Current jobs related to Financial Planner Assistant - London, Greater London - Financial Divisions

  • Financial Planner Assistant

    3 weeks ago

    London, Greater London, United Kingdom Financial Divisions Full time

    Job OpportunityFinancial Divisions, a leading Wealth Manager, is seeking a skilled Paraplanner/Assistant Financial Planner to strengthen their team in London. This role offers a chance to work with a prestigious company, providing financial planning and investment management services to high net worth individuals.Key Responsibilities:Preparing high-quality...

  • Financial Planning Assistant

    4 weeks ago

    London, Greater London, United Kingdom Financial Divisions Full time £45,000 - £52,000

    Paraplanner/Assistant Financial PlannerJoin our team at Financial Divisions, a leading name in the UK Wealth Management sector, as a Paraplanner/Assistant Financial Planner. This is a fantastic opportunity for a talented, professional Paraplanner looking to work in a supportive environment with a market leading benefits package and continual...

  • Financial Planning Assistant

    1 month ago

    London, Greater London, United Kingdom Financial Divisions Full time £45,000 - £52,000

    Paraplanner/Assistant Financial PlannerJoin our team at Financial Divisions, a leading Wealth Manager, as a Paraplanner/Assistant Financial Planner. This is an exciting opportunity to work with a premier Wealth Manager, providing financial planning and investment management services to high net worth individuals.Key Responsibilities:Prepare and write...

  • Financial Planning Assistant

    1 month ago

    London, Greater London, United Kingdom Financial Divisions Full time £45,000 - £52,000

    Paraplanner/Assistant Financial PlannerJoin our team at Financial Divisions, a leading Wealth Manager, as a Paraplanner/Assistant Financial Planner. This is an exciting opportunity to work with a premier Wealth Manager, providing financial planning and investment management services to high net worth individuals.Key Responsibilities:Prepare and write...

  • Financial Planner

    1 month ago

    London, Greater London, United Kingdom Quilter Financial Planning Full time

    About the RoleWe are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a leading financial services business, we offer a fantastic opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis.As a Financial Advisor, you will be responsible for ensuring clients make wise and profitable...

  • Financial Planner

    1 month ago

    London, Greater London, United Kingdom Quilter Financial Planning Full time

    About the RoleWe are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a leading financial services business, we offer a fantastic opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis.As a Financial Advisor, you will be responsible for ensuring clients make wise and profitable...

  • Financial Planner

    2 months ago

    London, Greater London, United Kingdom Quilter Financial Planning Full time

    About the RoleWe are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a leading financial services business, we offer a unique opportunity for a Financial Advisor to work on both an employed and self-employed basis.Key Responsibilities:Develop and implement financial plans to meet clients' goals and...

  • Financial Planner

    2 months ago

    London, Greater London, United Kingdom Quilter Financial Planning Full time

    About the RoleWe are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a leading financial services business, we offer a unique opportunity for a Financial Advisor to work on both an employed and self-employed basis.Key Responsibilities:Develop and implement financial plans to meet clients' goals and...

  • Financial Planner

    4 weeks ago

    London, Greater London, United Kingdom Quilter Financial Planning Full time

    Unlock Your Potential as a Financial AdvisorAre you a seasoned Financial Advisor looking for a more supportive role? Quilter Financial Planning is offering an exciting opportunity for a Financial Advisor to work on both an employed and self-employed basis.The Benefits:Professional lead generation through a robust processAttractive remuneration termsFull...

  • Financial Planner

    4 weeks ago

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

    Financial Planner OpportunityWe are seeking a skilled Financial Planner to join our team at JJ SEARCH LIMITED. As a Financial Planner, you will work closely with a Senior Financial Planner to manage clients and build relationships.The ideal candidate will have a strong understanding of complex financial products, including EIS, VCT, and Pension input...

  • Financial Planner

    4 weeks ago

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

    Financial Planner OpportunityWe are seeking a skilled Financial Planner to join our team at JJ SEARCH LIMITED. As a Financial Planner, you will work closely with a Senior Financial Planner to manage clients and build relationships.The ideal candidate will have a strong understanding of complex financial products, including EIS, VCT, and Pension input...

  • Financial Planner

    4 weeks ago

    London, Greater London, United Kingdom IDEX Consulting Full time

    Exciting Opportunity for a Financial PlannerWe are seeking a highly skilled Financial Planner to join our team at IDEX Consulting Ltd in the South West. As a Financial Planner, you will work closely with our Investment Managers to grow the business and provide exceptional service to our clients.About the RoleThe successful candidate will have a strong...

  • Financial Planner

    4 weeks ago

    London, Greater London, United Kingdom IDEX Consulting Full time

    Exciting Opportunity for a Financial PlannerWe are seeking a highly skilled Financial Planner to join our team at IDEX Consulting Ltd in the South West. As a Financial Planner, you will work closely with our Investment Managers to grow the business and provide exceptional service to our clients.About the RoleThe successful candidate will have a strong...

  • Financial Planner

    3 weeks ago

    London, Greater London, United Kingdom Click and Connect Online Limited Full time

    Job Title: Financial PlannerAbout the Role:We are seeking a highly skilled Financial Planner to join our team at Click and Connect Online Limited. As a Financial Planner, you will be responsible for advising clients on medium to longer term financial objectives, including Lump Sum Investment, Retirement Planning, Life Insurance, and General Estate Tax...

  • Financial Planner

    4 weeks ago

    London, Greater London, United Kingdom Tate Full time

    Financial Planner Opportunity at TateWe are seeking a highly motivated and experienced Financial Planner to join our Private Client Advice team at Tate. As a Financial Planner, you will play a crucial role in providing regulated financial advice to our existing UK clients, helping them achieve their financial goals and objectives.Key...

  • Financial Planner

    4 weeks ago

    London, Greater London, United Kingdom Tate Full time

    Financial Planner Opportunity at TateWe are seeking a highly motivated and experienced Financial Planner to join our Private Client Advice team at Tate. As a Financial Planner, you will play a crucial role in providing regulated financial advice to our existing UK clients, helping them achieve their financial goals and objectives.Key...

  • Financial Planner

    1 month ago

    London, Greater London, United Kingdom CV Library Full time

    Financial Planner Job DescriptionAbout the Role:We are seeking a highly motivated and experienced Financial Planner to join our team in Canary Wharf, London. 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:Pension and...

  • Financial Planner

    1 month ago

    London, Greater London, United Kingdom CV Library Full time

    Financial Planner Job DescriptionAbout the Role:We are seeking a highly motivated and experienced Financial Planner to join our team in Canary Wharf, London. 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:Pension and...

  • Financial Planner

    4 weeks ago

    London, Greater London, United Kingdom Click and Connect Online Limited Full time

    Job Title: Financial PlannerJoin our team of experienced financial planners at Click and Connect Online Limited, a leading organization in the UK and globally. We are seeking a skilled Financial Planner to work alongside our Director of the UK business, advising clients on medium to longer term financial objectives.About the RoleAs a Financial Planner, you...

  • Financial Planner

    4 weeks ago

    London, Greater London, United Kingdom Click and Connect Online Limited Full time

    Job Title: Financial PlannerJoin our team of experienced financial planners at Click and Connect Online Limited, a leading organization in the UK and globally. We are seeking a skilled Financial Planner to work alongside our Director of the UK business, advising clients on medium to longer term financial objectives.About the RoleAs a Financial Planner, you...

Financial Planner Assistant

2 months ago

London, Greater London, United Kingdom Financial Divisions Full time
Paraplanning Role at Financial Divisions

We are seeking a skilled Paraplanner to join our team at Financial Divisions, a leading independent financial advice business based in the heart of the West End. As a Paraplanner, you will play a crucial role in supporting our Advisers in delivering exceptional client service and achieving business growth.

Key Responsibilities:

  • Assist Advisers in preparing suitability reports for pensions, investments, tax planning, and cashflow modelling
  • Work with technical cases and attend client meetings
  • Develop and maintain strong relationships with clients and colleagues
  • Contribute to the growth and development of the business

Requirements:

  • Diploma qualified in Paraplanning (Level 4)
  • At least 2 years of solid Paraplanning experience
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and meet deadlines

What We Offer:

  • A competitive basic salary of £45k - £55k depending on experience
  • A comprehensive benefits package
  • Opportunities for career growth and development
  • A dynamic and supportive work environment

Working Arrangements:

  • Office-based for the first 8 weeks
  • 2 days of remote work per week

Financial Divisions is a forward-thinking business with ambitious plans for growth. If you are a motivated and experienced Paraplanner looking for a new challenge, we would love to hear from you.