Experienced Paraplanner Opportunity

3 days ago


London Area, United Kingdom Financial Divisions Full time

Associate Paraplanner Job Description

We are seeking an experienced Associate/Junior Paraplanner to join our dynamic team at Financial Divisions. As a prestigious IFA in London, we offer a hybrid working pattern and study support to complete your diploma qualification.

As a Junior Paraplanner, you will produce illustrations and valuations, prepare annual reviews, liaise with clients and advisers, and process fund switches and drawdowns. You will also write suitability reports across pensions, investments, IHT, and estate planning.

Our ideal candidate is working towards their diploma qualification, educated to degree level or equivalent, and has excellent communication skills. You will have the opportunity to gain further insight into the industry, deal with UHNW clients, and further your technical knowledge in Paraplanning.

This is a fantastic opportunity for a talented individual to develop their skills and progress their career with a well-established and highly recognised IFA.

Key Responsibilities:

  • Producing illustrations and valuations
  • Preparing annual reviews
  • Liaising with clients and advisers
  • Processing fund switches and drawdowns
  • Writing suitability reports

Requirements:

  • Working towards diploma qualification
  • Education to degree level or equivalent
  • Excellent communication skills


  • London, Greater London, United Kingdom Ortus PSR Full time

    Paraplanner OpportunityWe are seeking an experienced Paraplanner to join our London office, offering a flexible work-from-home option.About the RoleThis is an exciting opportunity for a skilled Paraplanner to support our financial advisers in providing high-quality client service.Key ResponsibilitiesPreparing suitability reports for complex casesConducting...


  • London, Greater London, United Kingdom Ortus PSR Full time

    Paraplanner OpportunityWe are seeking an experienced Paraplanner to join our London office, offering a flexible work-from-home option.About the RoleThis is an exciting opportunity for a skilled Paraplanner to support our financial advisers in providing high-quality client service.Key ResponsibilitiesPreparing suitability reports for complex casesConducting...


  • London Area, United Kingdom Financial Divisions Full time

    Associate Paraplanner - London (Hybrid) - £35 - 40k + study support + bonusOur client is a prestigious IFA based in London who due to expansion are looking for an experienced Associate/Junior Paraplanner to join their dynamic team. The role has become available due to organic growth and are looking to take on a talented individual that they can further...


  • London Area, United Kingdom Financial Divisions Full time

    Associate Paraplanner - London (Hybrid) - £35 - 40k + study support + bonusOur client is a prestigious IFA based in London who due to expansion are looking for an experienced Associate/Junior Paraplanner to join their dynamic team. The role has become available due to organic growth and are looking to take on a talented individual that they can further...


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

    We are currently working with a national Wealth Management organisation to recruit an experienced home-based Paraplanner.This company recognises the importance of offering flexibility to their staff and is happy to offer experienced Paraplanners the opportunity to work from home.The current requirement is for an experienced Paraplanner to join the business...

  • Paraplanner

    2 weeks ago


    Greater Bristol Area, United Kingdom IDEX Consulting Ltd Full time

    Paraplanner – £60,000 DOE + Bonus – Bristol / HybridI am currently partnered with a prestigious wealth management firm seeking an experienced Paraplanner to join their team in Bristol.The company holds an outstanding market reputation, renowned for their expertise in managing the complex financial needs of ultra-high-net-worth clients. Their proven...

  • Paraplanner

    3 days ago


    Greater Bristol Area, United Kingdom IDEX Consulting Ltd Full time

    Paraplanner – £60,000 DOE + Bonus – Bristol / HybridI am currently partnered with a prestigious wealth management firm seeking an experienced Paraplanner to join their team in Bristol.The company holds an outstanding market reputation, renowned for their expertise in managing the complex financial needs of ultra-high-net-worth clients. Their proven...


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

    Technical Paraplanning Support OpportunityWe are seeking an experienced paraplanner to provide full technical support to a financial adviser who is at a pivotal point of growth.Key Responsibilities:Support the principal partner of the firm across high net worth clientsAttend client meetings with the adviser and action all post-meeting paraplanning...


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

    Technical Paraplanning Support OpportunityWe are seeking an experienced paraplanner to provide full technical support to a financial adviser who is at a pivotal point of growth.Key Responsibilities:Support the principal partner of the firm across high net worth clientsAttend client meetings with the adviser and action all post-meeting paraplanning...

  • Paraplanner

    1 month ago


    London, Greater London, United Kingdom Antony George Recruitment Full time

    Job Title: ParaplannerJob Summary:We are seeking a highly skilled and experienced Paraplanner to join our team. As a Paraplanner, you will play a key role in supporting our Financial Advisers in delivering exceptional client service and achieving business growth.Key Responsibilities:Review and analyze client data to identify opportunities for financial...

  • Paraplanner

    1 month ago


    London, Greater London, United Kingdom Antony George Recruitment Full time

    Job Title: ParaplannerJob Summary:We are seeking a highly skilled and experienced Paraplanner to join our team. As a Paraplanner, you will play a key role in supporting our Financial Advisers in delivering exceptional client service and achieving business growth.Key Responsibilities:Review and analyze client data to identify opportunities for financial...

  • Paraplanner

    4 weeks ago


    London, Greater London, United Kingdom Financial Divisions Full time

    Paraplanner Opportunity at Financial DivisionsWe are seeking an experienced Paraplanner to join our dynamic team at Financial Divisions. As a Paraplanner, you will play a crucial role in supporting our Advisers in providing exceptional client service and delivering high-quality financial planning solutions.Key Responsibilities:Producing illustrations and...

  • Paraplanner

    4 weeks ago


    London, Greater London, United Kingdom Financial Divisions Full time

    Paraplanner Opportunity at Financial DivisionsWe are seeking an experienced Paraplanner to join our dynamic team at Financial Divisions. As a Paraplanner, you will play a crucial role in supporting our Advisers in providing exceptional client service and delivering high-quality financial planning solutions.Key Responsibilities:Producing illustrations and...

  • Paraplanner - Putney

    1 month ago


    London, Greater London, United Kingdom Blakemore Recruitment Full time

    Paraplanner Job DescriptionWe are working with a successful IFA in Putney to recruit an experienced paraplanner to join their advice team.This is a fantastic opportunity for a motivated and skilled paraplanner to work with a reputable company that values employee career development.The ideal candidate will have a strong understanding of the financial...

  • Paraplanner - Putney

    1 month ago


    London, Greater London, United Kingdom Blakemore Recruitment Full time

    Paraplanner Job DescriptionWe are working with a successful IFA in Putney to recruit an experienced paraplanner to join their advice team.This is a fantastic opportunity for a motivated and skilled paraplanner to work with a reputable company that values employee career development.The ideal candidate will have a strong understanding of the financial...


  • London, Greater London, United Kingdom NIGEL JAMES ASSOCIATES LTD Full time

    RoleNigel James Associates, a leading wealth management company, require an experienced part-time Paraplanner to work closely with senior Financial Planners on high net worth and ultra-high net worth clients. The successful candidate will work four days a week with one to two days in the office, depending on client meetings.Key ResponsibilitiesBespoke...

  • Paraplanner

    4 weeks ago


    London, United Kingdom Financial Divisions Full time

    Experienced Paraplanner Work on 1-2-1 basis with highly experienced Adviser Basic salary £45k - £60k + benefits packageCity of London office - hybrid working after training My client is an award winning national Chartered independent financial advice business based in the heart of the City of London but with offices across the UK. The business has over 300...

  • Paraplanner

    4 weeks ago


    London,, UK, United Kingdom Financial Divisions Full time

    Experienced Paraplanner Work on 1-2-1 basis with highly experienced Adviser Basic salary £45k - £60k + benefits packageCity of London office - hybrid working after training My client is an award winning national Chartered independent financial advice business based in the heart of the City of London but with offices across the UK. The business has over 300...

  • Technical Paraplanner

    1 month ago


    London, Greater London, United Kingdom Blakemore Recruitment Full time

    Technical Paraplanner OpportunityWe are seeking an experienced Paraplanner to provide technical support to our adviser on a one-on-one basis, dealing with HNW clients and handling client communications.Key Responsibilities:Carrying out technical research to prepare for client meetings and identifying suitable solutions to meet their needs.Drafting...

  • Technical Paraplanner

    1 month ago


    London, Greater London, United Kingdom Blakemore Recruitment Full time

    Technical Paraplanner OpportunityWe are seeking an experienced Paraplanner to provide technical support to our adviser on a one-on-one basis, dealing with HNW clients and handling client communications.Key Responsibilities:Carrying out technical research to prepare for client meetings and identifying suitable solutions to meet their needs.Drafting...