Technical Paraplanner Lead
18 hours ago
We are seeking a highly skilled Technical Paraplanner Lead to join our team at Jenson Fisher. As a key member of our Technical Team, you will work closely with our Financial Planners to provide technical support and guidance on client matters. The successful candidate will have 3-5 years' experience in a paraplanning capacity and chartered status (or very close to achieving).
The ideal candidate will have excellent communication skills and be able to interpret complex data and provide recommendations accordingly. Key responsibilities include drafting client reports, attending client meetings, and communicating with clients by phone, email, and letter.
We offer a competitive salary range of £65,000 - £75,000 and a hybrid working arrangement in Central London. Our company offers exceptional financial planning for medical professionals, and we are committed to excellence in our advisory process.
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Technical Paraplanner Role
4 days ago
London, Greater London, United Kingdom Financial Divisions Full timeJob Title: Technical Paraplanner RoleWe are seeking a skilled Technical Paraplanner to join our London-based team at Financial Divisions. This is an excellent opportunity for a Level 4 Diploma Qualified Paraplanner to develop their expertise and transition into advice within 3 years.As a Technical Paraplanner, you will be responsible for providing full...
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Technical Paraplanner and Financial Advisor
4 days ago
London, Greater London, United Kingdom Financial Divisions Full timeJob SummaryWe are seeking a Technical Paraplanner and Financial Advisor to join our team as a Senior Financial Planning Expert. This role offers an exceptional opportunity to work with a highly respected London-based business, driving success through technical expertise and people skills.Key Responsibilities:Creating advice plans and delivering them to new...
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Paraplanner and Technical Support Specialist
3 weeks ago
London, Greater London, United Kingdom Dynamite Recruitment Solutions Ltd Full timeAbout the RoleWe are looking for a skilled Paraplanner and Technical Support Specialist to support our financial advisors in providing high-quality advice to clients.Responsibilities:Prepare technical recommendations for financial plannersConduct research and analysis to support financial planning decisionsDevelop and maintain knowledge of financial products...
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Wealth Management Paraplanner
1 day ago
London, Greater London, United Kingdom Freedom Recruitment Capital Full timeWealth Management Paraplanner Job DescriptionWe are seeking a highly skilled Senior Paraplanner to join our team in London. The ideal candidate will have experience in constructing financial plans and delivering them to new clients. The role offers a competitive salary of £60,000 and a range of benefits.Responsibilities:• Conduct comprehensive analysis of...
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Experienced Paraplanner Required
4 weeks ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeCompany Overview:Blakemore Recruitment is a leading wealth management firm in London, providing top-notch services to its esteemed clients.Job Summary:We are seeking an experienced paraplanner to join our team, providing technical support to our top advisers and HNW clients on a one-on-one basis.Key Responsibilities:Working alongside our most productive...
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Paraplanner Role Sheffield
4 days ago
London, Greater London, United Kingdom Exchange Street Executive Search Full timeExchange Street Executive Search is seeking an analytical finance expert to join their team as a paraplanner. In this role, you'll play a crucial part in the company's growth and success. With a strong focus on portfolio analysis, report production, and technical research, you'll work closely with the financial planner, admin, and compliance teams.As a...
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Senior Paraplanner Manager
2 weeks ago
London, Greater London, United Kingdom Quarsh Full timeJoin Quarsh as a Senior Paraplanner Manager and take charge of our team of 8 FPSs, providing technical leadership and guidance while delivering exceptional financial planning advice to our clients.You will be responsible for maintaining strong relationships with our clients, ensuring the quality and accuracy of their advice, and developing new client...
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Expert Paraplanner
2 weeks ago
London, Greater London, United Kingdom CV Elite Full timeCV 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,...
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Senior Paraplanner
4 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeExperienced paraplanners are sought after by Financial Divisions, a leading independent financial advice business in the heart of London.As a senior paraplanner, you will work closely with two advisers and attend client meetings, tackling technical cases with ease. Prior experience in client-facing roles is beneficial but not essential.The ideal candidate...
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Global Paraplanner Expert
4 weeks ago
London, Greater London, United Kingdom Click and Connect Online Limited Full timeJob Title: Global Paraplanner ExpertWe are seeking a highly skilled Global Paraplanner Expert to join our team at Click and Connect Online Limited. Our ideal candidate will have extensive experience in financial planning and a proven track record of delivering exceptional results. As a key member of our team, you will be responsible for supporting our...
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Senior Paraplanner Manager
4 days ago
London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd is seeking an experienced Senior Paraplanner Manager to lead our paraplanning team in London. As a senior manager, you will be responsible for overseeing the daily operations of the team, ensuring that all work is completed accurately and to a high standard. You will also need to develop and implement strategies to improve...
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Pension Scheme Paraplanner
4 days ago
London, Greater London, United Kingdom Heat Recruitment Ltd Full timeA reputable Financial Planning company is seeking a Technical Paraplanner to join their thriving team. As a key member of the team, you will be responsible for delivering high-quality support to Advisers and other stakeholders, ensuring seamless delivery of financial planning solutions. The ideal candidate will possess excellent written and verbal...
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Pensions Technical Specialist
1 day ago
London, Greater London, United Kingdom IDEX Consulting Full timeJoin us at IDEX Consulting Ltd as a Paraplanner and play a vital role in helping our clients achieve their financial goals.About the JobWe are seeking an experienced Paraplanner to join our team in London. As a Paraplanner, you will be responsible for providing technical support and guidance to Financial Planners, reviewing client objectives, and conducting...
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Senior Technical Administrator
4 weeks ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeWe are assisting a leading wealth management firm based in London to find an experienced Paraplanner to join their growing business.The Role: ParaplannerYou will be working within a busy team offering excellent service to the Partner and our High Net Worth client base.Your role will include collating client information, preparing suitability letters for...
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London Paraplanner Position
4 weeks ago
London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full timeA renowned opportunity has arisen for a highly skilled Paraplanner to work with our client based in central London. As a leading player in the wealth management sector across Europe, they require a dedicated professional to review and formulate plans for clients with highly specialised situations.Job Requirements:Level 4 Qualification – CII Regulated...
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Technical Administrator Assistant
4 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...
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Paraplanner Expert
2 days ago
London, Greater London, United Kingdom Eden Resourcing Full timeWe are seeking a skilled Paraplanner to join our team at Eden Resourcing. As a key member of the financial planning department, you will play a vital role in shaping the firm's client offerings.Your primary responsibility will be to provide detailed analytical support and expert advice to clients on a range of financial planning matters, including pensions,...
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Highly Technical Financial Planner
3 weeks ago
London, Greater London, United Kingdom CV Elite Ltd Full timeJob Opportunity:Are you a highly skilled Senior Paraplanner looking to utilize your technical expertise in a dynamic role?We are seeking a level 6 qualified, Chartered Senior Paraplanner with experience in complex Financial Planning cases for High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients.Working alongside the Director of Growth in the Private...
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Senior Paraplanner
1 month ago
City Of London, UK, Central London, United Kingdom Recruit UK | Certified B Corp™ Full timeRecruit 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...
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London, Greater London, United Kingdom Blakemore Recruitment Full timeBlakemore Recruitment is assisting an award-winning wealth management firm recruit 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 clients, including financial planning, pension planning, investment advice, inheritance tax...