Paraplanning Professional Wanted

3 days ago


London, Greater London, United Kingdom ARTEMIS RECRUITMENT CONSULTANTS LIMITED Full time
Key Responsibilities

As a paraplanning professional, you will be responsible for:

  • Preparing and maintaining client files
  • Checking compliance paperwork and confirming client risk profiles
  • Preparing recommendations and identifying areas for planning
  • Undertaking research and liaising with clients' legal and tax advisers
  • Implementing investment strategies and reviewing portfolios

This is a challenging but rewarding role that requires excellent communication skills, attention to detail, and the ability to work effectively in a team environment.

The estimated salary for this role is around £50,000 - £70,000 per annum, depending on experience.



  • London, Greater London, United Kingdom Financial Divisions Full time

    About the RoleWe are currently looking for a skilled Paraplanning Professional to join our team at Financial Divisions. The successful candidate will have a Level 4 Diploma Qualification and experience in paraplanning.As a Paraplanning Professional, you will be responsible for providing full paraplanning support, including report writing, conducting...


  • London, Greater London, United Kingdom Rathbone Brothers Full time

    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...


  • London, Greater London, United Kingdom Recruitment Rebellion Full time

    We Are Looking for a Talented Administration and Paraplanning ProfessionalAvoid boring and unfulfilling jobs. Join us as an Administration and Paraplanning Professional and embark on an exciting career journey in finance.About the Job:This role offers the opportunity to work with experienced professionals, develop your skills, and take on new challenges.You...


  • London, Greater London, United Kingdom Financial Divisions Full time

    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...


  • London, Greater London, United Kingdom Nova Wealth Full time

    About Nova WealthWe are a fast-growing startup dedicated to revolutionizing the financial advice industry. Our team is passionate about creating innovative and personalized advice solutions for our clients, and we're looking for talented individuals to join us in this mission.As a Paraplanning Professional, you will be an integral part of our specialist...


  • London, Greater London, United Kingdom IDEX Consulting Full time

    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...

  • Paraplanning Expert

    3 weeks ago


    London, Greater London, United Kingdom Blakemore Recruitment Full time

    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...


  • London, Greater London, United Kingdom Nigel James Associates Ltd Full time

    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...

  • Paraplanning Expert

    23 hours ago


    London, Greater London, United Kingdom Deerfoot Recruitment Solutions Full time

    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...


  • London, Greater London, United Kingdom Financial Divisions Full time

    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...


  • London, Greater London, United Kingdom Tate Recruitment Full time

    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,...


  • London, Greater London, United Kingdom Deerfoot Recruitment Solutions Limited Full time

    About UsWe are Deerfoot Recruitment Solutions Limited, a leading recruitment agency dedicated to connecting top talent with exciting opportunities in the financial industry.Job SummaryThis is an excellent chance to join our team as a Paraplanner, where you will have the opportunity to develop your skills and knowledge in paraplanning and take on new...


  • London, Greater London, United Kingdom Financial Divisions Full time

    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...


  • London, Greater London, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

    About the RoleWe are seeking an experienced Paraplanner to join our team at Burgh Recruitment Ltd (Financial Services). As a key member of our financial services team, you will provide technical expertise throughout the client advice process, undertaking research and analysis to produce financial planning solutions. You will also assist with presentations...


  • London, Greater London, United Kingdom Premier Jobs Uk Limited Full time

    This exciting Paraplanning role in the Wirral offers a unique opportunity to join a growing IFA firm and contribute to providing top-notch financial planning solutions.As a key member of the team, you will be working closely with experienced Financial Advisors who deliver holistic financial planning to clients. They regularly provide cashflow modelling to...


  • London, Greater London, United Kingdom IDEX Consulting Ltd Full time

    We are seeking an experienced Paraplanner to join our team at IDEX Consulting Ltd in Glasgow. The role will involve preparing written advice and providing technical research services to a team of Advisors and partners.The ideal candidate will have a Diploma level (or equivalent) and full paraplanning experience, with a strong background in discretionary...


  • London, Greater London, United Kingdom Blakemore Recruitment Full time

    Blakemore Recruitment is seeking a skilled Paraplanner to join our team in London, Mayfair. As a Paraplanner, you will play a crucial role in supporting Wealth Planners in delivering exceptional client service and driving business growth.Key Responsibilities:Assist Wealth Planners in producing wealth planning reports.Maintain accurate records and ensure...


  • London, Greater London, United Kingdom Blakemore Recruitment Full time

    Blakemore Recruitment is helping a boutique Financial Planning practice in London find a talented Paraplanning Support Specialist.As a Paraplanning Support Specialist, you will assist Senior Paraplanners in creating suitability reports and conducting research. Excellent written and verbal communication skills are crucial, along with experience in maintaining...

  • Paraplanning Expert

    4 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...


  • London, Greater London, United Kingdom Financial Divisions Full time

    Are you a seasoned Senior Paraplanner looking for a new challenge? Do you have a passion for financial planning and a desire to make a real impact?If so, we invite you to consider this exciting opportunity to join Financial Divisions as a Paraplaning Specialist Director.In this role, you will be responsible for leading a team of paraplanners, providing...