Paraplanner - London with Home Working Available

3 weeks ago


London, United Kingdom Blakemore Recruitment Full time

To provide support to the Financial Advisers within the firm and to become the main point of contact for the clients.

**Key Contributions**:

- Supporting the Financial Planners and Advisers in research and analysis to meet Client needs and objectives.
- Supporting the Financial Planners and Advisers in preparing Client financial plans and suitability reports.
- Developing and maintaining internal relationships to help maintain business flow and meet agreed targets
- Promoting the profile of the business within the profession and wider communities
- Continuous professional development to meet regulatory requirements and personal development needs
- Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally.

**Key Tasks**:

- Attending client meetings and keeping a record of notes and action points agreed.
- Producing client Annual Review Reports
- Dealing with client queries
- Assisting with product research
- To prepare accurate financial plans and recommendations in a timely manner showing good attention to detail at all times.
- Upkeep of company database with full and accurate client records
- Liaising with product providers and other relevant third parties
- Individual workflow and task delivery
- To produce detailed cash flow forecast
- Generate FE Performance Reports
- Supporting the delivery of and achievement of the client service standards
- Working alongside team members to ensure working as efficiently as possible
- Strong communication skills that allow you to inform and help clients clearly and to liaise effectively with other professionals
- Good analytical skills and ability to think outside of the box
- An ability to work under pressure
- A commitment to want to continually learn and develop
- Good attention to detail


  • Paraplanner

    3 days 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. **Salary/package**: £50,000 + bonus + benefits including pension + PMI + study support **YOUR NEW COMPANY** Our client is a leading Financial Planning Firm based...

  • Junior Paraplanner

    1 week ago


    London, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Type of Position: Junior Paraplanner - London (1) Pay: £25k - £30k 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...

  • Junior Paraplanner

    3 weeks ago


    London, United Kingdom Premier Jobs UK Limited Full time

    This Junior Paraplanner job in London provides the opportunity to join a modern business, that was founded on the belief that everyone should have access to high quality financial advice. You will be joining a team of 3 other Paraplanners, who actively support their Financial Advisors. Your responsibilities will include: - Producing key documentation such...


  • 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...

  • Senior Paraplanner

    2 weeks ago


    City of London, United Kingdom Blakemore Recruitment Full time

    Blakemore Recruitment are assisting a forward thinking and vibrant IFA based in London seek their next Senior Paraplanner to join their team. As a company they offer ethical and honest solutions to help their clients achieve financial goals. With extensiveexperience built over many years, they have earned themselves an enviable reputation in the...

  • Junior Paraplanner

    5 days ago


    London, United Kingdom Premier Jobs UK Limited Full time

    This Junior Paraplanner job in London provides the opportunity to work closely with a respected Financial Advisor. As a Junior Paraplanner, you will be supporting with providing paraplanning and administrative duties, including: - Producing suitability reports for presentation - Ensure advice provided is fully compliant - Prepare client financial plans and...


  • London, United Kingdom Focus Search and Selection Full time

    Paraplanner £35,000 - £60,000 Our client are currently seeking an experienced Paraplanner to join their current paraplanning team. You will be involved in managing an existing portfolio of wealth clients however you will also be responsible for securing new business and promoting the clients proposition to maximise opportunities. Our client is looking...

  • Trainee Paraplanner

    2 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...

  • Trainee Paraplanner

    2 weeks ago


    London, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Type of Position: Trainee Paraplanner - London Pay: £25k - £30k Trainee Paraplanner - London Our client is looking for a Trainee Paraplanner to join their team. This role would suit an individual who is halfway to being Diploma qualified and wants to work towards becoming a fully qualified Paraplanner. Key Responsibilities: Provide research and...


  • 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...


  • London, United Kingdom Artemis Recruitment Consultants Ltd Full time

    , , Paraplanner / Technical Administrator - London - Artemis Recruitment Consultants Financial Services London 26/07/2023 Type of Position: Paraplanner / Technical Administrator - London Pay: £28k - £35k Paraplanner / Technical Administrator - London We are looking for both trainee and experienced Paraplanners for our clients based in the...

  • Senior Paraplanner

    2 weeks ago


    London, United Kingdom GCB Recruitment Full time

    We are currently looking for a Senior Paraplanner to join our clients, a boutique wealth planner in the London area. My client is a boutique wealth planner, asset manager and employee benefits specialist. As they are independent, this allows them to provideobjective advice that is aligned with a client’s best interests, delivered by teams steeped in...

  • Paraplanner

    2 weeks ago


    London, United Kingdom Ortus PSR Full time

    A highly successful IFA in London is looking to hire a Paraplanner to help support the 2 Advisers. The Management team is looking for someone who has good exposure to Paraplanning but wants to work on more technical cases. You will have the opportunity towork with 3 existing Paraplanners and 1 of them is Chartered. This is a great opportunity to develop your...

  • Technical Paraplanner

    3 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...

  • Paraplanner

    6 hours 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...

  • Paraplanner

    Found in: Jooble UK C2 - 22 minutes 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...

  • Trainee Paraplanner

    6 days ago


    City of London, United Kingdom Premier Jobs UK Limited Full time

    This Trainee Paraplanner job in London provides the opportunity for you to expand your knowledge and skills as a Paraplanner As a Trainee Paraplanner, you will be supporting their Chartered Financial Advisor to provide high quality, compliant financial planning. Following the factfind meeting being undertaken, the Financial Advisor will handover the notes...

  • Paraplanner

    Found in: Talent UK 2A C2 - 22 hours ago


    London, United Kingdom Financial Divisions Full time

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

  • Senior Paraplanner

    3 weeks ago


    London, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Our client is looking for a talent Senior Paraplanner to join their team in London. **Responsibilities**: 1. Delivering accurate, well-drafted and compliant advice within agreed timescales and cost budgets 2. Providing technical resource to the adviser team 3. Acting as an effective point of liaison between adviser and support teams 4. Contributing to the...

  • Paraplanner Support

    5 days ago


    London, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Our client is looking for Paraplanner Support for their team in London. The role of Paraplanner Support is to work within the Paraplanning Team under the guidance of the allocated Key Responsibilities: Managing client data on X-Plan, specifically with regards to: Inputting, scanning and attaching Fact Find information; Inputting agreed service level and fee...