Paraplanner

3 weeks ago


London, United Kingdom Financial Divisions Full time

Financial Administrator/ Trainee Paraplanner Vacancy - London offices - £35k - £40k + bonus, Full study support - Chartered IFA firm


Find out if this opportunity is a good fit by reading all of the information that follows below.

My client are a Chartered independent wealth planning firm in Haywards Heath who offer whole of market financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across Sussex/Kent and London. They have 500 clients in their current setup with on average £1m of assets to invest per client. The clients receive advice on pensions, investments, tax planning, cashflow modelling, protections (both personal and business). Their highest net worth clients do get involved more complex products and wealth structuring. The Advisers are supported by a highly experienced team of Administrators & Paraplanners of which I have placed 3 of them. They are pushing the business forward in a positive fashion with big expansion plans over the next 5 years.

The Managing Director is creating a brand new role for a Trainee Paraplanner to be supporting a Chartered Financial Adviser in a pod. You will be a graduate with 18 months of experience within an independent financial advice business and be working towards your level 4 diploma (2 RO completed as a minimum). This role will be suitable for a progressive candidate who is perhaps a Financial Administrator and wants to take their next step up and learn to become a Paraplanner. Full training and study support packages towards your diploma and Chartered status will be provided. If you aspire to be a Financial Adviser then full training will be provided and you could be an adviser in the much longer term as some Advisers are approaching retirement and will need replacements.

Salary – £35k - £40k + bonuses (5% discretionary)

Full study support towards level 4 diploma and chartered status

Benefits: pension, death in service cover, income protection,

If you are working within a Private Client Wealth Management role, providing holistic paraplanning support, then my client would like to talk to you. If this role sounds of interest or any other roles I am working on please get in touch - peter@financialdivisions.co.uk


  • Paraplanner

    2 months ago


    London, United Kingdom Premier Jobs UK Limited Full time

    This Paraplanner job in London provides opportunity to join a growing IFA firm who value the support added by Paraplanners. The Directors are looking to recruit a Paraplanner who shares their values and takes pride in improving their client’s outcomes. You will be a key link between the advice provided and end implementation. **Your duties will...

  • Paraplanner

    1 month ago


    London, United Kingdom Vision-FS Recruitment Full time

    Paraplanner **Position**: Paraplanner **Location**: London/Hybrid (2 days per week working from home) **Minimum Requirements**: Level 4 qualified; Minimum 4 years' paraplanning experience. **Salary/package**: £50,000 + bonus + benefits including pension + PMI + study support **YOUR NEW COMPANY** Our client is a leading Financial Planning Firm based...

  • Paraplanner

    6 hours ago


    City of London, United Kingdom Carousel Consultancy Ltd Full time

    **Paraplanner - Financial Services - City of London / Hybrid Working - £32k-£40k**(DoE)**+ bonus** We are recruiting for a successful City based financial organisation who are looking for an experienced **Paraplanner** to join their fabulous team as soon as possible. **What’s on offer**: - Competitive salary (£32k - £40k) - Discretionary bonus -...

  • Paraplanner

    2 weeks ago


    London, United Kingdom Integro Partners Full time

    My Client, an award-winning Chartered Financial Planning firm, is seeking an experienced Paraplanner to join their dynamic team.   This is a permanent role offering a competitive salary range of GBP(phone number removed) - GBP(phone number removed) with the opportunity for remote working.   As a Paraplanner, you will play a crucial role in supporting the...

  • Paraplanner

    2 weeks ago


    London, United Kingdom Integro Partners Full time

    My Client, an award-winning Chartered Financial Planning firm, is seeking an experienced Paraplanner to join their dynamic team.   This is a permanent role offering a competitive salary range of GBP(phone number removed) - GBP(phone number removed) with the opportunity for remote working.   As a Paraplanner, you will play a crucial role in supporting the...


  • London, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Type of Position: Junior Paraplanner - London (1) Junior Paraplanner - London We are looking for a Junior Paraplanner to join our client's wealth management company in London. Your role will be to assist Financial Advisers in financial research for their clients, writing up suitability letters and reports, ensuring work is technically accurate, dealing...

  • Paraplanner

    3 weeks ago


    London, United Kingdom Heat Recruitment Ltd Full time

    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...

  • Paraplanner

    1 week ago


    London, United Kingdom Heat Recruitment Ltd Full time

    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...

  • Paraplanner

    2 days ago


    London, United Kingdom Brevere Group Full time

    Are you a skilled Financial Services specialist looking for a new Paraplanning opportunity with a successful and ambitious Wealth Management firm? Do you want to work with successful Consultants dealing with sophisticated Private Clients? If you want tobe part of a team delivering genuine holistic financial planning, we would like to hear from you. Based in...

  • Paraplanner

    7 days ago


    London, United Kingdom Burgh Recruitment Ltd Full time

    **Paraplanner** **Location -**Fully Remote **Salary -** up to £45k + Bonus We are an SJP Partner Practice looking to appoint an experienced Paraplanner to join our growing team. Our Practice is highly successful and prides itself on offering a first-class service to all our clients, providing them with a range of investment and retirement products and...

  • Paraplanner

    2 days ago


    London, United Kingdom Ernest Gordon Recruitment Limited Full time

    **Paraplanner** **Farringdon** **£45,000 -£50,000 + Bonus + Hybrid + Progression + Private Healthcare + Cycle to work Scheme + Pension** Do you have experience as a paraplanner, looking to work for one of the leading financial practices in the UK, where you will be part of a team who will support you in not just progressing but accelerating your...

  • Paraplanner

    2 months ago


    London, United Kingdom Ortus PSR Full time

    A 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...

  • Technical Paraplanner

    2 months ago


    London, United Kingdom Ortus PSR Full time

    A 10 person IFA in London is looking to hire an experienced Paraplanner to join their team consulting high-end clients. The Advisers have developed their client book over the past 25 + years and all their new businesses is via referrals. They are lookingto hire a Technical Paraplanner to work with 2 Advisers, you will have the support of 2 Paraplanners and a...


  • London, United Kingdom Ortus PSR Full time

    A 10 person IFA in London is looking to hire an experienced Paraplanner to join their team consulting high-end clients. The Advisers have developed their client book over the past 25 + years and all their new businesses is via referrals. They are lookingto hire a Technical Paraplanner to work with 2 Advisers, you will have the support of 2 Paraplanners and a...

  • Paraplanner

    4 days ago


    London, United Kingdom Recruit UK Full time

    **Title**: Paraplanner **Location**: London **Reference**: 7362 **The company**: We’re working with a well-established and thriving Investment practice that is seeking a Paraplanner to join their London team. his client spends time learning about their clients’ unique needs to help shape their futures. Moreover, they have the same ethos when it comes...

  • Paraplanner

    4 weeks ago


    London, United Kingdom Heat Recruitment Full time

    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...

  • Paraplanner

    2 days ago


    London, United Kingdom Recruit UK Full time

    **Job Title**: Paraplanner **Industry**: Financial Advice **Location**: London **Salary**: £35,000 - £45,000 **Job Reference**: 7214 Recruit UK is working on an excellent opportunity for a Paraplanner in London to join a Financial Advice Company. Our client is one of the leading Independent Financial Planning practices, with offices across the UK....

  • Senior Paraplanner

    7 days 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...

  • Paraplanner

    3 weeks ago


    London, United Kingdom Financial Divisions Full time

    2 x Paraplanner Vacancies – Up to £65,000 - Chartered IFA firm - West End Offices (Central London)Before applying for this role, please read the following information about this opportunity found below.My client are an award winning Chartered independent wealth planning firm in Central London with beautiful offices who offer whole of market financial...

  • Paraplanner

    3 days ago


    London, United Kingdom Financial Divisions Full time

    2 x Paraplanner Vacancies – Up to £65,000 - Chartered IFA firm - West End Offices (Central London)Before applying for this role, please read the following information about this opportunity found below.My client are an award winning Chartered independent wealth planning firm in Central London with beautiful offices who offer whole of market financial...