Financial Paraplanner
2 months ago
An exciting opportunity has arisen for a highly experienced Paraplanner within a Wealth Management Practice providing bespoke face-to-face financial advice to individuals and businesses throughout the UK.
Key Responsibilities:- Write suitability letters on a wide variety of topics, including Pensions, Investments, Mortgages, and Protection.
- Prepare illustrations for numerous products, such as Protection.
- Perform back-office administration tasks related to the paraplanning role, including updating client files and ensuring regulatory and company requirements are met.
- Undertake continuous professional development to meet regulatory requirements.
- Develop a good working knowledge of regulatory requirements.
- Adapt to a changing work environment and demonstrate flexibility.
- Utilize MS Office, MS Outlook, MS Excel, and back-office system with proficiency.
- Familiarity with research tools and software.
- Knowledge in areas such as Protection, IHT, and Tax Efficient Investments.
- Ability to use Salesforce in a process-driven compliant manner.
- Full training will be provided for company-specific software and compliance requirements.
-
Senior Paraplanner for High-Net-Worth Clients
2 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeFinancial Divisions is seeking a highly skilled Senior Paraplanner to join our team in London. As a fully client-facing professional, you will work closely with our senior advisers to provide exceptional support to our high-net-worth clients.The ideal candidate will be a Level 4 qualified paraplanner with a minimum of 3-4 years of experience in a similar...
-
Financial Paraplanner
4 weeks ago
London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full timeParaplanner Job OpportunityWe are seeking a highly skilled Paraplanner to join our team at Artemis Recruitment Consultants Ltd. As a Paraplanner, you will play a crucial role in supporting our Wealth Management Practice by providing exceptional support to our advisers and clients.Key Responsibilities:Prepare suitability letters on a wide range of topics,...
-
Paraplanner - Financial Planning
1 month ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeParaplanner Wanted for Financial Planning PracticeWe are seeking a skilled Paraplanner to join our expanding team in Golders Green. This role offers a flexible work arrangement, allowing for home working.A leading global financial planning firm is looking for an exceptional individual to join its rapidly expanding team of experienced advisors and...
-
Paraplanner - Financial Planning
1 month ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeParaplanner Wanted for Financial Planning PracticeWe are seeking a skilled Paraplanner to join our expanding team in Golders Green. This role offers a flexible work arrangement, allowing for home working.A leading global financial planning firm is looking for an exceptional individual to join its rapidly expanding team of experienced advisors and...
-
Global Financial Services Paraplanner
3 weeks ago
London, Greater London, United Kingdom Independent Resourcing Consultancy Ltd Full timeAre you a skilled Paraplanner looking for a global remote working opportunity with a leading financial services company? Our client is a global financial services company with a team of highly skilled professionals dedicated to delivering exceptional financial solutions to clients. As a Paraplanner, you will play a crucial role in supporting financial...
-
Financial Paraplanner
4 weeks ago
London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full timeParaplanner OpportunityWe are seeking an experienced Paraplanner to join our Wealth Management team in London. As a Paraplanner, you will play a crucial role in providing high-quality support to our financial advisers, ensuring that clients receive exceptional service and advice.Key Responsibilities:Prepare suitability letters and illustrations for various...
-
Financial Planning Assistant
4 weeks ago
London, Greater London, United Kingdom Financial Divisions Full time £45,000 - £52,000Paraplanner/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...
-
Global Financial Services Paraplanner
4 weeks ago
London, Greater London, United Kingdom Click and Connect Online Limited Full timeWe are seeking a skilled Paraplanner to join our global team, providing financial planning and investment advice to clients worldwide.Key Responsibilities:Conduct thorough research and analysis of client financial situations, investment options, and market trends.Prepare accurate and detailed financial reports, plans, and recommendations.Assist in the...
-
Financial Planning Specialist
6 days ago
London, Greater London, United Kingdom Financial Divisions Full timeThe Role of a Paraplanner at Financial DivisionsWe are seeking a highly skilled and experienced Paraplanner to join our team at Financial Divisions, a boutique independent practice based in the London area.The successful candidate will be responsible for providing 100% support to our Financial Adviser and her longstanding clients, working autonomously and...
-
Financial Planning Assistant
4 weeks ago
London, Greater London, United Kingdom Financial Divisions Full time £35,000 - £40,000Join Financial Divisions, a well-established and highly recognised IFA, as a Paraplanning Specialist. **Key Responsibilities:** * Produce illustrations and valuations * Prepare annual reviews * Liaise with clients and Advisers * Process fund switches and drawdowns * Write suitability reports across pensions, investments, IHT and estate planning **About...
-
Financial Planning Paraplanner
4 weeks ago
London, Greater London, United Kingdom LGT Group Full timeJob Title: Financial Planning ParaplannerWe are seeking a highly skilled Financial Planning Paraplanner to join our Wealth Planning team at LGT Group. As a key member of our team, you will provide professional and technical support to our Senior Wealth Planners and Wealth Planners in meeting the client's financial objectives.Key Responsibilities:Collect and...
-
Financial Planner Assistant
3 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeJob 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
1 month ago
London, Greater London, United Kingdom Financial Divisions Full time £45,000 - £52,000Paraplanner/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 - £52,000Paraplanner/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...
-
Paraplanner - Financial Planning Expert
3 weeks ago
London, Greater London, United Kingdom Quilter Full timeAbout the RoleWe are seeking a skilled Paraplanner to join our Adviser Support Centre team at Quilter. As a Paraplanner, you will play a pivotal role in supporting advisers and clients by providing comprehensive suitability reports and building strong relationships with internal and external stakeholders.Key ResponsibilitiesWork closely with advisers to...
-
Financial Paraplanner
3 weeks ago
London, Greater London, United Kingdom Ellis James Partners Full time £40,000Job Title: ParaplannerLocation: Cheshire (Hybrid/Remote)Overview:A dynamic Wealth Management Practice in Cheshire is seeking an experienced Paraplanner to join their growing team. This hybrid role offers excellent opportunities for personal development within a supportive and ambitious environment.Key Responsibilities: Provide research and technical support...
-
Senior Paraplanner
4 weeks ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeParaplanner Opportunity with Award-Winning Wealth Management FirmBlakemore Recruitment is assisting a prestigious wealth management firm in their search for a highly experienced Paraplanner to join their expanding team. This role offers a unique opportunity for a skilled professional to work in a dynamic and supportive environment, providing a wide range of...
-
Paraplanner
4 weeks ago
London, Greater London, United Kingdom Evelyn Partners Full timeJob Overview We are seeking a skilled Paraplanner to join our team at Evelyn Partners. As a Paraplanner, you will play a crucial role in preparing suitability reports for simple advice, working closely with our Financial Planners to ensure the highest quality and efficient delivery of advice. Key Responsibilities * Prepare suitability reports that meet...
-
Financial Planning Paraplanner
3 weeks ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeWe are currently recruiting for a Financial Planning practice in Golders Green who are looking to recruit a Paraplanner. This role is flexible with home working.A leading global financial planning firm is looking for an exceptional individual to join its rapidly expanding team of experienced advisors and paraplanners. This exciting opportunity offers an...
-
London, Greater London, United Kingdom Financial Divisions Full timeAdministrative Role in Financial ServicesA fantastic opportunity has arisen to join a thriving IFA practice as an administrative professional, taking on a vital role in the development of the practice from an administrative perspective.This is a smaller business at present, but you will be encouraged to participate in the development of administrative...