Junior Financial Planner

3 weeks ago


City of London, United Kingdom JJ Search Ltd Full time
Job Overview

About the Company

A reputable and established firm specializing in Wealth Management, known for managing Discretionary Investment Portfolios.

Position Summary

The Trainee Paraplanner will collaborate with seasoned Paraplanners, providing essential support to Wealth Planners within a distinguished and successful wealth management organization. This position presents a valuable opportunity to pursue Financial Planning qualifications.

Key Responsibilities

  • Assist experienced Paraplanners in the preparation of financial documents.
  • Support Wealth Planners in delivering exceptional client service.
  • Engage in ongoing training and development to enhance financial planning skills.

This role is ideal for individuals seeking to build a career in financial planning and wealth management.


ZIPC1_UKTJ



  • City of London, United Kingdom JJ Search Ltd Full time

    Job OverviewAbout the CompanyA reputable and well-established firm specializing in Wealth Management, focusing on Discretionary Investment Portfolios.Position SummaryThe Junior Financial Planner will collaborate with seasoned Paraplanners, providing essential support to Wealth Planners within a distinguished and successful wealth management organization....


  • City of London, United Kingdom JJ Search Ltd Full time

    Job OverviewAbout the CompanyA reputable and established firm specializing in Wealth Management, known for managing Discretionary Investment Portfolios.Position SummaryThe Junior Financial Planner will collaborate with seasoned Paraplanners, providing essential support to Wealth Planners within a distinguished and successful wealth management organization....


  • City of London, United Kingdom JJ Search Ltd Full time

    Job OverviewAbout the CompanyA reputable and well-established Wealth Management firm specializing in Discretionary Investment Portfolios.Position SummaryThe Junior Financial Planner will collaborate with seasoned Paraplanners to provide essential support to Wealth Planners within a distinguished and successful wealth management organization. This position...


  • London, Greater London, United Kingdom JJ SEARCH LIMITED Full time

    Job OverviewSalary: 30-35K based on experienceAbout the Company:JJ SEARCH LIMITED is a reputable firm specializing in Wealth Management, known for managing Discretionary Investment Portfolios.Position Summary:The Junior Financial Planner will collaborate with seasoned Paraplanners to provide essential support to Wealth Planners within a distinguished wealth...


  • City of London, United Kingdom JJ Search Ltd Full time

    Job OverviewAbout the CompanyA reputable and well-established Wealth Management firm specializing in Discretionary Investment Portfolios.Position SummaryThe Trainee Paraplanner will collaborate with seasoned Paraplanners, providing essential support to Wealth Planners within a distinguished and successful wealth management organization. This position...


  • London, United Kingdom Recruitment Rebellion Full time

    **Are you an experienced paraplanner or assistant adviser looking for a rewarding career as a financial adviser?** **Look no further! Tanager Wealth Management seeks a talented individual like you to join our dynamic team in London and train as a financial planner.** **Opportunity** At **Tanager**, we believe in the value of progression, exam support, and...


  • City of London, United Kingdom JJ Search Ltd Full time

    Job OverviewAbout the CompanyA reputable and well-established Wealth Management organization specializing in Discretionary Investment Portfolios.Position SummaryThe Trainee Paraplanner will collaborate with seasoned Paraplanners, providing essential support to Wealth Planners within a successful and esteemed wealth management firm. This position presents a...


  • London, Greater London, United Kingdom Financial Divisions Full time

    Job Opportunity for Experienced Financial PlannersWe are seeking several experienced Financial Planners to join our team at Financial Divisions, a leading financial services company. As a Financial Planner, you will be responsible for managing existing client portfolios and providing expert advice on pensions, investments, tax, and retirement planning.About...


  • London, Greater London, United Kingdom Financial Divisions Full time

    Job Opportunity for Experienced Financial PlannersWe are seeking several experienced Financial Planners to join our team at Financial Divisions, a leading financial services company. As a Financial Planner, you will be responsible for managing existing client portfolios and providing expert advice on pensions, investments, tax, and retirement planning.About...

  • Junior Paraplanner

    3 days ago


    London, Greater London, United Kingdom Financial Divisions Full time

    Financial Planning Role OverviewOur client, a well-established independent financial advice business, is seeking a Junior Paraplanner to join their team. As a Junior Paraplanner, you will work closely with experienced Pension Specialists and Financial Planners to provide high-quality financial planning services to clients.Key ResponsibilitiesAttend client...

  • Junior Paraplanner

    4 days ago


    London, Greater London, United Kingdom Financial Divisions Full time

    Financial Planning Role OverviewOur client, a well-established independent financial advice business, is seeking a Junior Paraplanner to join their team. As a Junior Paraplanner, you will work closely with experienced Pension Specialists and Financial Planners to provide high-quality financial planning services to clients.Key ResponsibilitiesAttend client...

  • Financial Planner

    6 days ago


    City of London, United Kingdom Tate Recruitment Full time

    Financial PlannerThe information below covers the role requirements, expected candidate experience, and accompanying qualifications.Location: Canary Wharf, LondonSalary: £70,000 per annum, plus 2 x discretionary annual bonuses and superb benefitsWorking Arrangement: hybrid, 5 days per week Monday to Friday. About the role as Financial Planner:Our reputable...

  • Financial Planner

    2 weeks ago


    City Of London, United Kingdom Tate Recruitment Full time

    Financial Planner Location: Canary Wharf, London Salary: £70,000 per annum, plus 2 x discretionary annual bonuses and superb benefits Working Arrangement: hybrid, 5 days per week Monday to Friday. About the role as Financial Planner: Our reputable client, based in Canary Wharf, is seeking a motivated Financial Planner to join their expanding...

  • Financial Planner

    2 weeks ago


    City Of London, United Kingdom Tate Recruitment Full time

    Financial PlannerLocation: Canary Wharf, London Salary: £70,000 per annum, plus 2 x discretionary annual bonuses and superb benefits Working Arrangement: hybrid, 5 days per week Monday to Friday. About the role as Financial Planner:Our reputable client, based in Canary Wharf, is seeking a motivated Financial Planner to join their expanding Private Client...

  • Financial Planner

    2 weeks ago


    City Of London, United Kingdom Tate Recruitment Full time

    Financial PlannerLocation: Canary Wharf, London Salary: £70,000 per annum, plus 2 x discretionary annual bonuses and superb benefits Working Arrangement: hybrid, 5 days per week Monday to Friday. About the role as Financial Planner:Our reputable client, based in Canary Wharf, is seeking a motivated Financial Planner to join their expanding Private Client...


  • London, Greater London, United Kingdom Financial Divisions Full time

    Job Description**Multiple Opportunities for Experienced Financial Planners**We are seeking several experienced Financial Planners to join our team at Financial Divisions. As a Financial Planner, you will be responsible for managing existing client portfolios and providing expert advice on pensions, investments, tax, and retirement planning.**About the...

  • Financial Planner

    5 days ago


    City Of London, United Kingdom Tate Recruitment Full time

    Financial PlannerBe one of the first applicants, read the complete overview of the role below, then send your application for consideration.Location: Canary Wharf, London Salary: £70,000 per annum, plus 2 x discretionary annual bonuses and superb benefits Working Arrangement: hybrid, 5 days per week Monday to Friday. About the role as Financial Planner:Our...

  • Financial Planner

    2 weeks ago


    City of London, United Kingdom Tate Recruitment Full time

    Job Title: Financial PlannerWe are seeking a highly motivated and experienced Financial Planner to join our team at Tate Recruitment. As a Financial Planner, you will be responsible for providing expert financial advice to our clients, helping them to achieve their financial goals and objectives.Key Responsibilities:Develop and implement comprehensive...


  • London, Greater London, United Kingdom mbf. Full time

    Job Summary:Mbf. is seeking a highly motivated and experienced Wealth Management Professional to join their team. As a Junior Financial Planner, you will be responsible for providing exceptional investment planning services to high net worth clients.Key Responsibilities:Develop and implement comprehensive investment plans for clients with minimum of £1M of...


  • London, Greater London, United Kingdom mbf. Full time

    Job Summary:Mbf. is seeking a highly motivated and experienced Wealth Management Professional to join their team. As a Junior Financial Planner, you will be responsible for providing exceptional investment planning services to high net worth clients.Key Responsibilities:Develop and implement comprehensive investment plans for clients with minimum of £1M of...