Paraplanner/Client Manager
4 weeks ago
Are you an accomplished Paraplanning professional with extensive technical skills? Are you looking to play a major role within an expanding firm who are focused on delivering a first class service to sophisticated HNW Clients?A role now exists for a skilled and experienced Paraplanner to work closely with the Principle to mould their offering to clients. Your role will be to provide insight and analysis across a range of Financial Planning areas. Your work will include deliver holistic services across Retirement, Investment, Estate and Tax issues. You will have extensive client and introducer contact and you will act as the main point of contact for all technical issues.Applications are invited from accomplished individuals with a background in technical/Paraplanning work who wish to move to a forward thinking and well respected firm. You will have achieved Chartered Status and have expertise in areas such as Pensions (including Transfers and Divorce), Investments (VCT/EIS/BPR & Discretionary Management), Tax and Trust work. In addition, you will have experience in cash flow modelling and relevant Financial Planning software.You must be able to combine detailed analytical work with the ability to relay complex information clearly and concisely to Advisors, Clients and Intermediaries. This is an excellent opportunity to further your career and skills within a highly professional environment. You will be rewarded w...
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Paraplanner / Client Manager
4 days ago
London, United Kingdom mbf. Full timeWe have recently been advised by a UHNW Wealth Management business that due to a consistently increased workload, they are in the market for a Paraplanner / Client Manager. Their offices are in central London although they do offer flexible working fromhome (minimum 2 days in the office). **The company**: This business were founded in Zurich less than 10...
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Paraplanner / Client Manager
1 week ago
London, United Kingdom mbf. Full time**Paraplanner / Client Manager - London based Wealth Management Business - Salary negotiable - Flexible working** MB Fitzgerald are currently working exclusively with a fast growing firm of Wealth Managers based in the centre of London to recruit for a Paraplanner / Client Manager. This company specialise in providing financial services to HNW private...
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Paraplanner
2 weeks ago
London, United Kingdom mbf. Full timeOur client is a global insurance organisation with offices across the UK, their current requirement is for an experienced Paraplanner to join the businesses Wealth Management division based in London. This business operates a flexible working policy whereby you will have the option to work from home up to four days a week. You will be a technical...
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Paraplanner
18 hours ago
London, United Kingdom The Progress Shed Full timeParaplanner Key Responsibilities:Writing suitability reports; preparing client review packs; managing illustration requests. The Role:Our client is seeking a Paraplanner for a critical role supporting a high-performing Adviser within a small and collaborative support team. You will be responsible for the full range of paraplanning duties, working within a...
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Paraplanner
2 weeks ago
London, United Kingdom mbf. Full timembf. is currently working with a boutique Financial Planning organisation with 8 staff managing £200M in assets under management, to recruit for a Paraplanner to join their team. This will be based from the businesses London office and will offer hybrid working with up to 3 days at home each week. Our client is a boutique, HNW advisory practice run by two...
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Paraplanner (Pensions Management)
4 weeks ago
London, United Kingdom Financial Divisions Full timeParaplanner – Leading Independent Wealth Management Firm (London)£45,000–£55,000 + Full Study Support + Clear Progression Path I’m supporting a highly regarded, award-winning wealth management firm in London as they continue to expand their technical planning team. This is a standout opportunity for an experienced Paraplanner who wants to be...
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Paraplanner
2 weeks ago
London, United Kingdom ARC Full time**Job Title/Location**: Paraplanner, London (Square Mile) - **Salary**: £40,000 - £50,000, plus c.£10,000 bonus + pension - **Working Dynamics**: 100% office based role (close to Bank station) - **Requirements**: At least 1 years paraplanning experience - **Role Snapshot**: Discuss client requirements with the Adviser, pre-advice research analysis,...
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Paraplanner
1 week ago
London, United Kingdom Ortus PSR Full timeA highly successful IFA in London is looking to hire a Paraplanner to help support the 2 Advisers. The Management team is looking for someone who has good exposure to Paraplanning but wants to work on more technical cases. You will have the opportunity towork with 3 existing Paraplanners and 1 of them is Chartered. This is a great opportunity to develop your...
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Paraplanner
4 weeks ago
London, United Kingdom Financial Divisions Full timeParaplanner – Leading Independent Wealth Management Firm (London)£45,000–£55,000 + Full Study Support + Clear Progression Path I’m supporting a highly regarded, award-winning wealth management firm in London as they continue to expand their technical planning team. This is a standout opportunity for an experienced Paraplanner who wants to be part of...
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Paraplanner
4 weeks ago
London, United Kingdom Financial Divisions Full timeParaplanner – Leading Independent Wealth Management Firm (London)£45,000–£55,000 + Full Study Support + Clear Progression Path I'm supporting a highly regarded, award-winning wealth management firm in London as they continue to expand their technical planning team. This is a standout opportunity for an experienced Paraplanner who wants to be part of a...
