London Paraplanning Professional

3 weeks ago


London, Greater London, United Kingdom Blakemore Recruitment Full time

Blakemore Recruitment is seeking a skilled Paraplanner to join our team in London, Mayfair. As a Paraplanner, you will play a crucial role in supporting Wealth Planners in delivering exceptional client service and driving business growth.

Key Responsibilities:

  • Assist Wealth Planners in producing wealth planning reports.
  • Maintain accurate records and ensure timely delivery of reports.
  • Liaise with Wealth Planning administrators to obtain required information.
  • Ensure product research is up-to-date.

Required Skills and Qualifications:

  • Educated to A-level standard or equivalent.
  • Fully or part-qualified CII DipPFS as a minimum.
  • At least 12 months industry experience in administration or paraplanning.
  • Experience providing customer service to HNW individuals.
  • Previous use of First software or Intelliflo is advantageous.
  • Previous use of Voyant or alternative Cashflow software is advantageous.

Benefits:

  • Competitive salary range: £35,000 - £45,000 per annum.
  • Holiday entitlement: [insert details].
  • Pension scheme: [insert details].
  • Training and development opportunities.

Salary: £35,000 - £45,000 per annum

This is a fantastic opportunity to develop your career in a dynamic and award-winning firm, with a competitive salary and excellent benefits package.



  • London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time

    At Artemis Recruitment Consultants Ltd, we are seeking a skilled Paraplanning Professional to provide vital support to our wealth advisers.Key ResponsibilitiesProvide paraplanning support to the teamResearch financial planning solutions and investment strategiesPrepare recommendation reports for client meetingsOffer technical support and assist advisers with...


  • London, Greater London, United Kingdom Recruitment Rebellion Full time

    We Are Looking for a Talented Administration and Paraplanning ProfessionalAvoid boring and unfulfilling jobs. Join us as an Administration and Paraplanning Professional and embark on an exciting career journey in finance.About the Job:This role offers the opportunity to work with experienced professionals, develop your skills, and take on new challenges.You...


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

    We 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...


  • London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Job SummaryWe are seeking a highly skilled Paraplanning Team Leader to join our client's expanding firm in London. This role will involve managing the team on a day-to-day basis, ensuring pipeline management and progressing cases in a timely manner.The successful candidate will have a strong technical knowledge of financial products and excellent...


  • London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Artemis Recruitment Consultants Ltd: Head of Paraplanning - LondonSalary: £52,000 - £67,000 per annumAbout the Role:We are currently seeking an exceptional Head of Paraplanning to join our client's team based in London. The successful candidate will be responsible for managing the paraplanning function, working with a highly personal service, and providing...


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

    Financial 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...

  • Paraplanning Expert

    3 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...


  • London, Greater London, United Kingdom Nova Wealth Full time

    About Nova WealthWe are a fast-growing startup dedicated to revolutionizing the financial advice industry. Our team is passionate about creating innovative and personalized advice solutions for our clients, and we're looking for talented individuals to join us in this mission.As a Paraplanning Professional, you will be an integral part of our specialist...


  • London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Paraplanning Excellence: A Leadership OpportunityWe are seeking an exceptional Senior Paraplanning Manager to elevate our Paraplanning function in London, serving private clients, families, and institutions. Our team provides a highly personal service, offering advice across Private Client Investment Tax and Retirement Planning.This is an excellent...


  • London, Greater London, United Kingdom IDEX Consulting Full time

    About the Role:As a Paraplanning Lead Specialist, you will be responsible for managing complex paraplanning tasks, including cash flow modelling, pensions, and other technical aspects. You will work closely with our clients to understand their financial goals and develop tailored solutions to meet their needs.We are looking for a highly skilled and...

  • Paraplanning Expert

    2 weeks ago


    London, Greater London, United Kingdom Blakemore Recruitment Full time

    We 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...


  • London, Greater London, United Kingdom Blakemore Recruitment Full time

    Blakemore Recruitment is helping a boutique Financial Planning practice in London find a talented Paraplanning Support Specialist.As a Paraplanning Support Specialist, you will assist Senior Paraplanners in creating suitability reports and conducting research. Excellent written and verbal communication skills are crucial, along with experience in maintaining...


  • London, Greater London, United Kingdom Deerfoot Recruitment Solutions Limited Full time

    Company 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...

  • Paraplanning Expert

    3 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...


  • London, Greater London, United Kingdom Recruit UK Ltd. Full time

    Administrative Support for a Financial Planning Firm in London About the Job:This is an exciting opportunity to join a leading financial planning firm in London as an Administrator. The successful candidate will work closely with a highly experienced Financial Adviser to provide full administration support, including preparing reports, client letters, and...


  • London, Greater London, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

    About 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...


  • London, Greater London, United Kingdom Premier Jobs Uk Limited Full time

    This exciting Paraplanning role in the Wirral offers a unique opportunity to join a growing IFA firm and contribute to providing top-notch financial planning solutions.As a key member of the team, you will be working closely with experienced Financial Advisors who deliver holistic financial planning to clients. They regularly provide cashflow modelling to...


  • London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time

    About the JobWe are recruiting for a Paraplanner/Technical Analyst to work with our team in London. As a Paraplanner/Technical Analyst, you will be responsible for supporting our wealth advisers in their daily activities, including researching products and financial planning solutions.Job DescriptionProvide paraplanning support to our team of wealth...


  • London, Greater London, United Kingdom IDEX Consulting Ltd Full time

    We are seeking an experienced Paraplanner to join our team at IDEX Consulting Ltd in Glasgow. The role will involve preparing written advice and providing technical research services to a team of Advisors and partners.The ideal candidate will have a Diploma level (or equivalent) and full paraplanning experience, with a strong background in discretionary...


  • London, Greater London, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    We're seeking an experienced Pensions and Wealth Management Specialist to join our Paraplanning team in London or remotely. As a key member of our team, you'll be responsible for providing critical support to our Financial Planners, ensuring effective client experiences. Your duties will include preparing suitability reports, working closely with Financial...