Paraplanner
1 week ago
London, United Kingdom Jenson Fisher Consulting Ltd Full timeMy client is a specialist organisation that offers exceptional financial planning for medical professionals. Their advisers are committed to excellence and have a deep understanding of the financial matters important to their clients, gained from decades of working with practitioners, senior hospital management and the NHS Pensions Agency. They are widely...
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Paraplanner (Pensions Management)
4 weeks ago
Uxbridge, Greater London, United Kingdom Financial Divisions Full timeParaplanner – Route to Advisor with clients provided Hybrid Working – Based in Uxbridge, Middlesex £50k and bonus My client is a well-established Independent Financial Advice firm with offices based in Uxbridge. They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Mortgages and some Protections to wealthy clients across...
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Paraplanner (Pensions Management)
4 weeks ago
Uxbridge, Greater London, United Kingdom Financial Divisions Full time €50,000Paraplanner – Route to Advisor with clients provided Hybrid Working – Based in Uxbridge, Middlesex £50k and bonus My client is a well-established Independent Financial Advice firm with offices based in Uxbridge. They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Mortgages and some Protections to wealthy clients across...
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Paraplanner (Pensions Management)
2 weeks ago
Uxbridge, Greater London, United Kingdom Financial Divisions Full time €50,000Paraplanner – Route to Advisor with clients provided Hybrid Working – Based in Uxbridge, Middlesex £50k and bonus My client is a well-established Independent Financial Advice firm with offices based in Uxbridge. They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Mortgages and some Protections to wealthy clients across...
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Paraplanner (Pensions Management)
2 weeks ago
Uxbridge, Greater London, United Kingdom Financial Divisions Full time €50,000Paraplanner – Route to Advisor with clients provided Hybrid Working – Based in Uxbridge, Middlesex £50k and bonus My client is a well-established Independent Financial Advice firm with offices based in Uxbridge. They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Mortgages and some Protections to wealthy clients across...
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Paraplanner (Pensions Management)
1 month ago
London, United Kingdom Financial Divisions Full timeFinancial Administrator/ Trainee Paraplanner Vacancy - London offices - £35k - £40k + bonus, Full study support - Chartered IFA firm My client are a Chartered independent wealth planning firm in Haywards Heath who offer whole of market financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across...
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Pension Paraplanner
3 weeks ago
London, United Kingdom Tate Recruitment Full time €65,000 - €67,500Job Title: Senior Paraplanner Location: City of London Salary: £65k to £67.5k base range DOE + 2 annual discretionary bonuses + extensive benefits. Work Arrangement: Hybrid working. Are you an experienced Senior Paraplanner seeking an opportunity with a global organisation that prioritises clients, offers unmatched service, and emphasises a...
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Pension Paraplanner
3 weeks ago
London, United Kingdom Tate Recruitment Full time €65,000 - €67,500Job Title: Senior Paraplanner Location: City of London Salary: £65k to £67.5k base range DOE + 2 annual discretionary bonuses + extensive benefits. Work Arrangement: Hybrid working. Are you an experienced Senior Paraplanner seeking an opportunity with a global organisation that prioritises clients, offers unmatched service, and emphasises a...
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Pension Paraplanner
2 weeks ago
London, United Kingdom Tate Recruitment Full time €65,000 - €67,500Job Title: Senior Paraplanner Location: City of London Salary: £65k to £67.5k base range DOE + 2 annual discretionary bonuses + extensive benefits. Work Arrangement: Hybrid working. Are you an experienced Senior Paraplanner seeking an opportunity with a global organisation that prioritises clients, offers unmatched service, and emphasises a...
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Pension Paraplanner
2 weeks ago
London, United Kingdom Tate Recruitment Full time €65,000 - €67,500Job Title: Senior Paraplanner Location: City of London Salary: £65k to £67.5k base range DOE + 2 annual discretionary bonuses + extensive benefits. Work Arrangement: Hybrid working. Are you an experienced Senior Paraplanner seeking an opportunity with a global organisation that prioritises clients, offers unmatched service, and emphasises a...
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Paraplanner (Pensions Management)
4 weeks ago
Uxbridge, Greater London, United Kingdom Financial Divisions Full time €50,000Hybrid Working - Based in Uxbridge, Middlesex £50k and bonus My client is a well-established Independent Financial Advice firm with offices based in Uxbridge. They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Mortgages and some Protections to wealthy clients across the London and home counties region. They also offer Wills and...
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Paraplanner (Pensions Management)
4 weeks ago
Uxbridge, Greater London, United Kingdom Financial Divisions Full time €50,000Hybrid Working - Based in Uxbridge, Middlesex £50k and bonus My client is a well-established Independent Financial Advice firm with offices based in Uxbridge. They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Mortgages and some Protections to wealthy clients across the London and home counties region. They also offer Wills and...
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Pension Paraplanner
2 weeks ago
South East London, United Kingdom Jenson Fisher Consulting Ltd Full timeMy client is a specialist organisation that offers exceptional financial planning for medical professionals. Their advisers are committed to excellence and have a deep understanding of the financial matters important to their clients, gained from decades of working with practitioners, senior hospital management and the NHS Pensions Agency. They are widely...
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Pension Paraplanner
2 weeks ago
South East London, United Kingdom Jenson Fisher Consulting Ltd Full timeMy client is a specialist organisation that offers exceptional financial planning for medical professionals. Their advisers are committed to excellence and have a deep understanding of the financial matters important to their clients, gained from decades of working with practitioners, senior hospital management and the NHS Pensions Agency. They are widely...
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City of London, United Kingdom Westminster Wealth Management Full time**Are you an experienced paraplanner wanting to progress your career in a more rewarding and supportive environment?** Would you like to build on your paraplanning experience in a role offering variety, responsibility, support and training to Chartered Financial Planner status? We have a rare opportunity to carve out a meaningful career within a small,...