Paraplanner
2 days ago
Role: Paraplanner
Location: The City, London
Salary: Up to £50,000
This role can be 2-3 days a week in London, or at least 1 day a fortnight as a minimum.
This is an award winning financial planning and investment company that has an excellent reputation within the industry. Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services professionals across the UK they are the market leader in the industry and have been supporting their clients for over 30 years with their financial planning and investment needs.
Our client is looking for an experienced Paraplanner to support the successful financial planners of the business. You will have the opportunity to prepare suitability letters, reports and recommendations, as well as provide technical support to complex client queries. You will be working in a strong team-focused environment where you can develop your career within a prestigious firm.
- 25 days holiday + bank holidays
- 10% contributory pension
- Private Medical Cover
- 4x Life Assurance
- Study support
- Progression opportunities
What’s needed to be considered?
In order to be considered for this unique opportunity, candidates ideally have:
- Level 4 Diploma qualified as a minimum
- Previous experience within a fast-paced IFA practice as a Paraplanner
- High level of analytical capability and good communication skills
- Experience with a range of software (e.g. IO/XPlan) and tools (e.g. FE Analytics, Voyant)
What's next?
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Synonyms: report writer, financial planner, technical sales support, technical planner, para planner, paraplanner, trainee financial adviser, trainee IFA
#LI-AW1
-
Paraplanner
2 weeks ago
London, United Kingdom mbf. Full timeA prominent investment management company responsible for close to £50BN of client assets is seeking to recruit a high quality Paraplanner to help provide technical support to their team of Wealth Planners. About the Role: As a Paraplanner within the Private Client team based in London, you will play a crucial role in delivering exceptional client...
-
Paraplanner
3 days ago
london, United Kingdom Burgh Recruitment Limited Full timeParaplanner Location - London / Hybrid Salary - Up to £45,000 (DoE) We are an SJP Partner Practice in looking to appoint an experienced Paraplanner to join our growing team. Our Practice is highly successful and prides itself on offering a first-class service to all our clients, providing them with a range of investment and retirement products and...
-
Paraplanner
3 days ago
London, United Kingdom Burgh Recruitment Limited Full timeParaplanner Location - London / Hybrid Salary - Up to £45,000 (DoE) We are an SJP Partner Practice in looking to appoint an experienced Paraplanner to join our growing team. Our Practice is highly successful and prides itself on offering a first-class service to all our clients, providing them with a range of investment and retirement products and...
-
Paraplanner
4 days ago
London, United Kingdom Burgh Recruitment Limited Full timeParaplannerLocation - London / HybridSalary - Up to £45,000 (DoE)We are an SJP Partner Practice in looking to appoint an experienced Paraplanner to join our growing team.Our Practice is highly successful and prides itself on offering a first-class service to all our clients, providing them with a range of investment and retirement products and solutions to...
-
Paraplanner
2 weeks ago
London, United Kingdom Financial Divisions Full timeParaplanner 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...
-
Paraplanner
2 months ago
London, United Kingdom Financial Divisions Full timeJob Description Experienced Paraplanner needed to work with 2 Advisers Offices near Piccadilly Circus/Green Park (London) Basic salary £45k - £55k + benefits package Full study support to Chartered status and route to Adviser First 8 weeks in the office then 2 days WFH per week My client is an award winning medium sized Chartered independent...
-
Paraplanner
3 months ago
London,, UK, United Kingdom Financial Divisions Full timeExperienced Paraplanner needed to work with 2 AdvisersOffices near Piccadilly Circus/Green Park (London)Basic salary £45k - £55k + benefits packageFull study support to Chartered status and route to AdviserFirst 8 weeks in the office then 2 days WFH per weekMy client is an award winning medium sized Chartered independent financial advice business based in...
-
Paraplanner
3 months ago
London, United Kingdom Financial Divisions Full timeExperienced Paraplanner needed to work with 2 AdvisersOffices near Piccadilly Circus/Green Park (London)Basic salary £45k - £55k + benefits packageFull study support to Chartered status and route to AdviserFirst 8 weeks in the office then 2 days WFH per weekMy client is an award winning medium sized Chartered independent financial advice business based in...
-
Paraplanner
3 months ago
London, United Kingdom Financial Divisions Full timeExperienced Paraplanner needed to work with 2 AdvisersOffices near Piccadilly Circus/Green Park (London)Basic salary £45k - £55k + benefits packageFull study support to Chartered status and route to AdviserFirst 8 weeks in the office then 2 days WFH per weekMy client is an award winning medium sized Chartered independent financial advice business based in...
-
Paraplanner
2 days ago
London, United Kingdom Heat Recruitment Full timeRole: ParaplannerLocation: The City, LondonSalary: Up to £50,000This role can be 2-3 days a week in London, or at least 1 day a fortnight as a minimum.This is an award winning financial planning and investment company that has an excellent reputation within the industry. Specialising in proving a wide range of services to private clients, corporations, HNW...
-
Paraplanner
2 days ago
London,, UK, United Kingdom Heat Recruitment Full timeRole: ParaplannerLocation: The City, LondonSalary: Up to £50,000This role can be 2-3 days a week in London, or at least 1 day a fortnight as a minimum.This is an award winning financial planning and investment company that has an excellent reputation within the industry. Specialising in proving a wide range of services to private clients, corporations, HNW...
-
Paraplanner
2 weeks ago
Greater London, United Kingdom Financial Divisions Full timeSenior Paraplanner Vacancy – Up to £65,000Chartered IFA firm - West End Offices (Central London)3 days in the office per week after training and induction 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 years. They have beautiful offices and offer whole of...
-
Paraplanner
2 weeks ago
London Area, United Kingdom Financial Divisions Full timeParaplanner 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...
-
Paraplanner
1 month ago
Greater London, United Kingdom Financial Divisions Full timeJob Description Senior Paraplanner Vacancy – Up to £65,000 Chartered IFA firm - West End Offices (Central London) 3 days in the office per week after training and induction 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 years. They have beautiful...
-
Paraplanner
1 month ago
Greater London, United Kingdom Financial Divisions Full timeSenior Paraplanner Vacancy – Up to £65,000Chartered IFA firm - West End Offices (Central London)3 days in the office per week after training and induction 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 years. They have beautiful offices and offer whole of...
-
Paraplanner - Putney
6 months ago
London, United Kingdom Blakemore Recruitment Full timeBlakemore Recruitment is working with an IFA to recruit an experienced paraplanner to work with their successful advice team in Putney. This is a forward-thinking company that looks after their employees and supports them in their career development by providing study support. They have an excellent reputation in the industry and deal with both private and...
-
Senior Paraplanner
4 weeks ago
London, United Kingdom CV Elite Full timeAre 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 Blakemore Recruitment Full timeBlakemore Recruitment is working with an IFA to recruit an experienced paraplanner to work with their successful advice team in Putney. They are a leading firm of independent financial advisers based in London. They specialise in advising creative professionals and forward-thinking business owners and companies. They aim to build long-term relationshipswith...
-
Senior Paraplanner
3 weeks ago
London, United Kingdom Freedom Recruitment Capital Full timeSenior 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...
-
Paraplanner
6 months ago
London, United Kingdom Advance Search & Selection Ltd Full timeParaplanner - Wealth Management London Salary to £60,000 dependent on your experience and qualifications, full benefits package and bonuses. This award winning Wealth Management Firm who provide outstanding Financial Advice and Investment solutions to HNW Private Clients are looking for an experienced paraplanner to join the team. Responsibilities Provide...