Senior Paraplanner
2 weeks ago
Senior Paraplanner Opportunity in London
This position offers you the chance to join a top-notch, Chartered Financial Planning company based in London.
- Supporting a team of 2-3 Financial Advisers in London, which includes a Chartered Financial Planner.
- Working closely with the Advisers at their location for seamless collaboration.
- Frequency of meetings to be decided directly with the Advisers.
You will have the backing of a dedicated head office support team comprising of Paraplanners and Administrators.
As a Senior Paraplanner, your responsibilities will include:
- Providing technical support as the primary technician for the paraplanning team.
- Crafting suitability letters and reports while ensuring templates are aligned with FCA regulations.
- Handling various financial planning tasks like income planning, tax calculations, trust solutions, and more.
- Engaging in collaborative client projects to deliver ongoing advisory services as part of the firm's long-term strategy.
- Performing calculations related to pensions, inheritance tax, capital gains tax, and income tax.
- Leading project initiatives involving analysis and management of transition projects for client banks.
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Senior Paraplanner
4 weeks ago
London, United Kingdom mbf. Full timeOur client are a Chartered Financial Planners that currently seek to recruit a Senior Paraplanner to join their well established team. Based from their offices in Mayfair you will be required to provide technical support to a team of Financial Advisers on a daily basis. You will be the most senior member of the team and you should therefore have in depth...
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Senior Paraplanner
2 weeks ago
London, Greater London, United Kingdom mbf. Full timeOur client are a Chartered Financial Planners that currently seek to recruit a Senior Paraplanner to join their well established team.Based from their offices in Mayfair you will be required to provide technical support to a team of Financial Advisers on a daily basis. You will be the most senior member of the team and you should therefore have in depth...
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Senior Paraplanner
2 weeks ago
London, United Kingdom Heat Recruitment Ltd Full timeRole: Senior ParaplannerLocation: North LondonSalary: Circa £55,000 - open depending on experienceWe are working with a highly successful Financial Planning and Investment Management practice in North London who are now looking for an experienced Senior Paraplanner to join the team.The Senior Paraplanner will be a key hire for the business and will be...
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Senior Paraplanner
3 weeks ago
London, United Kingdom Jenson Fisher 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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Senior Paraplanner
2 weeks ago
London, United Kingdom Heat Recruitment Full timeRole: Senior ParaplannerLocation: North LondonSalary: Circa £55,000 - open depending on experienceWe are working with a highly successful Financial Planning and Investment Management practice in North London who are now looking for an experienced Senior Paraplanner to join the team.The Senior Paraplanner will be a key hire for the business and will be...
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Senior Paraplanner
2 weeks ago
London, Greater London, United Kingdom Jenson Fisher 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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Senior Paraplanner
4 weeks ago
London, United Kingdom Jenson Fisher 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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Senior Paraplanner
3 weeks ago
London, United Kingdom Jenson Fisher Full timeJob Description My 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....
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Senior Paraplanner
1 month ago
London, United Kingdom Jenson Fisher 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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Senior Paraplanner
1 month ago
London, United Kingdom Jenson Fisher 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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Senior Paraplanner
3 weeks ago
London, United Kingdom Premier Jobs UK Limited Full timeThis Senior Paraplanner job in London provides opportunity to join a quality, Chartered Financial Planning firm. You will be supporting their team of 2 - 3 London based Financial Advisers, including a Chartered Financial Planner. The business is looking for you to be based locally to the Advisers so that you can work closely with them and easily meet for...
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Senior Paraplanner
1 month ago
London,, UK, United Kingdom Jenson Fisher 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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Senior Paraplanner
1 month ago
London, United Kingdom Jenson Fisher 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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Senior Paraplanner
1 month ago
London, United Kingdom Jenson Fisher 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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Senior Paraplanner
1 month ago
London Area, United Kingdom Jenson Fisher 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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Senior Paraplanner
1 month ago
London Area, United Kingdom Jenson Fisher 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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Senior Paraplanner
1 month ago
London Area, United Kingdom Jenson Fisher 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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Senior Paraplanner
2 weeks ago
City of London, United Kingdom Burgh Recruitment Full timeSenior ParaplannerLocation:City of London, flexible working patternSalary: Competitive + benefitsA unique opportunity has arisen for a Senior Paraplanner to join a highly successful Multi-Family Office based in central London.You will be supporting the Head of Wealth Management, working within an exciting and challenging environment providing technical...
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Senior Paraplanner
2 weeks ago
London, United Kingdom Premier Jobs UK Full timeThis Senior Paraplanner job in London provides opportunity to join a quality, Chartered Financial Planning firm.You will be supporting their team of 2 3 London based Financial Advisers, including a Chartered Financial Planner. The business is looking for you to be based locally to the Advisers so that you can work closely with them and easily meet for catch...
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Senior Paraplanner
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London, Greater London, United Kingdom Reed Full timeSenior ParaplannerJoin one of the top Asset Managers in the UK as a Senior Paraplanner.Work with a fantastic team dedicated to providing technical support and crafting reports for planning and advisory client projects.Key Responsibilities:Lead technician for the para team providing technical supportCreate suitability letters and reportsConduct Income...
