Current jobs related to Financial Paraplanner - London, Greater London - Financial Divisions

  • Senior Paraplanner for High-Net-Worth Clients

    2 weeks ago

    London, Greater London, United Kingdom Financial Divisions Full time

    Financial 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 time

    Paraplanner 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 time

    Paraplanner 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 time

    Paraplanner 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...

  • Financial Paraplanner

    2 months ago

    London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Paraplanner (SJP) - LondonAn 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...

  • Financial Paraplanner

    2 months ago

    London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Paraplanner (SJP) - LondonAn 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...

  • Global Financial Services Paraplanner

    3 weeks ago

    London, Greater London, United Kingdom Independent Resourcing Consultancy Ltd Full time

    Are 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 time

    Paraplanner 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 - £52,000

    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...

  • Global Financial Services Paraplanner

    4 weeks ago

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

    We 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 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 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...

  • Financial Planning Paraplanner

    4 weeks ago

    London, Greater London, United Kingdom LGT Group Full time

    Job 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 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...

  • Paraplanner - Financial Planning Expert

    3 weeks ago

    London, Greater London, United Kingdom Quilter Full time

    About 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 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 Paraplanner

    3 weeks ago

    London, Greater London, United Kingdom Ellis James Partners Full time £40,000

    Job 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 time

    Paraplanner 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 time

    Job 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 Paraplanner

2 months ago

London, Greater London, United Kingdom Financial Divisions Full time £45,000 - £55,000
Join a dynamic and reputable wealth management firm as a Paraplanner and take the first step towards a rewarding career in financial services.

As a Paraplanner, you will work closely with two young and dynamic Financial Advisers, providing administrative support and helping to deliver exceptional client experiences.

The firm is a medium-sized, Chartered independent financial advice business with a strong reputation for providing high-quality advice on pensions, investments, retirement planning, tax planning, IHT, trusts, and mortgages to clients across the UK.

With a focus on the creative industries, the firm's clients have varying levels of assets, ranging from £100k to multiple millions.

The Managing Director is creating a brand-new role for a diploma-qualified Paraplanner who aspires to progress to a Financial Planner within five years.

This secure and rewarding role offers an excellent benefits package and bonus structure, with a basic salary of £45k-£55k depending on experience.

The ideal candidate will be office-based for the first 8 weeks, followed by 3 days of remote work per week.

For more information, please contact Peter Fozard at Financial Divisions.