Associate/Junior Paraplanner
2 months ago
Associate Paraplanner - London (Hybrid) - £35 - 40k + study support + bonus
Our client is a prestigious IFA based in London who due to expansion are looking for an experienced Associate/Junior Paraplanner to join their dynamic team. The role has become available due to organic growth and are looking to take on a talented individual that they can further develop and help to achieve their career ambitions and aspirations.
You must be working towards your diploma qualification, educated to degree level or equivalent and have excellent communication skills. My client will provide you with full study support to complete your diploma and develop your skills further as a technical Paraplanner.
As a experienced Junior Paraplanner, you will further your knowledge and skills and have the opportunity gain further insight into the industry, where my client deals with UHNW clients and be able to further your experience and technical knowledge in Paraplanning.
Junior Paraplanner/Associate Paraplanner duties include producing illustrations and valuations, preparation of annual reviews. Liaise with clients and Advisers and Processing fund switches and drawdowns and writing suitability reports across pensions, investments, IHT and estate planning.
This is a fantastic opportunity where my client can support you with your progression in Wealth Management and offer you a hybrid working pattern, this is a genuine career for someone who is looking to continue to develop their knowledge and skills in Paraplanning and deal with UHNW clients.
If you are an experienced Trainee/Junior Paraplanner looking to progress your career with a well-established and highly recognised IFA, must have completed some of your RO exams and now looking for a role that can offer you progression to a Paraplanner, with a client that can support your development, then please send your CV to Jim Maddison at Financial Divisions – jim.m@financialdivisions.co.uk
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Associate/Junior Paraplanner
3 weeks ago
London, United Kingdom Financial Divisions Full timeJob Description Associate Paraplanner - London (Hybrid) - £35 - 40k + study support + bonus Our client is a prestigious IFA based in London who due to expansion are looking for an experienced Associate/Junior Paraplanner to join their dynamic team. The role has become available due to organic growth and are looking to take on a talented individual that...
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Associate/Junior Paraplanner
4 weeks ago
London Area, United Kingdom Financial Divisions Full timeAssociate Paraplanner - London (Hybrid) - £35 - 40k + study support + bonusOur client is a prestigious IFA based in London who due to expansion are looking for an experienced Associate/Junior Paraplanner to join their dynamic team. The role has become available due to organic growth and are looking to take on a talented individual that they can further...
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Associate/Junior Paraplanner
2 months ago
London Area, United Kingdom Financial Divisions Full timeAssociate Paraplanner - London (Hybrid) - £35 - 40k + study support + bonusOur client is a prestigious IFA based in London who due to expansion are looking for an experienced Associate/Junior Paraplanner to join their dynamic team. The role has become available due to organic growth and are looking to take on a talented individual that they can further...
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Junior Paraplanner
5 months ago
London, United Kingdom Blakemore Recruitment Full timeWe are currently recruiting for a boutique Financial Planning practice in London who are looking to recruit a Junior Paraplanner. They are searching for a Junior Paraplanner to join their Paraplanning team where you will assist Senior Paraplanners in the preparation of suitability reports and undertaking of research, maintaining client files, and...
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Experienced Paraplanner Opportunity
4 weeks ago
London Area, United Kingdom Financial Divisions Full timeAssociate Paraplanner Job DescriptionWe are seeking an experienced Associate/Junior Paraplanner to join our dynamic team at Financial Divisions. As a prestigious IFA in London, we offer a hybrid working pattern and study support to complete your diploma qualification.As a Junior Paraplanner, you will produce illustrations and valuations, prepare annual...
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Junior Paraplanner
3 weeks ago
London, United Kingdom Deerfoot Recruitment Solutions Limited Full timeJob Description Job Title: Junior Paraplanner Salary : £30k-£40k per annum (depending on experience) + benefits including pension, discretionary bonus, and share optionsLocation : London (Zone 1)Working Arrangement : (Hybrid working, however, this may be unlikely in the first few months when integrating into the team. Typical WFH is on Monday and Friday...
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Paraplanner
3 months ago
Greater London, United Kingdom Nigel James Associates Ltd Full timeRoleNigel James Associates have partnered with a highly established and award-winning Financial Planning company based in London to recruit an experienced Paraplanner to join them. RequirementsDue to an internal promotion our client is seeking a Paraplanner to join one of their hubs to support a team of Financial Planners providing holistic advice to HNW...
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Paraplanner
3 weeks ago
London, United Kingdom Nigel James Associates Ltd Full timeRoleNigel James Associates have been assigned by a leading wealth management company to secure an experienced part-time Paraplanner to work closely with two senior Financial Planners working with HNW/UHNW clients. You will be required to work four days a week, with one to two days spent in the office, depending on client meetings.RequirementsYou will be an...
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Paraplanner
3 months ago
London, United Kingdom Nigel James Associates Ltd Full timeRoleNigel James Associates have been assigned by a leading wealth management company to secure an experienced part-time Paraplanner to work closely with two senior Financial Planners working with HNW/UHNW clients. You will be required to work three days a week, with one to two days spent in the office, depending on client meetings.RequirementsYou will be an...
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Paraplanner
3 weeks ago
London,, UK, United Kingdom Nigel James Associates Ltd Part timeRoleNigel James Associates have been assigned by a leading wealth management company to secure an experienced part-time Paraplanner to work closely with two senior Financial Planners working with HNW/UHNW clients. You will be required to work four days a week, with one to two days spent in the office, depending on client meetings.RequirementsYou will be an...
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Paraplanner
1 week ago
London, United Kingdom Nigel James Associates Ltd Full timeJob Description Role Nigel James Associates have been assigned by a leading wealth management company to secure an experienced part-time Paraplanner to work closely with two senior Financial Planners working with HNW/UHNW clients. You will be required to work four days a week, with one to two days spent in the office, depending on client meetings. ...
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Junior Financial Advisor
1 day ago
London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd has an exciting opportunity for a motivated individual to take on a Junior Paraplanner role in London. As a Junior Paraplanner, you will work closely with Financial Advisors to provide financial research, write suitability letters and reports, and ensure compliance with industry standards.Responsibilities:Providing...
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Paraplanner Assistant
4 weeks ago
London, Greater London, United Kingdom Close Brothers Group Full timeJob SummaryWe are seeking a skilled Paraplanner to support our Advisers in the advice giving process. The successful candidate will be responsible for data collection, product research, and the production of application forms and supporting literature.Key ResponsibilitiesObtain information on existing policies, including issuing letters of authority and...
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Senior Paraplanner for High-Net-Worth Clients
3 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeFinancial Divisions is seeking a highly skilled Senior Paraplanner to join our team in London. As a fully client-facing professional, you will work closely with our senior advisers to provide exceptional support to our high-net-worth clients.The ideal candidate will be a Level 4 qualified paraplanner with a minimum of 3-4 years of experience in a similar...
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Wealth Management Professional
1 month ago
London, Greater London, United Kingdom Financial Divisions Full timeAssociate Paraplanner OpportunityWe are seeking an experienced Associate/Junior Paraplanner to join our dynamic team at Financial Divisions. This role has become available due to organic growth, and we are looking to take on a talented individual that we can further develop and help to achieve their career ambitions and aspirations.Key...
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Wealth Management Associate
1 day ago
London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd is seeking a detail-oriented Junior Paraplanner to join their team in London. As a Junior Paraplanner, you will be responsible for assisting Financial Advisors in conducting financial research, preparing suitability letters and reports, and ensuring work meets high standards.Key Responsibilities:Conducting financial...
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Experienced Paraplanner for Complex Cases
3 weeks ago
London, Greater London, United Kingdom NIGEL JAMES ASSOCIATES LTD Full timeRoleNigel James Associates, a leading wealth management company, require an experienced part-time Paraplanner to work closely with senior Financial Planners on high net worth and ultra-high net worth clients. The successful candidate will work four days a week with one to two days in the office, depending on client meetings.Key ResponsibilitiesBespoke...
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Assistant Paraplanner
1 month ago
London, United Kingdom Close Brothers Group Full timeOVERALL SUMMARYJoin Close Brothers Asset Management Paraplanner Team where you will support Advisers, and ultimately clients, in the advice giving process with data collection, product research and production of application forms and supporting literature.RESPONSIBILITIESObtain information on existing policies; this will include issuing a letter of...
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Paraplanning Professional
4 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeJob DescriptionRole OverviewWe are seeking an experienced Associate/Junior Paraplanner to join our dynamic team at Financial Divisions. As a key member of our team, you will be responsible for producing illustrations and valuations, preparing annual reviews, and liaising with clients and advisers.Key ResponsibilitiesProducing illustrations and...
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Junior Financial Associate
1 day ago
London, Greater London, United Kingdom LocalJobs4U Full timeJunior Financial Associate PositionWe are seeking a highly motivated Junior Financial Associate to join our finance team at LocalJobs4U in Central London. As a key member of our team, you will support our finance professionals in various tasks related to financial statement preparation, invoice processing, and bank statement...