Current jobs related to Senior Paraplanner - London, Greater London - Financial Divisions
-
Senior Paraplanner
2 weeks ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeParaplanner Opportunity with Award-Winning Wealth Management FirmBlakemore Recruitment is assisting a prestigious wealth management firm in their search for a highly experienced Paraplanner to join their expanding team. This role offers a unique opportunity for a skilled professional to work in a dynamic and supportive environment, providing a wide range of...
-
Senior Paraplanner
1 month ago
London, Greater London, United Kingdom Tate Recruitment Full timeAbout the Role:We are delighted to be working with our prestigious client based in Canary Wharf as they are recruiting for a Senior Paraplanner in our UK Additions Team.The role involves analyzing trading, client portfolios, and accounts to provide FCA regulated advice on areas such as pension transfers, bond surrenders, investment taxation, and account...
-
Senior Paraplanner
1 month ago
London, Greater London, United Kingdom Tate Recruitment Full timeAbout the Role:We are delighted to be working with our prestigious client based in Canary Wharf as they are recruiting for a Senior Paraplanner in our UK Additions Team.The role involves analyzing trading, client portfolios, and accounts to provide FCA regulated advice on areas such as pension transfers, bond surrenders, investment taxation, and account...
-
Senior Paraplanner
3 weeks ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeJob Title: Senior ParaplannerBlakemore Recruitment is proud to assist an award-winning, well-respected, and long-established wealth management firm in recruiting 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 their...
-
Senior Paraplanner
3 weeks ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeJob Title: Senior ParaplannerBlakemore Recruitment is proud to assist an award-winning, well-respected, and long-established wealth management firm in recruiting 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 their...
-
Senior Paraplanner
1 month ago
London, Greater London, United Kingdom Recruit UK | Certified B Corp™ Full time £65,000Senior Paraplanner Opportunity in LondonRecruit UK is working with a leading Financial Planning and Investment Management firm in London to find a talented Senior Paraplanner to join their team.The firm is expanding their Senior Paraplanning team due to an increase in clientele, offering a unique opportunity for a career-driven individual to take their...
-
Senior Paraplanner
1 month ago
London, Greater London, United Kingdom Recruit UK | Certified B Corp™ Full time £65,000Senior Paraplanner Opportunity in LondonRecruit UK is working with a leading Financial Planning and Investment Management firm in London to find a talented Senior Paraplanner to join their team.The firm is expanding their Senior Paraplanning team due to an increase in clientele, offering a unique opportunity for a career-driven individual to take their...
-
Senior Paraplanner
1 month ago
London, Greater London, United Kingdom Marsh & McLennan Companies Full timeUnlock Your Potential as a Senior ParaplannerAt Mercer, we're seeking a highly skilled Senior Paraplanner to join our Private Wealth Team. As a key member of our team, you'll work closely with Financial Planners and Administrators to deliver personalized advice solutions for our clients.What You'll Achieve:Develop and deliver complex technical advice reports...
-
Senior Paraplanner
1 month ago
London, Greater London, United Kingdom Marsh & McLennan Companies Full timeUnlock Your Potential as a Senior ParaplannerAt Mercer, we're seeking a highly skilled Senior Paraplanner to join our Private Wealth Team. As a key member of our team, you'll work closely with Financial Planners and Administrators to deliver personalized advice solutions for our clients.What You'll Achieve:Develop and deliver complex technical advice reports...
-
Senior Paraplanner
1 week ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeBlakemore 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...
-
London, Greater London, United Kingdom Financial Divisions Full timeFinancial Divisions is seeking a highly skilled Senior Paraplanner to join our team in London. As a fully client-facing professional, you will work closely with our senior advisers to provide exceptional support to our high-net-worth clients.The ideal candidate will be a Level 4 qualified paraplanner with a minimum of 3-4 years of experience in a similar...
-
Paraplanner
4 weeks ago
City Of London, UK, Central London, United Kingdom YOUR RESOURCING PARTNER LIMITED Full timeWe are recruiting for an experienced Paraplanner to work within a highly successful Principle Partner Practice of St. James’s Place Wealth Management based in Moorgate, London.Role overviewIn order for the Managing Partner to continue to provide holistic advice and team-leadership to the very highest level, he is recruiting an experienced paraplanner to...
-
Paraplanner
4 weeks ago
London, Greater London, United Kingdom Your Resourcing Partner Limited Full timeJob Title: ParaplannerWe are seeking an experienced Paraplanner to join our team at Your Resourcing Partner Limited. As a Paraplanner, you will play a crucial role in supporting our Financial Planners in providing high-quality advice to our clients.Key Responsibilities:Support Financial Planners in research and analysis to meet client needs and...
-
Paraplanner
4 weeks ago
London, Greater London, United Kingdom Your Resourcing Partner Limited Full timeJob Title: ParaplannerWe are seeking an experienced Paraplanner to join our team at Your Resourcing Partner Limited. As a Paraplanner, you will play a crucial role in supporting our Financial Planners in providing high-quality advice to our clients.Key Responsibilities:Support Financial Planners in research and analysis to meet client needs and...
-
Senior Paraplanner
1 day ago
City Of London, UK, Central London, United Kingdom Recruit UK | Certified B Corp™ Full timeRecruit UK are working on an exciting opportunity for a Senior Paraplanner in London to join a Financial Planning firm.Our client are a leading Financial Planning and Investment Management firm, with an office in the heart of London. They continue to go from strength to strength and are on a huge growing strategy across the UK! They are looking to expand...
-
Senior Paraplanner
2 weeks ago
London, Greater London, United Kingdom Quilter Full timeAbout the RoleLevel : 3Department: Adviser Support - DistributionLocation : England – fully remote (35 hours per week, Monday until Friday 9-5pm)Contract type : PermanentAs a Paraplanner in the Adviser Support Centre, you will work closely with advisers from within QFP and support adviser campaigns across the national.You will build, develop, and maintain...
-
Paraplanner
4 weeks ago
City of London, Greater London, United Kingdom YOUR RESOURCING PARTNER LIMITED Full timeJob Title: ParaplannerWe are seeking an experienced Paraplanner to join our team at YOUR RESOURCING PARTNER LIMITED, a highly successful Principle Partner Practice of St. James's Place Wealth Management based in London.Job SummaryThe successful candidate will provide high-quality support to our Financial Planners, assisting with research and analysis to meet...
-
Paraplanner
4 weeks ago
City of London, Greater London, United Kingdom YOUR RESOURCING PARTNER LIMITED Full timeJob Title: ParaplannerWe are seeking an experienced Paraplanner to join our team at YOUR RESOURCING PARTNER LIMITED, a highly successful Principle Partner Practice of St. James's Place Wealth Management based in London.Job SummaryThe successful candidate will provide high-quality support to our Financial Planners, assisting with research and analysis to meet...
-
Senior Wealth Management Paraplanner
2 weeks ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeA 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...
-
Financial Paraplanner
1 month ago
London, Greater London, United Kingdom Fisher Investments Full timeSenior Paraplanner RoleThe Senior Paraplanner will be responsible for analyzing client portfolios and accounts to provide FCA regulated advice on areas such as pension transfers, bond surrenders, investment taxation, and account structure suitability.Key Responsibilities:Conduct fact-finding calls with clients to evaluate their objectives, portfolio...
Senior Paraplanner
2 months ago
**About the Role**
Financial Divisions, a leading independent firm, is seeking two experienced Paraplanners to join their team. As a Senior Paraplanner, you will play a crucial role in supporting two Advisers with a diverse and interesting portfolio of High Net Worth (HNW) clients.
**Key Responsibilities**
- Provide comprehensive paraplanning support, including reporting, cash flow modeling, and recommendations.
- Work closely with Advisers to build strong relationships with clients and deliver exceptional service.
- Contribute to the growth and success of the firm by developing and maintaining a deep understanding of clients' financial needs.
- Collaborate with the team to ensure seamless delivery of services and achieve business objectives.
**Requirements**
- CII Level 4 Qualification
- At least 18/24 months of dedicated paraplanning experience
- Excellent communication and interpersonal skills
- Ability to work in a fast-paced environment and prioritize tasks effectively
**What We Offer**
- Full study support for Chartered Status
- Mentoring program to help you grow professionally
- Opportunity to work on highly technical cases and develop your skills
- Collaborative and dynamic work environment
