Senior Paraplanner

1 week ago

City of London, United Kingdom Recruit UK | Certified B Corp™ Full time
Job Description

Recruit 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 their Senior Paraplanning team, due to an increase in clientele so this could be the perfect opportunity for someone whose career is no where near slowing down.


The most exciting part of this role is that you will be client facing, alongside the financial advisers. This firm prides itself on a truly tailored and cohesive experience to all of their clients and thinks its important for the technical team to be involved in those relationships You will also prepare suitability reports, recommendations, cashflows and general research after both existing and new business meetings.


Benefits:

  • Competitive salary of up to £70,000
  • Discretionary bonus scheme
  • Hybrid working
  • Private medical and dental
  • 28 days annual leave + 3 days
  • Enhanced maternity leave policy
  • 9-14% pension contribution
  • Gym membership
  • Exam funding and support
  • Career progression opportunities


Skills and experience required:

  • 5 years Paraplanning experience
  • University degree or equivalent
  • Level 4 diploma as minimum, working towards Chartered is ideal
  • Client facing experience ideal


About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a Financial Planning firm, looking for a Senior Paraplanner.


Our commitment to you:

  • Recruit UK embraces equality, diversity and inclusion and will seek to promote their benefits in all of its business activities.
  • Start every journey with a conversation to find out about you in-depth.
  • Provide honest feedback on where you fit in the jobs market.
  • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
  • Take a holistic mindfulness approach - career happiness is rarely just about the money.
  • Cover the whole of the UK with a local touch through our regional teams.
  • Never pester you.


Additional information:

Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.


Job Title: Senior Paraplanner

Industry: Financial Planning

Location: London

Salary: up to £70,000

Job Reference: 9291

  • Senior Paraplanner

    2 weeks ago

    City Of London, UK, Central London, United Kingdom Recruit UK | Certified B Corp™ Full time

    Recruit 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

    3 days ago

    City of London, United Kingdom NJR Recruitment Full time

    NJR Recruitment is thrilled to be working with a leading financial planning firm dedicated to providing tailored financial advice and solutions to their clients. They pride themselves on their professional yet personal approach, ensuring their clients receive the highest standard of service. As they continue to grow, we are looking for a dedicated...

  • Senior Paraplanner

    4 days ago

    London, United Kingdom CV Elite Full time

    Are you a highly technical Senior Paraplanner, level 6 qualified (Chartered) with experience of working on complex Financial Planning cases for HNW and UHNW clients? Would you relish the opportunity to fully utilise your technical expertise, working with complex clients alongside the Director of Growth in the newly launched Private Office proposition? If so,...

  • Senior Paraplanner

    3 days ago

    london (city of london), United Kingdom NJR Recruitment Full time

    NJR Recruitment is thrilled to be working with a leading financial planning firm dedicated to providing tailored financial advice and solutions to their clients. They pride themselves on their professional yet personal approach, ensuring their clients receive the highest standard of service. As they continue to grow, we are looking for a dedicated...

  • Senior Paraplanner

    3 weeks ago

    The City, United Kingdom Recruit UK | Certified B Corp™ Full time

    Recruit 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

    3 days ago

    City of London, Greater London, United Kingdom NJR Recruitment Full time

    NJR Recruitment is thrilled to be working with a leading financial planning firm dedicated to providing tailored financial advice and solutions to their clients. They pride themselves on their professional yet personal approach, ensuring their clients receive the highest standard of service. As they continue to grow, we are looking for a dedicated...

  • Senior Paraplanner

    6 months ago

    London, United Kingdom Tate Recruitment Full time €65,000 - €67,500

    Job Title: Senior Paraplanner Location: City of London Salary: £65k to £67.5k base range DOE + 2 annual discretionary bonuses + extensive benefits. Work Arrangement: Hybrid working. Are you an experienced Senior Paraplanner seeking an opportunity with a global organisation that prioritises clients, offers unmatched service, and emphasises a...

  • Senior Paraplanner

    6 months ago

    London, United Kingdom Tate Recruitment Full time

    Job Title: Senior ParaplannerLocation: City of LondonSalary: £65k to £67.5k base range DOE + 2 annual discretionary bonuses + extensive benefits.Work Arrangement: Hybrid working.Are you an experienced Senior Paraplanner seeking an opportunity with a global organisation that prioritises clients, offers unmatched service, and emphasises a personalised...

  • Paraplanner

    2 months ago

    London, UK, UK, United Kingdom Howe Financial Advisers Full time

    Senior paraplanning role in a growing and successful advice practice.CII Diploma qualified onlyMinimum 2 years experience in this roleFully diploma qualified, may be charteredNeed experience in pensions, ISA, Investment bonds UK and international, EIS, VCT, Business relief, protection including WOL, excess income plans and trust planning/gifting.Simply put...

  • Paraplanner

    2 months ago

    Greater London, United Kingdom Howe Financial Advisers Full time

    Senior paraplanning role in a growing and successful advice practice.CII Diploma qualified onlyMinimum 2 years experience in this roleFully diploma qualified, may be charteredNeed experience in pensions, ISA, Investment bonds UK and international, EIS, VCT, Business relief, protection including WOL, excess income plans and trust planning/gifting.Simply put...

  • Paraplanner

    3 weeks ago

    Greater London, United Kingdom Howe Financial Advisers Full time

    Job Description Senior paraplanning role in a growing and successful advice practice. CII Diploma qualified only Minimum 2 years experience in this role Fully diploma qualified, may be chartered Need experience in pensions, ISA, Investment bonds UK and international, EIS, VCT, Business relief, protection including WOL, excess income plans and trust...

  • Senior Paraplanner

    2 weeks ago

    west london, United Kingdom CV Elite Ltd Full time

    Are you a highly technical Senior Paraplanner, level 6 qualified (Chartered) with experience of working on complex Financial Planning cases for HNW and UHNW clients? Would you relish the opportunity to fully utilise your technical expertise, working with complex clients alongside the Director of Growth in the newly launched Private Office proposition? If so,...

  • Senior Paraplanner

    6 months ago

    Greater London, United Kingdom Tate Recruitment Full time

    Job Title: Senior ParaplannerLocation: City of LondonSalary: £65k to £67.5k base range DOE + 2 annual discretionary bonuses + extensive benefits.Work Arrangement: Hybrid working.Are you an experienced Senior Paraplanner seeking an opportunity with a global organisation that prioritises clients, offers unmatched service, and emphasises a personalised...

  • Senior Paraplanner

    6 months ago

    Greater London, United Kingdom Tate Recruitment Full time

    Job Title: Senior ParaplannerLocation: City of LondonSalary: £65k to £67.5k base range DOE + 2 annual discretionary bonuses + extensive benefits.Work Arrangement: Hybrid working.Are you an experienced Senior Paraplanner seeking an opportunity with a global organisation that prioritises clients, offers unmatched service, and emphasises a personalised...

  • Senior Paraplanner

    6 months ago

    London, UK, UK, United Kingdom Tate Recruitment Full time

    Job Title: Senior ParaplannerLocation: City of LondonSalary: £65k to £67.5k base range DOE + 2 annual discretionary bonuses + extensive benefits.Work Arrangement: Hybrid working.Are you an experienced Senior Paraplanner seeking an opportunity with a global organisation that prioritises clients, offers unmatched service, and emphasises a personalised...

  • Senior Paraplanner

    6 months ago

    Greater London, United Kingdom Tate Recruitment Full time

    Job Title: Senior ParaplannerLocation: City of LondonSalary: £65k to £67.5k base range DOE + 2 annual discretionary bonuses + extensive benefits.Work Arrangement: Hybrid working.Are you an experienced Senior Paraplanner seeking an opportunity with a global organisation that prioritises clients, offers unmatched service, and emphasises a personalised...

  • Senior Paraplanner

    4 days ago

    Greater London, United Kingdom Tate Recruitment Full time

    Job Description Job Title: Senior Paraplanner Location: City of London Salary: £60k to £70k base range DOE + 2 annual discretionary bonuses + extensive benefits. Work Arrangement: Hybrid working. Are you an experienced Senior Paraplanner seeking an opportunity with a global organisation that prioritises clients, offers unmatched service, and...

  • Senior Paraplanner

    2 weeks ago

    London, United Kingdom CV Elite Ltd Full time

    Are you a highly technical Senior Paraplanner, level 6 qualified (Chartered) with experience of working on complex Financial Planning cases for HNW and UHNW clients? Would you relish the opportunity to fully utilise your technical expertise, working with complex clients alongside the Director of Growth in the newly launched Private Office proposition? If so,...

  • Paraplanner

    2 weeks ago

    City Of London, UK, Central London, United Kingdom Recruit UK | Certified B Corp™ Full time

    Are you an experienced Paraplanner looking to elevate your career within a thriving and reputable financial advice firm?Recruit UK is excited to partner with a prestigious Independent Financial Advice firm in London, offering you an opportunity to move your career into a growing and forward thinking company.In this role, you will work closely with a Senior...

  • Senior Paraplanner

    3 weeks ago

    West London, United Kingdom CV Elite Ltd Full time

    Are you a highly technical Senior Paraplanner, level 6 qualified (Chartered) with experience of working on complex Financial Planning cases for HNW and UHNW clients? Would you relish the opportunity to fully utilise your technical expertise, working with complex clients alongside the Director of Growth in the newly launched Private Office proposition? If so,...