Current jobs related to Paraplanner London - London, Greater London - Independent Resourcing Consultancy Ltd
-
Financial Services Paraplanner
6 days ago
London, Greater London, United Kingdom London Premier Wealth Management Limited Full timeParaplanner - CII Level 4 / Level 6 (or close to either)London, England, United KingdomI am ideally looking for an experienced Paraplanner to work in our firm. The individual will ideally be CII level 4 or level 6 qualified, but we will consider those already in progress to CII level 4, or equivalent examination body.The contract will initially be a fixed 12...
-
Senior Paraplanner
4 weeks ago
London, Greater London, United Kingdom Burgh Recruitment Limited Full timeSenior Paraplanner Location : City of London, hybrid working pattern Salary: circa £60,000- £65,000 (negotiable) + benefits A unique opportunity has arisen for a Senior Paraplanner to join a highly successful Multi-Family Office based in central London.You will be supporting the Head of Wealth Management, working within an exciting and challenging...
-
Paraplanner
23 hours ago
London, Greater London, United Kingdom Heat Recruitment Full timeLocation Finchley Salary £40000 - £40000 TypePermanent WorkplaceHybrid Ref87721 Recruiter Managing This Role Paraplanner Location: Finchley, North London Salary: £40,000 + Excellent Benefits Full-time | Hybrid/Flexible Working Benefits include: 2 or 3 days a week in the office 4% matched pension Health Cash Plan Death In Service ...
-
Senior Paraplanner
4 days ago
London, Greater London, United Kingdom Heat Recruitment Full timeLocation London Salary £50000 - £65000 TypePermanent WorkplaceOn-Site Ref87724 Recruiter Managing This Role Senior Paraplanner High-Net-Worth Clients Westminster, Central London £50,000 £65,000 depending on experience Are you an experienced Paraplanner looking for a new opportunity in a boutique wealth and investment advisory firm? Were...
-
Assistant Paraplanner
4 days ago
London, Greater London, United Kingdom Heat Recruitment Full timeLocation London Salary £28500 - £28500 TypeFixed Term WorkplaceHybrid Ref87738 Recruiter Managing This Role Role: Assistant Paraplanner (12 Month FTC) Location: City of London Salary: Up to £28,500 2-3 days a week in the office This is an award winning financial planning and investment company with an excellent reputation within the industry....
-
Paraplanner
3 weeks ago
London, Greater London, United Kingdom CV Elite Ltd Full timeThe Role:I am recruiting an experienced Paraplanner to join the team at Monenti Partners, a leading Financial Planning firm based in central London (WC1). Working in a collaborative, client focused team you will work closely with the Financial Planners, supporting them in delivering an exceptional, fully holistic, independent, lifestyle financial planning...
-
Senior Paraplanner
4 weeks ago
London, Greater London, United Kingdom Burgh Recruitment Limited Full timeSenior Paraplanner Location: City of London, hybrid working patternSalary: circa £60,000- £65,000 (negotiable) + benefitsA unique opportunity has arisen for a Senior Paraplanner to join a highly successful Multi-Family Office based in central London.You will be supporting the Head of Wealth Management, working within an exciting and challenging environment...
-
Paraplanner
3 weeks ago
London, Greater London, United Kingdom Recruitamum Limited Full timeRole: Paraplanner Location: London, NW11 Hours; Monday - Friday 9am-5.30pm Competitive Salary Dependent on Experience Our client is a Wealth Management firm who manage client assets and portfolios with an emphasis on the benefits of being a long-term investor within tax-efficient wrappers. Their office is one of over 3,000 officves worldwide and over 100 in...
-
Paraplanner
3 days ago
London, Greater London, United Kingdom Recruitamum Limited Full timeRole: ParaplannerLocation: London, NW11Hours; Monday - Friday 9am-5.30pmCompetitive Salary Dependent on ExperienceOur client is a Wealth Management firm who manage client assets and portfolios with an emphasis on the benefits of being a long-term investor within tax-efficient wrappers. Their office is one of over 3,000 officves worldwide and over 100 in the...
-
Junior Paraplanner
3 weeks ago
London, Greater London, United Kingdom TN United Kingdom Full timeSocial network you want to login/join with:Client:Location:London, United KingdomJob Category:OtherEU work permit required:YesJob Reference:f4ee3756d4c8Job Views:4Posted:11.03.2025Expiry Date:25.04.2025Job Description:Junior Paraplanner (SJP) - LondonOur client is looking for a commercially-minded and articulate individual to join their SJP Practice in its...
-
Paraplanner
3 days ago
London, Greater London, United Kingdom AFH Financial Group. Full timeLocation: Bromsgrove, Worcestershire, United KingdomParaplannerAFH Wealth Management is proud to be one of the UK's leading independent financial advisory and wealth management firms.We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you'll find a variety of exciting career opportunities...
-
Paraplanner
3 weeks ago
London, Greater London, United Kingdom Pure Resourcing Limited Full timeParaplanner - Wealth ManagementLocation: North LondonSalary: £45,000 - £75,000 (Depending on experience)Are you an experienced, career Paraplanner looking to join a highly professional yet friendly and collaborative team? This is an exciting opportunity to work within a well-respected wealth management firm that values both expertise and a supportive,...
-
Paraplanner
3 weeks ago
London, Greater London, United Kingdom Pure Resourcing Limited Full timeParaplanner - Wealth ManagementLocation: North LondonSalary: £45,000 - £75,000 (Depending on experience)Are you an experienced, career Paraplanner looking to join a highly professional yet friendly and collaborative team? This is an exciting opportunity to work within a well-respected wealth management firm that values both expertise and a supportive,...
-
Senior Paraplanner
3 weeks ago
London, Greater London, United Kingdom Burgh Recruitment Limited Full timeSenior ParaplannerLocation :City of London, hybrid working patternSalary: circa £60,000- £65,000 (negotiable) + benefitsA unique opportunity has arisen for a Senior Paraplanner to join a highly successful Multi-Family Office based in central London.Find out exactly what skills, experience, and qualifications you will need to succeed in this role before...
-
Paraplanner Team Leader
2 days ago
London, Greater London, United Kingdom TN United Kingdom Full timeSocial network you want to login/join with:Ref: RP6037 Salary: £45,000 to £50,000 Contract Type: Permanent Location: LondonParaplanner Team LeaderA superb career opportunity is available with a leading Wealth Manager for a Paraplanner Team Leader. An exceptional role, for an experienced and qualified Senior Paraplanner to move into a managerial position or...
-
Paraplanner
2 days ago
London, Greater London, United Kingdom Pure Resourcing Limited Full timeParaplanner - Wealth ManagementLocation: North LondonSalary: £45,000 - £75,000 (Depending on experience)Are you an experienced, career Paraplanner looking to join a highly professional yet friendly and collaborative team? This is an exciting opportunity to work within a well-respected wealth management firm that values both expertise and a supportive,...
-
Senior Paraplanner
7 days ago
London, Greater London, United Kingdom Tate Recruitment Full timeJob Title: Senior ParaplannerLocation: City of LondonSalary: £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 emphasises a personalised approach...
-
Trainee Paraplanner
4 days ago
London, Greater London, United Kingdom Artemis Recruitment Consultants Full timeTrainee Paraplanner - London Our client is looking for a Trainee Paraplanner to join their team. This role would suit an individual who is halfway to being Diploma qualified and wants to work towards becoming a fully qualified Paraplanner. Key Responsibilities: Provide research and analysis of investment funds and financial products, whilst...
-
Senior Paraplanner
3 days ago
London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full timeType of Position: Senior Paraplanner - London, Tower BridgePay: £50k - £55kReference: TowerBridge1Senior Paraplanner - London, Tower BridgeOur client is looking to recruit an experienced Paraplanner to join their growing business based in the heart of London.The successful candidate will have the right mix of hard work and shining personality to thrive...
-
Paraplanner
3 days ago
London, Greater London, United Kingdom Tate Full timeJob Description Job Title: ParaplannerLocation: City of LondonSalary: Highly competitive compensation base range £60k to £70k DOE + 2 annual discretionary bonuses + extensive benefits.Work Arrangement: Hybrid working.Are you an experienced Paraplanner seeking an opportunity with a global organisation that prioritises clients, offers unmatched service, and...
Paraplanner London
4 weeks ago
A leading financial advisory firm is seeking a Paraplanner in London to support their Financial Planners. This role involves coordinating with clients to arrange review meetings preparing written advice reports and providing technical research services. The Paraplanner will ensure the delivery of highquality advice efficiently manage risks and contribute to the achievement of business targets.
The firms Global Partners Team dedicated to providing exceptional service to clients requires the Paraplanner to uphold the highest standards of customer service while assisting across various business functions.
Key Responsibilities:
Develop and maintain effective relationships with colleagues and clients.
Contact clients to schedule review meetings.
Prepare suitability reports under relevant supervision and according to experience.
Complete all necessary compliance documentation.
Conduct technical research as part of the review process for existing arrangements.
Ensure the accuracy and completeness of data in core systems adhering to company policies and procedures.
Stay informed of and comply with all compliance and legal obligations.
Collaborate with Financial Planners to gather necessary client information for suitability checks.
Support the Financial Planning team to achieve targets and meet client expectations.
Actively participate in team meetings take responsibility for issues and follow through to resolution.
Commit to continuous professional development and maintain an uptodate CPD log.
Keep advisers informed of progress and work with them to ensure timely completion of advice.
Skills and Qualifications:
An excellent standard of education with a commitment to ongoing professional development and the pursuit of relevant qualifications.
Proficiency in core Microsoft Office applications.
Strong organizational and prioritization skills.
Exceptional verbal and written communication abilities with a keen eye for detail.
This position is ideal for individuals seeking to enhance their career in financial planning offering the opportunity to work within a dynamic team and contribute significantly to client satisfaction and business success.
Employment Type : Full TimeVacancy: 1
Yearly Salary Salary: £ 30000 - 35000
