Senior Paraplanner

3 weeks ago

London, Greater London, United Kingdom Blakemore Recruitment Full time

Location: City of London

Salary: £65,000

A 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 regulated advice, including pensions, tax advice, and general guidance on financial issues.

Key Responsibilities:

  • Assist Wealth Planners in managing clients' planning needs and solutions
  • Develop relationships of trust with clients and provide additional support when needed
  • Attend client meetings to broaden understanding of the advisory process and strengthen relationships
  • Take responsibility for drafting client reason-why letters and assisting with proposal preparation
  • Assess and research options and solutions for clients, and handle administrative duties promptly
  • React to client-related enquiries in a timely manner and maintain a record of responses
  • Deal with insurance companies to obtain client policy information or new illustrations and product information
  • Check new business and client files for compliance and accuracy
  • Work closely with the Wealth Planning support team and delegate administrative work as required
  • Maintain and update knowledge through continual professional development and examinations

Requirements:

  • Good working knowledge of Microsoft Word, Excel, and PowerPoint
  • Interest in and understanding of the Wealth Management and financial planning industries
  • Experience working within the financial services sector, ideally for a wealth management firm or financial advisory practice with an HNW client base
  • FCA approved Level 4 RDR compliant qualification in financial planning or equivalent

This is an excellent opportunity to join a well-established global investment management firm that offers constant career development and a dynamic work environment.

  • Senior Paraplanner

    3 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...

  • Senior Paraplanner

    1 month ago

    London, Greater London, United Kingdom Tate Recruitment Full time

    About the Role:We are delighted to be working with our prestigious client based in Canary Wharf as they are recruiting for a Senior Paraplanner in our UK Additions Team.The role involves analyzing trading, client portfolios, and accounts to provide FCA regulated advice on areas such as pension transfers, bond surrenders, investment taxation, and account...

  • Senior Paraplanner

    1 month ago

    London, Greater London, United Kingdom Tate Recruitment Full time

    About the Role:We are delighted to be working with our prestigious client based in Canary Wharf as they are recruiting for a Senior Paraplanner in our UK Additions Team.The role involves analyzing trading, client portfolios, and accounts to provide FCA regulated advice on areas such as pension transfers, bond surrenders, investment taxation, and account...

  • Senior Paraplanner

    4 weeks ago

    London, Greater London, United Kingdom Blakemore Recruitment Full time

    Job Title: Senior ParaplannerBlakemore Recruitment is proud to assist an award-winning, well-respected, and long-established wealth management firm in recruiting 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 their...

  • Senior Paraplanner

    4 weeks ago

    London, Greater London, United Kingdom Blakemore Recruitment Full time

    Job Title: Senior ParaplannerBlakemore Recruitment is proud to assist an award-winning, well-respected, and long-established wealth management firm in recruiting 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 their...

  • Senior Paraplanner

    1 month ago

    London, Greater London, United Kingdom Recruit UK | Certified B Corp™ Full time £65,000

    Senior Paraplanner Opportunity in LondonRecruit UK is working with a leading Financial Planning and Investment Management firm in London to find a talented Senior Paraplanner to join their team.The firm is expanding their Senior Paraplanning team due to an increase in clientele, offering a unique opportunity for a career-driven individual to take their...

  • Senior Paraplanner

    1 month ago

    London, Greater London, United Kingdom Recruit UK | Certified B Corp™ Full time £65,000

    Senior Paraplanner Opportunity in LondonRecruit UK is working with a leading Financial Planning and Investment Management firm in London to find a talented Senior Paraplanner to join their team.The firm is expanding their Senior Paraplanning team due to an increase in clientele, offering a unique opportunity for a career-driven individual to take their...

  • Senior Paraplanner

    2 weeks ago

    London, Greater London, United Kingdom Blakemore Recruitment Full time

    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...

  • Senior Paraplanner for High-Net-Worth Clients

    1 week 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...

  • Paraplanner

    4 weeks ago

    London, Greater London, United Kingdom Your Resourcing Partner Limited Full time

    Job Title: ParaplannerWe are seeking an experienced Paraplanner to join our team at Your Resourcing Partner Limited. As a Paraplanner, you will play a crucial role in supporting our Financial Planners in providing high-quality advice to our clients.Key Responsibilities:Support Financial Planners in research and analysis to meet client needs and...

  • Paraplanner

    4 weeks ago

    London, Greater London, United Kingdom Your Resourcing Partner Limited Full time

    Job Title: ParaplannerWe are seeking an experienced Paraplanner to join our team at Your Resourcing Partner Limited. As a Paraplanner, you will play a crucial role in supporting our Financial Planners in providing high-quality advice to our clients.Key Responsibilities:Support Financial Planners in research and analysis to meet client needs and...

  • Senior Paraplanner

    5 days ago

    City Of London, UK, Central London, United Kingdom Recruit UK | Certified B Corp™ Full time

    Recruit 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...

  • Senior Paraplanner

    3 weeks ago

    London, Greater London, United Kingdom Quilter Full time

    About 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...

  • Senior Wealth Management Paraplanner

    2 weeks ago

    London, Greater London, United Kingdom Blakemore Recruitment Full time

    A 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...

  • Paraplanner - Home Based Opportunity

    2 weeks ago

    London, Greater London, United Kingdom mbf. Full time

    We 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...

  • Senior Paraplanner

    1 month ago

    London, Greater London, United Kingdom Recruit UK | Certified B Corp™ Full time £65,000

    Exciting Opportunity for a Senior Paraplanner in LondonRecruit UK is pleased to be working with a leading Financial Planning and Investment Management firm in the heart of London. They are looking to expand their Senior Paraplanning team due to an increase in clientele, making this a perfect opportunity for someone whose career is not slowing down.Key...

  • Senior Paraplanner

    1 month ago

    London, Greater London, United Kingdom Recruit UK | Certified B Corp™ Full time £65,000

    Exciting Opportunity for a Senior Paraplanner in LondonRecruit UK is pleased to be working with a leading Financial Planning and Investment Management firm in the heart of London. They are looking to expand their Senior Paraplanning team due to an increase in clientele, making this a perfect opportunity for someone whose career is not slowing down.Key...

  • Senior Technical Paraplanner

    3 weeks ago

    London, Greater London, United Kingdom Nova Wealth Full time

    About NOVA WealthWe are a fast-growing startup revolutionizing the financial advice industry in the UK. Our mission is to empower customers to make informed decisions and achieve their financial goals through innovative technology and expert advice.About the RoleWe are seeking a highly skilled and experienced Technical Paraplanner to join our team. As a...

  • Senior Technical Paraplanner

    3 weeks ago

    London, Greater London, United Kingdom Nova Wealth Full time

    About NOVA WealthWe are a fast-growing startup revolutionizing the financial advice industry in the UK. Our mission is to empower customers to make informed decisions and achieve their financial goals through innovative technology and expert advice.About the RoleWe are seeking a highly skilled and experienced Technical Paraplanner to join our team. As a...

  • Paraplanner - Wealth Management

    4 weeks ago

    London, Greater London, United Kingdom mbf Full time £47,000

    Paraplanning Opportunity with National Wealth Management OrganisationWe are working with a leading Wealth Management organisation to recruit an experienced Paraplanner to join their team. This organisation is known for its commitment to flexibility and offers a unique opportunity for experienced Paraplanners to work from home.The successful candidate will...