Paraplanner - Fully Remote
2 weeks ago
Paraplanner (fully remote) London area
My client is a highly successful Financial Adviser who has recently started their own boutique independent practice, and now needs to recruit a competent, technically skilled diploma qualified paraplanner to provide 100% support to her and her longstanding clients. As a boutique business the role will be fully remotely based with monthly team meetings and periodic training sessions in the City of London. Conducting research based on meeting clients financial needs and objectives
Understanding investment portfolio analysis
Compiling investment/pension/protection illustrations and documentation
Supporting with ad hoc projects and tasks where required
Using research tools / systems to complete detailed analysis
Complying with the relevant compliance, TCF, T&C and, financial crime (anti-money laundering, data security, anti-bribery, fraud and corruption) procedures of the firm at all times
Overall knowledge of key areas of financial planning and advice – Pensions (including switching and pension sharing orders), Investments, IHT and Estate planning and personal and business protection.
An understanding of writing styles, grammar, punctuation, avoidance of jargon and an understanding of the audience
The ability to interpret complex planning into clear and concise reports
Excellent Word and Excel skills
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Paraplanner (Fully remote)
2 weeks ago
City of London, Greater London, United Kingdom Financial Divisions Full time €40,000Paraplanner (fully remote) Apply below after reading through all the details and supporting information regarding this job opportunity. London area C £40,000 and benefits The Opportunity My client is a highly successful Financial Adviser who has recently started their own boutique independent practice, and now needs to recruit a competent, technically...
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Paraplanner (Fully remote)
2 weeks ago
City of London, Greater London, United Kingdom Financial Divisions Full time €40,000Paraplanner (fully remote) Apply below after reading through all the details and supporting information regarding this job opportunity. London area C £40,000 and benefits The Opportunity My client is a highly successful Financial Adviser who has recently started their own boutique independent practice, and now needs to recruit a competent, technically...
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Paraplanner - Fully Remote
2 weeks ago
London, United Kingdom Financial Divisions Full timeJob Description Paraplanner (fully remote) My client is a highly successful Financial Adviser who has recently started their own boutique independent practice, and now needs to recruit a competent, technically skilled diploma qualified paraplanner to provide 100% support to her and her longstanding clients. As a boutique business the role will be fully...
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Paraplanner - Fully Remote
2 weeks ago
London, United Kingdom Financial Divisions Full timeParaplanner (fully remote) London area My client is a highly successful Financial Adviser who has recently started their own boutique independent practice, and now needs to recruit a competent, technically skilled diploma qualified paraplanner to provide 100% support to her and her longstanding clients. As a boutique business the role will be fully...
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Paraplanner - Fully Remote
2 weeks ago
City of London, Greater London, United Kingdom Financial Divisions Full time €40,000Paraplanner (fully remote) My client is a highly successful Financial Adviser who has recently started their own boutique independent practice, and now needs to recruit a competent, technically skilled diploma qualified paraplanner to provide 100% support to her and her longstanding clients. As a boutique business the role will be fully remotely based with...
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Paraplanner - Fully Remote
2 weeks ago
City of London, Greater London, United Kingdom Financial Divisions Full time €40,000Paraplanner (fully remote) My client is a highly successful Financial Adviser who has recently started their own boutique independent practice, and now needs to recruit a competent, technically skilled diploma qualified paraplanner to provide 100% support to her and her longstanding clients. As a boutique business the role will be fully remotely based with...
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Paraplanner - Fully Remote
2 weeks ago
London, United Kingdom Financial Divisions Full timeMy client is a highly successful Financial Adviser who has recently started their own boutique independent practice, and now needs to recruit a competent, technically skilled diploma qualified paraplanner to provide 100% support to her and her longstanding clients. As a boutique business the role will be fully remotely based with monthly team meetings and...
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EXPERIENCED CAREER PARAPLANNER
2 weeks ago
London, United Kingdom Financial Divisions Full timeThis is an excellent opportunity for an experienced career Paraplanner looking for the opportunity to be fully based from home after the initial training based in London. Opportunity Highlights ** Amazing opportunity to be based anywhere in the South of England whilst working from home. ** Initial training and monthly meetings with the Adviser is based in...
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Paraplanner - Fully Remote
2 days ago
London, United Kingdom PB Recruitment Consultants Ltd Full time**A highly reputable, established, multi-office Wealth Management and Accountancy group, an independent provider of accounting, business advisory and wealth management services, currently requires an experienced Diploma Level 4 qualified REMOTE PARAPLANNERto join its vibrant and friendly team.** **Its Mission: Engage with its clients and its people to...
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London, United Kingdom Financial Divisions Full timeThe Opportunity My client is a highly successful Financial Adviser who has recently started their own boutique independent practice, and now needs to recruit a competent, technically skilled diploma qualified paraplanner to provide 100% support to her and her longstanding clients. As a boutique business the role will be fully remotely based with monthly...
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Global Remote Working Paraplanner
1 month ago
London, United Kingdom Click and Connect Online Limited Full timeAre you an experienced Paraplanner seeking a global remote working opportunity? We are currently looking for a skilled Paraplanner to join our dynamic team. This is a unique chance to work remotely for a global financial services company.Our client is a leading financial services company with a global presence. Their team is comprised of highly skilled...
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Paraplanner
1 month ago
London, United Kingdom Premier Jobs UK Limited Full timeThis Paraplanner job in London provides opportunity to join a growing IFA firm who value the support added by Paraplanners. The Directors are looking to recruit a Paraplanner who shares their values and takes pride in improving their client’s outcomes. You will be a key link between the advice provided and end implementation. **Your duties will...
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Paraplanner
2 days ago
London, United Kingdom Integro Partners Full timeMy Client, an award-winning Chartered Financial Planning firm, is seeking an experienced Paraplanner to join their dynamic team. This is a permanent role offering a competitive salary range of GBP(phone number removed) - GBP(phone number removed) with the opportunity for remote working. As a Paraplanner, you will play a crucial role in supporting the...
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London, United Kingdom Financial Divisions Full timeAre you an experienced Paraplanner looking for an opportunity to be home based? My Client is a highly successful Financial Adviser and having recently started their own boutique independent practice, is now in need of an experienced Diploma Qualified Paraplanner to provide complete and competent support to her and her longstanding clients. The role will be...
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Paraplanner to Financial Advisor
2 weeks ago
London, United Kingdom Financial Divisions Full timewith occasional travel to London In order to give our client and their devoted clientele complete support, my client, a very successful Financial Adviser who recently opened their own boutique independent practice, needs to find a capable, technically certified Paraplanner with a Diploma. With monthly team meetings and sporadic training sessions in the City...
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FULLY CLIENT FACING SENIOR PARAPLANNER
18 hours ago
London, United Kingdom Financial Divisions Full timeFULLY CLIENT FACING SENIOR PARAPLANNER ( Supporting Senior Director)London-To c £70k , study to complete Chartered Status, hybrid working, beautiful working conditions, excellent social environment, long list of benefits. Join this award-winning independent London based firm and enjoy the Client focussed culture, where referrals and recommendations are the...
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FULLY CLIENT FACING SENIOR PARAPLANNER
1 hour ago
London, United Kingdom Financial Divisions Full time €70,000FULLY CLIENT FACING SENIOR PARAPLANNER ( Supporting Senior Director) London-To c £70k , study to complete Chartered Status, hybrid working, beautiful working conditions, excellent social environment, long list of benefits. Join this award-winning independent London based firm and enjoy the Client focussed culture, where referrals and recommendations are...
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FULLY CLIENT FACING SENIOR PARAPLANNER
2 hours ago
London, United Kingdom Financial Divisions Full time €70,000FULLY CLIENT FACING SENIOR PARAPLANNER ( Supporting Senior Director) London-To c £70k , study to complete Chartered Status, hybrid working, beautiful working conditions, excellent social environment, long list of benefits. Join this award-winning independent London based firm and enjoy the Client focussed culture, where referrals and recommendations are...
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Paraplanner
1 month ago
East London, South East, United Kingdom Burgh Recruitment Limited Full timeParaplannerLocation - RemoteSalary - £40,000 (DoE) + BenefitsHours - 8.30am - 5.30pm (Mon - Thurs) 8.30am - 4.30pm (Friday)Interested in this role You can find all the relevant information in the description below.We are an SJP Partner Practice looking to appoint an experienced SJP Paraplanner to join our growing team.Our Practice is highly successful and...
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FULLY CLIENT FACING SENIOR PARAPLANNER
12 hours ago
London Area, United Kingdom Financial Divisions Full timeFULLY CLIENT FACING SENIOR PARAPLANNER ( Supporting Senior Director)London-To c £70k , study to complete Chartered Status, hybrid working, beautiful working conditions, excellent social environment, long list of benefits. Join this award-winning independent London based firm and enjoy the Client focussed culture, where referrals and recommendations are the...