Paraplanning Expert

3 weeks ago


London, Greater London, United Kingdom Deerfoot Recruitment Solutions Limited Full time

**Job Overview**

We are recruiting for a skilled Paraplanner to join our team in London. This role offers a unique blend of challenging work and opportunities for professional growth, with a competitive salary of £43,000 per annum, plus benefits.

In this exciting role, you will be responsible for supporting our financial advisors in preparing and managing client financial plans. If you are passionate about building a career in Paraplanning, we encourage you to apply.

  • Benefits: Enjoy a comprehensive package including pension scheme, share options, and discretionary bonuses.
  • Professional Development: Take advantage of opportunities for growth and advancement in your career.
  • Work-Life Balance: Benefit from a flexible working arrangement, with the option to work from home on Mondays and Fridays once settled.

About the Job:

  • Support financial advisors in preparing and managing client financial plans.
  • Conduct research, data analysis, and draft reports using financial planning software and tools.
  • Ensure accurate and compliant financial documentation.

Essential Skills and Qualifications:

  • Proficient in Microsoft Office Suite (Excel, Word, PowerPoint).
  • Knowledge of financial services products and basic compliance requirements.
  • Able to prioritize workload and work independently after training.

  • Paraplanning Expert

    2 weeks ago


    London, Greater London, United Kingdom Blakemore Recruitment Full time

    We are seeking a skilled Paraplanning Expert to join our team at Blakemore Recruitment in Golders Green. This role offers a salary of £55,000 - £65,000 per annum and a comprehensive benefits package.About the RoleThis is a fantastic opportunity to work with a renowned financial planning practice, providing high-quality support to their clients. As a...


  • London, Greater London, United Kingdom Financial Divisions Full time

    Financial Divisions is a highly respected London based business that offers an exceptional opportunity for a Senior Paraplanner to join their team as a Technical Expert.This role will provide the chance to take pride in producing high quality, accurate and compliant reports, attend client meetings, deliver cashflow modelling and full paraplanning support...

  • Paraplanning Expert

    3 weeks ago


    London, Greater London, United Kingdom Eden Resourcing Full time

    Eden Resourcing invites applications from experienced Paraplanning Experts who wish to move to a forward-thinking firm focused on delivering high-quality services to sophisticated HNW clients. As a Senior Financial Planning Specialist, you will play a key role in moulding the Principal's offering and delivering holistic services across various financial...


  • London, Greater London, United Kingdom NJR Recruitment Full time

    NJR Recruitment is seeking a talented Paraplanning and Advisory Expert to join our team. As a key member of our financial planning team, you will play a vital role in supporting our financial planners in delivering exceptional client service.About the Role:Prepare detailed financial plans and reports for clients, using your analytical skills and knowledge of...

  • Paraplanning Expert

    3 weeks ago


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

    **Job Summary:**We are recruiting for a skilled paraplanner to join our client's Wealth Management Practice in London. As a Wealth Management Professional, you will contribute to delivering high-quality financial services to clients.Key Responsibilities:Preparing complex financial documents, including suitability letters and illustrations.Managing client...


  • London, Greater London, United Kingdom Deerfoot Recruitment Solutions Limited Full time

    Company OverviewWe are Deerfoot Recruitment Solutions Limited, a renowned recruitment agency dedicated to connecting talented professionals with exciting career opportunities.Job SummaryWe are seeking an exceptional Senior Paraplanning Expert to join our team in London. As a key member of our team, you will be responsible for supporting financial advisors in...


  • London, Greater London, United Kingdom Financial Divisions Full time

    We are seeking a highly skilled Paraplanning Professional to join our team at Financial Divisions in Central London. With a strong focus on delivering exceptional customer service, our client serves high net worth individuals and families across London and the Southeast.The ideal candidate will possess a Level 4 Diploma qualification as a minimum and have...


  • London, Greater London, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

    About the RoleWe are seeking an experienced Paraplanner to join our team at Burgh Recruitment Ltd (Financial Services). As a key member of our financial services team, you will provide technical expertise throughout the client advice process, undertaking research and analysis to produce financial planning solutions. You will also assist with presentations...


  • London, Greater London, United Kingdom Financial Divisions Full time

    Senior Paraplanner Role OverviewWe are seeking an exceptional Senior Paraplanner to join our highly respected Financial Planning team in London. As the technical expert, you will impart your knowledge across the business and create advice plans for new clients.This is a unique opportunity for a Senior Diploma Qualified Paraplanner with Chartered Status and...

  • Paraplanning Expert

    1 month ago


    London, Greater London, United Kingdom undisclosed Full time

    Job Title: Junior ParaplannerLocation: LondonWe are seeking a motivated and detail-oriented Junior Paraplanner to join our team. As a Junior Paraplanner, you will be responsible for supporting financial advisors in preparing and managing client financial plans. Your primary duties will include conducting research, data analysis, and drafting reports.Key...

  • Wealth Planning Expert

    10 hours ago


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

    Job Title:Paraplanning ProfessionalSalary Range:£60,000 - £80,000 per annumJob Description:In this Paraplanning Professional role with Artemis Recruitment Consultants Ltd, you will play a critical role in supporting experienced advisors and their clients with comprehensive financial planning. Key responsibilities include preparing lifetime cashflow models,...


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

    **About the Role:**We are seeking a skilled paraplanner to join our client's Wealth Management Practice in London. As a Paraplanning Expert, you will play a crucial role in delivering high-quality financial advice to clients.Responsibilities:Developing and implementing paraplanning strategies to support the team.Providing exceptional customer service,...


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

    Job Title:Wealth Planning ExpertSalary Range:£55,000 - £75,000 per annumJob Description:This Wealth Planning Expert position with Artemis Recruitment Consultants Ltd involves providing comprehensive financial planning support to experienced advisors and their clients. Key responsibilities include constructing and producing financial plans, interpreting new...


  • London, Greater London, United Kingdom Deerfoot Recruitment Solutions Limited Full time

    About Our TeamWe are Deerfoot Recruitment Solutions Limited, a professional recruitment agency dedicated to providing top talent to the financial industry. Our team is passionate about helping individuals grow their careers in paraplanning.


  • London, Greater London, United Kingdom Quilter Full time

    About QuilterWe are a company that never stands still, rooted in our expertise trusted by hundreds of thousands of customers. We have great ambitions to stay ahead and make a difference to people and communities.Our business is transforming, modernising, and becoming more customer-centric. If you want to pursue your ambitions, bring new ideas, challenge...


  • London, Greater London, United Kingdom Deerfoot Recruitment Solutions Limited Full time

    Job OverviewWe are seeking a skilled Paraplanner to join our team at Deerfoot Recruitment Solutions Limited. As a Paraplanner, you will play a vital role in supporting financial advisors in preparing and managing client financial plans.The successful candidate will have excellent research and data analysis skills, with the ability to work independently and...


  • London, Greater London, United Kingdom Blakemore Recruitment Full time

    We are seeking a highly skilled Senior Paraplanner to join our team at Blakemore Recruitment. This role offers a unique opportunity to work with a reputable Financial Planning practice in Golders Green, providing excellent hybrid working arrangements and a competitive holiday package.About the RoleThe successful candidate will be responsible for preparing...


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

    Company OverviewArtemis Recruitment Consultants Ltd is a leading recruitment agency in London, providing expert services to clients in the financial industry.About the RoleWe are seeking an experienced Paraplanner/Technical Analyst to join our team. As a Paraplanner/Technical Analyst, you will provide vital support to our wealth advisers, researching...


  • London, Greater London, United Kingdom Recruit UK Ltd. Full time

    Join a Reputable Financial Planning Firm as an Administrator About the Opportunity:We are seeking an ambitious individual to join our client's team as an Administrator. This role offers a chance to gain valuable experience and progress into a Paraplanning position within a well-established financial planning firm. The successful candidate will work closely...


  • London, Greater London, United Kingdom Finlink Ltd Full time

    About the RoleFinlink Ltd is seeking an experienced Financial Advisor to join its team in central London. As a Financial Advisor, you will be responsible for providing excellent financial advice to clients and growing your experience within the company.About the CompanyFinlink Ltd is a medium-sized business based in central London that is going through a...