Senior Paraplanner

2 weeks ago


London, United Kingdom Premier Jobs UK Full time

This Senior Paraplanner job in London provides opportunity to join a quality, Chartered Financial Planning firm.

You will be supporting their team of 2 3 London based Financial Advisers, including a Chartered Financial Planner. The business is looking for you to be based locally to the Advisers so that you can work closely with them and easily meet for catch ups. The frequency of your meetings is to be agreed directly between you and the Advisers.

You will also be supported by their head office support team including Paraplanners and Administrators. As a Senior Paraplanner, you will be undertaking technical duties including:

  • Technical support as a lead technician for the paraplanning team
  • Suitability letter and report writing (plus as a Senior, helping to keep templates up to date with changes in FCA requirements)
  • Undertaking financial planning work including income planning, IHT and tax calculations, trust solutions, cashflow planning, assisting with client meetings and follow up work
  • Collaborative client work through management and preparation of ongoing advisory services as part of their long term strategy
  • Undertaking calculations such as pension carry forward, tapered annual allowance, IHT, CGT and income tax
  • Managing project work with analysis and ownership of transition projects for acquired client banks

  • Senior Paraplanner

    4 weeks ago


    London, United Kingdom mbf. Full time

    Our client are a Chartered Financial Planners that currently seek to recruit a Senior Paraplanner to join their well established team. Based from their offices in Mayfair you will be required to provide technical support to a team of Financial Advisers on a daily basis. You will be the most senior member of the team and you should therefore have in depth...

  • Senior Paraplanner

    2 weeks ago


    London, Greater London, United Kingdom mbf. Full time

    Our client are a Chartered Financial Planners that currently seek to recruit a Senior Paraplanner to join their well established team.Based from their offices in Mayfair you will be required to provide technical support to a team of Financial Advisers on a daily basis. You will be the most senior member of the team and you should therefore have in depth...

  • Senior Paraplanner

    2 weeks ago


    London, United Kingdom Heat Recruitment Ltd Full time

    Role: Senior ParaplannerLocation: North LondonSalary: Circa £55,000 - open depending on experienceWe are working with a highly successful Financial Planning and Investment Management practice in North London who are now looking for an experienced Senior Paraplanner to join the team.The Senior Paraplanner will be a key hire for the business and will be...

  • Senior Paraplanner

    3 weeks ago


    London, United Kingdom Jenson Fisher Full time

    My client is a specialist organisation that offers exceptional financial planning for medical professionals. Their advisers are committed to excellence and have a deep understanding of the financial matters important to their clients, gained from decades of working with practitioners, senior hospital management and the NHS Pensions Agency. They are widely...

  • Senior Paraplanner

    2 weeks ago


    London, United Kingdom Heat Recruitment Full time

    Role: Senior ParaplannerLocation: North LondonSalary: Circa £55,000 - open depending on experienceWe are working with a highly successful Financial Planning and Investment Management practice in North London who are now looking for an experienced Senior Paraplanner to join the team.The Senior Paraplanner will be a key hire for the business and will be...

  • Senior Paraplanner

    4 weeks ago


    London, United Kingdom Jenson Fisher Full time

    My client is a specialist organisation that offers exceptional financial planning for medical professionals. Their advisers are committed to excellence and have a deep understanding of the financial matters important to their clients, gained from decades of working with practitioners, senior hospital management and the NHS Pensions Agency. They are widely...

  • Senior Paraplanner

    2 weeks ago


    London, Greater London, United Kingdom Jenson Fisher Full time

    My client is a specialist organisation that offers exceptional financial planning for medical professionals. Their advisers are committed to excellence and have a deep understanding of the financial matters important to their clients, gained from decades of working with practitioners, senior hospital management and the NHS Pensions Agency. They are widely...

  • Senior Paraplanner

    3 weeks ago


    London, United Kingdom Jenson Fisher Full time

    Job Description My client is a specialist organisation that offers exceptional financial planning for medical professionals. Their advisers are committed to excellence and have a deep understanding of the financial matters important to their clients, gained from decades of working with practitioners, senior hospital management and the NHS Pensions Agency....

  • Senior Paraplanner

    3 weeks ago


    London, United Kingdom Premier Jobs UK Limited Full time

    This Senior Paraplanner job in London provides opportunity to join a quality, Chartered Financial Planning firm. You will be supporting their team of 2 - 3 London based Financial Advisers, including a Chartered Financial Planner. The business is looking for you to be based locally to the Advisers so that you can work closely with them and easily meet for...

  • Senior Paraplanner

    1 month ago


    London, United Kingdom Jenson Fisher Full time

    My client is a specialist organisation that offers exceptional financial planning for medical professionals. Their advisers are committed to excellence and have a deep understanding of the financial matters important to their clients, gained from decades of working with practitioners, senior hospital management and the NHS Pensions Agency. They are widely...

  • Senior Paraplanner

    1 month ago


    London, United Kingdom Jenson Fisher Full time

    My client is a specialist organisation that offers exceptional financial planning for medical professionals. Their advisers are committed to excellence and have a deep understanding of the financial matters important to their clients, gained from decades of working with practitioners, senior hospital management and the NHS Pensions Agency. They are widely...

  • Senior Paraplanner

    1 month ago


    London,, UK, United Kingdom Jenson Fisher Full time

    My client is a specialist organisation that offers exceptional financial planning for medical professionals. Their advisers are committed to excellence and have a deep understanding of the financial matters important to their clients, gained from decades of working with practitioners, senior hospital management and the NHS Pensions Agency. They are widely...

  • Senior Paraplanner

    1 month ago


    London, United Kingdom Jenson Fisher Full time

    My client is a specialist organisation that offers exceptional financial planning for medical professionals. Their advisers are committed to excellence and have a deep understanding of the financial matters important to their clients, gained from decades of working with practitioners, senior hospital management and the NHS Pensions Agency. They are widely...

  • Senior Paraplanner

    1 month ago


    London, United Kingdom Jenson Fisher Full time

    My client is a specialist organisation that offers exceptional financial planning for medical professionals. Their advisers are committed to excellence and have a deep understanding of the financial matters important to their clients, gained from decades of working with practitioners, senior hospital management and the NHS Pensions Agency. They are widely...

  • Senior Paraplanner

    1 month ago


    London Area, United Kingdom Jenson Fisher Full time

    My client is a specialist organisation that offers exceptional financial planning for medical professionals. Their advisers are committed to excellence and have a deep understanding of the financial matters important to their clients, gained from decades of working with practitioners, senior hospital management and the NHS Pensions Agency. They are widely...

  • Senior Paraplanner

    1 month ago


    London Area, United Kingdom Jenson Fisher Full time

    My client is a specialist organisation that offers exceptional financial planning for medical professionals. Their advisers are committed to excellence and have a deep understanding of the financial matters important to their clients, gained from decades of working with practitioners, senior hospital management and the NHS Pensions Agency. They are widely...

  • Senior Paraplanner

    1 month ago


    London Area, United Kingdom Jenson Fisher Full time

    My client is a specialist organisation that offers exceptional financial planning for medical professionals. Their advisers are committed to excellence and have a deep understanding of the financial matters important to their clients, gained from decades of working with practitioners, senior hospital management and the NHS Pensions Agency. They are widely...

  • Senior Paraplanner

    2 weeks ago


    City of London, United Kingdom Burgh Recruitment Full time

    Senior ParaplannerLocation:City of London, flexible working patternSalary: Competitive + 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 providing technical...

  • Senior Paraplanner

    2 weeks ago


    London, Greater London, United Kingdom Reed Full time

    Senior ParaplannerJoin one of the top Asset Managers in the UK as a Senior Paraplanner.Work with a fantastic team dedicated to providing technical support and crafting reports for planning and advisory client projects.Key Responsibilities:Lead technician for the para team providing technical supportCreate suitability letters and reportsConduct Income...

  • Senior Paraplanner

    2 weeks ago


    London, United Kingdom Premier Jobs UK Full time

    Senior Paraplanner Opportunity in London This position offers you the chance to join a top-notch, Chartered Financial Planning company based in London. Supporting a team of 2-3 Financial Advisers in London, which includes a Chartered Financial Planner. Working closely with the Advisers at their location for seamless collaboration. Frequency of meetings to...