Chartered Senior Paraplanner
4 weeks ago
My client is a highly reputable Chartered Wealth Management firm, that specialises in the HNW to UHNW space. They have a demonstrable track record of year-on-year organic growth within this niche marketplace and are in the enviable position of gaining all their new business from referrals and recommendations.They take a truly holistic approach with their clients, covering the intergenerational transfer of assets and working with third party professionals, including Solicitors, Trustees and Accountants.The RoleWe are seeking an experienced Chartered Paraplanner who thrives on the technical aspects of the role and enjoys being client-facing. This is not a back-office role; you will be at the heart of the client relationship, attending client meetings, working closely with the Founding Partner, assisting in the design and deliver of highly tailored and complex financial strategies.Duties will include:Building complex, bespoke financial plansTechnical analysis and research across pensions, investments, trusts, estate planning, and tax planningAttending client meetings and contributing directly to advice deliveryDrafting complex reports and cash flow modelsSupporting clients with a first-class service alongside the Adviser and wider Administrator Team Why This Role?This is a career-definin...
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Chartered Paraplanner
2 weeks ago
London, United Kingdom Premier Jobs UK Limited Full timeThis Chartered Paraplanner job in Golders Green is available within a growing Wealth Management firm. As a Chartered Paraplanner, you will be supporting their 4 Chartered Financial Advisors to ensure clients receive an efficient and effective service. Typically, your duties will include: - Preparing documentation - Researching appropriate financial...
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Chartered Senior Paraplanner
13 hours ago
London Area, United Kingdom Financial Divisions Full timeCHARTERED SENIOR PARAPLANNER (CLIENT FACING AND ROUTE TO ADVISER)London (City)Salary up to £75k + benefits including equity (DOE)Our client is a highly respected Chartered Wealth Management firm that specialises in the HNW to UHNW space. They have a demonstrable track record of year-on-year organic growth within this niche marketplace and are in the...
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Chartered Paraplanner
2 weeks ago
London, United Kingdom Ortus PSR Full time**Chartered Paraplanner** **Location: London** **Salary: £55,000 - £65,000** The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service. **Responsibilities**: - Technical support to our Adviser Team - Research the most suitable...
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Greater London, United Kingdom Financial Divisions Full timeA leading financial advisory firm in Greater London is seeking a Chartered Senior Paraplanner. This role offers significant client interaction and the opportunity to work closely with the Founding Partner on complex financial strategies. The ideal candidate will possess chartered status and have experience in high-net-worth financial planning. This position...
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Chartered Senior Paraplanner
8 hours ago
London, United Kingdom Financial Divisions Full timeCHARTERED SENIOR PARAPLANNER (CLIENT FACING AND ROUTE TO ADVISER)London (City)Salary up to £75k + benefits including equity (DOE)Our client is a highly respected Chartered Wealth Management firm that specialises in the HNW to UHNW space. They have a demonstrable track record of year-on-year organic growth within this niche marketplace and are in the...
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Senior Paraplanner
4 days ago
London, United Kingdom Premier Jobs UK Limited Full timeThis Senior Paraplanner job in Bromsgrove provides hybrid working and opportunity to join an established technical research team. As a Senior Paraplanner, you will be focused on delivering comprehensive financial research across a wide range of advice types, including plenty of complex cases. In addition, you will be undertaking tax and other complex...
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Senior Paraplanner
8 hours ago
London, United Kingdom Premier Jobs UK Limited Full timeLocation: West Midlands, West Midlands, UK This Senior Paraplanner job in Bromsgrove provides hybrid working and opportunity to join an established technical research team. As a Senior Paraplanner, you will be focused on delivering comprehensive financial research across a wide range of advice types, including plenty of complex cases. In addition, you will...
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Senior Technical Paraplanner
4 weeks ago
London, United Kingdom GREAT-MANS LTD Full timeSenior Paraplanner – Boutique Independent Advisory FirmLocation: London (Hybrid)Package: up to £75,000 + Bonus + BenefitsFlexible working availableI am supporting a highly respected boutique independent advisory firm in London that specialises in providing strategic financial planning and wealth management advice to High-Net-Worth clients. This is an...
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Senior Paraplanner
2 weeks ago
London, United Kingdom Chase De Vere Independent Financial Advisers Limited Full timeResearching, 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. Our paraplanning teams have exceptional technical and industry knowledge with many having secured their Level 4 Diploma in Regulated...
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Senior Technical Paraplanner
2 weeks ago
Greater London, United Kingdom GREAT-MANS LTD Full timeOverview Senior Paraplanner – Boutique Independent Advisory Firm Location: London (Hybrid) Package: up to £75,000 + Bonus + Benefits Flexible working available I am supporting a highly respected boutique independent advisory firm in London that specialises in providing strategic financial planning and wealth management advice to High-Net-Worth clients....
