Paraplanner

2 weeks ago


City of 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 technical information and participating in client meetings where necessary Producing suitability reports for presentation Liaising with the internal team, product providers and any other relevant providers whilst thoroughly checking and submission of business to the appropriate network Preparing clients financial plans and cash flow analysis, using Voyant This role is available with our client due to expansion within their team. Paraplanner Requirements You must be Level 4 Diploma qualified individual You must have at least 3+ years' experience as a Paraplanner within an IFA or multi-tied experie...


  • Paraplanner

    2 weeks ago


    City Of 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

    4 days ago


    City Of 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...

  • Paraplanner

    1 week ago


    City Of London, United Kingdom Sahasraa Solutions Full time

    Paraplanner 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? Responsibilities Supporting the team of Financial Advisors by providing technical information and participating in client meetings where necessary. Producing suitability reports...

  • Paraplanner

    6 days ago


    City Of 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


    City of London, United Kingdom Ortus PSR Full time

    Are you a highly skilled and motivated Paraplanner seeking an exciting new opportunity in London for a boutique IFA firm? Look no further! We are a fully independent advisory firm in London and we are looking for a talented and experienced Paraplanner tojoin our team. On offer a highly competitive salary of £35,000 - £38,000, as well as a discretionary...


  • City of Edinburgh, United Kingdom Meraki Talent Full time

    Meraki Talent’s Financial Planning/Advice client are looking for a Paraplanner or Trainee Paraplanner to join their team in Edinburgh.Location: EdinburghParaplanner / Trainee Paraplanner - EdinburghResponsibilitiesWork with the financial planning and client service teams to deliver an excellent level of client serviceProvide technical support to financial...

  • Paraplanner

    7 days ago


    City Of London, United Kingdom Ortus PSR Ltd. Full time

    Elevate Your Paraplanning Career – Where Precision Meets PurposeAn exciting opportunity has emerged for a motivated and detail-driven Paraplanner to join a well-established and forward-thinking wealth management firm. This role is ideal for an experienced professional who is passionate about delivering first-class financial planning support while growing...

  • Paraplanner

    2 weeks ago


    City Of London, United Kingdom IDEX Consulting Full time

    OverviewDo you want to work for an award winning financial planning practice in central London? Are you an experienced Paraplanner who has existing client facing exposure or have the skills to develop into a client facing Paraplanner role? Do you have an interest in ultimately becoming a Financial Advisor?Role and responsibilitiesThis opportunity focuses on...

  • Paraplanner

    4 days ago


    City of London, United Kingdom Chase De Vere Independent Financial Advisers Limited Full time

    Job DescriptionResearching, analysing market trends and report writing, Chase de Vere paraplanners work closely with our financial advisers and client support teams to deliver advice and provide ongoing services to new and existing clients. Supported by our experienced paraplanning management and development team, you will have the opportunity to work on a...

  • Paraplanner

    7 days ago


    City Of London, United Kingdom Successionwealth Full time

    Overview Paraplanner Hybrid working - home working blended with office working from any of our South region office bases (Plymouth, Salisbury, Amersham, Oxford, London, Bristol) 12 month fixed-term contract, with the potential to be made permanent Excellent benefits package (see below for full details) Our Paraplanners are highly valued within Succession and...