Paraplanner

1 week ago

St Jamesamps Square, United Kingdom Deerfoot Recruitment Solutions Limited Full time

Job Title: Paraplanner

Salary: £40k-£45k per annum (depending on experience) + benefits including pension, discretionary bonus, and share options
Location: London (Zone 1)
Working Arrangement: (Hybrid working, however, this may be unlikely in the first few months when integrating into the team. Typical WFH is on Monday and Friday but we do like to ensure that someone from the team is present in the office every day of the week) Can consider Junior Paraplanner.

Are you passionate about building a career in Paraplanning? Join our boutique wealth management firm based in the heart of Central London in Zone 1, where you'll have the opportunity to develop your skills as a Paraplanner. If you're looking for a role where you can grow into a paraplanning expert and build a long-term career, this could be the perfect fit

We welcome applications from recent graduates or individuals eager to transition into a Paraplanning role.

Why Us?

Boutique Wealth Management Firm: A dynamic, close-knit team working in one of London's most prestigious areas.
Career Growth: We are invested in your development. This role is designed for those looking to grow within paraplanning for a few years before advancing their career.
Hybrid Work Environment: While initial months require more in-office presence, enjoy flexible working with Mondays and Fridays at home once settled.
Attractive Package: Competitive salary, pension, share options, and discretionary bonuses.Key Responsibilities:

Support financial advisors in preparing and managing client financial plans.
Conduct research, data analysis, and draft reports.
Ensure financial documentation is accurate and compliant with industry regulations.
Assist with administrative tasks such as managing client files and scheduling meetings.
Use financial planning software and tools to develop reports and strategies. Skills & Experience:

Proficient in Microsoft Office Suite (Excel, Word, PowerPoint).
Knowledge of financial services products and basic compliance requirements.
Strong interpersonal and communication skills (both written and verbal).
Highly organised, methodical, with strong attention to detail.
Able to prioritise workload and work independently after training.
Experience with financial planning software (e.g., IO, Defaqto) is a plus. Qualifications:

Relevant financial planning certifications or keen to work towards them (e.g., CII).
Desirable: Bachelor's degree in Finance, Accounting, Economics, or related fields.
Previous experience in a financial planning or similar role is beneficial.Please apply to receive the full job description. We look forward to hearing from you

Deerfoot Recruitment Solutions Ltd is one of the longest-established independent technology recruitment consultancies in the UK. We are trusted by many leading employers and help individuals secure interesting and fulfilling roles. We will never send your CV anywhere without your authorisation and only after you have seen the complete details of this opportunity.

Deerfoot is acting as an employment agency for permanent hires and an employment business for contract/contingency hires.

Each time Deerfoot sends a CV to a recruiting client, we donate £1 to The Born Free Foundation ((phone number removed)). Deerfoot is also climate-positive in partnership with Ecologi.

If this role isn't the right fit for you, we have a fantastic candidate referral reward program in place. We offer payouts at both interview and placement milestones. For further details, please visit our website.

If this role isn't the right fit for you, we have a fantastic candidate referral reward program in place. We offer payouts at both interview and placement milestones. For further details, please visit our website.

Deerfoot Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy

  • Paraplanner

    1 week ago

    St James's Square, United Kingdom CV-Library Full time

    Job Title: Paraplanner Salary: £40k-£45k per annum (depending on experience) + benefits including pension, discretionary bonus, and share options Location: London (Zone 1) Working Arrangement: (Hybrid working, however, this may be unlikely in the first few months when integrating into the team. Typical WFH is on Monday and Friday but we do like...

  • Paraplanner

    1 week ago

    St James's Square, United Kingdom Deerfoot Recruitment Solutions Limited Full time

    Job Title: Paraplanner Salary: £40k-£45k per annum (depending on experience) + benefits including pension, discretionary bonus, and share options Location: London (Zone 1) Working Arrangement: (Hybrid working, however, this may be unlikely in the first few months when integrating into the team. Typical WFH is on Monday and Friday but we do like to ensure...

  • Paraplanner

    4 weeks ago

    St James's Square, United Kingdom CV-Library Full time

    Job Title: Paraplanner Salary: £40k-£45k per annum (depending on experience) + benefits including pension, discretionary bonus, and share options Location: London (Zone 1) Working Arrangement: (Hybrid working, however, this may be unlikely in the first few months when integrating into the team. Typical WFH is on Monday and Friday but we do like...

  • Junior Paraplanner

    1 month ago

    St James's Square, United Kingdom CV-Library Full time

    Job Title: Junior Paraplanner Salary: £30k-£40k per annum (depending on experience) + benefits including pension, discretionary bonus, and share options Location: London (Zone 1) Working Arrangement: (Hybrid working, however, this may be unlikely in the first few months when integrating into the team. Typical WFH is on Monday and Friday but we...

  • Senior Paraplanner

    1 month ago

    Portman Square, United Kingdom CV-Library 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

    1 week ago

    Portman Square, United Kingdom CV Elite Limited 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

    6 months ago

    St Albans, United Kingdom Independent Resourcing Consultancy Ltd Full time

    Our client is a borderless, independent financial advisory consultancy, unrelenting in its commitment to safeguarding its clients financial future. Offering a fresh approach with a dynamic energy that sets it apart from its competitors in the offshore marketplace. We have opportunities for financial advisory professionals who are you looking to take the next...

  • Paraplanner

    2 days ago

    St Albans, United Kingdom Fs Talent Group Full time

    Job - Paraplanner Industry - Wealth Management Location - Hertfordshire Salary - Competitive Business An award winning Wealth Manager with circa £2B AUM are continuing their expansions plans and are looking for Paraplanners to join their team.This is a great opportunity to work in a collaborative team that trains, supports and enhances peoples careers.With...

  • Paraplanner

    2 days ago

    St Albans, United Kingdom FS Talent Group Full time

    Job - ParaplannerIndustry - Wealth ManagementLocation - HertfordshireSalary - CompetitiveBusinessAn award winning Wealth Manager with circa £2B AUM are continuing their expansions plans and are looking for Paraplanners to join their team. This is a great opportunity to work in a collaborative team that trains, supports and enhances peoples careers. With one...

  • Senior Technical Paraplanner

    1 month ago

    St Albans, Hertfordshire, United Kingdom Blakemore Recruitment Full time

    Job Summary:We are seeking an experienced Paraplanner for our award-winning financial planning firm. As a Paraplanner, you will play a crucial role in providing high-level technical support to our advisers and clients. Your expertise will be utilised to produce cash flow models and high-quality suitability reports.Key Responsibilities:Analysis of client...

  • Professional Paraplanner

    2 weeks ago

    St Annes, Lancashire, United Kingdom Burton Recruitment Limited Full time

    A well-established financial planning firm in Lytham requires a highly skilled Paraplanner to support their continued success.The ideal candidate will have a strong analytical skillset, proficiency in writing complex reports, and the ability to build and nurture strong client relationships.Key Responsibilities:Record Keeping: Maintain accurate and up-to-date...

  • Paraplanner - Harpenden

    1 week ago

    St Albans, United Kingdom Blakemore Recruitment Full time

    We are currently recruiting for Chartered Financial Planning firm based in Harpenden who are looking for a Paraplanner to join their team.This role can be flexible with home workingThey look after over 160 Wealth Management Families and 50 financial planning and Investment strategy clients.They are serious about enabling our team to be the best they...

  • Paraplanner

    6 months ago

    St Albans, United Kingdom Independent Resourcing Consultancy Ltd Full time

    Our client is a borderless independentfinancial advisory consultancy unrelenting in its commitment tosafeguarding its clients financial future. Offering a freshapproach with a dynamic energy that sets it apart from itscompetitors in the offshore marketplace. We have opportunities forfinancial advisory professionals who are you looking to take thenext step in...

  • Technical Senior Paraplanner

    1 month ago

    St Albans, Hertfordshire, United Kingdom Cameron James Full time

    About the Role:Cameron James is seeking a Senior Paraplanner to join their team, providing high-quality financial planning support to Financial Advisers in accordance with FCA standards and Chartered Code of Ethics.Main Responsibilities:Constructing recommendations and technical reports (reasons why & suitability letters)Researching and processing of the...

  • Paraplanner and Financial Advisor

    2 weeks ago

    St Annes, Lancashire, United Kingdom Burton Recruitment Limited Full time

    A leading financial planning firm based in Lytham is seeking an experienced Paraplanner to join their team due to ongoing growth and success.The ideal candidate will possess a solid understanding of pensions, retirement planning, investments, tax planning, and relevant regulations, with excellent communication skills and a proactive approach to continuous...

  • Financial Planning Assistant/Paraplanner

    3 weeks ago

    Lytham St Anne's, United Kingdom Burton Recruitment Limited Full time

    Paraplanner – Lytham - £30-40KOur client a reputable and long-established financial planning firm based in Lytham are currently expanding their team due to ongoing growth and success. They are actively seeking an experienced and dedicated Paraplanner. This is an exciting opportunity for a detail-oriented professional to contribute meaningfully to a...

  • Financial Planning Assistant/Paraplanner

    4 weeks ago

    Lytham St Anne's, UK, UK, United Kingdom Burton Recruitment Limited Full time

    Paraplanner – Lytham - £30-40KOur client a reputable and long-established financial planning firm based in Lytham are currently expanding their team due to ongoing growth and success. They are actively seeking an experienced and dedicated Paraplanner. This is an exciting opportunity for a detail-oriented professional to contribute meaningfully to a...

  • Financial Advisory Professional

    2 weeks ago

    St Albans, Hertfordshire, United Kingdom Click and Connect Online Limited Full time

    About UsClick and Connect Online Limited is a pioneering financial advisory consultancy, dedicated to safeguarding our clients' financial futures. With a dynamic energy that sets us apart from competitors in the offshore marketplace, we offer a fresh approach to financial planning.Salary and BenefitsWe are offering an attractive remuneration package for this...

  • Junior Paraplanner

    6 months ago

    St Albans, United Kingdom Blakemore Recruitment Full time

    We are currently recruiting for a Financial Planning practice based near St. Albans who are looking for a Junior Paraplanner to join their team. The main purpose of this role is to provide the highest level possible of support to the Financial Services Sales Team. To deliver the agreed strategy and procedural objectives regarding compliance standards. ...

  • Senior Paraplanner

    3 months ago

    Fenchurch St, United Kingdom Fisher Investments Full time

    The Opportunity: The Senior Paraplanner under Fisher Investments Europe's UK Additions Team analyses trading client portfolios and accounts to provide FCA regulated advice on areas such as pension transfers, bond surrenders, investment taxation and account structure suitability. Reporting to your team leader, in this role you will be client-facing and...