Paraplanning Professional

3 weeks ago


London, Greater London, United Kingdom Nova Wealth Full time
About Nova Wealth

We are a fast-growing startup dedicated to revolutionizing the financial advice industry. Our team is passionate about creating innovative and personalized advice solutions for our clients, and we're looking for talented individuals to join us in this mission.

As a Paraplanning Professional, you will be an integral part of our specialist planning team, responsible for owning our end-to-end advice process and curating the financial plans for our customers. You will work closely with our tech team to leverage technology and empower our planning team to focus on the important areas that require their expertise.

**Key Responsibilities:**

  • Create comprehensive cashflow models for our clients
  • Develop technical expertise in all areas of financial planning
  • Collaborate with our tech team to design and refine our processes and ways of working

**Requirements:**

  • Client-centric approach with excellent communication skills
  • Entrepreneurial mindset with a willingness to innovate and take calculated risks
  • Comfortable with technology and open to learning new tools and systems
  • Strong attention to detail and ability to maintain high standards of quality

**Salary and Benefits:**

  • $50,000 - $70,000 per year (dependent on experience)
  • Bonus and pension schemes
  • Private medical insurance and income protection
  • Equity stake in the company (potential future opportunity)
  • Flexible working hours and hybrid remote working model


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

    At Artemis Recruitment Consultants Ltd, we are seeking a skilled Paraplanning Professional to provide vital support to our wealth advisers.Key ResponsibilitiesProvide paraplanning support to the teamResearch financial planning solutions and investment strategiesPrepare recommendation reports for client meetingsOffer technical support and assist advisers with...


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

    We Are Looking for a Talented Administration and Paraplanning ProfessionalAvoid boring and unfulfilling jobs. Join us as an Administration and Paraplanning Professional and embark on an exciting career journey in finance.About the Job:This role offers the opportunity to work with experienced professionals, develop your skills, and take on new challenges.You...


  • London, Greater London, United Kingdom IDEX Consulting Full time

    About the Role:As a Paraplanning Lead Specialist, you will be responsible for managing complex paraplanning tasks, including cash flow modelling, pensions, and other technical aspects. You will work closely with our clients to understand their financial goals and develop tailored solutions to meet their needs.We are looking for a highly skilled and...

  • 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

    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

    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...


  • London, Greater London, United Kingdom Premier Jobs Uk Limited Full time

    This exciting Paraplanning role in the Wirral offers a unique opportunity to join a growing IFA firm and contribute to providing top-notch financial planning solutions.As a key member of the team, you will be working closely with experienced Financial Advisors who deliver holistic financial planning to clients. They regularly provide cashflow modelling to...


  • London, Greater London, United Kingdom IDEX Consulting Ltd Full time

    We are seeking an experienced Paraplanner to join our team at IDEX Consulting Ltd in Glasgow. The role will involve preparing written advice and providing technical research services to a team of Advisors and partners.The ideal candidate will have a Diploma level (or equivalent) and full paraplanning experience, with a strong background in discretionary...


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

    Blakemore Recruitment is seeking a skilled Paraplanner to join our team in London, Mayfair. As a Paraplanner, you will play a crucial role in supporting Wealth Planners in delivering exceptional client service and driving business growth.Key Responsibilities:Assist Wealth Planners in producing wealth planning reports.Maintain accurate records and ensure...


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

    Blakemore Recruitment is helping a boutique Financial Planning practice in London find a talented Paraplanning Support Specialist.As a Paraplanning Support Specialist, you will assist Senior Paraplanners in creating suitability reports and conducting research. Excellent written and verbal communication skills are crucial, along with experience in maintaining...

  • 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 Financial Divisions Full time

    Are you a seasoned Senior Paraplanner looking for a new challenge? Do you have a passion for financial planning and a desire to make a real impact?If so, we invite you to consider this exciting opportunity to join Financial Divisions as a Paraplaning Specialist Director.In this role, you will be responsible for leading a team of paraplanners, providing...


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

    We are currently seeking a highly skilled Paraplanning Consultant to join our team in the City office. As a leading National IFA firm, we have made significant strides towards becoming the largest Chartered IFA firm in the country.This exciting opportunity allows an experienced Paraplanner to utilize their expertise in report writing, client migrations, and...


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

    Job SummaryWe are seeking a highly skilled Paraplanning Team Leader to join our client's expanding firm in London. This role will involve managing the team on a day-to-day basis, ensuring pipeline management and progressing cases in a timely manner.The successful candidate will have a strong technical knowledge of financial products and excellent...


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

    About the RoleWe are looking for an ambitious and detail-oriented Paraplanner to join our growing team in Golders Green, London. As a Paraplanner, you will play a critical role in supporting our Financial Advisors in delivering high-quality financial planning services to our clients.Key Responsibilities:Prepare detailed reports and analysis for...

  • 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...


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

    We are working with a prominent Investment Management business to recruit an experienced Paraplanner to support Financial Planners with all aspects of Paraplanning.The ideal candidate will be a highly skilled and knowledgeable professional with a strong work history in a Paraplanning capacity within a HNW IFA or Wealth Management environment.This is an...


  • 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 Deerfoot Recruitment Solutions Limited Full time

    About UsWe are Deerfoot Recruitment Solutions Limited, a leading recruitment agency dedicated to connecting top talent with exciting opportunities in the financial industry.Job SummaryThis is an excellent chance to join our team as a Paraplanner, where you will have the opportunity to develop your skills and knowledge in paraplanning and take on new...