Paraplanner / Assistant Financial Planner

**Are you a senior paraplanner wanting to take the next step into financial advising?** Would you like to build on your paraplanning experience in a role offering variety, responsibility, support and training to move into financial advising? We have a rare opportunity to carve out an exceptional career as a financial planner and take over a high-net-worth...

My client is a Chartered Financial Planners, offering innovative financial solutions to wealthy clients primarily consisting of families and business owners. They pride themselves on their professional, fresh approach allowing them to offer their clientsmore time and attention to ensure their financial plans match their aspirations. Due to continued growth,...

Job Opportunity:We are seeking a skilled Paraplanner to strengthen our Financial Planning team in our London office.Prepare high-quality reports and annual reviews for clients.Develop cashflow forecasts to help clients meet their long-term financial goals.Accompany Financial Planners to client meetings, prepare meeting notes, and conduct research.The ideal...

**Excellent Benefits + Study Package, **partial remote (3 days WFH if required)** **The Opportunity** This opportunity exists within our client, a leading, long established and highly respected wealth management firm with a new division based in Hammersmith. They are looking for an experienced IFA Administrator with a couple of RO exams who is ready to...

**Starting salary of £25,000 per annum (increasing to £27,500 on completion of professional qualifications)**: - **Permanent, Full-time**: - **Wanstead, London** GDA Financial Partners is a small independently owned company, who pride themselves on providing an outstanding working environment for its team of advisers, paraplanners and administrators, as...

Client-Facing ParaplannerFinancial Divisions seeks a skilled and experienced Paraplanner to strengthen our Paraplanning team in London.Job DescriptionThis role involves preparing reports, cashflow forecasts, and accompanying Financial Planners to client meetings. You will work collaboratively with the team to deliver exceptional client advice and reviews,...

The Company: A highly regarded boutique Investment Management The Role: The Paraplanner will support a team of Wealth Managers / Wealth Planners in the administrative management of client portfolios as well as assisting in the growth of the business whilst providing a high level of client service and support. The Paraplanner will prepare and...

**Role: Paraplanner Location: West End, Central London (with some hybrid working) Are you a Paraplanner seeking a new opportunity in the West End?** Our client is looking for a qualified Paraplanner to join their team in the easily accessible Strand office. You will have the opportunity to join a company that has been established for more than 40 years and...

**Financial Planner.The Role: I am recruiting a Financial Planner (Senior Paraplanner) on behalf of Paradigm Norton, an award-winning financial planning firm. The Financial Planner (Senior Paraplanner) will work alongside the ClientManagers, using cashflow forecasting to deliver a highly personalised holistic financial planning service to a select group of...

Associate Financial Planner - join a respected and multi-decades established IFA firm and follow a clear path to becoming a Financial Planner, ultimately managing a portfolio of clients. Are you the experienced paraplanner we are looking for to become a future planner at our firm? We are busy, there is a huge demand for our services and we need your expert...

**Overview** My client, an award-winning wealth firm of financial advisors providing advice to individuals, businesses, and charities, are experiencing extensive growth in their successful wealth management division and are subsequently looking to recruit an additionalparaplanner to join their London office. This is an amazing opportunity for a Diploma...

Job DescriptionSENIOR PARAPLANNER ( progress to Advice in short period)-North LondonC £54/60k, hybrid working, Bonus structure, competitive pension, study to complete Chartered status, future career development, extensive holiday allowanceMy Client, an award-winning North London Financial Advisory firm, takes pride in providing a comprehensive financial...

We are currently working with a leading Investment Managers with offices in London to recruit an experienced Junior Paraplanner to join their Financial Planning division. You will work alongside a team of leading Financial Planners that provide high levels of holistic financial advice to a portfolio of HNW clients. As a Junior Paraplanner you will work...

Job Description Independent Financial Planner - Servicing role Remote role - come to Croydon office a few days per month Manage £30m AUM of existing clients (pre-retirement age clients) £60k - £65k basic salary with bonuses on top My client are a Chartered independent wealth planning firm with offices in Croydon who I have met and placed staff with...

Role: ParaplannerLocation: The City, LondonSalary: Up to £50,000This role can be 2-3 days a week in London, or at least 1 day a fortnight as a minimum.This is an award winning financial planning and investment company that has an excellent reputation within the industry. Specialising in proving a wide range of services to private clients, corporations, HNW...

Salary: £45,000 - £55,000 per annumWe are seeking a highly motivated Paraplanner to join our client's team. The successful candidate will be responsible for providing support to financial planners and other members of the team, ensuring the delivery of high-quality financial advice and solutions to clients.

Job DescriptionWe are looking for a skilled Paraplanner to join our Wealth Planning team at the LGT Group. As a Paraplanner, you will be responsible for providing full professional and technical support to Senior Wealth Planners and Wealth Planners in meeting client financial objectives. ResponsibilitiesClient File Management: Collect and analyze client...

Our client are a Chartered Financial Planners that currently seek to recruit a Paraplanner Team Leader to join their well-established team. You will be required to provide technical support to a team of Financial Planners on a daily basis. You will be the most senior member of the team and you should therefore have in depth experience as a Paraplanner...

**The Role: I am recruiting a Financial Planner (technically astute Paraplanner) on behalf of Paradigm Norton, an award-winning financial planning firm. The Financial Planner (Senior Paraplanner) will work alongside a highly experienced Client Manager,supporting with the building and implementation of financial planning solutions to meet a variety of client...

Job Title: Financial Planner AssistantLocation: LondonSalary: Up to £55,000 per annum, plus bonus and benefitsAbout the Role:We are seeking a highly skilled and experienced Paraplanner to join our team at MBF in London. As a key member of our wealth management team, you will play a vital role in providing essential support to our financial advisors in the...