Paraplanner and Financial Advisor

2 days ago


London, Greater London, United Kingdom NJR Recruitment Full time

Job Description:

NJR Recruitment is working with a leading financial planning firm that prides itself on providing personalized financial advice and bespoke solutions to its clients.

As a Senior Paraplanner, you will be responsible for supporting the preparation of comprehensive financial plans, collaborating with senior advisors to develop tailored financial solutions, and ensuring seamless communication with clients.

Responsibilities:

  1. Prepare detailed financial plans and presentations for high-net-worth clients
  2. Contribute to the development of innovative financial solutions
  3. Provide exceptional client service and support

Requirements:

  • 3+ years of experience in financial services or related field
  • Excellent analytical and problem-solving skills
  • Strong communication and interpersonal skills

Benefits:

  • Estimated annual salary: £50,000 - £65,000
  • Opportunities for career advancement and professional growth
  • A dynamic and supportive work environment

We invite applications from motivated and experienced professionals who share our commitment to excellence in financial planning.



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

    Job 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...


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

    About the RoleWe are currently recruiting for a Paraplanner for Financial Advisory Services to join our London-based award-winning wealth management firm. This is an exceptional opportunity for a Level 4 Diploma Qualified Paraplanner to develop their technical paraplanning skills and progress to Advice within 3 years.The successful candidate will provide...


  • London, Greater London, United Kingdom Click and Connect Online Limited Full time

    We 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...


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

    Artemis 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...


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

    Job 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...


  • London, Greater London, United Kingdom Click and Connect Online Limited Full time

    Job 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...


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

    Job 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...


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

    Client-Facing ParaplannerFinancial Divisions seeks a skilled and experienced Paraplanner to strengthen our Paraplanning team in London.Job DescriptionThis role involves preparing reports, cashflow forecasts, and accompanying Financial Planners to client meetings. You will work collaboratively with the team to deliver exceptional client advice and reviews,...


  • London, Greater London, United Kingdom Online Mortgage Advisor Full time

    Join Our TeamWe are looking for experienced mortgage advisors to join our team at Online Mortgage Advisor. As a Senior Financial Advisor, you will be responsible for providing high-quality mortgage advice to clients across the UK.Estimated Salary: £45,000 - £65,000 per annum (dependent on experience and qualifications)Company OverviewWe are a...


  • London, Greater London, United Kingdom Premier Jobs UK Full time

    Premier 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 Online Mortgage Advisor Full time

    About This RoleWe are seeking an experienced self-employed mortgage advisor to join our team. As a financial channel advisor, you will be responsible for providing high-quality advice to our clients, managing referrals, and developing strong relationships with our partners.Responsibilities:Providing expert mortgage advice to clients, utilizing our...


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

    Are 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....


  • London, Greater London, United Kingdom LGT Group Full time

    Job DescriptionWe are looking for a skilled Paraplanner to join our Wealth Planning team at the LGT Group. As a Paraplanner, you will be responsible for providing full professional and technical support to Senior Wealth Planners and Wealth Planners in meeting client financial objectives. ResponsibilitiesClient File Management: Collect and analyze client...


  • 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...


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

    About the RoleWe are seeking an experienced Diploma Qualified Paraplanner to join our team at Financial Divisions. As a key member of our team, you will provide paraplanning support to our Advisers, conduct market research, and assist with the preparation of client recommendations.The ideal candidate will have a strong background in paraplanning, excellent...


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

    Financial Services Advisor Job DescriptionPremier Jobs UK is seeking a highly skilled Financial Services Advisor to join their team on a self-employed basis. As a Financial Advisor, you will be responsible for providing financial planning advice to clients and managing your own client portfolio.The successful candidate should have full Level 4 Diploma in...


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

    About the OpportunityThis is an exciting opportunity for a paraplanner looking to develop their technical knowledge and progress to Chartered status.As a Technical Paraplanning Specialist, you will work closely with our Advisers, providing full paraplanning support including report writing, conducting research, and preparing presentations for...


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

    The 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...


  • London, Greater London, United Kingdom mbf. Full time

    About 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...


  • London, Greater London, United Kingdom financial-advisor Full time

    About the RoleWe are seeking an experienced Financial Crime Compliance Director to join our team at SMBC. As a trusted partner for the long term, we aim to grow you professionally and personally.Be curious, expand your network, and explore how your skills and knowledge can transfer into different roles and areas of SMBC. Find the resources and support...