Senior Paraplanner

Blakemore Recruitment are assisting a forward thinking and vibrant IFA based in London seek their next Senior Paraplanner to join their team on a home-based basis. As a company they offer ethical and honest solutions to help their clients achieve financialgoals. With extensive experience built over many years, they have earned themselves an enviable...

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 **Position**: Paraplanner **Location**: London/Hybrid (2 days per week working from home) **Minimum Requirements**: Level 4 qualified; Minimum 4 years' paraplanning experience, ideally Chartered **Salary/package**: £50,000 to £65,000 + bonus + benefits including pension + PMI + study support **YOUR NEW COMPANY** Our client is a Chartered...

Ref: RP6026 Salary: £40,000 to 55,000 Contract Type: Permanent Location: London Skill Set Paraplanner, Report Writer, Senior Paraplanner, Technical Consultant. An exceptional opportunity is available for an experienced  CLIENT FACING DIPLOMA QUALIFIED PARAPLANNER and a PARAPLANNER  to join a professional team of HNW and UHNW Independent Financial...

Location - London Salary - £65,000 A Senior Paraplanning job opportunity has arisen for a well established London based Financial Planning firm. As a Paraplanner, you will be supporting their team of Financial Advisors and Chartered Financial Planners. Your responsibilities will include: Receiving debriefings from the Advisor's post meeting and...

Ref: RP6026 Salary: £40,000 to 55,000 Contract Type: Permanent Location: London Skill Set Paraplanner, Report Writer, Senior Paraplanner, Technical Consultant. Client Facing Paraplanner An exceptional opportunity is available for an experienced  CLIENT FACING DIPLOMA QUALIFIED PARAPLANNER and a PARAPLANNER  to join a professional team of HNW and...

Are you a skilled Financial Services Technical specialist looking for a new opportunity with a successful and ambitious Wealth Management firm? Do you want to work with successful Consultants dealing with sophisticated Private Clients? If you want to bepart of a team delivering genuine holistic financial planning, we would like to hear from you. The...

The Family Office division of a high profile Wealth Management firm are looking to appoint a Senior Paraplanner to their team. Working closely with a Partner who advises the firms' largest clients, you will provide research and report writing support, as well as attending client meetings with new and existing clients, presenting cash flow models, and...

Are you a skilled Paraplanner looking for a challenging and expansive role with the opportunity to progress towards an advisory role? Have you achieved Diploma status and keen to develop further? If you feel restricted within your current role and want to advance your career, apply today. Due to continued success in delivering bespoke solutions to HNW...

**Amazing opportunity for a diploma qualified paraplanner in a medium sized Chartered wealth planning business - £55k** My client are a whole of market advice firm based near Victoria Train station in Central London. The advisers are all chartered and have several hundred million under management spread across HNW city professionals. The advice offering...

My client is an Independent Chartered IFA who due to organic growth, now require a diploma qualified Senior Paraplanner to work alongside a director of the business. You must be technically competent across various products such as pensions, protection, investments, IHT, Estate planning and ideally Chartered or working towards this. Other responsibilities...

Fairstone is recruiting for a paraplanner to begin working from our city office in London Key responsibilities Skills and qualifications Working in collaboration with the financial adviser and other colleagues, you will assist in preparing recommendations in line with company policy including preparing and maintaining client records. Research and...

Fairstone is recruiting for a paraplanner to begin working from our city office in London Working in collaboration with the financial adviser and other colleagues, you will assist in preparing recommendations in line with company policy including preparing and maintaining client records. Research and analyse products and providers for clients, compiling...

We are currently recruiting for a highly regarded Financial Planning practice in Golders Green who are looking to recruit a Senior Paraplanner. This role does offer hybrid working and an excellent holiday package. General Description This business manages client assets and portfolios with an emphasis on the benefits of being a long-term investor within...

Senior Paraplanner | Hybrid Policy | London | £ Package dependent on experience We are working with a growing FinTech firm based in London who deliver institutional level solutions to highly sophisticated private investors. Due to significant and sustained growth in client and asset base, they are looking to bring in an experienced paraplanner. Ideally,...

Role - Paraplanner/ Senior Administrator Salary - £45,000 Location - London This is a brilliant opportunity for a technical and professional individual to take on a new role within a well established Financial Planning firm. The ideal candidate will have:  Hold certificate in or working towards relevant financial planning qualification  A...

Senior IFA Administrator Based: Holborn, London Salary: £36,000 + Benefits and bonus This is a brilliant opportunity for a technical and professional individual to take on a new role in the company. The role of Administrator and will be working in a team including Paraplanners and also Financial Planners ensuring the most demanding private clients receive...

**_Skills required_** - Individual and to a lesser extent group pensions - Investments - Inheritance tax - Protection products - Ability to work together with your IFA on a variety of different cases - Effective and Accurate report writing skills - Strong Technical knowledge - Ability to use initiative to help drive productivity - Strong communication skills...

and bonuses/Study support/Benefits The Opportunity A superb opportunity to join a successful, expanding boutique IFA practice and take full responsibility for a key client support function within the business, ensuring the success of a client’s outcome, whether that be the link between the advice provided to a client and its end implementation, or how...

Paraplanner - London - Exciting Opportunity in Financial Planning! Overview: Join a vibrant and innovative financial planning business, providing a dynamic telephone-based service to clients nationwide. Our client firmly believe in offering a superior alternative to traditional financial institutions, making high-quality financial advice and excellent...