Senior Paraplanner
2 weeks ago
Blakemore Recruitment are assisting a forward thinking and vibrant IFA based in Gerrards Cross 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. Withextensive experience 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
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Senior Paraplanner
3 weeks ago
City of London, United Kingdom Blakemore Recruitment Full timeBlakemore 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...
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Senior Paraplanner
4 weeks ago
London, United Kingdom Artemis Recruitment Consultants Ltd Full timeOur 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...
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Senior Paraplanner
4 weeks ago
London, United Kingdom Vision-FS Recruitment Full timeParaplanner **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...
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City of London, United Kingdom Westminster Wealth Management Full time**Are you an experienced paraplanner wanting to progress your career in a more rewarding and supportive environment?** Would you like to build on your paraplanning experience in a role offering variety, responsibility, support and training to Chartered Financial Planner status? We have a rare opportunity to carve out a meaningful career within a small,...
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Pension Paraplanner
1 day ago
London, United Kingdom Recruitment Solutions (Folkestone) Limited Full timeRef: 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...
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Senior Paraplanner
4 weeks ago
London, United Kingdom Blakemore Recruitment Full timeLocation - 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...
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Paraplanner - Hybrid
1 day ago
London, United Kingdom Recruitment Solutions (Folkestone) Limited Full timeRef: 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...
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Senior Paraplanner
4 weeks ago
London, United Kingdom Brevere Group Full timeAre 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...
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Senior Paraplanner
6 days ago
London, United Kingdom mbf. Full timeWe are currently working on an exclusive basis with a National Wealth Management organisation to recruit an experienced Paraplanner to join their London office. Our client is a highly reputable Wealth Manager with offices across the UK. Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support...
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Paraplanner/trainee Financial Planner
2 weeks ago
London, United Kingdom mbf. Full timeOur client is recognised as one of the most prolific and highly regarded financial planning businesses in London, they have won more financial planning awards than any other business and are seen as the pinnacle of high net worth advisory services in theUK. Their current requirement is for a Paraplanner to join the business to provide support to a Financial...
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Senior Paraplanner
2 weeks ago
London, United Kingdom Financial Divisions Full timeSENIOR PARAPLANNER £55/65k, hybrid working pattern A well established chartered independent wealth planning business with an excellent reputation are looking to offer this incredible opportunity to work very closely with one of their highest billing advisers to enhance your technical paraplanning knowledge. You will gain exposure across pensions,...
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Senior Paraplanner
4 weeks ago
London, United Kingdom Financial Divisions Full timeSENIOR PARAPLANNER £55/65k, hybrid working pattern A well established chartered independent wealth planning business with an excellent reputation are looking to offer this incredible opportunity to work very closely with one of their highest billing advisers to enhance your technical paraplanning knowledge. You will gain exposure across pensions,...
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Technical Paraplanner
6 days ago
London, United Kingdom mbf. Full timeWe are currently working with a leading Wealth Management business on an exclusive basis to recruit a Senior/Technical Paraplanner to join the London Head Office. This Wealth Management business is very well respected and forms part of a larger InvestmentManagement organisation. This role will be working on a one to one basis with one of the businesses...
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Senior Paraplanner
4 weeks ago
London, United Kingdom Financial Divisions Full time**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...
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Paraplanner - Hybrid Role
6 days ago
London, United Kingdom Resource Matters Ltd Full timeMy client is one of the country’s top Independent Financial Adviser firms They are looking for paraplanners who thrive on making a positive impact on people’s lives. They work at pace but as one team. The PICOP (Personal Injury and Court of Protection) Team create truly independent financial strategies for individuals, trustees,and deputies in relation...
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Paraplanner
3 days ago
London, United Kingdom Fairstone Group Ltd. Full timeFairstone 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...
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Paraplanner to Adviser
7 days ago
London, United Kingdom Financial Divisions Full time**plus Bonus (high earning recurring income), hybrid working** Due to a very successful period of business growth, my client is looking to offer this opportunity to a Level 4 Diploma Qualified experienced Senior Paraplanner looking for an opportunity to move quickly towards Financial Adviser. Having built close andpersonal relationships and due to the...
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Paraplanner (Pensions Management)
3 days ago
London, United Kingdom Fairstone Group Ltd. Full timeFairstone 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...
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Paraplanner/ Senior Administrator
4 weeks ago
London, United Kingdom Blakemore Recruitment Full timeRole - 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...
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Senior Paraplanner
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City of London, United Kingdom Robinson Financial Careers Full time**_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...