Current jobs related to Junior Financial Planning Assistant - London, Greater London - Blakemore Recruitment

  • Financial Planning Specialist

    2 months ago

    London, Greater London, United Kingdom Quilter Financial Planning Full time £50,000

    About the RoleWe are seeking a highly skilled Financial Adviser to join our team at Quilter Financial Planning. As a Financial Adviser, you will play a key role in providing expert financial advice to our clients, helping them achieve their long-term financial goals.Key ResponsibilitiesDevelop and maintain strong relationships with clients, understanding...

  • Financial Planning Specialist

    2 months ago

    London, Greater London, United Kingdom Quilter Financial Planning Full time £50,000

    About the RoleWe are seeking a highly skilled Financial Adviser to join our team at Quilter Financial Planning. As a Financial Adviser, you will play a key role in providing expert financial advice to our clients, helping them achieve their long-term financial goals.Key ResponsibilitiesDevelop and maintain strong relationships with clients, understanding...

  • Financial Planning Assistant

    2 weeks ago

    London, Greater London, United Kingdom Financial Divisions Full time £35,000 - £40,000

    Join Financial Divisions, a well-established and highly recognised IFA, as a Paraplanning Specialist. **Key Responsibilities:** * Produce illustrations and valuations * Prepare annual reviews * Liaise with clients and Advisers * Process fund switches and drawdowns * Write suitability reports across pensions, investments, IHT and estate planning **About...

  • Junior Financial Planning Assistant

    2 months ago

    London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Job Description**Job Title:** Junior Paraplanner**Company:** Artemis Recruitment Consultants LtdWe are seeking a highly motivated and organized Junior Paraplanner to join our team. As a Junior Paraplanner, you will play a crucial role in supporting our Financial Advisers and support staff in delivering exceptional client service.Key Responsibilities:Support...

  • Financial Planning Assistant

    2 weeks ago

    London, Greater London, United Kingdom Financial Divisions Full time £45,000 - £52,000

    Paraplanner/Assistant Financial PlannerJoin our team at Financial Divisions, a leading name in the UK Wealth Management sector, as a Paraplanner/Assistant Financial Planner. This is a fantastic opportunity for a talented, professional Paraplanner looking to work in a supportive environment with a market leading benefits package and continual...

  • Financial Planning Assistant

    4 weeks ago

    London, Greater London, United Kingdom Financial Divisions Full time £45,000 - £52,000

    Paraplanner/Assistant Financial PlannerJoin our team at Financial Divisions, a leading Wealth Manager, as a Paraplanner/Assistant Financial Planner. This is an exciting opportunity to work with a premier Wealth Manager, providing financial planning and investment management services to high net worth individuals.Key Responsibilities:Prepare and write...

  • Financial Planning Assistant

    4 weeks ago

    London, Greater London, United Kingdom Financial Divisions Full time £45,000 - £52,000

    Paraplanner/Assistant Financial PlannerJoin our team at Financial Divisions, a leading Wealth Manager, as a Paraplanner/Assistant Financial Planner. This is an exciting opportunity to work with a premier Wealth Manager, providing financial planning and investment management services to high net worth individuals.Key Responsibilities:Prepare and write...

  • Financial Planner

    1 month ago

    London, Greater London, United Kingdom Quilter Financial Planning Full time

    About the RoleWe are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a Financial Advisor, you will play a key role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesProvide financial planning and advice to clients to help them achieve their financial goalsConduct financial...

  • Financial Planner

    1 month ago

    London, Greater London, United Kingdom Quilter Financial Planning Full time

    About the RoleWe are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a Financial Advisor, you will play a key role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesProvide financial planning and advice to clients to help them achieve their financial goalsConduct financial...

  • Investment Planning Advisor

    4 weeks ago

    London, Greater London, United Kingdom Quilter Financial Planning Full time

    Job Opportunity at Quilter Financial PlanningAbout the Role:We are seeking an experienced Financial Advisor to join our team on both an employed and self-employed basis.As a leading financial services business, we operate a strong network of advisors across the UK, offering a fantastic opportunity for growth and development.The Benefits:All leads are...

  • Investment Planning Advisor

    2 months ago

    London, Greater London, United Kingdom Quilter Financial Planning Full time

    Job Opportunity at Quilter Financial PlanningAbout the Role:We are seeking an experienced Financial Advisor to join our team on both an employed and self-employed basis.As a leading financial services business, we operate a strong network of advisors across the UK, offering a fantastic opportunity for growth and development.The Benefits:All leads are...

  • Financial Planner

    1 month ago

    London, Greater London, United Kingdom Quilter Financial Planning Full time

    Unlock Your Potential as a Financial PlannerAre you looking for a challenging and rewarding career in financial services? Quilter Financial Planning is currently recruiting for its full-time financial adviser programme, offering a unique opportunity to develop your skills and expertise in a dynamic and growing sector.What We OfferFully paid access to an...

  • Financial Planner

    3 weeks ago

    London, Greater London, United Kingdom Quilter Financial Planning Full time

    About the RoleWe are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a leading financial services business, we offer a fantastic opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis.As a Financial Advisor, you will be responsible for ensuring clients make wise and profitable...

  • Financial Planner

    3 weeks ago

    London, Greater London, United Kingdom Quilter Financial Planning Full time

    About the RoleWe are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a leading financial services business, we offer a fantastic opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis.As a Financial Advisor, you will be responsible for ensuring clients make wise and profitable...

  • Financial Planner

    4 weeks ago

    London, Greater London, United Kingdom Quilter Financial Planning Full time

    Financial Adviser OpportunityWe are seeking two experienced Financial Advisers to join our team at Quilter Financial Planning, with annual salaries starting at £50,000.As a Financial Adviser, you will be responsible for providing expert financial guidance to our clients, helping them achieve their long-term financial goals.Key responsibilities...

  • Financial Planner

    4 weeks ago

    London, Greater London, United Kingdom Quilter Financial Planning Full time

    Financial Adviser OpportunityWe are seeking two experienced Financial Advisers to join our team at Quilter Financial Planning, with annual salaries starting at £50,000.As a Financial Adviser, you will be responsible for providing expert financial guidance to our clients, helping them achieve their long-term financial goals.Key responsibilities...

  • Financial Planner

    1 month ago

    London, Greater London, United Kingdom Quilter Financial Planning Full time

    Employed Financial Adviser OpportunityWe are seeking a driven and ambitious Financial Adviser to join our team at Quilter Financial Planning. As a key member of our team, you will be responsible for providing expert financial guidance to our clients, helping them achieve their long-term financial goals.Key Responsibilities:Develop and implement personalized...

  • Financial Planner

    1 month ago

    London, Greater London, United Kingdom Quilter Financial Planning Full time

    Employed Financial Adviser OpportunityWe are seeking a driven and ambitious Financial Adviser to join our team at Quilter Financial Planning. As a key member of our team, you will be responsible for providing expert financial guidance to our clients, helping them achieve their long-term financial goals.Key Responsibilities:Develop and implement personalized...

  • Financial Planner

    1 month ago

    London, Greater London, United Kingdom Quilter Financial Planning Full time

    Employed Financial Adviser OpportunityWe are seeking a driven and ambitious Financial Adviser to join our team at Quilter Financial Planning. As a key member of our team, you will be responsible for providing expert financial guidance to our clients and helping them achieve their long-term financial goals.Key Responsibilities:Develop and implement...

  • Financial Planner

    1 month ago

    London, Greater London, United Kingdom Quilter Financial Planning Full time

    Employed Financial Adviser OpportunityWe are seeking a driven and ambitious Financial Adviser to join our team at Quilter Financial Planning. As a key member of our team, you will be responsible for providing expert financial guidance to our clients and helping them achieve their long-term financial goals.Key Responsibilities:Develop and implement...

Junior Financial Planning Assistant

2 months ago

London, Greater London, United Kingdom Blakemore Recruitment Full time

Job Summary

We are seeking a highly organized and detail-oriented Junior Financial Planning Assistant to join our team at Blakemore Recruitment. As a Junior Financial Planning Assistant, you will provide administrative support to our Paraplanners and contribute to the delivery of high-quality financial planning services to our clients.

Key Responsibilities

  • Letter of Authority (LOA) Management
    • Send LOAs to providers and monitor progress of recent LOA submissions and obtain plan information.
  • Research and Data Collection
    • Provide high-quality research and administrative support to the Paraplanners, including contacting providers to obtain and compile accurate policy information.
    • Record policy information accurately into Provider Information Forms and Curo.
    • Undertake research for asset allocation on existing client portfolios using FE Analytics and our in-house research tools.
    • Undertake whole-of-market research for protection and annuity quotes.
    • Prepare pension illustrations.
    • Conduct pension transfer analysis using SelectaPension.
  • Client Communication and Relationship Building
    • Speak regularly with advisers, Paraplanners, and CSAs to keep them up to date with advice in the pipeline.
    • Build strong and effective working relationships with other teams in the firm and third-party product providers.
  • Administrative Tasks
    • Ensure that all client records and data are maintained accurately.
    • Construct model portfolios as required on relevant platforms.
    • Opportunity to draft simple advice letters and prepare tax calculations (outside of CGT) under supervision from a Paraplanner Manager.
  • Professional Development
    • Full support with professional qualifications.
    • Career progression available.

Benefits

  • Company discretionary bonus scheme
  • Full-time hours (35 per week) Monday to Friday 9.00am and 5.00pm - 1 hour for lunch
  • 24 holidays (increasing to 26), plus 2 additional days paid Christmas shut-down period
  • Company Pension scheme
  • Private Healthcare
  • Group Income Protection
  • Life Assurance
  • Eye Care Scheme
  • Wellbeing programme
  • Bike to Work Scheme