Paraplanner - London
1 week ago
We are seeking a highly skilled Paraplanner to join our team in London. As a Paraplanner, you will be responsible for providing full support to our Advisers and Financial Planning Executives, ensuring the delivery of high-quality client service.
Key Responsibilities:- Analyse clients' circumstances, portfolios, and objectives to prepare recommendation reports for Advisers.
- Provide technical, administrative, and research support to Advisers, ensuring the highest level of quality and accuracy.
- Undertake whole-of-market research, including investments, pensions, and protection plans, to support Advisers in providing holistic financial advice.
- Liaise with the Regulatory & Technical team to ensure advice is compliant with regulatory requirements.
- Prioritise work in your queue by liaising with Advisers on a regular basis, ensuring timely delivery of advice.
- Build strong working relationships with other teams in the firm and third-party product providers.
- Attend and contribute to meetings, delivering group and individual training on topics relevant to the role.
- Maintain accurate and efficient client records and data.
- CII Diploma in Financial Planning (as a minimum).
- Excellent grammar, spelling, and punctuation skills.
- Excellent interpersonal and communication skills.
- A high standard of personal organisational and time management skills.
- Experience within Private Wealth Management.
- Experience of working to targeted service standards and procedures.
- A good working knowledge of regulatory requirements.
- Ambitious and goal-orientated.
- Evidence of continual learning and development of skills and knowledge.
- Experience of working unsupervised with a high level of self-motivation.
- Good IT skills covering MS Office, MS Outlook, MS Excel, and back-office systems.
We offer a great salary and benefits package to the successful candidate.
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Paraplanner - London
5 days ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeJob Title: Paraplanner - LondonWe are seeking a highly skilled Paraplanner to join our team in London. As a Paraplanner, you will be responsible for providing full support to our Advisers and Financial Planning Executives, ensuring the delivery of high-quality client service.Key Responsibilities:Analyse clients' circumstances, portfolios, and objectives to...
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Paraplanner - London
5 days ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeJob Title: Paraplanner - LondonWe are seeking a highly skilled Paraplanner to join our team in London. As a Paraplanner, you will be responsible for providing full support to our Advisers and Financial Planning Executives, ensuring the delivery of high-quality client service.Key Responsibilities:Analyse clients' circumstances, portfolios, and objectives to...
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Paraplanner - London
6 days ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeJob Title: ParaplannerWe are seeking a highly skilled Paraplanner to join our team in London. As a Paraplanner, you will be responsible for providing full support to our Advisers and Financial Planning Executives, ensuring the delivery of high-quality client service.Key Responsibilities:Analyse clients' circumstances, portfolios, and objectives to prepare...
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Paraplanner - London
6 days ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeJob Title: ParaplannerWe are seeking a highly skilled Paraplanner to join our team in London. As a Paraplanner, you will be responsible for providing full support to our Advisers and Financial Planning Executives, ensuring the delivery of high-quality client service.Key Responsibilities:Analyse clients' circumstances, portfolios, and objectives to prepare...
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Paraplanner - City of London
19 hours ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeJob Title: Paraplanner - City of LondonWe are seeking a highly skilled and motivated Paraplanner to join our team in the City of London. As a Paraplanner, you will play a key role in supporting our Wealth Planners in managing clients' planning needs and solutions.Key Responsibilities:Assist Wealth Planners in managing clients' planning needs and...
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Paraplanner - City of London
21 hours ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeJob Title: Paraplanner - City of LondonWe are seeking a highly skilled and motivated Paraplanner to join our team in the City of London. As a Paraplanner, you will play a key role in supporting our Wealth Planners in managing clients' planning needs and solutions.Key Responsibilities:Assist Wealth Planners in managing clients' planning needs and...
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Financial Paraplanner
3 weeks ago
London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob DescriptionJob Title: Financial ParaplannerCompany: Artemis Recruitment Consultants LtdLocation: LondonJob Type: Full-timeAbout the Role:We are seeking an experienced Paraplanner to join our team in London. As a Paraplanner, you will play a crucial role in supporting our Wealth Management Practice by providing high-quality support to our Advisers.Key...
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Financial Paraplanner
3 weeks ago
London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob DescriptionJob Title: Financial ParaplannerCompany: Artemis Recruitment Consultants LtdLocation: LondonJob Type: Full-timeAbout the Role:We are seeking an experienced Paraplanner to join our team in London. As a Paraplanner, you will play a crucial role in supporting our Wealth Management Practice by providing high-quality support to our Advisers.Key...
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Senior Paraplanner
2 weeks ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeJob Opportunity:We are seeking a skilled Paraplanner to join our Wealth Management team in London. As a Paraplanner, you will play a crucial role in assisting Wealth Planners in managing clients' planning needs and solutions.Key Responsibilities:Work closely with Wealth Planners to develop and implement client plans;Assist in the preparation of client...
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Senior Paraplanner
2 weeks ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeJob Opportunity:We are seeking a skilled Paraplanner to join our Wealth Management team in London. As a Paraplanner, you will play a crucial role in assisting Wealth Planners in managing clients' planning needs and solutions.Key Responsibilities:Work closely with Wealth Planners to develop and implement client plans;Assist in the preparation of client...
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Paraplanner - Central London
3 weeks ago
London, Greater London, United Kingdom Aspire Executive Search Full timeJob Summary:We are seeking a highly skilled Paraplanner to join our team at Aspire Executive Search. As a Paraplanner, you will play a crucial role in supporting our financial planners in delivering bespoke solutions to clients.Main Responsibilities:Collate and interpret client information to contribute to the formulation of suitable strategies to meet...
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Paraplanner - Central London
3 weeks ago
London, Greater London, United Kingdom Aspire Executive Search Full timeJob Summary:We are seeking a highly skilled Paraplanner to join our team at Aspire Executive Search. As a Paraplanner, you will play a crucial role in supporting our financial planners in delivering bespoke solutions to clients.Main Responsibilities:Collate and interpret client information to contribute to the formulation of suitable strategies to meet...
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Paraplanner - Central London
2 weeks ago
London, Greater London, United Kingdom Aspire Executive Search Full timeJob Summary:We are seeking a highly skilled Paraplanner to join our team at Aspire Executive Search. As a Paraplanner, you will play a crucial role in supporting our financial planners in delivering bespoke solutions to clients.Main Responsibilities:Collate and interpret client information to contribute to the formulation of suitable strategies to meet...
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Paraplanner - Central London
2 weeks ago
London, Greater London, United Kingdom Aspire Executive Search Full timeJob Summary:We are seeking a highly skilled Paraplanner to join our team at Aspire Executive Search. As a Paraplanner, you will play a crucial role in supporting our financial planners in delivering bespoke solutions to clients.Main Responsibilities:Collate and interpret client information to contribute to the formulation of suitable strategies to meet...
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Paraplanner - London, Mayfair
3 days ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeWe are seeking a skilled Paraplanner to join our team at a prestigious Financial Planning practice in London, Mayfair. As a Paraplanner, you will play a crucial role in assisting Wealth Planners with the delivery of Wealth Planning services to new and existing clients.Key Responsibilities:Liaise with Wealth Planning administrators and Wealth Planners to...
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Paraplanner - London, Mayfair
3 days ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeWe are seeking a skilled Paraplanner to join our team at a prestigious Financial Planning practice in London, Mayfair. As a Paraplanner, you will play a crucial role in assisting Wealth Planners with the delivery of Wealth Planning services to new and existing clients.Key Responsibilities:Liaise with Wealth Planning administrators and Wealth Planners to...
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Paraplanner
1 week ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeWe are assisting a leading wealth management firm based in London to find a skilled Paraplanner to join their growing business.The Role: ParaplannerYou will be working within a busy team providing excellent service to the Partner and our High Net Worth client base. Your responsibilities will include:Collecting client information and preparing suitability...
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Paraplanner
1 week ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeWe are assisting a leading wealth management firm based in London to find a skilled Paraplanner to join their growing business.The Role: ParaplannerYou will be working within a busy team providing excellent service to the Partner and our High Net Worth client base. Your responsibilities will include:Collecting client information and preparing suitability...
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Paraplanner - London, Mayfair
6 days ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeWe are seeking a skilled Paraplanner to join our team at a leading Financial Planning practice in London, Mayfair. As a Paraplanner, you will play a crucial role in assisting Wealth Planners with the delivery of Wealth Planning services to new and existing clients.Key Responsibilities:Liaise with Wealth Planning administrators and Wealth Planners to ensure...
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Paraplanner - London, Mayfair
6 days ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeWe are seeking a skilled Paraplanner to join our team at a leading Financial Planning practice in London, Mayfair. As a Paraplanner, you will play a crucial role in assisting Wealth Planners with the delivery of Wealth Planning services to new and existing clients.Key Responsibilities:Liaise with Wealth Planning administrators and Wealth Planners to ensure...