Senior Paraplanner

2 weeks ago

City of London, United Kingdom Financial Divisions Full time

**Senior Paraplanner - Central London - Up to £55k - supporting the MD with UHNW clients**

My client, whom I have placed 5 members of staff with over the past year are a Chartered wealth planning practice based in the City of London. The business has circa 90 staff across all departments and have maintained an excellent reputation providing thehighest levels of financial advice to 700 UHNW private clients who are City professionals, retirees, SME owners and families across London. The business as a whole manages nearly £2bn of assets.
My client has a highly experienced team of Chartered Advisers who are supported by a pooled environment of administrators and paraplanners. The company has a very forward thinking and dynamic approach to their staff development with an award-winning trainingand mentorship programme.
The MD is seeking a Paraplanner to work specifically with him and one other adviser. This role will be suitable for a Paraplanner who is Diploma Qualified and is on their way to their Chartered Status. But my client will consider someone who is close to obtainingtheir diploma. The role requires a very good level of technical knowledge across a broad range of financial advice. Some of their advice has an international element to it, so full training will be provided on this front. This primarily covers pesnions, compelxtax planning and trust planning.
My client are happy to offer between £45k - £55k plus a bonus. The role is hybrid, 2 posisbly 3 days in the office per week. If you are working within a Private Client Wealth Management role, providing holistic paraplanning support, then my client would liketo talk to you. If this role sounds of interest or any other roles I am working on please get in touch.
Contact Peter Fozard at Financial Divisions with a CV to be considered.

  • Trainee Paraplanner

    3 days ago

    City of London, United Kingdom Premier Jobs UK Limited Full time

    This Trainee Paraplanner job in London provides the opportunity for you to expand your knowledge and skills as a Paraplanner As a Trainee Paraplanner, you will be supporting their Chartered Financial Advisor to provide high quality, compliant financial planning. Following the factfind meeting being undertaken, the Financial Advisor will handover the notes...

  • Senior Paraplanner

    2 days ago

    City of London, United Kingdom CAPIO RECRUITMENT LIMITED Full time

    _**Job Title: Paraplanner**_ - **Location: London**_ - **Salary: £50,000 + discretionary bonus and benefits package**_ **About the firm** Our client is an award-winning, wealth manager providing financial advice and investment management services to individuals, small businesses and charitable endowments. They are a Certified B Corporation, an...

  • Paraplanner

    2 days ago

    City of London, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time

    TEMPLEGATE RECRUITMENT Financial Services Specialist RecruitersJob Title: ParaplannerLocation: Bristol/London/RemoteBenefits:From Day One:Group Life Cover Group Income ProtectionPost-Probation (after 3 months):Private Medical Insurance Health Cash Plan Cycle to Work Scheme Workplace Pension: 5% employer contribution (matched via salary exchange)Additional...

  • Senior Paraplanner

    3 days ago

    City of London, United Kingdom Blakemore Recruitment Full time

    Blakemore Recruitment are assisting a forward thinking and vibrant IFA based in Gerrards Cross seek their next Senior Paraplanner to join their team. As a company they offer ethical and honest solutions to help their clients achieve financial goals. Withextensive experience built over many years, they have earned themselves an enviable reputation in the...

  • Chartered Senior Paraplanner

    5 days ago

    City Of London, United Kingdom Heat Recruitment Full time

    Role: Chartered Senior ParaplannerLocation: The City, LondonSalary: £60,000 - £65,000A boutique, Top 100 FTAdviser listed Independent Financial Advice and Asset Management practice are looking to grow their Private Client team by bringing on a Chartered Senior Paraplanner to directly support one Financial Adviser.You will join a team that has been awarded...

  • Chartered Paraplanner

    2 days ago

    City of London, United Kingdom Taylor James Professional Recruitment Full time

    Our client, an award winning and chartered firm of financial planners are looking to recruit a Chartered Paraplanner to join their city of London based team. This is a fantastic client facing role, working closely with one of senior partners & supported by a team administrators & junior paraplanners. **Full client job spec available on request.** Duties &...

  • Senior Paraplanner

    2 weeks ago

    London, United Kingdom Recruit UK Full time

    **Job Title**: Senior Paraplanner **Industry**: Financial Planning **Location**:London **Salary**:£50,000 - £60,000 **Job reference**:6862 Recruit UK are working on an excellent opportunity for a Paraplanner in London. Our client is an award winning Financial Planning firm who offer a personal approach to financial planning. They provide advice on a...

  • Senior Paraplanner

    3 days ago

    City of London, United Kingdom Westminster Wealth Management Full time

    **Are you a senior paraplanner wanting to take the next step into financial advising?** Would you like to build on your paraplanning experience in a role offering variety, responsibility, support and training to move into financial advising? We have a rare opportunity to carve out an exceptional career as a financial planner and take over a high-net-worth...

  • Senior Paraplanner

    24 hours ago

    London, United Kingdom Vision-FS Recruitment Full time

    **Position**: Senior Paraplanner **Location**: London/Hybrid (2 days per week working from home, flexible hours) **Minimum Requirements**: Hold Chartered Status (Level 6); Three years+ paraplanning experience **Salary/package**: £50,000 to £60,000 + bonus + 27 days' annual leave + pension + PMI + study support **YOUR NEW COMPANY** Established in 2002,...

  • Senior Paraplanner

    1 week ago

    City of London, United Kingdom Blakemore Recruitment Full time

    Blakemore Recruitment are assisting a forward thinking and vibrant IFA based in London seek their next Senior Paraplanner to join their team. As a company they offer ethical and honest solutions to help their clients achieve financial goals. With extensiveexperience built over many years, they have earned themselves an enviable reputation in the...