SENIOR PARAPLANNER

2 weeks ago


London, United Kingdom Financial Divisions Full time

SENIOR PARAPLANNER ( Opportunity to be the Technical expert)

London- 2 days in the office

To £65k, a top benefits package


Exceptional opportunity for a Senior Paraplanner who enjoys the Technical aspects of Financial Planning to join a highly respected London based business where you will enjoy an extremely well-balanced working life where the welfare of their staff is of great importance whilst your career develops even further.


Opportunity Highlights


** Opportunity to join one of the most successful Financial Planning teams in the UK

** As the Senior Paraplanner you will be the technical expert imparting your knowledge across the business.

** Create Advice plans, also delivering these to new clients working closely with external professional bodies

** Take pride in producing high quality, accurate and compliant reports

** Attend Client meetings, deliver cashflow modelling and full paraplanning support across very complex technical cases

** Excellent opportunity to be part of their mentoring process for other members of the team taking the lead regarding any technical issues

** This role will suit a Senior Diploma Qualified Paraplanner, with Chartered Status demonstrating a minimum of 5 years solid paraplanning experience and the ability to review complex problems creating a simple solution.

** Excellent list of benefits and a wonderful environment to be part of


To discuss this role in more detail, view the job spec or simply apply, contact Camilla Howden on camilla@financialdivisions.co.uk


  • Senior Paraplanner

    4 weeks ago


    London, United Kingdom CV Elite Full time

    Are you a highly technical Senior Paraplanner, level 6 qualified (Chartered) with experience of working on complex Financial Planning cases for HNW and UHNW clients? Would you relish the opportunity to fully utilise your technical expertise, working with complex clients alongside the Director of Growth in the newly launched Private Office proposition? If so,...

  • Senior Paraplanner

    3 weeks ago


    London, United Kingdom Freedom Recruitment Capital Full time

    Senior Paraplanner Location - London/ Hybrid/Remote Salary -£60000 An award-winning Wealth Management firm is seeking a Senior Paraplanner to join their Team. With an amazing approach to how they work and a benefits package along as your arm, this is a role to be excited about. As a Senior Paraplanner, you’ll construct the advice underpinning each...

  • Senior Paraplanner

    7 months ago


    London, United Kingdom Tate Recruitment Full time €65,000 - €67,500

    Job Title: Senior Paraplanner Location: City of London Salary: £65k to £67.5k base range DOE + 2 annual discretionary bonuses + extensive benefits. Work Arrangement: Hybrid working. Are you an experienced Senior Paraplanner seeking an opportunity with a global organisation that prioritises clients, offers unmatched service, and emphasises a...

  • Senior Paraplanner

    7 months ago


    London, United Kingdom Tate Recruitment Full time €65,000 - €67,500

    Job Title: Senior Paraplanner Location: City of London Salary: £65k to £67.5k base range DOE + 2 annual discretionary bonuses + extensive benefits. Work Arrangement: Hybrid working. Are you an experienced Senior Paraplanner seeking an opportunity with a global organisation that prioritises clients, offers unmatched service, and emphasises a...

  • Senior Paraplanner

    7 months ago


    London, United Kingdom Tate Recruitment Full time

    Job Title: Senior ParaplannerLocation: City of LondonSalary: £65k to £67.5k base range DOE + 2 annual discretionary bonuses + extensive benefits.Work Arrangement: Hybrid working.Are you an experienced Senior Paraplanner seeking an opportunity with a global organisation that prioritises clients, offers unmatched service, and emphasises a personalised...

  • Senior Paraplanner

    7 months ago


    Greater London, United Kingdom Tate Recruitment Full time

    Job Title: Senior Paraplanner Location: City of London Salary: £65k to £67.5k base range DOE + 2 annual discretionary bonuses + extensive benefits. Work Arrangement: Hybrid working. Are you an experienced Senior Paraplanner seeking an opportunity with a global organisation that prioritises clients, offers unmatched service, and emphasises a personalised...

  • Senior Paraplanner

    4 weeks ago


    Greater London, United Kingdom Tate Recruitment Full time

    Job Description Job Title: Senior Paraplanner Location: City of London Salary: £60k to £70k base range DOE + 2 annual discretionary bonuses + extensive benefits. Work Arrangement: Hybrid working. Are you an experienced Senior Paraplanner seeking an opportunity with a global organisation that prioritises clients, offers unmatched service, and...

  • Senior Paraplanner

    7 months ago


    Greater London, United Kingdom Tate Recruitment Full time

    Job Title: Senior ParaplannerLocation: City of LondonSalary: £65k to £67.5k base range DOE + 2 annual discretionary bonuses + extensive benefits.Work Arrangement: Hybrid working.Are you an experienced Senior Paraplanner seeking an opportunity with a global organisation that prioritises clients, offers unmatched service, and emphasises a personalised...

  • Senior Paraplanner

    7 months ago


    Greater London, United Kingdom Tate Recruitment Full time

    Job Title: Senior ParaplannerLocation: City of LondonSalary: £65k to £67.5k base range DOE + 2 annual discretionary bonuses + extensive benefits.Work Arrangement: Hybrid working.Are you an experienced Senior Paraplanner seeking an opportunity with a global organisation that prioritises clients, offers unmatched service, and emphasises a personalised...

  • Senior Paraplanner

    7 months ago


    London, UK, UK, United Kingdom Tate Recruitment Full time

    Job Title: Senior ParaplannerLocation: City of LondonSalary: £65k to £67.5k base range DOE + 2 annual discretionary bonuses + extensive benefits.Work Arrangement: Hybrid working.Are you an experienced Senior Paraplanner seeking an opportunity with a global organisation that prioritises clients, offers unmatched service, and emphasises a personalised...

  • Senior Paraplanner

    7 months ago


    Greater London, United Kingdom Tate Recruitment Full time

    Job Title: Senior ParaplannerLocation: City of LondonSalary: £65k to £67.5k base range DOE + 2 annual discretionary bonuses + extensive benefits.Work Arrangement: Hybrid working.Are you an experienced Senior Paraplanner seeking an opportunity with a global organisation that prioritises clients, offers unmatched service, and emphasises a personalised...

  • Senior Paraplanner

    1 month ago


    London, United Kingdom CV Elite Ltd Full time

    Are you a highly technical Senior Paraplanner, level 6 qualified (Chartered) with experience of working on complex Financial Planning cases for HNW and UHNW clients? Would you relish the opportunity to fully utilise your technical expertise, working with complex clients alongside the Director of Growth in the newly launched Private Office proposition? If so,...

  • Senior Paraplanner

    6 days ago


    London, United Kingdom CV Elite Ltd Full time

    Are you a highly technical Senior Paraplanner, level 6 qualified (Chartered) with experience of working on complex Financial Planning cases for HNW and UHNW clients? Would you relish the opportunity to fully utilise your technical expertise, working with complex clients alongside the Director of Growth in the newly launched Private Office proposition? If so,...

  • Senior Paraplanner

    3 weeks ago


    London, United Kingdom mbf Full time

    Job Description Are you an experienced Paraplanner with a passion for client service and leadership? We are working with a prestigious Multi-Family Office based in Mayfair, looking for a Senior Paraplanner to join their team. With clients ranging from £25M to £500M in assets, including entrepreneurs who have recently sold their businesses through M&A, this...

  • Senior Paraplanner

    3 weeks ago


    London, United Kingdom mbf Full time

    Are you an experienced Paraplanner with a passion for client service and leadership? We are working with a prestigious Multi-Family Office based in Mayfair, looking for a Senior Paraplanner to join their team. With clients ranging from £25M to £500M in assets, including entrepreneurs who have recently sold their businesses through M&A, this is an exciting...

  • Senior Paraplanner

    3 weeks ago


    London, United Kingdom mbf Full time

    Are you an experienced Paraplanner with a passion for client service and leadership? We are working with a prestigious Multi-Family Office based in Mayfair, looking for a Senior Paraplanner to join their team. With clients ranging from £25M to £500M in assets, including entrepreneurs who have recently sold their businesses through M&A, this is an exciting...

  • Senior Paraplanner

    4 weeks ago


    London,, UK, United Kingdom mbf Full time

    Are you an experienced Paraplanner with a passion for client service and leadership? We are working with a prestigious Multi-Family Office based in Mayfair, looking for a Senior Paraplanner to join their team. With clients ranging from £25M to £500M in assets, including entrepreneurs who have recently sold their businesses through M&A, this is an exciting...

  • Senior Paraplanner

    1 month ago


    West London, United Kingdom CV Elite Ltd Full time

    Are you a highly technical Senior Paraplanner, level 6 qualified (Chartered) with experience of working on complex Financial Planning cases for HNW and UHNW clients? Would you relish the opportunity to fully utilise your technical expertise, working with complex clients alongside the Director of Growth in the newly launched Private Office proposition? If so,...

  • Paraplanner

    2 weeks ago


    London, United Kingdom Financial Divisions Full time

    Paraplanner Vacancy – Up to £65,000Chartered IFA firm - West End Offices (Central London)3 days in the office per week after training and induction Client facing role - route to Adviser in a few years time My client are an award winning Chartered independent wealth planning firm in Central London who I have met and placed 20+ staff with over the past 3...

  • Senior Paraplanner

    7 months ago


    London, United Kingdom Blakemore Recruitment Full time

    Location - London Salary - £65,000 A Senior Paraplanning job opportunity has arisen for a well established London based Financial Planning firm. As a Paraplanner, you will be supporting their team of Financial Advisors and Chartered Financial Planners. Your responsibilities will include: Receiving debriefings from the Advisor's post meeting and...