Senior Paraplanner
3 weeks ago
Blakemore Recruitment is assisting a well-established wealth management firm in recruiting a diploma qualified Paraplanner with 5+ years of experience to join their expanding team.
The successful candidate will work among a friendly team that strives to be among the best advisers and support staff in the industry.
This role offers a challenging opportunity for an experienced Paraplanner to further their career with the required training provided by the company.
The ideal candidate will have a solid generalist experience within the Financial Services sector, good understanding of compliance issues, and maintenance of client files and confidentiality.
Key responsibilities include attending client meetings, transposing meeting notes, and assisting the Financial Planner in formulating advice to clients.
The successful candidate will be numerate, familiar with operating and creating spreadsheets, and comfortable crafting detailed letters and comprehensive reports.
Responsibilities also include reviewing client objectives, responding to client emails, and assisting the team PA with technical matters and liaising with clients in the absence of the FP Director.
This role is the perfect opportunity for an experienced Paraplanner to grow and develop in the role over a number of years, with the potential to become a Senior Paraplanner or a Financial Planner within the company.
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Senior Paraplanner
1 month 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...
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Senior Paraplanner for High-Net-Worth Clients
3 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...
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Senior Paraplanner
2 weeks ago
City Of London, UK, Central London, United Kingdom Recruit UK | Certified B Corp™ Full timeRecruit UK are working on an exciting opportunity for a Senior Paraplanner in London to join a Financial Planning firm.Our client are a leading Financial Planning and Investment Management firm, with an office in the heart of London. They continue to go from strength to strength and are on a huge growing strategy across the UK! They are looking to expand...
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Senior Paraplanner
22 hours ago
London, Greater London, United Kingdom Financial Divisions Full timeExperienced paraplanners are sought after by Financial Divisions, a leading independent financial advice business in the heart of London.As a senior paraplanner, you will work closely with two advisers and attend client meetings, tackling technical cases with ease. Prior experience in client-facing roles is beneficial but not essential.The ideal candidate...
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Senior Paraplanner
4 weeks ago
London, Greater London, United Kingdom Quilter Full timeAbout the RoleLevel : 3Department: Adviser Support - DistributionLocation : England – fully remote (35 hours per week, Monday until Friday 9-5pm)Contract type : PermanentAs a Paraplanner in the Adviser Support Centre, you will work closely with advisers from within QFP and support adviser campaigns across the national.You will build, develop, and maintain...
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Senior Wealth Management Paraplanner
4 weeks ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeA fantastic opportunity has arisen for an experienced Paraplanner to join a leading wealth management firm in London. You will provide technical support to their top adviser and the clients on a one-on-one basis.Key Responsibilities:Carrying out technical research in preparation for client meetings, working alongside the company's most productive...
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Paraplanner - Home Based Opportunity
3 weeks ago
London, Greater London, United Kingdom mbf. Full timeWe are currently working with a national Wealth Management organisation to recruit an experienced home-based Paraplanner.This company recognises the importance of offering flexibility to their staff and is happy to offer experienced Paraplanners the opportunity to work from home.The current requirement is for an experienced Paraplanner to join the business...
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Senior Wealth Management Paraplanner
4 weeks ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeA highly skilled Paraplanner is required to provide technical support to top advisers and HNW clients at a leading wealth management firm in London.Key Responsibilities:Carrying out technical research in preparation for client meetings.Assessing client objectives and conducting research to identify suitable solutions.Drafting recommendation reports and...
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Experienced Paraplanner for Complex Cases
3 weeks ago
London, Greater London, United Kingdom NIGEL JAMES ASSOCIATES LTD Full timeRoleNigel James Associates, a leading wealth management company, require an experienced part-time Paraplanner to work closely with senior Financial Planners on high net worth and ultra-high net worth clients. The successful candidate will work four days a week with one to two days in the office, depending on client meetings.Key ResponsibilitiesBespoke...
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Home Based Paraplanner
1 month ago
London, Greater London, United Kingdom mbf Full timeParaplanner OpportunityWe are working with a national Wealth Management organisation to recruit an experienced Paraplanner to join their team.This organisation is a leading employer in the Financial Planning market, offering flexibility to their staff and providing a supportive environment for career development.The successful candidate will provide...
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London, Greater London, United Kingdom Blakemore Recruitment Full timeBlakemore Recruitment are assisting a well-established St James Place firm in their search for a Paraplanner to join their expanding team.The successful candidate will work with a friendly team providing a wide range of services to clients, including financial planning, pension planning, investment advice, inheritance tax planning, protection planning, and...
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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...
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Paraplanner
2 weeks ago
City Of London, UK, Central London, United Kingdom Recruit UK | Certified B Corp™ Full timeAre you an experienced Paraplanner looking to elevate your career within a thriving and reputable financial advice firm?Recruit UK is excited to partner with a prestigious Independent Financial Advice firm in London, offering you an opportunity to move your career into a growing and forward thinking company.In this role, you will work closely with a Senior...
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London, Greater London, United Kingdom Blakemore Recruitment Full timeBlakemore Recruitment is assisting a well-established wealth management firm in their search for a skilled Paraplanner. The ideal candidate will have a diploma in Paraplanning and at least 5 years of experience in the field.The successful candidate will be working among a friendly team that strives to be among the best advisers and support staff in the...
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Senior Paraplanner
4 weeks ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeLocation: City of LondonSalary: £65,000A Senior Paraplanner opportunity has arisen for a global investment management firm with a long history of providing financial advisory services to clients and prospects.Team Overview:The Wealth Planning team provides a comprehensive financial advisory service to clients and prospects, incorporating all aspects of...
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Experienced Paraplanner Role in Wealth Management
22 hours ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeBlakemore Recruitment is assisting an award-winning wealth management firm recruit a diploma qualified Paraplanner with 5+ years of experience to join their expanding team. This role can be home-based or hybrid working.The company provides a wide range of services to clients, including financial planning, pension planning, investment advice, inheritance tax...
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Senior Financial Planner
3 days ago
London, Greater London, United Kingdom Financial Divisions Full timeAbout Us:Financial Divisions is a boutique practice dedicated to providing exceptional financial planning and advice. We are committed to delivering tailored solutions that meet the unique needs of our clients.Job Description:Paraplanner (Fully Remote)We are seeking an experienced Paraplanner to support our Financial Adviser in a fully remote role. The ideal...
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Senior Financial Planning Professional
4 weeks ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeJob Opportunity: Senior ParaplannerWe are seeking a highly skilled Senior Paraplanner to join our team at Blakemore Recruitment. As a Senior Paraplanner, you will be responsible for supporting our team of Financial Advisors and Chartered Financial Planners.Key Responsibilities:Receiving debriefings from Advisors post-meeting and actioning required...
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Senior Financial Planning Specialist
3 weeks ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeJob Opportunity: Senior ParaplannerBlakemore Recruitment is seeking a skilled Senior Paraplanner to join their team of Financial Advisors and Chartered Financial Planners. As a Paraplanner, you will be responsible for supporting the team in various tasks, including:Receiving debriefings from Advisors and actioning required tasksAnalysing and interpreting...
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Senior Paraplanner
3 weeks ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeLocation: City of LondonSalary: £65,000A Senior Paraplanner opportunity has arisen for a global investment management firm in their London office.Team Overview:The Wealth Planners team provides a financial advisory service to clients and prospects of the Wealth Management business, incorporating regulated advice, including pensions, tax advice, and general...