Paraplanner - Hybrid/flexible Working

1 month ago

London, United Kingdom Enver Wealth Management Ltd Full time

Full-time, Permanent

James's Place Wealth Management plc (SJP) is a leading, and highly regarded FTSE 100 UK Wealth Management company which distributes a range of investment and retirement products and financial solutions to a high-net-worth client base.

We are seeking an experienced paraplanner to join our team at a successful Senior Partner Practice of St. You will be part of a thriving and growing business and will be an integral part of our technical team, who will be the go-to person, supporting our team with technical queries and training.

To support the Practice when informing and advising clients on financial strategies, plans and products, and organise the technical task, illustrations, and reports.

Working closely with the Advisors to achieve Client objectives, identifying areas for effective Financial Planning, and sourcing solutions suitable to meet the Client's needs and expectations;
Construct financial planning solutions (investment, retirement, tax and estate planning) supported by the production of computer models and reports;
Consider current and future allocation of assets for an appropriate investment strategy with regards to the Client's risk profile;
Prepare suitability letters and reports (liaising with administrators), taking full responsibility for the client files and back office IT records throughout the advice process;
Prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models;
Obtaining information, quotes, illustrations and product details in order to provide meaningful comparisons for analysis;
Assisting in the preparation of tax calculations where necessary;
Ensure that the team are compiling clear and comprehensive reports, with recommendations that are within compliance standards and conducting quality checks when required;
Assist in training for less experienced members of the team;
Running reports and illustrations and collating key data;
Assisting with the quality of advice and taking responsibility for our Practice Quality Score.Experience of the Pension Transfer market;
Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel);
Enthusiasm to help clients.Annual performance bonus
Paid birthday leave
Hybrid working - Fridays WFHPlease click on the APPLY button to send your CV and Cover Letter for this role.

Financial Planning Assistant, Wealth Management Analyst, Investment Planning Coordinator, Financial Strategy Associate, Retirement Planning Specialist, Financial Planning Coordinator, Wealth Advisory Associate, Financial Planning Analyst, Investment Strategy Coordinator, Portfolio Management Assistant, Financial Advisory Associate, Wealth Planning Analyst, Retirement Strategy Assistant, Investment Advisory Coordinator, Financial Strategy Analyst, Portfolio Planning Specialist, Financial Services Associate Wealth Management Coordinator, Retirement Planning Associate, Investment Planning Specialist will also be considered for this role

  • Trainee Paraplanner

    4 weeks ago

    London, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Type of Position: Trainee Paraplanner - London Trainee Paraplanner - London Our client is looking for a Trainee Paraplanner to join their team. Provide research and analysis of investment funds and financial products, whilst considering the client objectives. Review asset allocation for any investment/pension holdings Complete financial cashflow...

  • Senior Paraplanner

    1 month ago

    London, United Kingdom Financial Divisions Full time

    SENIOR PARAPLANNER £55/65k, hybrid working pattern A well established chartered independent wealth planning business with an excellent reputation are looking to offer this incredible opportunity to work very closely with one of their highest billing advisers to enhance your technical paraplanning knowledge. You will gain exposure across pensions,...

  • Paraplanner - Hybrid

    3 days ago

    London, United Kingdom Recruitment Solutions (Folkestone) Limited Full time

    Ref: RP6026 Salary: £40,000 to 55,000 Contract Type: Permanent Location: London Skill Set Paraplanner, Report Writer, Senior Paraplanner, Technical Consultant. Client Facing Paraplanner An exceptional opportunity is available for an experienced  CLIENT FACING DIPLOMA QUALIFIED PARAPLANNER and a PARAPLANNER  to join a professional team of HNW and...

  • Paraplanner - Hybrid/flexible Working

    4 weeks ago

    Harrow, Greater London, United Kingdom 808 Group Full time

    As a Paraplanner, you will play a pivotal role in supporting our team of experienced financial advisers in providing top-notch financial planning services to our clients. Research and Analysis: Conduct thorough research and analysis of financial products and services to support the creation of tailored financial plans. Prepare comprehensive financial...

  • IFA Support Administrator Paraplanner Hybrid Working

    1 month ago

    London, United Kingdom The Recruiter Ltd Full time

    IFA Support Administrator Paraplanner Hybrid Working Salary: Not specified Location: London, Essex Job Type: Permanent Ref: SJP230727 HNW Independent Financial Services Broker Independent IFA is seeking to recruit an IFA Support Administrator/Paraplanner. Dealing with a variety of administration in respect of client’s requirements. Established HNW...

  • Paraplanner

    3 weeks 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...

  • Senior 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, ideally Chartered **Salary/package**: £50,000 to £65,000 + bonus + benefits including pension + PMI + study support **YOUR NEW COMPANY** Our client is a Chartered...

  • Paraplanner

    4 weeks 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...

  • Global Remote Working Paraplanner

    4 weeks ago

    London, United Kingdom Click and Connect Online Limited Full time

    Are you an experienced Paraplanner seeking a global remote working opportunity? We are currently looking for a skilled Paraplanner to join our dynamic team. This is a unique chance to work remotely for a global financial services company.Our client is a leading financial services company with a global presence. Their team is comprised of highly skilled...

  • Paraplanner

    1 week ago

    London, United Kingdom Tate Recruitment Full time

    ParaplannerLocation: LondonDepartment: Financial Planning TeamEmployment Type: Full time, hybrid working. Salary: Competitive with a superb benefits package. We are thrilled to be partnering with one of the Uk’s leading investment management companies with a 200 year legacy for building trusted advice on Wealth Management and Investments.Due to expansion,...

  • Paraplanner

    19 hours ago

    London, United Kingdom Tate Recruitment Full time

    ParaplannerConsidering making an application for this job Check all the details in this job description, and then click on Apply.Location: LondonDepartment: Financial Planning TeamEmployment Type: Full time, hybrid working. Salary: Competitive with a superb benefits package. We are thrilled to be partnering with one of the Uk’s leading investment...

  • Paraplanner

    1 week ago

    London, United Kingdom Tate Recruitment Full time

    Paraplanner Location: London Department: Financial Planning Team Employment Type: Full time, hybrid working. Salary: Competitive with a superb benefits package. We are thrilled to be partnering with one of the Uk’s leading investment management companies with a 200 year legacy for building trusted advice on Wealth Management and Investments. Due...

  • Paraplanner

    1 week ago

    London, United Kingdom Tate Recruitment Full time

    Paraplanner Location: London Department: Financial Planning Team Employment Type: Full time, hybrid working. Salary: Competitive with a superb benefits package. We are thrilled to be partnering with one of the Uk’s leading investment management companies with a 200 year legacy for building trusted advice on Wealth Management and Investments. Due...

  • Paraplanner

    1 week ago

    London Area, United Kingdom Tate Recruitment Full time

    ParaplannerLocation: LondonDepartment: Financial Planning TeamEmployment Type: Full time, hybrid working. Salary: Competitive with a superb benefits package. We are thrilled to be partnering with one of the Uk’s leading investment management companies with a 200 year legacy for building trusted advice on Wealth Management and Investments.Due to expansion,...

  • Paraplanner

    1 week ago

    London Area, United Kingdom Tate Recruitment Full time

    Paraplanner Location: London Department: Financial Planning Team Employment Type: Full time, hybrid working. Salary: Competitive with a superb benefits package. We are thrilled to be partnering with one of the Uk’s leading investment management companies with a 200 year legacy for building trusted advice on Wealth Management and Investments. Due to...

  • Paraplanner

    1 week ago

    London Area, United Kingdom Tate Recruitment Full time

    ParaplannerLocation: LondonDepartment: Financial Planning TeamEmployment Type: Full time, hybrid working. Salary: Competitive with a superb benefits package. We are thrilled to be partnering with one of the Uk’s leading investment management companies with a 200 year legacy for building trusted advice on Wealth Management and Investments.Due to expansion,...

  • Junior Paraplanner or Paraplanner

    3 weeks ago

    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 days ago

    City of London, United Kingdom Tate Full time

    ParaplannerLocation: LondonDepartment: Financial Planning TeamEmployment Type: Full time, hybrid working.Salary: Competitive with a superb benefits package.We are thrilled to be partnering with one of the Uk's leading investment management companies with a 200 year legacy for building trusted advice on Wealth Management and Investments.Due to expansion, they...

  • Paraplanner

    4 hours ago

    Uxbridge, Greater London, United Kingdom Financial Divisions Full time

    Paraplanner – Route to Advisor with clients provided Hybrid Working – Based in Uxbridge, Middlesex £50k and bonus My client is a well-established Independent Financial Advice firm with offices based in Uxbridge. They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Mortgages and some Protections to wealthy clients across...

  • Technical Paraplanner

    4 weeks 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...