Pension Paraplanner

3 days ago

City of London Greater London, United Kingdom NJR Recruitment Full time

NJR Recruitment is thrilled to be working with a leading financial planning firm dedicated to providing tailored financial advice and solutions to their clients. They pride themselves on their professional yet personal approach, ensuring their clients receive the highest standard of service. Competitive salary and benefits package.
Opportunities for professional development and career progression.
Flexible working arrangements.
Access to ongoing training and development programs
Remote working, but will be required to go to the London office a couple of times a month
Private Medical Insurance
Critical Illness Cover
As a Paraplanner you will play a crucial role in supporting the financial planners by preparing detailed and accurate financial plans, reports, and recommendations. Your analytical skills and attention to detail will be key in helping to deliver exceptional service to their clients.
Conduct detailed research and analysis on various financial products and solutions.
Prepare comprehensive financial plans, reports, and client presentations.
Assist in the creation of investment strategies and recommendations.
Liaise with financial planners to understand client needs and objectives.
Ensure all financial planning activities comply with relevant regulations and standards.
Maintain up-to-date knowledge of financial products, legislation, and industry trends.
Provide technical support to financial planners and assist with client queries.
Diploma in Regulated Financial Planning (DipPFS) or equivalent qualification is essential, but those working towards the Level 6 would be of most interest
Previous experience as a paraplanner or in a similar role within financial services.
Proficient in financial planning software and Microsoft Office suite.
If you are a dedicated and detail-oriented professional looking to advance your career in financial planning, we would love to hear from you.

  • Pension Paraplanner

    6 months ago

    London, United Kingdom Tate Recruitment Full time €65,000 - €67,500

    Job Title: Senior Paraplanner Location: City of London Salary: £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...

  • Paraplanner

    2 months ago

    Greater London, United Kingdom Howe Financial Advisers Full time

    Senior 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...

  • Paraplanner

    3 weeks ago

    Greater London, United Kingdom Howe Financial Advisers Full time

    Job 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...

  • Paraplanner

    1 week ago

    Greater London, United Kingdom Financial Divisions Full time

    Senior 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...

  • Paraplanner

    1 week ago

    Greater London, United Kingdom Financial Divisions Full time

    Job 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...

  • Paraplanner

    4 weeks ago

    Greater London, United Kingdom Nigel James Associates Ltd Full time

    Job DescriptionRoleNigel 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...

  • Pension Paraplanner

    1 month ago

    London, Greater London, United Kingdom Fisher Investments Full time

    Job SummaryWe are seeking a skilled Pension Paraplanner to join our UK New Business team at Fisher Investments Europe. As a key member of our team, you will be responsible for analyzing prospective client portfolios and providing regulated advice on areas such as pension transfers, bond surrenders, investment taxation, and structure suitability.Key...

  • Paraplanner

    3 months ago

    Greater London, United Kingdom Nigel James Associates Ltd Full time

    RoleNigel 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...

  • Paraplanner

    3 months ago

    Greater London, United Kingdom Nigel James Associates Ltd Full time

    RoleNigel 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...

  • Wealth Management Professional

    3 weeks ago

    City Of London, United Kingdom Ernest Gordon Recruitment Limited Full time

    Paraplanner (Wealth Management) Route to AdvisorCity of London (Hybrid)£50,000 to £60,000 DOE + Pension + 23 Holiday Days + Training + ProgressionAre you an RO4 Qualified Paraplanner looking for the chance to learn from different advisors, work in a growing firm with the real opportunity of becoming an advisor and developing your reputation in the London...

  • Pensions Management Paraplanner

    1 month ago

    London, Greater London, United Kingdom Cathedral Appointments | South West Recruitment Full time £35,000 - £40,000

    Cathedral Appointments | South West Recruitment is delighted to be working with a well-established, independent Asset Management firm based in Cornwall. They have an exciting opportunity for an experienced Paraplanner to join their team on either a full time or part time basis. The successful candidate will be responsible for reviewing client files,...

  • ParaPlanner (Wealth Management) Route to Advisor

    3 weeks ago

    City of London, United Kingdom Ernest Gordon Recruitment Full time

    Paraplanner (Wealth Management) Route to Advisor City of London (Hybrid) £50,000 to £60,000 DOE + Pension + 23 Holiday Days + Training + Progression Are you a Paraplanner, RO4 Qualified, wanting the chance to learn from different advisors, work in a growing firm with the real opportunity of becoming an advisor and developing your reputation in the...

  • Financial Services Professional: Paraplanner Development Opportunity

    3 weeks ago

    City of London, United Kingdom Ernest Gordon Recruitment Full time

    Job Title: Paraplanner (Wealth Management) Route to AdvisorLocation: City of London (Hybrid)Salary: £50,000 to £60,000 DOE + Pension + 23 Holiday Days + Training + ProgressionWe are seeking a highly motivated and qualified Paraplanner to join our team at Ernest Gordon Recruitment. As a Paraplanner, you will have the opportunity to work with a growing firm,...

  • Senior Paraplanner

    6 months ago

    Greater London, United Kingdom Tate Recruitment Full time

    Job 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...

  • Senior Paraplanner

    6 months ago

    Greater London, United Kingdom Tate Recruitment Full time

    Job 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...

  • Senior Paraplanner

    6 months ago

    Greater London, United Kingdom Tate Recruitment Full time

    Job 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...

  • Senior Paraplanner

    4 days ago

    Greater London, United Kingdom Tate Recruitment Full time

    Job 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...

  • Paraplanner

    6 months ago

    Greater London, United Kingdom Tate Recruitment Full time

    Job 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...

  • Paraplanner

    6 months ago

    Greater London, United Kingdom Tate Recruitment Full time

    Job 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...

  • Paraplanner

    6 months ago

    Greater London, United Kingdom Tate Recruitment Full time

    Job 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...