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Paraplanner (Fully remote)
4 weeks ago
Paraplanner (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 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. This represents an excellent opportunity for an established and confident Paraplanner to work autonomously and provide an excellent service to the practice’s clients. The Role As the Paraplanner, duties will include (but not be limited to): Conducting research based on meeting clients financial needs and objectives Understanding investment portfolio analysis Compiling investment/pension/protection illustrations and documentation Creating and preparing technical suitability reports Ensuring FCA regulations and compliance are met Supporting with ad hoc projects and tasks where required Reviewing and understanding existing scheme information from providers. Using research tools / systems to complete detailed analysis Cashflow modelling 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 About you As an experienced Paraplanner, you will have: Experience in a paraplanning role, preferably within an independent or whole-of-market practice, although candidates from restricted environments will also be considered. Qualification to a minimum of Level 4 Diploma standard. 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. The ability to understand and interpret a cash flow forecast and summarise the key points 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 Understand and apply FCA suitability requirements Excellent Word and Excel skills Essentially the ability to work autonomously and unsupervised, and to always have the clients’ best interests in mind in all aspects of the role In summary This is a fantastic opportunity for a talented, professional Paraplanner looking to join a boutique practice where the client always comes first and provide a fundamentally essential role in the business to ensure ongoing success. If this is opportunity is of interest, please either call Jim Maddison on or send a copy of your CV to Remote working/work at home options are available for this role.
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Paraplanner - Fully Remote
3 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
4 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
4 days ago
London, United Kingdom Compliance Recruitment Solutions Full timePARAPLANNER (REMOTE UK)– L4 QUALIFIED WITH STRONG REPORT WRITING SKILLS REQUIRED 30K - £45K + Benefits UK Fully Remote Developing Groupwide report writing templates based on UK regulatory standards Advising on improving communications generally with HNW clients globally Taking responsibility for detailed report writing for various clients...
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Paraplanner - Fully Remote
4 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
4 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
4 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
London, United Kingdom Financial Divisions Full time €40,000Paraplanner (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
London, United Kingdom Financial Divisions Full time €40,000Paraplanner (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
8 hours ago
London, United Kingdom Financial Divisions Full time €40,000Job 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
4 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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Paraplanner (Remote)
3 days ago
London, United Kingdom Independent Resourcing Consultancy Ltd Full timeAre you an experienced Paraplanner seeking a global remote working opportunity? 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 professionals who are dedicated to delivering exceptional financial solutions...
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Paraplanner (Remote)
3 days ago
London, United Kingdom Independent Resourcing Consultancy Ltd Full timeAre you an experienced Paraplanner seeking a global remote working opportunity? 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 professionals who are dedicated to delivering exceptional financial solutions...
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Paraplanner (Remote)
3 days ago
London, United Kingdom Independent Resourcing Consultancy Ltd Full timeAre you an experienced Paraplanner seeking a global remote working opportunity? 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 professionals who are dedicated to delivering exceptional financial solutions...
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EXPERIENCED CAREER PARAPLANNER
4 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
2 days ago
City of London, United Kingdom Ortus PSR Full timeAre you a highly skilled and motivated Paraplanner seeking an exciting new opportunity in London for a boutique IFA firm? Look no further! We are a fully independent advisory firm in London and we are looking for a talented and experienced Paraplanner tojoin our team. On offer a highly competitive salary of £35,000 - £38,000, as well as a discretionary...
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Paraplanner - Fully Remote
2 weeks 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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Paraplanner
2 months ago
City of London, United Kingdom Ortus PSR Full timeA Fully Independent Advisory firm in London is looking to hire a Paraplanner who will provide technical and client management support to a team of Financial Advisers. This role offers the opportunity to support the business with providing high-quality, compliant financial planning. The company culture is at the heart of everything they do - values such as...
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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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EXPERIENCED CAREER PARAPLANNER
1 week ago
London, United Kingdom Financial Divisions Full timeAs a boutique business the role will be fully remotely based with monthly team meetings and periodic training sessions in the City of London. This represents an excellent opportunity for an established and confident Paraplanner to work autonomously and provide an excellent service to the practice’s clients. Opportunity Highlights ** Amazing opportunity to...
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City of London, United Kingdom Financial Divisions Full time**Junior Paraplanner - Independent Financial Advice - Central London - Up to £35k** My client is a dynamic and forward-thinking Independent IFA Firm in London who hold Chartered status who due to expansion are looking to take on a Paraplanner who is passionate about what they do. This role will offer full career progression and supportyou in becoming a...