Paraplanner

2 weeks ago

London, United Kingdom Candidate Source Full time

We are looking for an experienced Paraplanner to join an exciting new project This is a fully remote working role, Monday to Friday 37.5 hours per week. This will be an initial 6-month contract, with December start dates, but comes with the likely option to extend further for successful candidates. As a Paraplanner, you will be: Conducting whole of market research on new and existing clients Building a rapport with advisers within the firm Writing up reports   We’d love to hear from you about this Paraplanner opportunity if you have the following skills and experience: Experienced Paraplanner Diploma qualified as a minimum Ideally have experience in the following areas to support the report writing: Decumulation IHT Long Term Care Specialist Investments (i.e., EIS / VCT) In return, you will receive a salary of £300 per day, via an umbrella company. To apply for this role as Paraplanner, please click apply online and upload a copy of your latest CV. Candidate Source Ltd is an advertising agency. Once you have submitted your application it will be passed to the third party Recruiter who is responsible for processing your application. This will include holding and sharing your personal data, our legal basis for this is legitimate interest subject to your declared interest in a job. Our privacy policy can be found on our website and we can be contacted to confirm who your application has been forwa...

  • Paraplanner

    5 hours ago

    London, United Kingdom ARC Full time

    **Job Title/Location**: Paraplanner, London (Square Mile) - **Salary**: £40,000 - £50,000, plus c.£10,000 bonus + pension - **Working Dynamics**: 100% office based role (close to Bank station) - **Requirements**: At least 1 years paraplanning experience - **Role Snapshot**: Discuss client requirements with the Adviser, pre-advice research analysis,...

  • Paraplanner

    3 weeks ago

    london, United Kingdom Candidate Source Full time

    We are looking for an experienced Paraplanner to join an exciting new project! This is a fully remote working role, Monday to Friday 37.5 hours per week.This will be an initial 6-month contract, with December start dates, but comes with the likely option to extend further for successful candidates.As a Paraplanner, you will be: Conducting whole of market...

  • Paraplanner

    2 days ago

    London, United Kingdom mbf. Full time

    Our client is a global insurance organisation with offices across the UK, their current requirement is for an experienced Paraplanner to join the businesses Wealth Management division based in London. This business operates a flexible working policy whereby you will have the option to work from home up to four days a week. You will be a technical...

  • Paraplanner

    4 weeks ago

    London, United Kingdom Synchronicity Financial Services Full time

    We are recruiting for Paraplanners who are minimum Level 4 CII/CISI qualified and are already progressing or keen to progress to Chartered status.The role offers hybrid working with 2-3 days a week in the office.We are recruiting experienced, high calibre Paraplanners, who can demonstrate a background of providing high level technical paraplanning including...

  • Paraplanner

    2 weeks ago

    London, United Kingdom Candidate Source Careers Full time

    We are looking for an experienced Paraplanner to join an exciting new project! This is a fully remote working role, Monday to Friday 37.5 hours per week. This will be an initial 6-month contract, with December start dates, but comes with the likely option to extend further for successful candidates. As a Paraplanner, you will be: Conducting whole of market...

  • Paraplanner

    7 hours ago

    London, United Kingdom mbf. Full time

    mbf. is currently working with a boutique Financial Planning organisation with 8 staff managing £200M in assets under management, to recruit for a Paraplanner to join their team. This will be based from the businesses London office and will offer hybrid working with up to 3 days at home each week. Our client is a boutique, HNW advisory practice run by two...

  • Paraplanner

    3 weeks ago

    London, United Kingdom Premier Jobs UK Limited Full time

    Are you a Diploma qualified Paraplanner looking to join a dynamic financial planning firm in London and receive support to obtain qualifications to develop your career? As a Paraplanner, you will provide the Financial Advisors with high-quality support by successfully undertaking the following duties: Supporting the team of Financial Advisors by providing...

  • Paraplanner

    2 weeks ago

    London, United Kingdom Premier Jobs UK Limited Full time

    Are you a Diploma qualified Paraplanner looking to join a dynamic financial planning firm in London and receive support to obtain qualifications to develop your career? As a Paraplanner, you will provide the Financial Advisors with high-quality support by successfully undertaking the following duties: Supporting the team of Financial Advisors by providing...

  • Paraplanner

    2 weeks ago

    London, United Kingdom Candidate Source Ltd Full time

    We are looking for an experienced Paraplanner to join an exciting new project! This is a fully remote working role, Monday to Friday 37.5 hours per week. This will be an initial 6-month contract, with December start dates, but comes with the likely option to extend further for successful candidates. As a Paraplanner, you will be: Conducting whole of market...

  • Paraplanner

    2 weeks ago

    London, United Kingdom Premier Jobs UK Full time

    Are you a Diploma qualified Paraplanner looking to join a dynamic financial planning firm in London and receive support to obtain qualifications to develop your career? As a Paraplanner, you will provide the Financial Advisors with high-quality support by successfully undertaking the following duties: * Supporting the team of Financial Advisors by providing...