Senior Paraplanner
3 days ago
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 marketplace.
If you are an experienced Paraplanner, wishing to continue your career in an enterprising environment then this could be the opportunity for you. You should at least hold Diploma Level 4 qualified. Advanced level exams in investments and pensions will be advantage,working towards Chartered status.
Key Responsibilities:
- Supporting the Financial Planners in research and analysis to meet Client needs and objectives
- Supporting the Financial Planners in preparing Client financial plans and suitability reports
- Promoting the profile of the business within the profession and wider communities
- Developing and maintaining internal relationships to help maintain business flow and meet agreed targets
- Preparing and compiling financial analysis data
- Analysing Client data and preparing cash flow analyses
- Compiling financial planning recommendations and suitability reports
- Providing support for the Financial Planners
- Ensuring that all regulatory and compliance standards are met
- Liaising with product providers and other relevant third parties
- Assisting the Financial Planners with Client presentations and any other activities as agreed
-
Senior Paraplanner
3 weeks ago
City of Edinburgh, United Kingdom Johnstongreer Full timeSenior Paraplanner £44,000 to £50,000 plus benefits Paraplanner required by this wealth manager that operates within a niche market, to work with the firm's Private Clients across the full range of financial planning including Investments, Retirement, Cashflow Modelling and Protection, working with complex advice for HNW individuals.Operating as a...
-
Senior Paraplanner
1 day ago
City Of Bristol, United Kingdom VPA London Full timeOur client, within the Wealth Management Industry, are looking for a Senior Paraplanner to join their team.Requirements:2+ years experience as an Senior ParaplannerExcellent attention to detail and technical knowledgeA good understanding of FCA COB rulesAbility to work under pressure and as part of a teamLevel 4 Diploma and ideally have level 6 or working...
-
Senior Paraplanner
20 hours ago
City Of Bristol, United Kingdom VPA London Full timeOur client, within the Wealth Management Industry, are looking for a Senior Paraplanner to join their team. Requirements: 2+ years experience as an Senior Paraplanner Excellent attention to detail and technical knowledge A good understanding of FCA COB rules Ability to work under pressure and as part of a team Level 4 Diploma and ideally have level 6 or...
-
Senior Paraplanner
4 weeks ago
City Of Bristol, United Kingdom VPA London Full timeOur client, within the Wealth Management Industry, are looking for a Senior Paraplanner to join their team.Requirements:2+ years experience as an Senior ParaplannerExcellent attention to detail and technical knowledgeA good understanding of FCA COB rulesAbility to work under pressure and as part of a teamLevel 4 Diploma and ideally have level 6 or working...
-
Senior Paraplanner
1 month ago
City of Bristol, United Kingdom VPA London Full timeJob Description Our client, within the Wealth Management Industry, are looking for a Senior Paraplanner to join their team. Requirements: 2+ years experience as an Senior Paraplanner Excellent attention to detail and technical knowledge A good understanding of FCA COB rules Ability to work under pressure and as part of a team Level 4 Diploma and ideally...
-
Paraplanner
3 weeks ago
City of Edinburgh, United Kingdom Eden Scott Full timeJob Description A rare and exciting opportunity has become available for an experienced paraplanner / senior paraplanner to join a leading chartered financial advice firm in Edinburgh due to continued growth.Their employees have won awards and their reputation amongst the best in the industry.They fully support and encourage career development - whether...
-
Paraplanner
2 weeks ago
City of Edinburgh, United Kingdom Eden Scott Full timeA rare and exciting opportunity has become available for an experienced paraplanner / senior paraplanner to join a leading chartered financial advice firm in Edinburgh due to continued growth.Their employees have won awards and their reputation amongst the best in the industry.They fully support and encourage career development - whether being a "career...
-
Senior Paraplanner, Manager
3 weeks ago
City of Edinburgh, United Kingdom Eden Scott Full timeJob Description Due to further expansion our client, a leading financial planning and investment management company who offer services throughout the country, have a requirement for a paraplanner or a senior/ paraplanner team leader to join either their Edinburgh or Glasgow office to aid their growth strategy.The role would be based hybrid from their...
-
Paraplanner
4 weeks ago
City of Edinburgh, United Kingdom Eden Scott Full timeDue to continued growth and expansion of their team a leading financial advice firm with an office in Edinburgh are recruiting for a paraplanner or senior paraplanner.Ideally experienced with diploma minimum, but for the right individual they could also develop them internally.In addition they are offering very flexible hybrid working, exam support and...
-
Paraplanner
4 weeks ago
City Of Bristol, United Kingdom IDEX Consulting Ltd Full timeParaplanner - £45,000 + Bonus – Bristol/ Hybrid I'm currently partnering with a leading wealth management firm who require a Paraplanner to join their team in Bristol. This is a newly created role and part of the growth strategy which has seen additional headcount, revenue and FUM come into the business this year. The business local to Bristol offers a...
-
Paraplanner
1 month ago
City Of Bristol, United Kingdom IDEX Consulting Ltd Full timeParaplanner - £45,000 + Bonus – Bristol/ HybridI'm currently partnering with a leading wealth management firm who require a Paraplanner to join their team in Bristol. This is a newly created role and part of the growth strategy which has seen additional headcount, revenue and FUM come into the business this year.The business local to Bristol offers a true...
-
Paraplanner
1 month ago
City of Bristol, United Kingdom IDEX Consulting Ltd Full timeJob Description Paraplanner - £45,000 + Bonus – Bristol/ Hybrid I'm currently partnering with a leading wealth management firm who require a Paraplanner to join their team in Bristol. This is a newly created role and part of the growth strategy which has seen additional headcount, revenue and FUM come into the business this year. The business local...
-
Paraplanner
1 month ago
City Of Bristol, United Kingdom IDEX Consulting Ltd Full timeParaplanner - £45,000 + Bonus – Bristol/ HybridI'm currently partnering with a leading wealth management firm who require a Paraplanner to join their team in Bristol. This is a newly created role and part of the growth strategy which has seen additional headcount, revenue and FUM come into the business this year.The business local to Bristol offers a true...
-
Senior Paraplanner
1 month ago
London, United Kingdom CV Elite Full timeAre you a highly technical Senior Paraplanner, level 6 qualified (Chartered) with experience of working on complex Financial Planning cases for HNW and UHNW clients? Would you relish the opportunity to fully utilise your technical expertise, working with complex clients alongside the Director of Growth in the newly launched Private Office proposition? If so,...
-
Senior Paraplanner, Manager
4 weeks ago
City of Edinburgh, United Kingdom Eden Scott Full timeDue to further expansion our client, a leading financial planning and investment management company who offer services throughout the country, have a requirement for a paraplanner or a senior/ paraplanner team leader to join either their Edinburgh or Dundee office to aid their growth strategy.The role would be based hybrid from their offices, remain flexible...
-
Senior Paraplanner, Manager
1 week ago
City of Edinburgh, United Kingdom Eden Scott Full timeDue to further expansion our client, a leading financial planning and investment management company who offer services throughout the country, have a requirement for a paraplanner or a senior/ paraplanner team leader to join either their Edinburgh or Glasgow office to aid their growth strategy. The role would be based hybrid from their offices, remain...
-
Senior Paraplanner
2 days ago
London, United Kingdom GCB Recruitment Full timeWe 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...
-
Senior Paraplanner
1 month ago
London, United Kingdom Freedom Recruitment Capital Full timeSenior Paraplanner Location - London/ Hybrid/Remote Salary -£60000 An award-winning Wealth Management firm is seeking a Senior Paraplanner to join their Team. With an amazing approach to how they work and a benefits package along as your arm, this is a role to be excited about. As a Senior Paraplanner, you’ll construct the advice underpinning each...
-
Senior Paraplanner
3 days ago
London, United Kingdom Allerton Park Recruitment Solutions Full timeSenior Paraplanner - Basic to £60k + KPI Bonus, Benefits and Home/Office and Flexible Working Policy. A successful, high quality and award winning Chartered Financial Planning Practice is looking for an additional Senior Paraplanner to join their business. Working within an established Financial Planning team, key responsibility will be to actively...
-
Senior Paraplanner
5 days ago
City of London, United Kingdom Financial Divisions Full time**Senior Paraplanner - Central London - Up to £55k - supporting the MD with UHNW clients** My client, whom I have placed 5 members of staff with over the past year are a Chartered wealth planning practice based in the City of London. The business has circa 90 staff across all departments and have maintained an excellent reputation providing thehighest...