Paraplanning Expert
23 hours ago
We are seeking a skilled Paraplanning expert to join our team at Deerfoot Recruitment Solutions Limited. This is an excellent opportunity for individuals passionate about building a career in financial planning.
The successful candidate will be responsible for supporting financial advisors in preparing and managing client financial plans, conducting research, data analysis, and drafting reports, as well as ensuring financial documentation is accurate and compliant with industry regulations.
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Paraplanning Expert
3 weeks ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeWe 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...
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Senior Paraplanning Expert
3 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeFinancial 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...
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Paraplanning Expert
4 weeks ago
London, Greater London, United Kingdom Eden Resourcing Full timeEden Resourcing invites applications from experienced Paraplanning Experts who wish to move to a forward-thinking firm focused on delivering high-quality services to sophisticated HNW clients. As a Senior Financial Planning Specialist, you will play a key role in moulding the Principal's offering and delivering holistic services across various financial...
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Paraplanning Expert
24 hours ago
London, Greater London, United Kingdom Deerfoot Recruitment Solutions Full timeAbout 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...
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Paraplanning and Advisory Expert
1 week ago
London, Greater London, United Kingdom NJR Recruitment Full timeNJR Recruitment is seeking a talented Paraplanning and Advisory Expert to join our team. As a key member of our financial planning team, you will play a vital role in supporting our financial planners in delivering exceptional client service.About the Role:Prepare detailed financial plans and reports for clients, using your analytical skills and knowledge of...
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Paraplanning Expert
19 hours ago
London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full timeAbout the Role: We are seeking a highly skilled Paraplanner to provide comprehensive support to our Wealth Planners. As a Financial Paraplanner, you will play a crucial role in helping our team deliver exceptional client service and meeting business objectives.Your primary responsibilities will include maintaining up-to-date knowledge of company policies and...
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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...
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Paraplanning Expert
4 days ago
London, Greater London, United Kingdom IDEX Consulting Full timeAbout the JobIDEX Consulting is seeking a highly 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 an exciting opportunity for experienced professionals to take on a key role in developing our client offering and...
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Paraplanning Professional
4 days ago
London, Greater London, United Kingdom Financial Divisions Full timeAbout 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...
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Senior Paraplanning Expert
4 weeks ago
London, Greater London, United Kingdom Deerfoot Recruitment Solutions Limited Full timeCompany OverviewWe are Deerfoot Recruitment Solutions Limited, a renowned recruitment agency dedicated to connecting talented professionals with exciting career opportunities.Job SummaryWe are seeking an exceptional Senior Paraplanning Expert to join our team in London. As a key member of our team, you will be responsible for supporting financial advisors in...
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Paraplanning Professional Vacancy
2 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeWe 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...
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Senior Paraplanning Professional
1 day ago
London, Greater London, United Kingdom Tate Recruitment Full timeRole 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,...
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Paraplanning Expert
4 weeks ago
London, Greater London, United Kingdom Deerfoot Recruitment Solutions Limited Full time**Job Overview**We are recruiting for a skilled Paraplanner to join our team in London. This role offers a unique blend of challenging work and opportunities for professional growth, with a competitive salary of £43,000 per annum, plus benefits.In this exciting role, you will be responsible for supporting our financial advisors in preparing and managing...
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Paraplanning Services Professional
4 weeks ago
London, Greater London, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeAbout 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...
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Paraplanning Expertise Leader
8 hours ago
London, Greater London, United Kingdom mbf Full timeParaplanning Expertise LeaderWe are looking for a seasoned Paraplanner to lead our team at a distinguished Multi-Family Office in Mayfair. As a Senior Paraplanner, you will collaborate with ultra-high-net-worth families and oversee complex, high-profile cases.About the PositionCreate comprehensive financial plans, reports, and analysis for UHNW...
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Senior Client Facing Paraplanning Expert
19 hours ago
London, Greater London, United Kingdom Heat Recruitment Full timeAbout the RoleWe are seeking a highly skilled Senior Paraplanner to support our Financial Adviser in their Private Client team. As a client-facing position, you will be assisting high-net-worth clients with complex cases.Key ResponsibilitiesSupporting high-net-worth clients on complex casesPreparing for and attending client meetingsGathering research and...
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Financial Planning Expert
3 days 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...
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Senior Financial Planning Expert
4 days 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...
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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...
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Paraplanning Expert
1 month ago
London, Greater London, United Kingdom undisclosed Full timeJob Title: Junior ParaplannerLocation: LondonWe are seeking a motivated and detail-oriented Junior Paraplanner to join our team. As a Junior Paraplanner, you will be responsible for supporting financial advisors in preparing and managing client financial plans. Your primary duties will include conducting research, data analysis, and drafting reports.Key...