Paraplanner
2 months ago
- Senior paraplanning role in a growing and successful advice practice.
- CII Diploma qualified only
- Minimum 2 years experience in this role
Fully diploma qualified, may be chartered
Need experience in pensions, ISA, Investment bonds UK and international, EIS, VCT, Business relief, protection including WOL, excess income plans and trust planning/gifting.
Simply put we expect a senior paraplanner to have experience in all areas.
Good working relationships with the adviser.
Ability to make planning suggestions to the adviser helps.
All these experiences help to achieve the senior level salary and benefits.
We will help and encourage our paraplanner to become more qualified.
As the team grows, they will train and manage other paraplanners.
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Paraplanner
4 weeks ago
Greater London, United Kingdom Howe Financial Advisers Full timeJob Description Senior paraplanning role in a growing and successful advice practice. CII Diploma qualified only Minimum 2 years experience in this role Fully diploma qualified, may be chartered Need experience in pensions, ISA, Investment bonds UK and international, EIS, VCT, Business relief, protection including WOL, excess income plans and trust...
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Paraplanner
2 weeks ago
Greater London, United Kingdom Financial Divisions Full timeSenior Paraplanner Vacancy – Up to £65,000Chartered IFA firm - West End Offices (Central London)3 days in the office per week after training and induction My client are an award winning Chartered independent wealth planning firm in Central London who I have met and placed 20+ staff with over the past 3 years. They have beautiful offices and offer whole of...
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Paraplanner
2 weeks ago
Greater London, United Kingdom Financial Divisions Full timeJob Description Senior Paraplanner Vacancy – Up to £65,000 Chartered IFA firm - West End Offices (Central London) 3 days in the office per week after training and induction My client are an award winning Chartered independent wealth planning firm in Central London who I have met and placed 20+ staff with over the past 3 years. They have beautiful...
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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
4 weeks ago
Greater Bristol Area, United Kingdom IDEX Consulting Ltd Full timeParaplanner – £60,000 DOE + Bonus – Bristol / HybridI am currently partnered with a prestigious wealth management firm seeking an experienced Paraplanner to join their team in Bristol.The company holds an outstanding market reputation, renowned for their expertise in managing the complex financial needs of ultra-high-net-worth clients. Their proven...
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Paraplanner
1 month ago
Greater Bristol Area, United Kingdom IDEX Consulting Ltd Full timeParaplanner – £60,000 DOE + Bonus – Bristol / HybridI am currently partnered with a prestigious wealth management firm seeking an experienced Paraplanner to join their team in Bristol.The company holds an outstanding market reputation, renowned for their expertise in managing the complex financial needs of ultra-high-net-worth clients. Their proven...
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Senior Paraplanner
6 months ago
Greater London, United Kingdom Tate Recruitment Full timeJob Title: Senior ParaplannerLocation: City of LondonSalary: £65k to £67.5k 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...
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Senior Paraplanner
6 months ago
Greater London, United Kingdom Tate Recruitment Full timeJob Title: Senior ParaplannerLocation: City of LondonSalary: £65k to £67.5k 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...
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Senior Paraplanner
6 months ago
Greater London, United Kingdom Tate Recruitment Full timeJob Title: Senior ParaplannerLocation: City of LondonSalary: £65k to £67.5k 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...
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Senior Paraplanner
1 week ago
Greater London, United Kingdom Tate Recruitment Full timeJob Description Job Title: Senior Paraplanner Location: City of London Salary: £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...
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Paraplanner
6 months ago
Greater London, United Kingdom Tate Recruitment Full timeJob Title: ParaplannerLocation: City of LondonSalary: Highly competitive compensation base range DOE + 2 annual discretionary bonuses + extensive benefits.Work Arrangement: Flexible Hybrid working.Are you an experienced Paraplanner seeking an opportunity with a global organisation that prioritises clients, offers unmatched service, and emphasises a...
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Paraplanner
6 months ago
Greater London, United Kingdom Tate Recruitment Full timeJob Title: ParaplannerLocation: City of LondonSalary: Highly competitive compensation base range DOE + 2 annual discretionary bonuses + extensive benefits.Work Arrangement: Flexible Hybrid working.Are you an experienced Paraplanner seeking an opportunity with a global organisation that prioritises clients, offers unmatched service, and emphasises a...
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Paraplanner
6 months ago
Greater London, United Kingdom Tate Recruitment Full timeJob Title: ParaplannerLocation: City of LondonSalary: Highly competitive compensation base range DOE + 2 annual discretionary bonuses + extensive benefits.Work Arrangement: Flexible Hybrid working.Are you an experienced Paraplanner seeking an opportunity with a global organisation that prioritises clients, offers unmatched service, and emphasises a...
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Paraplanner
3 weeks ago
Greater London, United Kingdom Tate Recruitment Full timeJob Description Job Title: Paraplanner Location: City of London Salary: Highly competitive compensation base range DOE + 2 annual discretionary bonuses + extensive benefits. Work Arrangement: Flexible Hybrid working. Are you an experienced Paraplanner seeking an opportunity with a global organisation that prioritises clients, offers unmatched...
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Paraplanner
2 months ago
London, UK, UK, United Kingdom Howe Financial Advisers Full timeSenior paraplanning role in a growing and successful advice practice.CII Diploma qualified onlyMinimum 2 years experience in this roleFully diploma qualified, may be charteredNeed experience in pensions, ISA, Investment bonds UK and international, EIS, VCT, Business relief, protection including WOL, excess income plans and trust planning/gifting.Simply put...
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Paraplanner
2 months ago
London,, UK, United Kingdom Financial Divisions Full timeExperienced Paraplanner Work on 1-2-1 basis with highly experienced Adviser Basic salary £45k - £60k + benefits packageCity of London office - hybrid working after training My client is an award winning national Chartered independent financial advice business based in the heart of the City of London but with offices across the UK. The business has over 300...
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Paraplanner
3 weeks ago
London, United Kingdom Financial Divisions Full timeJob Description Experienced Paraplanner needed to work with 2 Advisers Offices near Piccadilly Circus/Green Park (London) Basic salary £45k - £55k + benefits package Full study support to Chartered status and route to Adviser First 8 weeks in the office then 2 days WFH per week My client is an award winning medium sized Chartered independent...
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Paraplanner
3 months ago
London,, UK, United Kingdom Financial Divisions Full timeExperienced Paraplanner needed to work with 2 AdvisersOffices near Piccadilly Circus/Green Park (London)Basic salary £45k - £55k + benefits packageFull study support to Chartered status and route to AdviserFirst 8 weeks in the office then 2 days WFH per weekMy client is an award winning medium sized Chartered independent financial advice business based in...
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Paraplanner
3 months ago
London, United Kingdom Financial Divisions Full timeExperienced Paraplanner needed to work with 2 AdvisersOffices near Piccadilly Circus/Green Park (London)Basic salary £45k - £55k + benefits packageFull study support to Chartered status and route to AdviserFirst 8 weeks in the office then 2 days WFH per weekMy client is an award winning medium sized Chartered independent financial advice business based in...
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Paraplanner
3 months ago
London, United Kingdom Financial Divisions Full timeExperienced Paraplanner needed to work with 2 AdvisersOffices near Piccadilly Circus/Green Park (London)Basic salary £45k - £55k + benefits packageFull study support to Chartered status and route to AdviserFirst 8 weeks in the office then 2 days WFH per weekMy client is an award winning medium sized Chartered independent financial advice business based in...