Paraplanner (Career Progression to Advisor) - St

4 weeks ago


London, United Kingdom Financial Divisions Full time

**plus excellent career path and company Benefits**

My client is a very well-established financial management firm which due to its success and reputation has developed into one of the leading local financial advisory firms within Hertfordshire. As a result of their success, they are looking to strengthentheir paraplanning team with a view to moving your career forward to becoming a successful Financial Adviser.

Opportunity Highlights
- You will support and be mentored by the most senior and successful advisers within the firm
- This is an excellent platform for your development into an adviser if desired
- Great opportunity to broaden your technical knowledge
- Working with Private Clients, their families, accumulators, and retirees
- Opportunity to acquire your own Client bank as you progress into an advisory role
- Role will include technical report writing, cashflow forecasting, assisting Adviser with implementation of the Client’s financial plan, product research, building relationships with fund managers and product providers, liaising with product and investmentproviders, providing support for client meetings including schedules and valuations with many more areas to learn
- Ideally you will be CII Level 4 Diploma qualified or close to qualifying with report writing skills

To discuss this opportunity in more detail, please contact Camilla Howden.



  • London, United Kingdom Financial Divisions Full time

    My Client, an independent firm of Financial Advisers, based in the St Albans area are now due to their success looking to offer this opportunity to an experienced Paraplanner either on a full or part time basis to be based in the St Albans Office. **Opportunity Highlights** **Excellent opportunity for a Paraplanner to develop their technical reporting...


  • London, United Kingdom Financial Divisions Full time

    Are you an ambitious Paraplanner looking for an opportunity to move your career to the next level? My Client is a rapidly growing independent private wealth manager is always keen to keep service levels of the highest quality and is now looking to strengthenthe team to ensure structures are firm in place for their further expansion. This role will offer an...

  • Paraplanner

    1 day ago


    London, United Kingdom Burgh Recruitment Ltd Full time

    **Role: Paraplanner** **Salary**:Highly Competitive + bonus (dependent on experience) **Hours**:Full time (Flexible) We have been aligned with St. James’s Place since 2017 servicing a client bank who relies on our personal approach to Financial Planning along with other Financial Planners who draw on our expertise. Furthermore, our clients rely on our...


  • 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...


  • 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

    1 month 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...


  • London, United Kingdom Financial Divisions Full time

    Are you an ambitious Paraplanner looking for an opportunity to move your career to the next level? My client, a rapidly growing independent wealth management firm, are always keen to ensure that the staffing structure is in place to continue providing thefirst-class service their Clients have grown to enjoy and respect. In response they are looking to offer...

  • Paraplanner

    6 days ago


    London, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Description Recruit UK are working on an excellent opportunity for a Paraplanner in London to join a quickly expanding private wealth management company. Our client has offices across the UK and advises on over 3 billion of client assets. This sets them apart from the standard IFA firm and their innovative, leading-edge approach is the reason for...

  • Paraplanner

    7 days ago


    London,, UK, United Kingdom Recruit UK | Certified B Corp™ Full time

    Recruit UK are working on an excellent opportunity for a Paraplanner in London to join a quickly expanding private wealth management company.Our client has offices across the UK and advises on over 3 billion of client assets. This sets them apart from the standard IFA firm and their innovative, leading-edge approach is the reason for their rapid growth.They...

  • Paraplanner

    7 days ago


    London, United Kingdom Recruit UK | Certified B Corp™ Full time

    Recruit UK are working on an excellent opportunity for a Paraplanner in London to join a quickly expanding private wealth management company.Our client has offices across the UK and advises on over 3 billion of client assets. This sets them apart from the standard IFA firm and their innovative, leading-edge approach is the reason for their rapid growth.They...

  • Paraplanner

    1 week ago


    London, United Kingdom Recruit UK | Certified B Corp™ Full time

    Recruit UK are working on an excellent opportunity for a Paraplanner in London to join a quickly expanding private wealth management company.Our client has offices across the UK and advises on over 3 billion of client assets. This sets them apart from the standard IFA firm and their innovative, leading-edge approach is the reason for their rapid growth.They...

  • Paraplanner

    1 week ago


    London, United Kingdom Recruit UK | Certified B Corp™ Full time

    Recruit UK are working on an excellent opportunity for a Paraplanner in London to join a quickly expanding private wealth management company. Our client has offices across the UK and advises on over 3 billion of client assets. This sets them apart from the standard IFA firm and their innovative, leading-edge approach is the reason for their rapid growth. ...

  • Paraplanner

    1 week ago


    London, United Kingdom Recruit UK | Certified B Corp™ Full time

    Recruit UK are working on an excellent opportunity for a Paraplanner in London to join a quickly expanding private wealth management company. Our client has offices across the UK and advises on over 3 billion of client assets. This sets them apart from the standard IFA firm and their innovative, leading-edge approach is the reason for their rapid growth. ...

  • Paraplanner

    1 week ago


    London, United Kingdom Recruit UK | Certified B Corp™ Full time

    Recruit UK are working on an excellent opportunity for a Paraplanner in London to join a quickly expanding private wealth management company.Increase your chances of reaching the interview stage by reading the complete job description and applying promptly.Our client has offices across the UK and advises on over 3 billion of client assets. This sets them...

  • Paraplanner

    1 week ago


    London, United Kingdom Recruit UK | Certified B Corp™ Full time

    Recruit UK are working on an excellent opportunity for a Paraplanner in London to join a quickly expanding private wealth management company.Increase your chances of reaching the interview stage by reading the complete job description and applying promptly.Our client has offices across the UK and advises on over 3 billion of client assets. This sets them...

  • Paraplanner

    1 week ago


    London Area, United Kingdom Recruit UK | Certified B Corp™ Full time

    Recruit UK are working on an excellent opportunity for a Paraplanner in London to join a quickly expanding private wealth management company.Our client has offices across the UK and advises on over 3 billion of client assets. This sets them apart from the standard IFA firm and their innovative, leading-edge approach is the reason for their rapid growth.They...

  • Paraplanner

    7 days ago


    London Area, United Kingdom Recruit UK | Certified B Corp™ Full time

    Recruit UK are working on an excellent opportunity for a Paraplanner in London to join a quickly expanding private wealth management company.Our client has offices across the UK and advises on over 3 billion of client assets. This sets them apart from the standard IFA firm and their innovative, leading-edge approach is the reason for their rapid growth.They...

  • Paraplanner

    7 days ago


    London Area, United Kingdom Recruit UK | Certified B Corp™ Full time

    Recruit UK are working on an excellent opportunity for a Paraplanner in London to join a quickly expanding private wealth management company. Our client has offices across the UK and advises on over 3 billion of client assets. This sets them apart from the standard IFA firm and their innovative, leading-edge approach is the reason for their rapid growth....


  • London, United Kingdom Blakemore Recruitment Full time

    We are currently recruiting for a Financial Planning practice in Golders Green who are looking to recruit a Paraplanner. This role is flexible with home working. A leading global financial planning firm is looking for an exceptional individual to join its rapidly expanding team of experienced advisors and paraplanners. This exciting opportunity offers an...

  • Junior Paraplanner

    1 month ago


    London, United Kingdom Financial Divisions Full time

    **plus Hybrid working, great career move** Due to increased enquiries, my client, a well-established prestigious Private London Bank, is looking to offer this amazing progressive opportunity to an experienced IFA Administrator/Junior Paraplanner. **Opportunity Highlights** *Opportunity to gain insight into Private Banking & UHNW Clients *Responsibilities...