Paraplanner (Pensions Management)

4 weeks ago

London, United Kingdom Vector Recruitment Solutions Ltd Full time

Paraplanner - London - Exciting Opportunity in Financial Planning
Overview: Join a vibrant and innovative financial planning business, providing a dynamic telephone-based service to clients nationwide. Our client firmly believe in offering a superior alternative to traditional financial institutions, making high-quality financial advice and excellent products accessible to everyone. With diverse financial planning services include pensions, wealth management, ISAs, and Investment Bonds, they take pride in their reputation as a client-centric business committed to delivering a top-tier service.
Additionally, you'll be responsible for fund performance comparisons, preparation of suitability/recommendation reports, and more.
Preparing client valuations and annual review packs.
Strong communication skills, including a friendly telephone manner.
A minimum of 2 years in the financial services industry.
Practical knowledge of financial planning, pensions, and investments.
Proficiency in MS Office (Word, Excel, PowerPoint, etc.).
Good financial and mathematical literacy.Qualifications: Partway or completion of your Diploma in Financial Planning (minimum of three exams under CII).
Salary: £28k - £45k (DOE) + monthly bonus (approx. Central London office-based role with 1-day working from home per week.
Monday - Friday (9 am - 5:30 pm).If you're passionate about financial planning and eager to join a friendly and fun team, apply now Seniority level Entry level

Employment type Full-time

Investment Banking - Industrials Associate
Associate - Private Equity - Portfolio Team
Entry Level Analyst - Client Services - Investment Banking
Investment Associate , Graduate , Wealth Management
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#

  • Pension Paraplanner

    2 weeks ago

    London, United Kingdom Jenson Fisher Consulting Ltd Full time

    My client is a specialist organisation that offers exceptional financial planning for medical professionals. Their advisers are committed to excellence and have a deep understanding of the financial matters important to their clients, gained from decades of working with practitioners, senior hospital management and the NHS Pensions Agency. They are widely...

  • Pension Paraplanner

    2 weeks ago

    London, United Kingdom Jenson Fisher Consulting Ltd Full time

    My client is a specialist organisation that offers exceptional financial planning for medical professionals. Their advisers are committed to excellence and have a deep understanding of the financial matters important to their clients, gained from decades of working with practitioners, senior hospital management and the NHS Pensions Agency. They are widely...

  • Pension Paraplanner

    4 weeks 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. An exceptional opportunity is available for an experienced  CLIENT FACING DIPLOMA QUALIFIED PARAPLANNER and a PARAPLANNER  to join a professional team of HNW and UHNW Independent Financial...

  • Pension Paraplanner

    1 week ago

    London, United Kingdom Jenson Fisher Consulting Ltd Full time

    My client is a specialist organisation that offers exceptional financial planning for medical professionals. Their advisers are committed to excellence and have a deep understanding of the financial matters important to their clients, gained from decades of working with practitioners, senior hospital management and the NHS Pensions Agency. They are widely...

  • Pension Paraplanner

    2 weeks ago

    South East London, United Kingdom Jenson Fisher Consulting Ltd Full time

    My client is a specialist organisation that offers exceptional financial planning for medical professionals. Their advisers are committed to excellence and have a deep understanding of the financial matters important to their clients, gained from decades of working with practitioners, senior hospital management and the NHS Pensions Agency. They are widely...

  • Pension Paraplanner

    2 weeks ago

    South East London, United Kingdom Jenson Fisher Consulting Ltd Full time

    My client is a specialist organisation that offers exceptional financial planning for medical professionals. Their advisers are committed to excellence and have a deep understanding of the financial matters important to their clients, gained from decades of working with practitioners, senior hospital management and the NHS Pensions Agency. They are widely...

  • Paraplanner (Pensions Management)

    1 month ago

    London, United Kingdom Financial Divisions Full time

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

  • Pension Paraplanner

    3 weeks 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

    3 weeks 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

    1 week 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

    1 week 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 €65,000

    My client are an award winning Chartered independent wealth planning firm in Central London with beautiful offices who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across London and Southeast. The advisers offer advice on pensions, investments, tax planning, estate planning, retirement planning,...

  • Paraplanner (Pensions Management)

    1 week ago

    London, United Kingdom Financial Divisions Full time €65,000

    My client are an award winning Chartered independent wealth planning firm in Central London with beautiful offices who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across London and Southeast. The advisers offer advice on pensions, investments, tax planning, estate planning, retirement planning,...

  • Paraplanner (Pensions Management)

    1 week ago

    London, United Kingdom Financial Divisions Full time €65,000

    My client are an award winning Chartered independent wealth planning firm in Central London with beautiful offices who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across London and Southeast. The advisers offer advice on pensions, investments, tax planning, estate planning, retirement planning,...

  • Paraplanner (Pensions Management)

    3 weeks ago

    London, United Kingdom Financial Divisions Full time €65,000

    My client are an award winning Chartered independent wealth planning firm in Central London with beautiful offices who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across London and Southeast. The advisers offer advice on pensions, investments, tax planning, estate planning, retirement planning,...

  • Paraplanner (Pensions Management)

    3 weeks ago

    City of London, Greater London, United Kingdom Financial Divisions Full time €35,000 - €40,000

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

  • Paraplanner (Pensions Management)

    3 weeks ago

    City of London, Greater London, United Kingdom Financial Divisions Full time €35,000 - €40,000

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

  • Pension Paraplanner

    2 weeks 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...

  • Pension Paraplanner

    1 week ago

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

    Job Title: Senior Paraplanner Location: City of London Scroll down to find the complete details of the job offer, including experience required and associated duties and tasks. 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...

  • Paraplanner (Pensions Management)

    4 weeks 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...