Paraplanning Expert

Job Title: Paraplanning ExpertWe are looking for an experienced Paraplanning Expert to join our team in London. As a key member of our financial services division, you will play a crucial role in supporting financial advisors in preparing and managing client financial plans.The ideal candidate will have a strong understanding of financial planning software...

Role OverviewWe are seeking a skilled Paraplanning expert to join our team at Deerfoot Recruitment Solutions Limited. This is an excellent opportunity for individuals passionate about building a career in financial planning.The successful candidate will be responsible for supporting financial advisors in preparing and managing client financial plans,...

We're Seeking a Paraplanning Expert:">A leading Fintech firm is looking for a Chartered Paraplanner to join their London-based team. As a key member, you will provide expert advice, manage relationships with clients, and leverage advanced technologies to deliver customized solutions.Key Responsibilities:">The successful candidate will address clients' daily...

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...

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...

Job OpportunityWe are recruiting a Paraplanner to strengthen our Paraplanning team in London. This position provides an excellent chance for a skilled professional to work with a premier Wealth Manager and develop their career.About the PositionResponsibilities include preparing reports, assisting with annual reviews, and providing exceptional client...

Company OverviewWe are Financial Divisions, a leading wealth management firm based in London. Our team is dedicated to providing exceptional financial services to our clients.Job SummaryWe are seeking a skilled Technical Paraplanner to join our team. The successful candidate will be responsible for supporting Advisers with full paraplanning support,...

About the Role: We are seeking a highly skilled Paraplanner to provide comprehensive support to our Wealth Planners. As a Financial Paraplanner, you will play a crucial role in helping our team deliver exceptional client service and meeting business objectives.Your primary responsibilities will include maintaining up-to-date knowledge of company policies and...

Job DescriptionHypothetical Salary: Up to £48,000 - £50,000 per annum.Location: London - Hybrid Working Opportunity.This role offers the chance to grow your technical paraplanning skills under the mentorship of a seasoned adviser. You will be responsible for providing comprehensive reports and analysis, including cash flow modelling and recommendations, to...

**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...

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...

About the JobIDEX Consulting is seeking a highly skilled Paraplanner to join our team in Hertfordshire, UK. The ideal candidate will have a strong understanding of the financial planning process and excellent communication skills.This is an exciting opportunity for experienced professionals to take on a key role in developing our client offering and...

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,...

Paraplanner RoleWe are seeking a skilled Paraplanner to provide expert support in servicing existing business, platform-based work, and regular contact with clients and wrap/platform providers.The successful candidate will be responsible for efficiently delivering the firm's client and service propositions while maintaining high levels of risk management and...

Paraplanning Expertise LeaderWe are looking for a seasoned Paraplanner to lead our team at a distinguished Multi-Family Office in Mayfair. As a Senior Paraplanner, you will collaborate with ultra-high-net-worth families and oversee complex, high-profile cases.About the PositionCreate comprehensive financial plans, reports, and analysis for UHNW...

Funds Management Specialist WantedWe are working closely with our valued client based in Canary Wharf to fill a critical position for a Senior Paraplanner in their UK Additions Team.This individual will be responsible for analyzing client portfolios, accounts, and trading activity to provide expert advice on pension transfers, bond surrenders, investment...

About the RoleWe are seeking a highly skilled Senior Paraplanner to support our Financial Adviser in their Private Client team. As a client-facing position, you will be assisting high-net-worth clients with complex cases.Key ResponsibilitiesSupporting high-net-worth clients on complex casesPreparing for and attending client meetingsGathering research and...

**About the Opportunity**We are seeking a highly skilled Financial Planning Expert to join our team at Financial Divisions in London.This role offers an exceptional opportunity for a Senior Paraplanner who enjoys technical aspects of financial planning to take on a leadership position and contribute their expertise across the business.The ideal candidate...

About the RoleThe successful candidate will work closely with our experienced financial planners to conduct research, data analysis, and draft reports. This is an excellent opportunity for individuals looking to build a career in paraplanning or transition into a role where they can grow into a paraplanning expert.

Key Responsibilities:The successful candidate will be responsible for providing support to Wealth Planners on financial strategies, plans, and products to clients, maintaining up-to-date knowledge of company policies and procedures, and ensuring timely execution of adviser instructions. You will also be required to work with colleagues to ensure adherence to...