Current jobs related to Paraplanner - London, Greater London - Financial Divisions
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Paraplanner
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London, Greater London, United Kingdom Blakemore Recruitment Full timeWe are assisting a leading wealth management firm based in London to find a skilled Paraplanner to join their growing business.The Role: ParaplannerYou will be working within a busy team providing excellent service to the Partner and our High Net Worth client base. Your responsibilities will include:Collecting client information and preparing suitability...
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Paraplanner
5 days ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeWe are assisting a leading wealth management firm based in London to find a skilled Paraplanner to join their growing business.The Role: ParaplannerYou will be working within a busy team providing excellent service to the Partner and our High Net Worth client base. Your responsibilities will include:Collecting client information and preparing suitability...
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Paraplanner - Putney
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London, Greater London, United Kingdom Blakemore Recruitment Full timeParaplanner Job DescriptionWe are working with a successful IFA in Putney to recruit an experienced paraplanner to join their advice team.This is a fantastic opportunity for a motivated and skilled paraplanner to work with a reputable company that values employee career development.The ideal candidate will have a strong understanding of the financial...
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Paraplanner - Putney
1 hour ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeParaplanner Job DescriptionWe are working with a successful IFA in Putney to recruit an experienced paraplanner to join their advice team.This is a fantastic opportunity for a motivated and skilled paraplanner to work with a reputable company that values employee career development.The ideal candidate will have a strong understanding of the financial...
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Senior Paraplanner
1 week ago
London, Greater London, United Kingdom Financial Divisions Full timeFinancial Divisions is seeking a skilled Paraplanner to support its team of Advisers in providing holistic Financial Advice to High Net Worth Clients. As a Senior Paraplanner, you will be responsible for providing full paraplanning support, including reporting, cash flow modelling, and recommendations. You will work closely with the Advisers to build strong...
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Senior Paraplanner
1 week ago
London, Greater London, United Kingdom Financial Divisions Full timeFinancial Divisions is seeking a skilled Paraplanner to support its team of Advisers in providing holistic Financial Advice to High Net Worth Clients. As a Senior Paraplanner, you will be responsible for providing full paraplanning support, including reporting, cash flow modelling, and recommendations. You will work closely with the Advisers to build strong...
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Senior Paraplanner
1 week ago
London, Greater London, United Kingdom Financial Divisions Full timeFinancial Divisions is seeking a skilled Paraplanner to support our team of Advisers in providing holistic Financial Advice to our HNW Clients. As a Senior Paraplanner, you will be responsible for providing full paraplanning support, including reporting, cash flow modelling, and recommendations. You will work closely with our Advisers to build strong working...
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Senior Paraplanner
1 week ago
London, Greater London, United Kingdom Financial Divisions Full timeFinancial Divisions is seeking a skilled Paraplanner to support our team of Advisers in providing holistic Financial Advice to our HNW Clients. As a Senior Paraplanner, you will be responsible for providing full paraplanning support, including reporting, cash flow modelling, and recommendations. You will work closely with our Advisers to build strong working...
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Junior Paraplanner
1 month ago
London, Greater London, United Kingdom JJ SEARCH LIMITED Full timeJob OverviewSalary: 30-35K based on experienceAbout the Company:A reputable and well-established Wealth Management firm specializing in Discretionary Investment Portfolios.Position Summary:The Trainee Paraplanner will collaborate with seasoned Paraplanners to provide essential support to Wealth Planners within a distinguished wealth management organization....
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Paraplanner - Putney
5 days ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeParaplanner Job OpportunityBlakemore Recruitment is working with a successful IFA to recruit an experienced paraplanner to join their advice team in Putney.This is a forward-thinking company that prioritizes employee career development, offering study support to help staff achieve their goals.The company has an excellent reputation in the industry, serving...
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Paraplanner - Putney
5 days ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeParaplanner Job OpportunityBlakemore Recruitment is working with a successful IFA to recruit an experienced paraplanner to join their advice team in Putney.This is a forward-thinking company that prioritizes employee career development, offering study support to help staff achieve their goals.The company has an excellent reputation in the industry, serving...
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Paraplanner - Putney
4 days ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeParaplanner Job OpportunityWe are working with a successful IFA in Putney to recruit an experienced paraplanner to join their advice team.This is a forward-thinking company that prioritizes employee development and provides study support to help you grow in your career.With an excellent reputation in the industry, they handle both private and corporate...
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Paraplanner - Putney
4 days ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeParaplanner Job OpportunityWe are working with a successful IFA in Putney to recruit an experienced paraplanner to join their advice team.This is a forward-thinking company that prioritizes employee development and provides study support to help you grow in your career.With an excellent reputation in the industry, they handle both private and corporate...
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Paraplanner - Putney
2 days ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeParaplanner Job OpportunityBlakemore Recruitment is working with a reputable IFA to find an experienced paraplanner to join their successful advice team in Putney.This is a forward-thinking company that prioritizes employee development and provides study support to help them achieve their career goals.The company has an excellent reputation in the industry,...
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Paraplanner - Putney
2 days ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeParaplanner Job OpportunityBlakemore Recruitment is working with a reputable IFA to find an experienced paraplanner to join their successful advice team in Putney.This is a forward-thinking company that prioritizes employee development and provides study support to help them achieve their career goals.The company has an excellent reputation in the industry,...
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Junior Paraplanner
1 month ago
London, Greater London, United Kingdom JJ SEARCH LIMITED Full timeJob OverviewSalary: 30-35K based on experienceAbout the Company:A reputable and well-established Wealth Management firm specializing in Discretionary Investment Portfolios.Position Summary:The Junior Paraplanner will collaborate with seasoned Paraplanners to provide essential support to Wealth Planners within a distinguished wealth management organization....
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Junior Paraplanner
1 month ago
London, Greater London, United Kingdom JJ SEARCH LIMITED Full timeJob OverviewSalary: 30-35K based on experienceAbout the Company:JJ SEARCH LIMITED is a reputable firm specializing in Wealth Management, managing Discretionary Investment Portfolios.Position Summary:The Junior Paraplanner will collaborate with seasoned Paraplanners to provide essential support to Wealth Planners within a distinguished wealth management...
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Junior Paraplanner
1 month ago
London, Greater London, United Kingdom JJ SEARCH LIMITED Full timeJob OverviewSalary: 30-35K based on experienceAbout the Company:JJ SEARCH LIMITED is a prominent Wealth Management firm specializing in Discretionary Investment Portfolios.Position Summary:The Junior Paraplanner will collaborate with seasoned Paraplanners to provide essential support to Wealth Planners within a respected wealth management organization. This...
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Senior Paraplanner
4 hours ago
London, Greater London, United Kingdom Financial Divisions Full timeSenior Paraplanner OpportunityWe are seeking a highly skilled Senior Paraplanner to join our team at Financial Divisions. As a Senior Paraplanner, you will play a key role in supporting our Advisers and their HNW Clients with technical cases.Key Responsibilities:Provide full paraplanning support, including reporting, cash flow modelling, and...
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Financial Paraplanner
2 hours ago
London, Greater London, United Kingdom Financial Divisions Full time £45,000 - £55,000Financial Paraplanner OpportunityWe are seeking an experienced Paraplanner to join our team at Financial Divisions, a leading independent financial advice business based in the heart of the West End.The successful candidate will have a diploma in paraplanning and at least 2 years of solid experience in writing suitability reports on pensions, investments,...
Paraplanner
3 months ago
2 x Paraplanner Vacancies – Up to £65,000 - Chartered IFA firm - West End Offices (Central London)
My client are an award winning Chartered independent wealth planning firm in Central London with beautiful offices who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across London and Southeast. They have over 1000 clients in their current setup with cases ranging from £100k - £10m to invest. The advisers offer advice on pensions, investments, tax planning, estate planning, retirement planning, cashflow modelling, protections (both personal and business), esoteric investment schemes as well as having a separate mortgage department. The Advisers are supported by a highly experienced team of pooled Administrators & Paraplanners of which I have placed 20+ members of them over the past 5 years. They are pushing the business forward in a positive fashion following a recent acquisition and some senior hires within the business who are making many positive changes to the business. The Managing Director is creating 2 brand new roles for Paraplanners. You will occasionally attend meetings and be well versed in fund research, suitability report writing, calculations and creating illustrations to present to clients. Both roles require a candidate to be Level 4 Diploma qualified as a minimum. You will receive a full study support package towards achieving Chartered Status.
Senior Paraplanner – Must be Diploma Qualified and working to Chartered
Working on a 1-2-1 basis with the Managing Director
Salary - £55k - £65k
Must be diploma qualified and close to Chartered
Benefits: pension, death in service cover, income protection,
25 days holiday + bank holidays
Paraplanner – Must be Diploma Qualified
Salary: £45k - £50k
3 days in the office per week after initial onboarding
Full study support towards Chartered status
Benefits: pension, death in service cover, income protection,
25 days holiday + bank holiday
If either of these roles sounds of interest or any other roles I am working on please get in touch -
