Wealth Planning Paraplanner

Job OpportunityYour main responsibilities as a Paraplanner within the RBC Wealth Planning team are to provide excellent service to clients, as well as providing advice to the Wealth Planners when advising high net worth clients on appropriate financial solutions and products.Key ResponsibilitiesDrive to contribute towards the development of best practice...

Job Overview:Blakemore Recruitment is assisting an award-winning wealth management firm in recruiting a diploma qualified Paraplanner with 5 years of experience to join their expanding team.This role offers a wide range of services including financial planning, pension planning, investment advice, and more.The successful candidate will have the opportunity...

Job Title: Financial Planning ParaplannerWe are seeking a highly skilled Financial Planning Paraplanner to join our Wealth Planning team at LGT Group. As a key member of our team, you will provide professional and technical support to our Senior Wealth Planners and Wealth Planners in meeting the client's financial objectives.Key Responsibilities:Collect and...

A fantastic opportunity has arisen for an experienced Paraplanner to join a leading wealth management firm in London. You will provide technical support to their top adviser and the clients on a one-on-one basis.Key Responsibilities:Carrying out technical research in preparation for client meetings, working alongside the company's most productive...

About the RoleWe are seeking an experienced Wealth Planning Client Support Executive to provide administrative support to our Wealth Planners and Paraplanners. The successful candidate will be responsible for providing full administrative support directly to new and existing clients, ensuring that all new business documentation is accurate and processed in...

Paraplanner (Wealth Management) Route to AdvisorCity of London (Hybrid)£50,000 to £60,000 DOE + Pension + 23 Holiday Days + Training + ProgressionWe are seeking a Paraplanner, RO4 Qualified, to join our growing firm in the London Wealth Management industry. As a Paraplanner, you will have the opportunity to learn from different advisors, work in a dynamic...

About NOVA Wealth:We're a fast-growing startup revolutionizing financial advice in the UK. Our mission is to empower human advisers with technology, enabling them to deliver exceptional service and minimize administrative tasks.At NOVA Wealth, we're committed to creating a game-changer in the advice industry. Our customer-centric approach, combined with...

Role OverviewWe are seeking an experienced Wealth Planning Client Support Executive to provide administrative support to our Wealth Planners and Paraplanners. This role is crucial in ensuring that all new business documentation is accurate and processed in line with agreed service standards, as well as providing customer service excellence for new and...

Job Opportunity: Paraplanner within RBC Wealth Planning teamKey Responsibilities:Drive the development of best practice within Wealth PlanningCommunicate with Wealth Planners to provide advice on financial solutionsCollaborate in client meetings and produce detailed reportsProvide exceptional client service and supportEnsure compliant advice and maintain...

Location - City of LondonSalary - £65,000A Senior Paraplanner job opportunity has arisen for a global investment management firm who have been around for over 200 years for their London based office.Team Overview:The team of Wealth Planners provide a financial advisory service to clients and prospects of the Wealth Management business. This incorporates all...

Location: City of LondonSalary: £65,000A Senior Paraplanner opportunity has arisen for a global investment management firm in their London office.Team Overview:The Wealth Planners team provides a financial advisory service to clients and prospects of the Wealth Management business, incorporating regulated advice, including pensions, tax advice, and general...

Location: City of LondonSalary: £65,000A Senior Paraplanner opportunity has arisen for a global investment management firm with a long history of providing financial advisory services to clients and prospects.Team Overview:The Wealth Planning team provides a comprehensive financial advisory service to clients and prospects, incorporating all aspects of...

Blakemore Recruitment is assisting a well-established wealth management firm in recruiting a diploma qualified Paraplanner with 5+ years of experience to join their expanding team.The successful candidate will work among a friendly team that strives to be among the best advisers and support staff in the industry.This role offers a challenging opportunity for...

About SchrodersSchroders is a global investment manager that helps individuals, families, and charities achieve their financial goals. As a Wealth Planning Client Support Executive, you will play a crucial role in providing administrative support to our Wealth Planners and Paraplanners.Key ResponsibilitiesProvide initiative-taking and efficient...

Location: City of LondonSalary: £65,000A Senior Paraplanner job opportunity has arisen for a global investment management firm in their London office.Team Overview:The Wealth Planners provide a financial advisory service to clients and prospects of the Wealth Management business, incorporating all aspects of regulated advice, including pensions, tax advice,...

Job Title: ParaplannerLocation: Cheshire (Hybrid/Remote)Overview:A dynamic Wealth Management Practice in Cheshire is seeking an experienced Paraplanner to join their growing team. This hybrid role offers excellent opportunities for personal development within a supportive and ambitious environment.Key Responsibilities: Provide research and technical support...

A highly skilled Paraplanner is required to provide technical support to top advisers and HNW clients at a leading wealth management firm in London.Key Responsibilities:Carrying out technical research in preparation for client meetings.Assessing client objectives and conducting research to identify suitable solutions.Drafting recommendation reports and...

Blakemore Recruitment is assisting an award-winning wealth management firm recruit a diploma qualified Paraplanner with 5+ years of experience to join their expanding team. This role can be home-based or hybrid working.The company provides a wide range of services to clients, including financial planning, pension planning, investment advice, inheritance tax...

Job Title: Wealth Planning Support SpecialistWe are seeking an experienced Wealth Planning Support Specialist to provide administrative support to our Wealth Planners and Paraplanners. The successful candidate will be responsible for providing full administrative support directly to new and existing clients, ensuring that all new business documentation is...

Blakemore Recruitment is assisting a well-established wealth management firm in their search for a skilled Paraplanner. The ideal candidate will have a diploma in Paraplanning and at least 5 years of experience in the field.The successful candidate will be working among a friendly team that strives to be among the best advisers and support staff in the...