Senior Paraplanner

7 days ago

London, Greater London, United Kingdom Artemis Recruitment Consultants Full time

Senior Paraplanner (SJP) - London

We are working with an SJP Practice based in London looking for a full time experience Paraplanner to join their team. You will be supporting advisers and clients with goal based financial planning. The role will include providing a high level of accuracy and detail in the advice suitability process with detailed technical analysis, product research and drafting letters of recommendations.

Responsibilities:

Have responsibility for keying and demonstrating cash flow modelling plans ahead of client meetings. Discuss client objectives with the Adviser. Identify any shortfalls in client information and take responsibility to discuss outstanding requirement with the appropriate adviser. Assist in identifying areas for planning and sourcing solutions suitable to meet the client's needs and objectives. This will include assisting in the preparation of tax calculations where necessary from CGT calculations to top slicing calculations as and when required. Consider current and future allocation of assets for an appropriate investment strategy with regards to the client's risk profile. Undertake research to identify suitable solutions to meet the client's needs, this will involve obtaining information, quotes, illustrations and product details in order to provide comparisons for analysis. Draft letters of recommendation to be discussed and signed off by the Adviser. Ensure any recommendations detailed in a report are in line with any internal guidance and procedures. This will also include preparing accompanying documentation as required. Have contact with product providers and other third parties to acquire additional information that may be required to assess the client's needs and to assist with our recommendations. Ensure appropriate data is accurately recorded on within our CRM system(s) and updated in line within our company processes. Keeping clear and updated records of client communications including client related communications with third parties Professionally deal with queries from clients and other parties through clear verbal/written communication. You will be required to assist and provide support with administrative functions, from supporting new business processing, data updates, collating, organising and preparing future planning meetings with the client on behalf of the Adviser.

Person Specification:

Level 4 qualified – Diploma in Financial Planning/Regulated Financial Planning Level 6/Chartered status (desirable but not essential) Commit to continuous personal development, keeping knowledge up to date. Detailed knowledge of investment planning process Experience with financial planning principles Ability to multi-task and to prioritise your workload Experience with FE Analytics and Voyant (desirable) Genuine desire to provide a high standard of advice and service to clients. Ability to work independently and in a team. Have a personable approach Experienced with Salesforce (desirable but not essential)
 

  • Senior Paraplanner

    4 weeks ago

    London, Greater London, United Kingdom Burgh Recruitment Limited Full time

    Senior Paraplanner Location: City of London, hybrid working patternSalary: circa £60,000- £65,000 (negotiable) + benefitsA unique opportunity has arisen for a Senior Paraplanner to join a highly successful Multi-Family Office based in central London.You will be supporting the Head of Wealth Management, working within an exciting and challenging environment...

  • Senior Paraplanner

    4 weeks ago

    London, Greater London, United Kingdom Burgh Recruitment Limited Full time

    Senior Paraplanner Location : City of London, hybrid working pattern Salary: circa £60,000- £65,000 (negotiable) + benefits A unique opportunity has arisen for a Senior Paraplanner to join a highly successful Multi-Family Office based in central London.You will be supporting the Head of Wealth Management, working within an exciting and challenging...

  • Senior Paraplanner

    16 hours ago

    London, Greater London, United Kingdom Heat Recruitment Full time

    Location London Salary £50000 - £65000 TypePermanent WorkplaceOn-Site Ref87724 Recruiter Managing This Role Senior Paraplanner High-Net-Worth Clients Westminster, Central London £50,000 £65,000 depending on experience Are you an experienced Paraplanner looking for a new opportunity in a boutique wealth and investment advisory firm? Were...

  • Senior Paraplanner

    4 days ago

    London, Greater London, United Kingdom Tate Recruitment Full time

    Job Title: Senior ParaplannerLocation: City of LondonSalary: £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 emphasises a personalised approach...

  • Senior Paraplanner

    3 weeks ago

    London, Greater London, United Kingdom Burgh Recruitment Limited Full time

    Senior ParaplannerLocation :City of London, hybrid working patternSalary: circa £60,000- £65,000 (negotiable) + benefitsA unique opportunity has arisen for a Senior Paraplanner to join a highly successful Multi-Family Office based in central London.Find out exactly what skills, experience, and qualifications you will need to succeed in this role before...

  • Senior Paraplanner

    8 hours ago

    London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Type of Position: Senior Paraplanner - London, Tower BridgePay: £50k - £55kReference: TowerBridge1Senior Paraplanner - London, Tower BridgeOur client is looking to recruit an experienced Paraplanner to join their growing business based in the heart of London.The successful candidate will have the right mix of hard work and shining personality to thrive...

  • Paraplanner Team Leader

    7 days ago

    London, Greater London, United Kingdom Recruitment Solutions (Folkestone) Ltd Full time

    Paraplanner Team Leader Ref: RP6037 Salary: £45,000 to 50,000 Contract Type: PermanentLocation: London Skill Set Paraplanner, Team Leader, Paraplanner Team Leader, Paraplanner Manager, Senior Paraplanner, Manager, Wealth Manager, Wealth Management, Financial Planning A superb career opportunity is available with a leading Wealth Manager for...

  • Senior Paraplanner

    7 days ago

    London, Greater London, United Kingdom Artemis Recruitment Consultants Full time

    Senior Paraplanner - London Our client is looking for a talented Paraplanner to join their team.  Key Responsibilities: To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate. Review client objectives ensuring they are clear, concise and achievable when compared against...

  • Paraplanner

    4 weeks ago

    London, Greater London, United Kingdom Skybound Wealth Management Full time

    Skybound Wealth Management UK is a key part of the overall wealth management group, handling all advice for UK-based clients and those repatriating back to the UK. We are on the look out for a Paraplanner to support the Financial Planners servicing clients across the UK.This role will involve work across all areas of advice given at Skybound Wealth...

  • Paraplanner

    4 weeks ago

    London, Greater London, United Kingdom Pure Resourcing Limited Full time

    Paraplanner - Wealth Management (Office-based)Location: North LondonSalary: £45,000 - £75,000 (Depending on experience)Are you an experienced, career Paraplanner looking to join a highly professional yet friendly and collaborative team? This is an exciting opportunity to work within a well-respected wealth management firm that values both expertise and a...

  • Paraplanner

    3 weeks ago

    London, Greater London, United Kingdom Pure Resourcing Limited Full time

    Paraplanner - Wealth ManagementLocation: North LondonSalary: £45,000 - £75,000 (Depending on experience)Are you an experienced, career Paraplanner looking to join a highly professional yet friendly and collaborative team? This is an exciting opportunity to work within a well-respected wealth management firm that values both expertise and a supportive,...

  • Paraplanner

    3 weeks ago

    London, Greater London, United Kingdom Pure Resourcing Limited Full time

    Paraplanner - Wealth ManagementLocation: North LondonSalary: £45,000 - £75,000 (Depending on experience)Are you an experienced, career Paraplanner looking to join a highly professional yet friendly and collaborative team? This is an exciting opportunity to work within a well-respected wealth management firm that values both expertise and a supportive,...

  • Financial Services Paraplanner

    3 days ago

    London, Greater London, United Kingdom London Premier Wealth Management Limited Full time

    Paraplanner - CII Level 4 / Level 6 (or close to either)London, England, United KingdomI am ideally looking for an experienced Paraplanner to work in our firm. The individual will ideally be CII level 4 or level 6 qualified, but we will consider those already in progress to CII level 4, or equivalent examination body.The contract will initially be a fixed 12...

  • Paraplanner/ Senior Administrator

    8 hours ago

    London, Greater London, United Kingdom TN United Kingdom Full time

    Social network you want to login/join with:Client:Blakemore RecruitmentLocation:London, United KingdomJob Category:OtherEU work permit required:YesJob Reference:ca2b2c726605Job Views:102Posted:11.03.2025Expiry Date:25.04.2025Job Description:Role - Paraplanner/ Senior AdministratorSalary - £45,000Location - LondonThis is a brilliant opportunity for a...

  • Senior Project Administrator

    16 hours ago

    London, Greater London, United Kingdom Artemis Recruitment Consultants Full time

    Senior Project Administrator - London We are looking for a Senior Project Administrator for our client, to be based in either their London or Weybridge office. Purpose of the job: To help provide a high-quality administration and support service to the Projects team and the Project Managers. This allows the Project Managers to provide outstanding...

  • Financial Planning Director

    2 weeks ago

    London, Greater London, United Kingdom mbf Full time

    Financial Planning DirectorLocation: London, HybridSalary: £80,000 - £110,000 (depending on experience)Bonus: Annual BonusBenefits: Exceptional Benefits PackageOur client, a highly regarded wealth and investment management firm, is seeking an experienced Financial Planning Director to join their Private Client team in London. This is an exciting...

  • Senior Paraplanner

    4 days ago

    London, Greater London, United Kingdom Forvis Mazars Full time

    At Forvis Mazars, we're agile enough to embrace change and deliver impact. This means we encourage people to feel empowered to be part of the future direction of the firm. We're constantly improving the way we work, so that we enhance the solutions we offer.  You'll have a big say in the way your role and your team works. Are you looking to make an impact...

  • Head Of Paraplanning

    2 days ago

    London, Greater London, United Kingdom Freedom Recruitment Capital Full time

    Head of Paraplanning - London Salary: Up to £80,000 (DOE) + excellent benefits Location: London Hybrid working availableAre you a Chartered (or near Chartered) Paraplanner with leadership experience and a passion for delivering high-quality, independent financial advice? Do you want to play a key role in shaping the paraplanning function of a highly...

  • Head Of Paraplanning

    7 days ago

    London, Greater London, United Kingdom Freedom Recruitment Capital Full time

    Head of Paraplanning - LondonSalary: Up to £80,000 (DOE) + excellent benefitsLocation: LondonHybrid working availableAre you a Chartered (or near Chartered) Paraplanner with leadership experience and a passion for delivering high-quality, independent financial advice? Do you want to play a key role in shaping the paraplanning function of a highly respected...

  • Head of Paraplanning

    3 weeks ago

    London, Greater London, United Kingdom Nigel James Associates Ltd Full time

    Role Nigel James Associates are proud to be working with one of the fastest growing wealth planning companies in the UK who have a clear objective of being one of the leading players in industry within the next few years. As part of their ongoing expansion they are seeking an experienced Paraplanning Leader to oversee paraplanning nationally. You will have...