We have other current jobs related to this field that you can find below

  • Chartered Paraplanner

    1 month ago


    London, Greater London, United Kingdom Financial Divisions Full time

    Chartered Paraplanner to Adviser (client facing) – client bank providedCentral London£60-65k plus bonus Our client is a highly regarded Wealth Management firm, they have grown organically and work with UHNW clients, offering them truly holistic financial planning advice. All new business is generated through referrals and recommendations from existing...

  • Chartered Paraplanner

    1 month ago


    London, United Kingdom Financial Divisions Full time

    Chartered Paraplanner to Adviser (client facing) – client bank providedCentral London£60-65k plus bonus Our client is a highly regarded Wealth Management firm, they have grown organically and work with UHNW clients, offering them truly holistic financial planning advice. All new business is generated through referrals and recommendations from existing...

  • Paraplanner

    3 days ago


    London, United Kingdom Financial Divisions Full time €45,000 - €55,000

    Brand new role - Paraplanner - Wealth Management Firm Offices in London (West End) Basic salary £45k - £55k Full study support to Chartered status First 8 weeks in the office then 2 days WFH per week Working closely with 2 young and dynamic Financial Advisers My client is a medium sized Chartered independent financial advice business who have built...

  • Paraplanner

    1 week ago


    London, United Kingdom Financial Divisions Full time €45,000 - €55,000

    Brand new role - Paraplanner - Wealth Management Firm Offices in London (West End) Basic salary £45k - £55k Full study support to Chartered status First 8 weeks in the office then 2 days WFH per week Working closely with 2 young and dynamic Financial Advisers My client is a medium sized Chartered independent financial advice business who have built...

  • Paraplanner

    1 week ago


    London, United Kingdom Financial Divisions Full time

    Brand new role - Paraplanner - Wealth Management Firm Offices in London (West End) Basic salary £45k - £55kFull study support to Chartered statusFirst 8 weeks in the office then 2 days WFH per week Working closely with 2 young and dynamic Financial Advisers My client is a medium sized Chartered independent financial advice business who have built a lasting...

  • Paraplanner

    1 week ago


    London, United Kingdom Financial Divisions Full time

    Brand new role - Paraplanner - Wealth Management Firm Offices in London (West End) Basic salary £45k - £55kFull study support to Chartered statusFirst 8 weeks in the office then 2 days WFH per week Working closely with 2 young and dynamic Financial Advisers My client is a medium sized Chartered independent financial advice business who have built a lasting...

  • Paraplanner

    1 week ago


    London,, UK, United Kingdom Financial Divisions Full time

    Brand new role - Paraplanner - Wealth Management Firm Offices in London (West End) Basic salary £45k - £55kFull study support to Chartered statusFirst 8 weeks in the office then 2 days WFH per week Working closely with 2 young and dynamic Financial Advisers My client is a medium sized Chartered independent financial advice business who have built a lasting...


  • London, United Kingdom Financial Divisions Full time

    CHARTERED PARAPLANNER/TRAINEE FINANCIAL PLANNER ( Client Portfolio provided)To c £65k with Bonus and exceptional list of benefits and structured supportLondonExceptional and rare opportunity for a Chartered Paraplanner on the cusp of taking the next step into Advice, to join this top London based independent wealth management firm where you will be mentored...

  • Paraplanner

    1 week ago


    London Area, United Kingdom Financial Divisions Full time

    Brand new role - Paraplanner - Wealth Management Firm Offices in London (West End) Basic salary £45k - £55kFull study support to Chartered statusFirst 8 weeks in the office then 2 days WFH per week Working closely with 2 young and dynamic Financial Advisers My client is a medium sized Chartered independent financial advice business who have built a lasting...

  • Paraplanner

    3 days ago


    London Area, United Kingdom Financial Divisions Full time

    Brand new role - Paraplanner - Wealth Management Firm Offices in London (West End) Basic salary £45k - £55k Full study support to Chartered status First 8 weeks in the office then 2 days WFH per week Working closely with 2 young and dynamic Financial Advisers My client is a medium sized Chartered independent financial advice business who have...

  • Paraplanner

    1 week ago


    London Area, United Kingdom Financial Divisions Full time

    Brand new role - Paraplanner - Wealth Management Firm Offices in London (West End) Basic salary £45k - £55kFull study support to Chartered statusFirst 8 weeks in the office then 2 days WFH per week Working closely with 2 young and dynamic Financial Advisers My client is a medium sized Chartered independent financial advice business who have built a lasting...

  • Paraplanner

    1 month ago


    London, United Kingdom Financial Divisions Full time

    Paraplanner - Chartered Wealth Management Firm City of London offices - 2 days per week Basic salary £45k - £53k + discretionary bonus Full study support to Chartered statusClient facing role working closely with Advisers Working with HNW & UHNW clients - £1m - £20m per client My client is a large Chartered independent financial advice business who have...

  • Senior Paraplanner

    3 months ago


    London, United Kingdom Brevere Group Full time

    Are you a skilled Financial Services specialist looking for a new Paraplanning opportunity with a successful and ambitious Wealth Management firm? Do you want to work with successful Consultants dealing with sophisticated Private Clients? If you want to be part of a team delivering genuine holistic financial planning, we would like to hear from you. Based...

  • Paraplanner - Putney

    3 months ago


    London, United Kingdom Blakemore Recruitment Full time

    Blakemore Recruitment is working with an IFA to recruit an experienced paraplanner to work with their successful advice team in Putney. This is a forward-thinking company that looks after their employees and supports them in their career development by providing study support. They have an excellent reputation in the industry and deal with both private and...

  • Paraplanner

    3 days ago


    London, United Kingdom Heat Recruitment Full time

    There is an opportunity for an experienced Paraplanner to become a key member of the paraplanning team for a Southeast Financial Planning company that branches across several offices. This position is based in the London office (near Mayfair and Soho), where you will work closely with Financial Advisers and Investment Managers. They keep going from strength...

  • Senior Paraplanner

    3 days ago


    London, United Kingdom Allerton Park Recruitment Solutions Full time

    Senior Paraplanner - Basic to £60k + KPI Bonus, Full Benefits, Hybrid and Flexible Working Policy. A successful, high quality and award winning Chartered Financial Planning Practice is looking for an additional Senior Paraplanner to join their business. Working within an established Financial Planning team, key responsibility will be to actively support a...

  • Paraplanner

    4 days ago


    London, United Kingdom Taylor James Professional Recruitment Full time

    We are partnered with a chartered firm of financial planners to appoint a diploma qualified paraplanner to join the team on a permanent basis. With a client bank of HNW private cliental, this role offers an experienced paraplanner a real opportunity to act as an integral member of the team. Duties & responsibilities (not limited to): Providing technical...

  • Paraplanner

    1 week ago


    London, United Kingdom Heronsgate Capital Full time

    We are hiring a Paraplanner to join our boutique wealth management company which delivers bespoke, high quality financial planning and investment advice to individuals in the professional services industry.The Role The role will involve working collaboratively in a dynamic team of Chartered Financial Planners, Paraplanners, Investment Analysts and Client...

  • Paraplanner

    1 week ago


    London, United Kingdom Heronsgate Capital Full time

    We are hiring a Paraplanner to join our boutique wealth management company which delivers bespoke, high quality financial planning and investment advice to individuals in the professional services industry.The Role The role will involve working collaboratively in a dynamic team of Chartered Financial Planners, Paraplanners, Investment Analysts and Client...

  • Paraplanner

    1 week ago


    London, United Kingdom Heronsgate Capital Full time

    We are hiring a Paraplanner to join our boutique wealth management company which delivers bespoke, high quality financial planning and investment advice to individuals in the professional services industry.The Role The role will involve working collaboratively in a dynamic team of Chartered Financial Planners, Paraplanners, Investment Analysts and Client...

Chartered Paraplanner

2 months ago


London, United Kingdom Financial Divisions Full time
Chartered Paraplanner to Adviser (client facing) – client bank providedCentral London£60-65k plus bonus Our client is a highly regarded Wealth Management firm, they have grown organically and work with UHNW clients, offering them truly holistic financial planning advice. All new business is generated through referrals and recommendations from existing clients.

As a result of this, the Founding Advisers are in the enviable position of having too many clients and are looking for a Chartered Paraplanner or close to completion that wants a move into a Financial Adviser role, where they will be given full training and support, along with existing clients. You will be working with a Senior Adviser, initially helping with their Paraplanning, whilst attending all client meetings, to allow you to build a rapport and relationship with your future clients. You will be producing technical suitability reports, cash flow modelling and assisting with fact finds to begin with. If you are a Diploma qualified Paraplanner who has Chartered status or almost there and are looking for a genuine route through to becoming an adviser, this would be an excellent career move for you. Our client can offer a structured and supportive environment and the opportunity to take over a well-established and highly profitable client bank. The role is being offered on a hybrid basis after training.Please send your CV to Ursula Sloan at Financial Divisions at ursulasloan@financialdivisions.co.uk