Paraplanner Position
4 days ago
IDEX 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 high-quality financial planning services.
The ideal candidate will have at least 3 years of experience within a Financial Planning firm, holding a minimum level 4 diploma (or equivalent) and ideally working towards achieving chartered status.
About the Job:- Job Type: Full-time
- Industry: Financial Services
- Salary: Up to £60,000 per annum
We offer a comprehensive benefits package, including a 4% pension scheme, group life cover, and a discretionary bonus scheme. Our medi cash plan provides additional peace of mind and financial support when needed.
Join our team and take the first step towards advancing your career in paraplanning or financial advising. Apply now and discover new opportunities
-
London Paraplanner Position
4 weeks 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...
-
London Paraplanner Position
4 days ago
London, Greater London, United Kingdom RBC Full timeWe are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. Our wealth management firm is seeking a dedicated Paraplanner to join our London-based team, providing exceptional financial planning support to our clients.The ideal candidate will have a strong understanding of core Financial...
-
Wealth Management Paraplanner
1 day ago
London, Greater London, United Kingdom Freedom Recruitment Capital Full timeWealth Management Paraplanner Job DescriptionWe are seeking a highly skilled Senior Paraplanner to join our team in London. The ideal candidate will have experience in constructing financial plans and delivering them to new clients. The role offers a competitive salary of £60,000 and a range of benefits.Responsibilities:• Conduct comprehensive analysis of...
-
Senior Paraplanner Position in Beckenham
4 weeks ago
London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time**Job Overview**We are seeking an experienced Senior Paraplanner to join our team at Artemis Recruitment Consultants Ltd. This is a fantastic opportunity to work with a reputable SJP practice based in Beckenham, supporting advisers and clients with goal-based financial planning.The ideal candidate will have a strong background in financial planning...
-
Experienced Paraplanner Wanted for Putney Office
4 weeks ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeBlakemore Recruitment is working with a reputable IFA to recruit an experienced paraplanner for their successful advice team in Putney. The ideal candidate will be responsible for preparing reports and recommendations, collaborating with the adviser, and occasionally attending client meetings.The company provides a supportive environment that encourages...
-
Experienced Paraplanner Required
4 weeks ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeCompany Overview:Blakemore Recruitment is a leading wealth management firm in London, providing top-notch services to its esteemed clients.Job Summary:We are seeking an experienced paraplanner to join our team, providing technical support to our top advisers and HNW clients on a one-on-one basis.Key Responsibilities:Working alongside our most productive...
-
Senior Paraplanner
4 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeExperienced paraplanners are sought after by Financial Divisions, a leading independent financial advice business in the heart of London.As a senior paraplanner, you will work closely with two advisers and attend client meetings, tackling technical cases with ease. Prior experience in client-facing roles is beneficial but not essential.The ideal candidate...
-
Pension Scheme Paraplanner
4 days ago
London, Greater London, United Kingdom Heat Recruitment Ltd Full timeA reputable Financial Planning company is seeking a Technical Paraplanner to join their thriving team. As a key member of the team, you will be responsible for delivering high-quality support to Advisers and other stakeholders, ensuring seamless delivery of financial planning solutions. The ideal candidate will possess excellent written and verbal...
-
Paraplanner Expert
1 day 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,...
-
Senior Paraplanner Manager
4 days ago
London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd is seeking an experienced Senior Paraplanner Manager to lead our paraplanning team in London. As a senior manager, you will be responsible for overseeing the daily operations of the team, ensuring that all work is completed accurately and to a high standard. You will also need to develop and implement strategies to improve...
-
Paraplanner Role Opportunity
2 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...
-
Paraplanner and Support Specialist
4 days ago
London, Greater London, United Kingdom The Recruiter Ltd Full timeJob Summary: We are seeking an experienced Paraplanner and Support Specialist to join our team at The Recruiter Ltd.About the Role: As a key member of our IFA team, you will be responsible for providing administrative support, including data entry, document preparation, and liaison with financial institutions.Key Responsibilities:Providing high-quality...
-
London, Greater London, United Kingdom Blakemore Recruitment Full timeBlakemore 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...
-
Senior Paraplanner
1 month 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
5 days ago
London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full timeWe have an exciting opportunity for a highly skilled Senior Paraplanner to join our team at Artemis Recruitment Consultants Ltd in London. As a key member of our team, you will be responsible for providing expert support to financial advisers and clients in goal-based financial planning.In this full-time position, you will utilise your advanced technical...
-
Senior Paraplanner
6 days ago
London, Greater London, United Kingdom Heat Recruitment Ltd Full time**Job Summary:**We are seeking a Senior Paraplanner to join our Private Client team in London. This is a hybrid or home-based role that offers a unique blend of challenge and flexibility.The successful candidate will have near-Chartered status via the CII and at least 5 years of relevant experience in a similar role. They will have the opportunity to work...
-
Chartered Paraplanner
2 days ago
London, Greater London, United Kingdom Heat Recruitment Full timeParaplanning Position OverviewWe have a fantastic opportunity for a highly skilled Senior Paraplanner to join our Private Client team. As a client-facing role, you will be supporting high-net-worth clients with complex financial planning needs.Key ResponsibilitiesDelivering high-quality paraplanning services to high-net-worth clientsAttending client meetings...
-
Golders Green Paraplanning Position
4 weeks ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeAbout the RoleWe are looking for an ambitious and detail-oriented Paraplanner to join our growing team in Golders Green, London. As a Paraplanner, you will play a critical role in supporting our Financial Advisors in delivering high-quality financial planning services to our clients.Key Responsibilities:Prepare detailed reports and analysis for...
-
Senior Financial Planner Coordinator
1 day ago
London, Greater London, United Kingdom Evelyn Partners Fund Solutions Limited Full timeSalary and Benefits for Paraplanner RoleThe estimated salary for this Paraplanner position ranges from £45,000 to £65,000 annually, reflecting the role's responsibilities and requirements.We offer a comprehensive benefits package, including private medical insurance, life assurance, pension contributions, generous holiday time, option to purchase...
-
Financial Planning Specialist
1 day ago
London, Greater London, United Kingdom IDEX Consulting Ltd Full timeJob Title:Paraplanner – hybrid / flexible workingAbout the Role:We are seeking a skilled Paraplanner to join our team in London. As a technical Paraplanner, you will assist our Financial Planners in formulating advice for clients, providing technical support and guidance where necessary.Key Responsibilities:Assist in formulating client advice and provide...