Paraplanning Professional Opportunity

We are seeking an experienced Paraplanning Professional to join our team at Rathbones. As a key member of our Financial Planning Department, you will play a vital role in delivering exceptional client services and supporting our Financial Planning Directors.Main Responsibilities:Deliver high-quality paraplanning services, including preparing and writing...

Senior Paraplanning OpportunityBrevere Group is looking for a highly skilled Paraplanner to join our team. This is a rare opportunity to take your career to the next level and work closely with our Principle to develop and deliver holistic financial services.About YouWe are looking for someone with:Chartered Status and extensive experience in...

Job Overview: Burgh Recruitment Limited is seeking an experienced Paraplanning Professional to join our dynamic team in London / Hybrid. In this role, you will play a vital part in supporting our team's efforts to provide top-notch service to clients by creating detailed financial plans and analyzing data to inform investment decisions.The successful...

About the RoleWe are seeking a seasoned Paraplanning Professional with technical expertise to join our team as a Senior Financial Planning Expert. This is an exceptional opportunity to work with a highly respected London-based business, leveraging your skills to drive success in a dynamic and supportive environment.Salary: £65,000 per annum, including a...

Paraplanning ConsultantWe are seeking a highly skilled Paraplanning Consultant to join our team at Financial Divisions. In this role, you will be responsible for providing technical paraplanning services to our financial advisers, including report writing, research, and presentation preparation. As a Paraplanning Consultant, you will have the opportunity to...

Administrative Support for a Financial Planning Firm in London About the Job:This is an exciting opportunity to join a leading financial planning firm in London as an Administrator. The successful candidate will work closely with a highly experienced Financial Adviser to provide full administration support, including preparing reports, client letters, and...

Established in the financial industry with over 100 years of experience, mbf is a reputable investment management and financial planning organisation seeking a skilled Senior Paraplanner to join their expanding Financial Planning team.This role is ideally suited to experienced, career-oriented Paraplanners who hold or are working towards Chartered status via...

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...

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...

Key ResponsibilitiesAs a paraplanning professional, you will be responsible for:Preparing and maintaining client filesChecking compliance paperwork and confirming client risk profilesPreparing recommendations and identifying areas for planningUndertaking research and liaising with clients' legal and tax advisersImplementing investment strategies and...

Job Title: Senior Paraplanning SpecialistThe role of a Senior Paraplanning Specialist at Financial Divisions involves supporting financial advisers with comprehensive paraplanning services. This includes report writing, research, and presentation preparation for recommendations. As a Senior Paraplanning Specialist, you will have the opportunity to attend...

About Us">Deerfoot Recruitment Solutions is a boutique wealth management firm based in Central London, offering a unique opportunity to develop your skills as a Paraplanner. Our dynamic, close-knit team works in one of London's most prestigious areas.">Career Growth">We are invested in your development, and this role is designed for those looking to grow...

Role OverviewWe are seeking a talented Financial Paraplanning Specialist to join our team at Financial Divisions, a leading wealth management firm based in London. As a key member of our paraplanning team, you will provide exceptional technical support to our Advisers and contribute to the growth of our business.About the RoleThis is an exciting opportunity...

Key ResponsibilitiesYou will work closely with our Financial Planners to provide technical support and expertise in financial planning, ensuring that clients receive exceptional service.In this role, you will be expected to have Chartered qualifications or be close to achieving them, with 3 years' experience in providing paraplanning support to HNW...

Job Summary:We are seeking an experienced Senior Paraplanning Executive to join our team at IDEX Consulting. The successful candidate will be responsible for providing high-quality paraplanning services to our clients, including cash flow modelling, pensions, and other technical aspects.The ideal candidate will have a strong background in financial planning...

Job SummaryWe are seeking a skilled Technical Paraplanning Specialist to join our team at Financial Divisions. This role offers the opportunity to transition into Advice within 3 years and has arisen due to the promotion of the present Paraplanner to Advice.The ideal candidate will possess a Level 4 Diploma in Paraplanning and have excellent technical...

Role OverviewTate Recruitment seeks an experienced Senior Paraplanning Professional to join our team. With a salary range of £65,000 - £75,000, this is an excellent opportunity for individuals who are passionate about delivering high-quality financial advice.In this role, you will be responsible for providing expert guidance on pension transfers,...

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...

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...

Role OverviewWe are seeking a highly skilled Technical Paraplanning Specialist to join our London-based wealth management team.The ideal candidate will have a Level 4 Diploma in Paraplanning and excellent technical knowledge of financial services products.This is an exciting opportunity for a paraplanner looking to develop their skills and progress to...