Expert Paraplanner
4 days ago
CV Elite is an ambitious and dynamic Chartered Financial Planning firm seeking a talented Expert Paraplanner - Complex Cases to join our Private Office proposition in Marylebone, London W1.
This exciting role requires a career Paraplanner who loves highly technical work, not one keen to move into advising. You will work closely with the Director of Growth, Head of Client Outcomes, and Client Outcomes Managers to deliver exceptional service to clients within the First Wealth Private Office and Core proposition.
Your technical expertise and meticulous attention to detail will enable you to develop comprehensive financial plans that meet the unique needs of each client. By staying up-to-date with market developments and identifying innovative opportunities, you will help us maintain a competitive edge in the industry.
As a valued member of our team, you can expect:
- A salary of £65,000 - £85,000 per annum
- Pension scheme contributions
- An annual leave entitlement
- Ongoing training and development
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Global Paraplanner Expert
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Pensions Paraplanner
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London, Greater London, United Kingdom Financial Divisions Full timeAre you an experienced Paraplanner looking for a new challenge? Do you want to work with a leading Chartered IFA firm in Central London? If so, we have an exciting opportunity for you to join our team at Financial Divisions.The ideal candidate will possess a Level 4 Diploma qualification as a minimum and have excellent communication and interpersonal skills....
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Financial Planning Expert
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Senior Paraplanning Expert
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London, Greater London, United Kingdom Financial Divisions Full timeFinancial 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...
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Paraplanning Expert
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London, Greater London, United Kingdom undisclosed Full timeJob Title: Junior ParaplannerLocation: LondonWe are seeking a motivated and detail-oriented Junior Paraplanner to join our team. As a Junior Paraplanner, you will be responsible for supporting financial advisors in preparing and managing client financial plans. Your primary duties will include conducting research, data analysis, and drafting reports.Key...
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Pensions Paraplanner Expert
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London, Greater London, United Kingdom MERJE Ltd Full timeJob Description: Wealth Management Consultant MERJE Ltd is seeking a highly skilled and experienced Wealth Management Consultant to join our team. In this role, you will be responsible for providing expert advice to our clients on their wealth management options.About the Role:The successful candidate will have a strong understanding of retail financial...
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Financial Planning Expert
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London, Greater London, United Kingdom Click and Connect Online Limited Full timeAt Click and Connect Online Limited, we offer a unique opportunity for experienced financial planners to excel in their career. As a Financial Planning Expert, you will be working alongside our Director of the UK business, advising clients on medium to longer term financial objectives.Job RequirementsA proven track record of success within an Advisory /...
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Financial Planning Expert
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London, Greater London, United Kingdom Premier Jobs UK Full timeAt Premier Jobs UK, we are seeking a highly skilled Financial Planning Expert to join our team on a self-employed basis. This home-based role involves providing financial planning advice to clients with complex needs.The ideal candidate will have a minimum of 3 years of experience as a Financial Advisor and hold a Level 4 Diploma in Financial Planning or...
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Financial Planning Expert
4 days ago
London, Greater London, United Kingdom The Burford Recruitment Company Ltd Full timeCompany OverviewThe Burford Recruitment Company Ltd is a respected recruitment agency specialising in the placement of skilled professionals within the financial services sector. Our client, a renowned Chartered Financial Adviser firm based in Oxford, is seeking an experienced Paraplanner to join their team.
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Expert Paraplanning Professional
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Pension Management Expert
2 weeks ago
London, Greater London, United Kingdom Service Care Solutions Ltd Full timeJob Opportunity at Service Care Solutions Ltd:We are seeking an experienced Paraplanner to join our team in Oxfordshire. The successful candidate will have a strong background in financial planning, including experience with cash flow modeling and high-net-worth clients. A Diploma in Financial Planning is required.Responsibilities:- Conducting financial...
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International Insurance Analyst
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Wealth Management Consultant
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London, Greater London, United Kingdom MERJE Ltd Full timePensions Paraplanner Expert Job Description:We are seeking an experienced Pensions Paraplanner Expert to join our team at MERJE Ltd. As a key member of our team, you will play a vital role in helping us deliver exceptional service to our clients.About the Role:In this role, you will work closely with our clients to understand their pension goals and...
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Dedicated Paraplanning Expert
3 weeks ago
London, Greater London, United Kingdom Quilter Full timeAbout QuilterWe are a company that never stands still, rooted in our expertise trusted by hundreds of thousands of customers. We have great ambitions to stay ahead and make a difference to people and communities.Our business is transforming, modernising, and becoming more customer-centric. If you want to pursue your ambitions, bring new ideas, challenge...
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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...
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Financial Planning Expert
4 weeks ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeWe are seeking a highly skilled Senior Paraplanner to join our team at Blakemore Recruitment. This role offers a unique opportunity to work with a reputable Financial Planning practice in Golders Green, providing excellent hybrid working arrangements and a competitive holiday package.About the RoleThe successful candidate will be responsible for preparing...
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Financial Planning Professional
4 weeks ago
London, Greater London, United Kingdom mbf Full timeWe're seeking a skilled Paraplanner to join our team at mbf, where you'll play a vital role in providing high-quality financial advice to clients across the UK.This opportunity offers the flexibility of remote work, allowing you to support clients from the comfort of your home or office.About us:mbf is a globally recognized leader in financial services,...
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London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time**About the Role**We are looking for a skilled Financial Planning Expert to join our team. As a Senior Paraplanner, you will play a key part in providing technical analysis, product research, and drafting letters of recommendation for clients. You will also assist in preparing tax calculations as required and ensuring accurate data recording within our CRM...
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Technical Administrator Assistant
3 weeks ago
London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full timeCompany OverviewArtemis Recruitment Consultants Ltd is a leading recruitment agency in London, providing expert services to clients in the financial industry.About the RoleWe are seeking an experienced Paraplanner/Technical Analyst to join our team. As a Paraplanner/Technical Analyst, you will provide vital support to our wealth advisers, researching...