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1 month ago
Central London, United Kingdom Deerfoot I.T. Resources Limited Full timePosition: Paraplanner (Mid level and senior positions available) Overview: Join a dynamic and engaging team at a leading financial boutique in Mayfair, London. As a Paraplanner, you will play a critical role in supporting our clients financial planners, conducting research, and ensuring exceptional service for our clients. This is an exciting opportunity to...
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Paraplanner
4 weeks ago
Central London, United Kingdom Deerfoot I.T. Resources Limited Full timePosition: Paraplanner (Mid level and senior positions available)Overview:Join a dynamic and engaging team at a leading financial boutique in Mayfair, London. As a Paraplanner, you will play a critical role in supporting our clients financial planners, conducting research, and ensuring exceptional service for our clients. This is an exciting opportunity to...
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Paraplanner
1 week ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeWe are assisting a leading wealth management firm based in London to find a skilled Paraplanner to join their growing business.The Role: ParaplannerYou will be working within a busy team providing excellent service to the Partner and our High Net Worth client base. Your responsibilities will include:Collecting client information and preparing suitability...
Paraplanner
3 months ago
There is an opportunity for an experienced Paraplanner to become a key member of the paraplanning team for a Southeast Financial Planning company that branches across several offices. This particular position is based in the London office, where you will be working closely among Investment Managers.
They keep going from strength to strength, with further acquisitions and mergers lined up for 2024. You will be working in a strong team-focused environment where you can develop your planning career within a prestigious firm that provides regular one to ones. Benefits:
- Hybrid working - 2days office, 3 from home
- £45,000
- Very generous holiday allowance
- Exam support, especially to Chartered
- Private medical
- Income protection
- DIS
- Career progression
- Plus more...
In order to be considered for Paraplanner opportunity, candidates need to have -
- Level 4 Diploma qualified, ideally keen to take further exams
- Previous paraplanning experience within an IFA Practice
- High level of analytical capability and good communication skills
- Positive, can-do attitude
What's next?
Apply today to be considered for this paraplanner 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, Paraplanning, Paraplanner