Paraplanner (Permanent)

3 weeks ago

Uxbridge Greater London, United Kingdom Placing Faces Full time €35,000 - €40,000

Job Title: Paraplanner Location: West London Salary: £35k-£40k We are working with a small, successful IFA firm based in West London, and they’re looking for an experienced Paraplanner to collaborate with and support the private wealth focused financial advisors. Paraplanner Duties;

  • Provide an effective and efficient support service to the department and dedicated financial planners.
  • Technical work such as cash flow modelling, and pension analysis
  • Serving as the client's point of contact and overseeing workflows to ensure the services are supplied promptly
  • Preparing client valuations and review packs
  • Using back office technology to guarantee complete and accurate client records
Experience required for an Paraplanner to come on board;
  • At least 6 months experience as a paraplanner in an IFA/wealth management firm (this is not a trainee role)
  • Ideally be level 4 diploma qualified or working towards it
  • Confidence when liaising with clients and producing documentation
  • Strong communication and IT skills
Benefits of becoming an Paraplanner;
  • £35-40k starting salary
  • Hybrid working after training period
  • Potential to progress into a Financial Advisor in future
If you are a Paraplanner and are interested then please apply

  • Paraplanner (Permanent)

    2 weeks ago

    Uxbridge, Greater London, United Kingdom Placing Faces Full time €35,000 - €40,000

    Job Title: Paraplanner Location: West London Salary: £35k-£40k We are working with a small, successful IFA firm based in West London, and they’re looking for an experienced Paraplanner to collaborate with and support the private wealth focused financial advisors. Paraplanner Duties; Provide an effective and efficient support service to the department and...

  • Paraplanner (Permanent)

    3 weeks ago

    Uxbridge, Greater London, United Kingdom Placing Faces Full time €35,000 - €40,000

    Job Title: Paraplanner Location: West London Salary: £35k-£40k We are working with a small, successful IFA firm based in West London, and they’re looking for an experienced Paraplanner to collaborate with and support the private wealth focused financial advisors. Paraplanner Duties; Provide an effective and efficient support service to the department and...

  • Paraplanner (Permanent)

    2 weeks ago

    Uxbridge, Greater London, United Kingdom Placing Faces Full time €35,000 - €40,000

    Job Title: Paraplanner Location: West London Salary: £35k-£40k We are working with a small, successful IFA firm based in West London, and they’re looking for an experienced Paraplanner to collaborate with and support the private wealth focused financial advisors. Paraplanner Duties; Provide an effective and efficient support service to the department and...

  • Paraplanner (Permanent)

    3 weeks ago

    Uxbridge, United Kingdom Placing Faces Full time

    Job Title: ParaplannerLocation: West LondonSalary: £35k-£40kWe are working with a small, successful IFA firm based in West London, and they’re looking for an experienced Paraplanner to collaborate with and support the private wealth focused financial advisors.Paraplanner Duties;Provide an effective and efficient support service to the department and...

  • Paraplanner (Permanent)

    3 weeks ago

    Trafford, Greater Manchester, United Kingdom Recruitment Solutions (Folkestone) Ltd Full time

    A leading, award winning, Chartered Financial Planner based in the North-West, currently requires an experienced and Diploma Qualified Paraplanner to join it’s friendly and vibrant team. Paraplanner Job Purpose The Technical Support Team is primarily responsible for producing suitability reports for clients on behalf of its advisers. The team is made up...

  • Paraplanner (Permanent)

    2 weeks ago

    Trafford, Greater Manchester, United Kingdom Recruitment Solutions (Folkestone) Ltd Full time

    A leading, award winning, Chartered Financial Planner based in the North-West, currently requires an experienced and Diploma Qualified Paraplanner to join it’s friendly and vibrant team. Paraplanner Job Purpose The Technical Support Team is primarily responsible for producing suitability reports for clients on behalf of its advisers. The team is made up...

  • Paraplanner (Permanent)

    2 weeks ago

    Trafford, Greater Manchester, United Kingdom Recruitment Solutions (Folkestone) Ltd Full time

    A leading, award winning, Chartered Financial Planner based in the North-West, currently requires an experienced and Diploma Qualified Paraplanner to join it’s friendly and vibrant team. Paraplanner Job Purpose The Technical Support Team is primarily responsible for producing suitability reports for clients on behalf of its advisers. The team is made up...

  • Paraplanner (Permanent)

    2 weeks ago

    Trafford, Greater Manchester, United Kingdom Recruitment Solutions (Folkestone) Ltd Full time

    A leading, award winning, Chartered Financial Planner based in the North-West, currently requires an experienced and Diploma Qualified Paraplanner to join it’s friendly and vibrant team. Paraplanner Job Purpose The Technical Support Team is primarily responsible for producing suitability reports for clients on behalf of its advisers. The team is made up...

  • Paraplanner (Permanent)

    2 weeks ago

    Bury, Greater Manchester, United Kingdom Mitchell Hall Consulting Full time

    Paraplanner opportunity - Leading Wealth Practice My client is an Award winning, Chartered Wealth Practice with a long-term financial planning approach to their clients. They are looking to augment their successful team by securing an experienced Paraplanner for their office, near Bury. You'll deal with a wide range of Paraplanner functions such as...

  • Paraplanner (Permanent)

    2 weeks ago

    Bury, Greater Manchester, United Kingdom Mitchell Hall Consulting Full time

    Paraplanner opportunity - Leading Wealth Practice My client is an Award winning, Chartered Wealth Practice with a long-term financial planning approach to their clients. They are looking to augment their successful team by securing an experienced Paraplanner for their office, near Bury. You'll deal with a wide range of Paraplanner functions such as...

  • Paraplanner (Permanent)

    3 weeks ago

    West End of London, Greater London, United Kingdom Heat Recruitment Ltd Full time €45,000

    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 (Permanent)

    3 weeks ago

    West End of London, Greater London, United Kingdom Heat Recruitment Ltd Full time €45,000

    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 (Permanent)

    2 weeks ago

    West End of London, Greater London, United Kingdom Heat Recruitment Ltd Full time €45,000

    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 (Permanent)

    2 weeks ago

    West End of London, Greater London, United Kingdom Heat Recruitment Ltd Full time €45,000

    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 (Permanent)

    1 month ago

    Trafford, Greater Manchester, United Kingdom Page Personnel Full time

    We are working with a successful financial services organisation in Altrincham to recruit for a Paraplanner to join their growing business. Client Details This is a very successful firm has a number of various companies specialising in different aspects of financial services, including financial advice, insurance, pensions, mortgages among others,...

  • Paraplanner (Permanent)

    3 weeks ago

    Trafford, Greater Manchester, United Kingdom Page Personnel Full time €40,000

    We are working with a successful financial services organisation in Altrincham to recruit for a Paraplanner to join their growing business. Client Details This is a very successful firm has a number of various companies specialising in different aspects of financial services, including financial advice, insurance, pensions, mortgages among others,...

  • Paraplanner (Permanent)

    2 weeks ago

    Trafford, Greater Manchester, United Kingdom Page Personnel Full time €40,000

    We are working with a successful financial services organisation in Altrincham to recruit for a Paraplanner to join their growing business. Client Details This is a very successful firm has a number of various companies specialising in different aspects of financial services, including financial advice, insurance, pensions, mortgages among others,...

  • Paraplanner (Permanent)

    2 weeks ago

    Trafford, Greater Manchester, United Kingdom Page Personnel Full time €40,000

    We are working with a successful financial services organisation in Altrincham to recruit for a Paraplanner to join their growing business. Client Details This is a very successful firm has a number of various companies specialising in different aspects of financial services, including financial advice, insurance, pensions, mortgages among others,...

  • 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...