London Paraplanner Position
3 weeks ago
We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. Our wealth management firm is seeking a dedicated Paraplanner to join our London-based team, providing exceptional financial planning support to our clients.
The ideal candidate will have a strong understanding of core Financial Planning solutions and be able to analyze clients' aims and needs to construct solutions. Key responsibilities include:
- Providing support for Financial Advisers / Financial Planners
- Monitoring the performance and work throughout, of any administration support
- Producing robust financial plans and analytical information
Our company thrives on progressive thinking and delivering trusted advice to help our clients thrive and communities prosper. Salary: £50,000 - £70,000 per annum.
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London Paraplanner Position
1 month 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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Trainee Paraplanner
3 days ago
London, Greater London, United Kingdom Jenson Fisher Consulting Ltd Full timeJenson Fisher Consulting Ltd provides investment, pension, protection, and estate planning advice to corporate and individual clients. Our goal is to deliver high-quality services while fostering a positive work environment.About the Role:You will be working closely with senior paraplanners and financial planners to prepare reports, packs, and other...
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Senior Paraplanner Opportunity
22 hours ago
London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: Senior Paraplanner - LondonOur client, a prominent wealth management company in central London, seeks an experienced Senior Paraplanner to join their team. The ideal candidate will have a strong background in financial planning and the ability to provide expert advice to clients.The Senior Paraplanner will be responsible for analyzing client...
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Wealth Management Paraplanner
3 weeks 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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Paraplanner - London Opportunity
22 hours ago
London, Greater London, United Kingdom Independent Resourcing Consultancy Ltd Full timeAs a key member of the Independent Resourcing Consultancy Ltd team, the successful Paraplanner will be responsible for delivering exceptional client service and supporting the Financial Planners in achieving business targets.Job Description:Coordinating with clients to arrange review meetings.Preparing written advice reports and providing technical research...
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Senior Paraplanner
3 weeks ago
London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full timeWe have an exciting opportunity for a highly skilled Senior Paraplanner to join our team at Artemis Recruitment Consultants Ltd in London. As a key member of our team, you will be responsible for providing expert support to financial advisers and clients in goal-based financial planning.In this full-time position, you will utilise your advanced technical...
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Senior Paraplanner Position
2 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeAbout the RoleAs a Senior Paraplanner, you will play a vital role in supporting our Advisers in delivering exceptional client service. Your primary responsibility will be to assist in the preparation of suitability reports, fund research, and illustrations for clients. You will also collaborate with the team to identify new business opportunities and develop...
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Technical Paraplanner Role
3 weeks 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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Paraplanner Position
3 weeks ago
London, Greater London, United Kingdom IDEX Consulting Full timeIDEX Consulting is proud to offer a challenging and rewarding role as a Paraplanner, working closely with a team of experienced professionals in a collaborative and dynamic environment.In this position, you will be responsible for providing exceptional support to 1 IFA, establishing and maintaining effective working relationships with clients, and delivering...
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Trainee Paraplanner
2 weeks ago
London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full timeAbout the Job: We are seeking a skilled Trainee Paraplanner to join our team in London. This exciting opportunity involves working closely with clients to provide tailored financial solutions.Job Description:Research and analyse investment funds and financial products to deliver high-quality advice to clients.Assess and review asset allocation for...
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Paraplanner Support Specialist
2 weeks ago
London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full timeAbout the Role:We are looking for a skilled and dedicated individual to join our team as a Paraplanner Support Specialist. In this role, you will provide essential support to our Paraplanning Team, working closely with Paraplanners/Advisers to ensure smooth day-to-day operations.Key Responsibilities:Input, scan, and attach client data on X-Plan, including...
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Paraplanner Specialist
2 weeks ago
London, Greater London, United Kingdom ARTEMIS RECRUITMENT CONSULTANTS LIMITED Full timeJob OverviewWe are seeking an experienced Paraplanner to join our team in the heart of London.The ideal candidate will have a strong mix of technical skills and interpersonal abilities, allowing them to thrive in a fast-paced business environment.This role is an excellent opportunity for someone looking to advance their career in financial services.Estimated...
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Paraplanner Support Specialist
3 weeks ago
London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd is seeking an experienced Paraplanner Support for their team in London. As a Paraplanner Support, you will work closely with the Paraplanning Team to provide administrative support and ensure seamless day-to-day operations.Job DescriptionWe are looking for someone who has excellent knowledge of Microsoft Office Suite,...
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Paraplanner Assistant
2 weeks ago
London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full timeWe are seeking an experienced Paraplanner Assistant to join our team at Artemis Recruitment Consultants Ltd. This is a fantastic opportunity for someone looking to develop their career in paraplanning and gain valuable experience.Job Summary:This role will involve providing support to the paraplanning team, working closely with senior team members to ensure...
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Paraplanner for Financial Advisory Services
2 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeAbout 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...
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Financial Paraplanner Specialist
1 month 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...
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Paraplanner Professional
1 week ago
London, Greater London, United Kingdom AFS Recruitment Ltd Full timeA great opportunity for a seasoned Senior Paraplanner to join a prestigious accountancy firm in London. The successful candidate will play a key role in the firm's wealth management team, providing expert support and guidance to senior staff members.This is a fantastic chance to work in a well-established and respected company, with a competitive salary of...
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Client Focused Paraplanner
2 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeClient-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,...
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Paraplanner - Financial Services
2 weeks ago
London, Greater London, United Kingdom LGT Group Full timeJob 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...
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Technical Paraplanner and Financial Advisor
3 weeks 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...