Paraplanner Professional
2 days ago
The Senior Paraplanner will be responsible for:
- Conducting fact-finding calls with clients to evaluate objectives, portfolio holdings, time horizon, cash flow needs, and financial situations.
- Reviewing and formulating plans for clients with highly specialized situations.
- Assessing existing pension and investment bond arrangements for suitability for transfer/surrender.
- Directly communicating advice to clients and presenting written proposals and recommendations for transfers.
- Collaborating with other departments to enhance client outcomes through resource development and training.
We offer a competitive salary of £70,000, a hybrid working model, and a collaborative working environment with ongoing training and educational support.
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Paraplanner Career Opportunity
1 month ago
London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full timeRole Description",We are seeking a highly organized and detail-oriented Paraplanner to join our team at Artemis Recruitment Consultants Ltd. As a Paraplanner, you will play a critical role in supporting our Financial Advisers and ensuring that all tasks are completed accurately and efficiently.Responsibilities",Some of your key responsibilities will...
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Global Paraplanner Expert
1 month ago
London, Greater London, United Kingdom Click and Connect Online Limited Full timeJob Title: Global Paraplanner ExpertWe are seeking a highly skilled Global Paraplanner Expert to join our team at Click and Connect Online Limited. Our ideal candidate will have extensive experience in financial planning and a proven track record of delivering exceptional results. As a key member of our team, you will be responsible for supporting our...
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Paraplanner and Compliance Associate
4 days ago
London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full timeAbout the RoleWe are seeking an experienced Paraplanner to join our team at Artemis Recruitment Consultants Ltd. As a key member of our support staff, you will be responsible for ensuring the smooth operation of our Financial Advisory service.You will work closely with our Financial Advisers to collate regulatory documentation.Your previous experience as a...
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Financial Paraplanner Specialist
1 month ago
London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time**Company Overview:**We are Artemis Recruitment Consultants Ltd, a renowned recruitment agency specializing in high-caliber professionals for the wealth management sector.Job Title: Financial Paraplanner SpecialistSalary Range: £35,000 - £60,000 (dependent on experience)Location: LondonThis is an exciting opportunity for a highly experienced paraplanner to...
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Paraplanner Specialist
1 week ago
London, Greater London, United Kingdom NJR Recruitment Full timeA renowned financial planning firm is looking for a skilled Paraplanner to join their expanding team. As a key member of the team, you will be responsible for providing administrative support to senior professionals, ensuring the smooth delivery of client services.The company boasts an impressive track record of delivering tailored financial solutions to...
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Wealth Management Professional
4 days ago
London, Greater London, United Kingdom Brevere Group Full timeAre you a seasoned Wealth Management professional looking to take on a new challenge? Do you have a passion for delivering exceptional client service and providing insightful analysis? If so, we would like to hear from you!As a Paraplanner at Brevere Group, you will play a vital role in supporting our Principals and Advisors in delivering holistic financial...
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Paraplanner - Financial Services
1 day ago
London, Greater London, United Kingdom LGT Group Full timeJob DescriptionWe are looking for a skilled Paraplanner to join our Wealth Planning team at the LGT Group. As a Paraplanner, you will be responsible for providing full professional and technical support to Senior Wealth Planners and Wealth Planners in meeting client financial objectives. ResponsibilitiesClient File Management: Collect and analyze client...
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London Paraplanner Position
1 month ago
London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full timeA renowned opportunity has arisen for a highly skilled Paraplanner to work with our client based in central London. As a leading player in the wealth management sector across Europe, they require a dedicated professional to review and formulate plans for clients with highly specialised situations.Job Requirements:Level 4 Qualification – CII Regulated...
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Senior Paraplanner Manager
3 weeks ago
London, Greater London, United Kingdom Quarsh Full timeJoin Quarsh as a Senior Paraplanner Manager and take charge of our team of 8 FPSs, providing technical leadership and guidance while delivering exceptional financial planning advice to our clients.You will be responsible for maintaining strong relationships with our clients, ensuring the quality and accuracy of their advice, and developing new client...
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Paraplanner Position
1 week ago
London, Greater London, United Kingdom IDEX Consulting Full timeIDEX Consulting is proud to offer a challenging and rewarding role as a Paraplanner, working closely with a team of experienced professionals in a collaborative and dynamic environment.In this position, you will be responsible for providing exceptional support to 1 IFA, establishing and maintaining effective working relationships with clients, and delivering...
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Wealth Management Paraplanner
24 hours ago
London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full timeSeeking a skilled Paraplanner for a dynamic Wealth Management PracticeSalary: £35,000 - £50,000 per yearWe are looking for an experienced Paraplanner to join our team within a Wealth Management Practice providing bespoke face-to-face financial advice to individuals and businesses throughout the UK.Extensive experience in writing suitability letters on...
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Paraplanner - Wealth Planning Support
1 week ago
London, Greater London, United Kingdom JJ SEARCH LIMITED Full timeJJ SEARCH LIMITED is seeking an experienced Paraplanner to join our team in Wealth Management.The successful candidate will have a minimum of 2 years' experience in a similar role, a Financial Planning Diploma, and strong knowledge of MS Office Suite.Key Responsibilities:Prepare and implement recommendations and balance sheets for client portfoliosCreate and...
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Technical Paraplanner Lead
6 days ago
London, Greater London, United Kingdom Jenson Fisher Full timeWe are seeking a highly skilled Technical Paraplanner Lead to join our team at Jenson Fisher. As a key member of our Technical Team, you will work closely with our Financial Planners to provide technical support and guidance on client matters. The successful candidate will have 3-5 years' experience in a paraplanning capacity and chartered status (or very...
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London, Greater London, United Kingdom Click and Connect Online Limited Full timeWe are seeking a skilled Paraplanner to join our dynamic team at Independent Resourcing Consultancy Ltd. This role offers a unique chance to work remotely as part of a global financial services company.Our team is comprised of highly skilled professionals dedicated to delivering exceptional financial solutions to clients. With a commitment to innovation and...
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Paraplanner - Pensions Management Professional
2 weeks ago
London, Greater London, United Kingdom Eden Scott Full timeAbout the Role:Eden Scott is seeking a skilled Paraplanner to join their team, supporting financial advisers in pensions management and technical research. The ideal candidate will possess strong communication skills, adaptability, and a keen eye for detail, with a focus on delivering high-quality results that meet FCA legislation and regulations.Key...
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Paraplanning Professional
1 week ago
London, Greater London, United Kingdom Financial Divisions Full timeJob OverviewWe are seeking a highly skilled Paraplanner to join our team at Financial Divisions, a leading Chartered IFA firm in Central London. As a Senior Paraplanner, you will play a key role in supporting our advisers in providing whole of market financial advice to high-net-worth clients.The successful candidate will have a minimum Level 4 Diploma...
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Paraplanner Expert
7 days ago
London, Greater London, United Kingdom Eden Resourcing Full timeWe are seeking a skilled Paraplanner to join our team at Eden Resourcing. As a key member of the financial planning department, you will play a vital role in shaping the firm's client offerings.Your primary responsibility will be to provide detailed analytical support and expert advice to clients on a range of financial planning matters, including pensions,...
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Paraplanner and Financial Advisor
2 days ago
London, Greater London, United Kingdom NJR Recruitment Full timeJob Description: NJR Recruitment is working with a leading financial planning firm that prides itself on providing personalized financial advice and bespoke solutions to its clients. As a Senior Paraplanner, you will be responsible for supporting the preparation of comprehensive financial plans, collaborating with senior advisors to develop tailored...
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Paraplanner Role Opportunity
7 days ago
London, Greater London, United Kingdom NJR Recruitment Full timeFinancial Planning OpportunityWe are thrilled to be partnering with a reputable financial planning firm to recruit an experienced Paraplanner. The ideal candidate will possess excellent communication skills, a keen eye for detail, and a passion for delivering exceptional client service.This is an exciting opportunity for a talented individual to join a...
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Pensions Paraplanner Specialist
4 days ago
London, Greater London, United Kingdom IDEX Consulting Full timeAbout the RoleThis is an exciting opportunity to join IDEX Consulting Ltd as a Pensions Paraplanner Specialist. In this role, you will be responsible for assisting senior financial planners in delivering high-quality financial advice to clients.Key Responsibilities:Provide technical support and guidance to senior planners in formulating advice to...