Current jobs related to Financial Planning Assistant - London, Greater London - Blakemore Recruitment

  • 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

    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 Financial Advisor, you will play a key role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesProvide financial planning and advice to clients to help them achieve their financial goalsConduct financial...

  • 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 Financial Advisor, you will play a key role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesProvide financial planning and advice to clients to help them achieve their financial goalsConduct financial...

  • 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 Services Professional

    4 weeks ago

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

    Job OverviewQuilter Financial Planning is seeking an experienced Financial Advisor to join our team on both an Employed and Self-Employed basis. As a leading financial services business, we operate a strong network of advisors across the UK, offering a fantastic opportunity for financial advisers to develop and grow.The Role:Develop and implement financial...

  • Financial Planning Assistant

    4 weeks ago

    London, Greater London, United Kingdom Financial Divisions Full time £35,000 - £40,000

    Join 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...

  • Senior Financial Consultant

    3 weeks ago

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

    Job Opportunity:Quilter Financial Planning is seeking a highly skilled Financial Advisor to join our team. As a leading financial services business, we offer a unique opportunity for experienced professionals to work on both an employed and self-employed basis.The Role:Develop and implement financial plans to meet clients' goals and objectives.Provide expert...

  • Senior Financial Consultant

    2 weeks ago

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

    Job OpportunityWe are seeking a skilled and motivated individual to join our team as a Financial Advisor. In this role, you will work closely with our clients to understand their financial goals and objectives, providing tailored advice and guidance to help them achieve their aspirations.Key ResponsibilitiesDevelop and maintain strong relationships with...

  • Senior Financial Planning Specialist

    4 days ago

    London, Greater London, United Kingdom Financial Divisions Full time

    Job OverviewA Senior Financial Planning Specialist is required to assist with the preparation of financial advice on investments, pension planning, inheritance tax and estate planning for high net worth clients.The ideal candidate will have a minimum of 2 years' full paraplanning experience and be Diploma Qualified.

  • Financial Planning Coordinator

    1 month ago

    London, Greater London, United Kingdom Financial Divisions Full time

    Financial Planning Assistant OpportunityA progressive role has arisen within our client, a highly regarded IFA and Investment Management practice offering Independent whole of market advice to private clients and their families, as well as to charities and businesses. Supporting a high achieving adviser, they are looking for a talented, ambitious IFA...

  • Financial Planning Specialist

    3 weeks ago

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

    Job Title: Financial Planning SpecialistAt Financial Divisions, we are seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our Paraplanning team, you will play a crucial role in delivering exceptional client service and supporting our Financial Planners in providing tailored financial solutions.Key Responsibilities:*...

  • Paraplanning Expert for Financial Planning Business

    2 weeks ago

    London, Greater London, United Kingdom Financial Divisions Full time

    The ideal candidate will possess a Diploma in Paraplanning and have a minimum of 2 years of full-time experience in the field.As a Paraplanning Expert, you will assist in the preparation of financial advice on investments, pension planning, inheritance tax, and estate planning.You will be supporting a high-achieving Financial Adviser, working with a diverse...

  • Financial Planning Specialist

    7 days ago

    London, Greater London, United Kingdom Financial Divisions Full time

    The 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 and Analysis Manager

    1 month ago

    London, Greater London, United Kingdom InterQuest Financial Markets Full time

    About InterQuest Financial MarketsWe are a dynamic startup led by a highly skilled CFO and a strong leadership team, offering an exciting opportunity to work in a fast-paced, innovative environment. Our company specializes in securitization and debt financing, and we're looking for a talented FP&A Analyst to help drive financial planning, modelling, and...

Financial Planning Assistant

2 months ago

London, Greater London, United Kingdom Blakemore Recruitment Full time
Paraplanner Opportunity in Golders Green

We are seeking a skilled Paraplanner to join our team in Golders Green. As a Paraplanner, you will play a crucial role in supporting our Financial Planning practice in delivering exceptional client service.

Key Responsibilities:
  • Assist in the preparation of financial plans and reports for clients
  • Conduct research and analysis to support the development of financial plans
  • Collaborate with experienced advisors and paraplanners to deliver high-quality client service
  • Develop and maintain knowledge of financial products and services
  • Provide administrative support to the team, including data entry and document preparation
Requirements:
  • Level 4 CII Diploma or equivalent qualification
  • Excellent communication and interpersonal skills
  • Ability to work accurately and efficiently in a fast-paced environment
  • Strong analytical and problem-solving skills
  • Proficiency in Microsoft Office and Intelliflo Office system
What We Offer:
  • Opportunity to work with a leading global financial planning firm
  • Excellent career progression path within the paraplanning team
  • Competitive salary and benefits package
  • In-house training and study support to drive career progression