Senior Client Facing Paraplanner
1 month ago
Senior Paraplanner (Client Facing)
The City, London
Hybrid or Home-based
£55,000 - £65,000 FTE
This is a part-time role at 30 hours per week. Ideally Monday - Thursday but there is a degree of flexibility.
A boutique, Top 100 FTAdviser listed Independent Financial Advice and Asset Management practice are looking to grow their Private Client team by bringing on a near-Chartered, Senior Paraplanner to directly support one Financial Adviser.
This will be a client-facing position with a responsibility to assist with HNW clients.
You will join a team that has been awarded Best Financial Adviser to Work for award for multiple years.
This company provides a trustworthy, and integrated approach to advice, with the importance of values being at the heart of their business. They have an excellent reputation within the industry and are looking to expand their team in a period of growth.
Please note: To be considered for this role you must be near-Chartered via the CII and have at least 5 years of relevant experience in a similar role.
You will have the opportunity to:
* Directly support with high-net-worth clients on complex cases
* Prepare for and attending client meetings
* Gather research and analyse information
* Product suitability letters and reports
* Conduct cash flow modelling
* Communicate with clients directly on complex queries
* Construct financial plans with the Adviser
* Keep up to date with technical, legislative and regulatory changes
* Supervise the work of the Administrators
You are able to progress in this position through guided professional development plans, and the full support to take further Financial Planning exams.
What’s needed to be considered?
In order to be considered for this unique opportunity, candidates need to have -
* 5+ years of experience in a Paraplanning position
* Hold Chartered Financial Planner status by CII, or close to completion
* Essential exams are AF1 and AF8, and AF4 would be desirable
* Experience using IO is desirable
* Proven experience of providing quality support to Financial Planner
* Have excellent knowledge of investment, life, tax, trusts, and pensions products and current legislation
* Experience with cashflow modelling
What's on offer?
* Competitive salary up to £65,000
* Hybrid and home-based working (travel to London for meetings)
* Discretionary annual bonus
* Comprehensive benefits package
* Continual learning and development
What next?
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client
-
Technical IFA Administrator
2 months ago
Farringdon, United Kingdom CV-Library Full timeA boutique, and well-renowned independent financial planning practice is looking for a Technical IFA Administrator to directly support an experienced Adviser. This would suit an experienced IFA Administrator seeking a technical support role with a progression pathway to becoming a Paraplanner in the medium term, with access to their internal training...
-
Senior Quantity Surveyor
2 months ago
Farringdon, United Kingdom CV-Library Full timeA well-respected property and construction consultancy are looking to add an ambitious Senior Quantity Surveyor to their growing team in Central London, near Holborn. The role of the Senior Quantity Surveyor The Senior Quantity Surveyor will be joining a medium-sized property and construction consultancy, who are looking to grow their team, as they have a...
-
Senior Sponsorship Sales Manager
2 months ago
Farringdon, United Kingdom CV-Library Full timeSenior Sponsorship Sales Manager £40,000 - £55,000 Base Salary + (Uncapped Commission) + Excellent Benefits Hybrid Leading events business seeks a highly ambitious Senior Sponsorship Sales Manager to join their high growth media business selling high value, bespoke sponsorship and exhibition packages to a global client base within a highly...
-
Senior Sponsorship Sales Manager
1 month ago
Farringdon, United Kingdom CV-Library Full timeSenior Sponsorship Sales Manager £45,000 - £55,000 Base Salary + (Uncapped Commission) + Excellent Benefits Hybrid Award winning media events business seeks a highly ambitious Senior Sponsorship Sales Manager to join their high growth media business selling high value, bespoke sponsorship and exhibition packages to a global client base within...
-
Client Liaison Centre Manager
1 month ago
Farringdon, United Kingdom CV-Library Full timeClient Liaison Centre Manager - Incredible Offices - Farringdon, London - £40k-£50k + Generous Bonus Scheme & Benefits We are on the hunt for a highly organised, client focused individual, with exceptional communication skills and experience managing offices or overseeing facilities, to join a world class corporate hospitality provider based in...
-
Client Liaison Centre Manager
4 weeks ago
Farringdon, United Kingdom Carousel Consultancy Full timeClient Liaison Centre Manager - Incredible Offices - Farringdon, London - £40k-£50k + Generous Bonus Scheme & BenefitsWe are on the hunt for a highly organised, client focused individual, with exceptional communication skills and experience managing offices or overseeing facilities, to join a world class corporate hospitality provider based in Central...
-
Senior Quantity Surveyor
1 month ago
Farringdon, United Kingdom CV-Library Full timeA progressive and forward-thinking construction consultancy in London is on the hunt for an autonomous Senior Quantity Surveyor eager to take the reins on high-profile projects. If you're looking to elevate your career with a consultancy that champions personal growth and celebrates each professional achievement, this is the ideal opportunity to thrive...
-
Senior Fire Engineer
2 months ago
Farringdon, United Kingdom CV-Library Full timeAre you an experienced Fire Engineer looking to take the next step in your career? A modern, forward-thinking Fire Consultancy in London is seeking a Senior Fire Engineer to join their rapidly expanding team. This is a fantastic opportunity to work in a dynamic environment where your expertise and leadership skills will be highly valued. The Senior Fire...
-
Senior/Principal Structural Engineer
3 weeks ago
Farringdon, United Kingdom Aldwych Consulting Full timeSenior/Principal Structural Engineer London £55k-£70k A Senior or Principal Structural Engineer is sought to join the London office of this medium sized reputable design consultancy. Ideally you will have data centre project experience and experience of mission critical projects. The role will be client facing and include assisting with the management...
-
Senior/Principal Structural Engineer
3 weeks ago
Farringdon, United Kingdom CV-Library Full timeSenior/Principal Structural Engineer London £55k-£70k A Senior or Principal Structural Engineer is sought to join the London office of this medium sized reputable design consultancy. Ideally you will have data centre project experience and experience of mission critical projects. The role will be client facing and include assisting with the...
-
Executive Assistant
4 weeks ago
Farringdon, United Kingdom CV-Library Full timeExecutive Assistant – Chartered Accountants Hybrid working after probation 26 days holidays + Bank holidays Due to growth and expansion our client is looking to recruit an experienced Executive Assistant to support the Senior Tax Partner. This role offers variety, autonomy and the opportunity to work with an incredibly broad range of clients. The...
-
Senior Building Surveyor
3 months ago
Farringdon Without, United Kingdom CV-Library Full timeSenior/Associate Building Surveyor Consultancy London £60,000 - £75,000 per annum A commercially focused multi-discipline practice in London is looking to strengthen their team with the addition of a Senior/Associate Building Surveyor. We are looking for a well rounded professional to work in collaboration with the already...
-
Sales Account Manager
2 months ago
Farringdon, United Kingdom CV-Library Full timeSenior Sales Account Manager - Exhibitions £32,000 - £38,000 Base DOE + Uncapped Commission + Benefits Hybrid Working London Independent media events business seeks a talented Senior Account Manager to sell exhibition and sponsorship opportunities across their hugely successful housing portfolio. This is an exciting opportunity for a...
-
Account Manager
3 months ago
Farringdon, United Kingdom CV-Library Full timeAccount Manager - Exhibitions £30,000 - £38,000 Base DOE + Uncapped Commission + Benefits Hybrid Working London Independent media events business seeks a talented Account Manager to sell exhibition and sponsorship opportunities across their hugely successful housing portfolio. This is an exciting opportunity for a passionate sales...
-
Junior Sponsorship Sales Manager
2 weeks ago
Farringdon, United Kingdom CV-Library Full timeJunior Sponsorship Sales Manager £30,000 - £35,000 Base Salary + (Uncapped Commission) + Excellent Benefits Hybrid Award winning media events business seeks a highly talented Business Development Manager to join their high growth media business. This role will focus on selling bespoke sponsorship opportunities to clients globally, within the...
-
Business Development Manager
2 months ago
Farringdon, United Kingdom CV-Library Full timeBusiness Development Manager - Sponsorship £40,000 - £50,000 Base Salary + (Uncapped Commission) + Excellent Benefits Hybrid Award winning media events business seeks a highly talented Business Development Manager to join their high growth media business selling high value, bespoke sponsorship and exhibition packages to a global client...
-
Business Development Manager
2 months ago
Farringdon, United Kingdom CV-Library Full timeBusiness Development Manager - Event Sponsorship £37,000 - £50,000 Base Salary + (Uncapped Commission) + Excellent Benefits Hybrid Award winning media events business seeks a highly ambitious Business Development Manager to join their high growth media business selling high value, bespoke sponsorship and exhibition packages to a global client...
-
Business Development Manager
1 month ago
Farringdon, United Kingdom CV-Library Full timeBusiness Development Manager - Event Sponsorship £40,000 - £50,000 Base Salary + (Uncapped Commission) + Excellent Benefits Hybrid Global media events business seeks a highly ambitious Business Development Manager to join their high growth media business selling high value, bespoke sponsorship and exhibition packages to a global client base...
-
Senior Property Manager
7 months ago
Farringdon, United Kingdom BBL Property Recruitment Full timeSenior Property Manager – London/Herts (Hybrid) – c£50k + BenefitsMy client is a well-established, highly reputable firm of chartered surveyors specialising in residential block management across the South East.Working to RICS and TPI standards they pride themselves on providing a professional, personal and often bespoke service to New Build, RTM, RMC...
-
Senior Property Manager
3 months ago
Farringdon, United Kingdom CV-Library Full timeSenior Property Manager – London/Herts (Hybrid) – c£50k + Benefits My client is a well-established, highly reputable firm of chartered surveyors specialising in residential block management across the South East. Working to RICS and TPI standards they pride themselves on providing a professional, personal and often bespoke service to New...