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Paraplanner
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City of London, United Kingdom Equity and General Full timeJob OpportunityWe are seeking an experienced Paraplanner to join our team at Equity and General. As a Paraplanner, you will play a crucial role in supporting our advisers and preparing compliant reports.Key Responsibilities:Support our advisers in preparing compliant reportsAssist in the preparation of financial plans and reportsEnsure all reports are...
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Paraplanner
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Paraplanner
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Paraplanner
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Paraplanner
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City of London, Greater London, United Kingdom Deerfoot I.T. Resources Limited Full time €30,000Position: Paraplanner (Mid level and senior positions available) Apply fast, check the full description by scrolling below to find out the full requirements for this role. Overview: Join a dynamic and engaging team at a leading financial boutique in Mayfair, London. As a Paraplanner, you will play a critical role in supporting our clients financial...
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Paraplanner
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City, United Kingdom Deerfoot I.T. Resources Limited Full timePosition: ParaplannerOverview:Join a dynamic and engaging team at a leading financial boutique in Mayfair, London. As a Paraplanner, you will play a critical role in supporting our clients financial planners, conducting research, and ensuring exceptional service for our clients. This is an exciting opportunity to contribute to the high standards of their...
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Paraplanner
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City, United Kingdom Heat Recruitment Ltd Full timeThere 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...
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Senior Paraplanner
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City, United Kingdom Page Personnel Full timeAn exciting opportunity has arisen for a Senior Paraplanner to join a reputable financial services firm. The successful candidate will be responsible for providing efficient and effective support to the financial advisory team.Client DetailsThis firm is a respected player in the financial services industry, having won numerous awards in all areas of...
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Paraplanner
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Paraplanner | City of London
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City Of London, United Kingdom Penn Financial Full timeAbout Penn Group of Companies: Penn Group of Companies is a leading provider of professional services across the legal, financial, and accountancy sectors. Our commitment to building lasting relationships and delivering bespoke services to our clients swiftly and efficiently sets us apart. We aim to transform the delivery of professional services by...
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Paraplanner | City of London
2 weeks ago
City Of London, United Kingdom Penn Financial Full timeAbout Penn Group of Companies:Penn Group of Companies is a leading provider of professional services across the legal, financial, and accountancy sectors. Our commitment to building lasting relationships and delivering bespoke services to our clients swiftly and efficiently sets us apart. We aim to transform the delivery of professional services by offering...
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Paraplanner | City of London
2 weeks ago
City Of London, United Kingdom Penn Financial Full timeAbout Penn Group of Companies:Penn Group of Companies is a leading provider of professional services across the legal, financial, and accountancy sectors. Our commitment to building lasting relationships and delivering bespoke services to our clients swiftly and efficiently sets us apart. We aim to transform the delivery of professional services by offering...
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Junior Paraplanner
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City of London, United Kingdom Deerfoot IT Resources Limited Full timeJob Title: Junior ParaplannerSalary: £30k-£40k per annum (depending on experience) + benefits including pension, discretionary bonus, and share optionsLocation: London (Zone 1)Working Arrangement: (Hybrid working, however, this may be unlikely in the first few months when integrating into the team. Typical WFH is on Monday and Friday but we do like to...
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Paraplanner | City of London
2 weeks ago
City Of London, United Kingdom Penn Financial Full timeAbout Penn Group of Companies:Penn Group of Companies is a leading provider of professional services across the legal, financial, and accountancy sectors. Our commitment to building lasting relationships and delivering bespoke services to our clients swiftly and efficiently sets us apart. We aim to transform the delivery of professional services by offering...
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Paraplanner - Hybrid Working
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City Of Bristol, United Kingdom mbf Full timeWe are currently working with a national Wealth Management organisation to recruit an experienced Paraplanner. Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and the Financial...
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Paraplanner | City of London
1 day ago
london (city of london), United Kingdom Penn Financial Full timeAbout Penn Group of Companies: Penn Group of Companies is a leading provider of professional services across the legal, financial, and accountancy sectors. Our commitment to building lasting relationships and delivering bespoke services to our clients swiftly and efficiently sets us apart. We aim to transform the delivery of professional services by...
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Lead Paraplanner
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Welwyn Garden City, Hertfordshire, United Kingdom Heat Recruitment Full timePosition: Senior ParaplannerLocation: Welwyn Garden City (Hybrid)Compensation: Approximately £50,000 - £65,000, negotiable based on experienceHeat Recruitment is collaborating with a prominent Financial Advisory and Investment Management firm in Welwyn Garden City, seeking a seasoned Senior Paraplanner to enhance their team.The Senior Paraplanner will play...
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Paraplanner
1 month ago
London, United Kingdom Deerfoot I.T. Resources Limited Full timePosition: ParaplannerOverview:Join a dynamic and engaging team at a leading financial boutique in Mayfair, London. As a Paraplanner, you will play a critical role in supporting our clients financial planners, conducting research, and ensuring exceptional service for our clients. This is an exciting opportunity to contribute to the high standards of their...
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Paraplanner
4 weeks ago
London, United Kingdom Deerfoot I.T. Resources Limited Full timePosition: Paraplanner (Mid level and senior positions available)Overview:Join a dynamic and engaging team at a leading financial boutique in Mayfair, London. As a Paraplanner, you will play a critical role in supporting our clients financial planners, conducting research, and ensuring exceptional service for our clients. This is an exciting opportunity to...
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Paraplanner | City of London
6 hours ago
london (city of london), United Kingdom Penn Financial Full timeJob DescriptionAbout Penn Group of Companies:Penn Group of Companies is a leading provider of professional services across the legal, financial, and accountancy sectors. Our commitment to building lasting relationships and delivering bespoke services to our clients swiftly and efficiently sets us apart. We aim to transform the delivery of professional...
Paraplanner
3 months ago
Are you a highly skilled and motivated Paraplanner seeking an exciting new opportunity in London for a boutique IFA firm? Look no further We are a fully independent advisory firm in London and we are looking for a talented and experienced Paraplanner tojoin our team.
On offer a highly competitive salary of £35,000 - £38,000, as well as a discretionary bonus and company funding for exams. As a Paraplanner, you will be responsible for liaising with clients, arranging meetings, managing the transfer of client money, andproducing suitability reports for clients. You will also work closely with advisers to understand clients’ needs and manage their expectations.
In this role, you will provide technical and client management support to a team of Financial Advisers, working together to deliver high-quality, compliant financial planning solutions to their clients. You will have the opportunity to play a key role insupporting the business and ensuring that they deliver the best possible outcomes for their clients.
The company culture is at the heart of everything they do, and are committed to upholding values such as humility, integrity, and a willingness to make sacrifices to be the best within the profession. The team are looking for someone who shares these valuesand is passionate about making a real difference to people’s lives.
