Current jobs related to Pension Paraplanner - City of London Greater London - Tate Recruitment

  • Pension Paraplanner

    4 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...

  • Pension Paraplanner

    4 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 (Pensions Management)

    3 weeks ago

    London, United Kingdom Financial Divisions Full time €45,000 - €55,000

    Brand new role - Paraplanner - Wealth Management Firm Offices in London (West End) First 8 weeks in the office then 2 days WFH per week Working closely with 2 young and dynamic Financial Advisers My client is a medium sized Chartered independent financial advice business who have built a lasting reputation for providing the highest levels of advice...

  • Paraplanner (Pensions Management)

    2 weeks ago

    London, United Kingdom Financial Divisions Full time €45,000 - €55,000

    Brand new role - Paraplanner - Wealth Management Firm Offices in London (West End) First 8 weeks in the office then 2 days WFH per week Working closely with 2 young and dynamic Financial Advisers My client is a medium sized Chartered independent financial advice business who have built a lasting reputation for providing the highest levels of advice...

  • Paraplanner (Pensions Management)

    2 weeks ago

    London, United Kingdom Nigel James Associates Ltd Full time

    Role Nigel 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. Due 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 clients....

  • Paraplanner (Pensions Management)

    4 weeks ago

    London, United Kingdom Nigel James Associates Ltd Full time

    Role Nigel 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. Due 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 clients....

  • Paraplanner (Pensions Management)

    6 days ago

    London, United Kingdom Financial Divisions Full time €45,000 - €55,000

    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 financial advice business...

  • Paraplanner (Pensions Management)

    6 days ago

    London, United Kingdom Financial Divisions Full time €45,000 - €55,000

    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 financial advice business...

  • Pension Paraplanner

    2 weeks ago

    Stockport, Greater Manchester, United Kingdom Eventus Legal Full time €40,000 - €48,000

    Eventus Recruitment Cheshire are seeking an Senior Paraplanner to join a very successful Financial Planning business based in Stockport, Cheshire. You will benefit from a supportive team, hybrid working (3 days remote at home), ad-hoc bonuses and an excellent pension (up to 7.5% employer contribution), 26 days holiday (plus ability to buy/sell holidays),...

  • Pension Paraplanner

    2 weeks ago

    Stockport, Greater Manchester, United Kingdom Eventus Legal Full time €40,000 - €48,000

    Eventus Recruitment Cheshire are seeking an Senior Paraplanner to join a very successful Financial Planning business based in Stockport, Cheshire. You will benefit from a supportive team, hybrid working (3 days remote at home), ad-hoc bonuses and an excellent pension (up to 7.5% employer contribution), 26 days holiday (plus ability to buy/sell holidays),...

  • Paraplanner (Pensions Management)

    4 weeks ago

    London, United Kingdom mbf Full time €55,000

    Are you a qualified Paraplanner looking for an exciting opportunity with one of the UK's most prestigious financial services firms? Our client is currently recruiting for a Paraplanner to join a well-established Financial Planning team in London on an 18-month fixed-term contract, with the potential to go permanent. Location: London (Hybrid: 3 days in...

  • Paraplanner

    1 month ago

    City, United Kingdom Recruitment Solutions (Folkestone) Ltd Full time

    An experienced and qualified Paraplanner is required for an award-winning Wealth Manager. The Company: A dynamic and forward-thinking financial advisory firm where innovation meets exceptional client service. It provides tailored financial solutions that empower its clients to achieve their financial goals. As they continue to grow, they are seeking a...

  • Paraplanner (Pensions Management)

    17 hours ago

    Welwyn Garden City, Hertfordshire, United Kingdom EXCHANGE STREET FINANCIAL SERVICES LIMITED Full time €60,000

    Financial planners deserve their rewards, but they couldn’t do what they do without you. So shouldn’t those shared efforts result in a shared bonus? And as they earn bonus, so do you. This bonus is directly linked to the production and income/bonus of the planning team. The more your expertise and support frees up planners time to write business, the...

  • Paraplanner (Pensions Management)

    3 hours ago

    Welwyn Garden City, Hertfordshire, United Kingdom EXCHANGE STREET FINANCIAL SERVICES LIMITED Full time €60,000

    Financial planners deserve their rewards, but they couldn’t do what they do without you. So shouldn’t those shared efforts result in a shared bonus? And as they earn bonus, so do you. This bonus is directly linked to the production and income/bonus of the planning team. The more your expertise and support frees up planners time to write business, the...

  • Paraplanner

    1 month 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

    4 weeks 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

    2 weeks ago

    Greater London, United Kingdom Nigel James Associates Ltd Full time

    Role Nigel 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. Requirements Due 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...

  • Paraplanner

    4 weeks 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

    2 weeks 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. Do you have the skills to fill this role Read the complete details below, and make your application today.RequirementsDue to an internal promotion our client is seeking a...

  • Pensions Management Paraplanner

    4 weeks ago

    London, Greater London, United Kingdom CV Elite Limited Full time

    Paraplanner (Pensions Management), Overview: We are seeking a skilled Paraplanner (Pensions Management) to join our dynamic team at CV Elite Limited, a reputable firm specializing in financial planning and advisory services. In this role, you will collaborate closely with senior advisors to develop tailored financial strategies that meet the unique needs of...

Pension Paraplanner

4 months ago

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

Job Title:

Please make sure you read the following details carefully before making any applications.

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 personalised approach to investing? Join our client's dynamic team, where your expertise will contribute to the success of a company that aligns with clients' best interests through a transparent fee structure and recognized European custodians.
Benefits:
100% paid premiums for top-tier supplemental medical, dental, and annual health screening plans for employees and qualified dependents.
28 days annual leave, with the option to purchase up to 3 additional days per year, and up to 8 paid holidays.
Enhanced maternity pay package with 16 weeks' top-up to full base pay for eligible employees.
Retirement pension plan featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions.
Gym subsidy of up to £50 per month.
Employee Assistance Program and other emotional well-being services.
A collaborative working environment with ongoing training, educational support, and employee appreciation events.

About the Role:
We are delighted to be working with our prestigious client based in Canary Wharf as they are recruiting for a

Senior Paraplanner

in our

UK Additions Team.

The role involves analyzing trading, client portfolios, and accounts to provide FCA regulated advice on areas such as pension transfers, bond surrenders, investment taxation, and account structure suitability. Reporting to the team leader, this role is client-facing, requiring fact-finding discussions, suitability report writing, and advice delivery. This position follows a hybrid working model.

Senior Paraplanner Day-to-Day duties:
Conduct fact-finding calls with clients to evaluate objectives, portfolio holdings, time horizon, cash flow needs, and financial situations to determine suitable asset allocation recommendations.
Review and formulate plans for clients with highly specialized situations.
Assess existing pension and investment bond arrangements for suitability for transfer/surrender.
Directly communicate advice to clients and present written proposals and recommendations for transfers.
Collaborate with other departments to enhance client outcomes through resource development and training.
Participate in ad hoc projects to improve PCA Group efficiency.
Adhere to the T&C scheme to ensure regulatory compliance related to the provision of regulated advice.
Senior Paraplanner Qualifications:
University degree or equivalent combination of education/experience.
Level 4 Qualification - CII Regulated Diploma in Financial Planning or CISI Investment Advice (Diploma preferable).
3+ years of financial services experience required.
Strong understanding of Financial Planning principles and client suitability.
Experience working with accuracy and ability to organize/time-manage.
Quantitative in nature, with the ability to work under pressure and in a dynamic team environment.
Initial Fit and Proper (F&P) assessment required before performing the role independently, with annual Fit & Proper Assessments to ensure ongoing compliance.