Technical Paraplanner and Financial Advisor
1 day ago
We 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 clients.
- Developing and maintaining high-quality reports.
- Attending client meetings and providing paraplanning support on complex technical cases.
Requirements:
- Chartered Status.
- Minimum 5 years' experience as a Senior Diploma Qualified Paraplanner.
- Ability to review complex problems and create simple solutions.
Salary: £65,000 per annum, plus an excellent benefits package. If you are looking for a challenging and rewarding role, please apply for this exciting opportunity at Financial Divisions.
-
Technical Paraplanner Role
1 day 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...
-
Senior Financial Planning Expert
1 day ago
London, Greater London, United Kingdom Financial Divisions Full timeJob DescriptionA Senior Financial Planning Expert is required to join a highly respected London-based business, providing exceptional opportunities for career development in a well-balanced working environment.The successful candidate will enjoy a top salary of £65k, accompanied by an excellent benefits package. The role offers a unique blend of technical...
-
Senior Financial Planner
4 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeAbout Us:Financial Divisions is a boutique practice dedicated to providing exceptional financial planning and advice. We are committed to delivering tailored solutions that meet the unique needs of our clients.Job Description:Paraplanner (Fully Remote)We are seeking an experienced Paraplanner to support our Financial Adviser in a fully remote role. The ideal...
-
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...
-
Technical Financial Planner Leader
3 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeAs a Technical Financial Planner Leader at Financial Divisions, you will play a crucial role in imparting your knowledge across the business, creating a culture of excellence and driving growth.You will work closely with clients to develop comprehensive financial plans, utilizing your expertise to navigate complex technical cases and deliver high-quality...
-
London, Greater London, United Kingdom Click and Connect Online Limited Full timeWe are seeking a skilled Paraplanner to join our dynamic team at Independent Resourcing Consultancy Ltd. This role offers a unique chance to work remotely as part of a global financial services company.Our team is comprised of highly skilled professionals dedicated to delivering exceptional financial solutions to clients. With a commitment to innovation and...
-
Junior Financial Advisor
3 weeks ago
London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd has an exciting opportunity for a motivated individual to take on a Junior Paraplanner role in London. As a Junior Paraplanner, you will work closely with Financial Advisors to provide financial research, write suitability letters and reports, and ensure compliance with industry standards.Responsibilities:Providing...
-
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...
-
Global Paraplanner Expert
3 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...
-
Financial Planning Paraplanner in London
4 weeks ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeWe are currently recruiting for a Financial Planning practice in North London who are looking to recruit a skilled Paraplanner. This role is flexible with home working, offering an excellent work-life balance.A leading global financial planning firm Blakemore Recruitment is seeking an exceptional individual to join its rapidly expanding team of experienced...
-
Financial Planning Specialist
1 month ago
London, Greater London, United Kingdom Financial Divisions Full timeThe Role of a Paraplanner at Financial DivisionsWe are seeking a highly skilled and experienced Paraplanner to join our team at Financial Divisions, a boutique independent practice based in the London area.The successful candidate will be responsible for providing 100% support to our Financial Adviser and her longstanding clients, working autonomously and...
-
Financial Planning Expert
3 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeSenior Paraplanner Role OverviewWe are seeking an exceptional Senior Paraplanner to join our highly respected Financial Planning team in London. As the technical expert, you will impart your knowledge across the business and create advice plans for new clients.This is a unique opportunity for a Senior Diploma Qualified Paraplanner with Chartered Status and...
-
Independent Financial Advisor
3 weeks ago
London, Greater London, United Kingdom Premier Jobs UK Full timePremier Jobs UK is seeking a highly motivated Independent Financial Advisor 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...
-
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....
-
Financial Paraplanner Specialist
3 weeks ago
London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time**Company Overview:**We are Artemis Recruitment Consultants Ltd, a renowned recruitment agency specializing in high-caliber professionals for the wealth management sector.Job Title: Financial Paraplanner SpecialistSalary Range: £35,000 - £60,000 (dependent on experience)Location: LondonThis is an exciting opportunity for a highly experienced paraplanner to...
-
Financial Planning Expert
4 hours ago
London, Greater London, United Kingdom Financial Divisions Full time**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...
-
Financial Advisor Assistant
18 hours ago
London, Greater London, United Kingdom mbf. Full timeAbout the Rolembf is seeking a skilled Financial Advisor Assistant to support our financial advisors in developing and implementing comprehensive financial plans for clients.This role will involve working closely with our team of experienced professionals to provide essential support and expertise to ensure successful client outcomes.The ideal candidate will...
-
Senior Financial Advisor
1 day ago
London, Greater London, United Kingdom IDEX Consulting Full timeAbout the PositionIDEX Consulting is seeking a 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 a fantastic opportunity for experienced professionals to take on a key role in developing our client offering and...
-
Senior Compliance Officer
1 month ago
London, Greater London, United Kingdom financial-advisor Full timeOverviewSMBR seeks a trusted partner for long-term growth in financial advisory. As a Senior Compliance Officer, you will play a key role in providing advice and guidance on financial crime compliance, managing service provision, and supporting the development of regional strategies.
-
Highly Technical Financial Planner
2 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...