Current jobs related to Paraplanner - London - Ernest Gordon Recruitment Limited

  • Paraplanner

    6 days ago

    London, United Kingdom Vision-FS Recruitment Full time

    **Paraplanner/ Report Writer** **Location: London** **Minimum Requirements: Paraplanning/ Report writing & IFA admin experience** **Employed role: £30,000- £50,000 basic, bonus and benefits** **YOUR NEW COMPANY** A leading Financial Planning business is currently seeking a Paraplanner to join their growing team. The role will be to provide support to...

  • Paraplanner

    7 days ago

    London, United Kingdom ARC Full time

    **Job Title/Location**: Paraplanner, London (Square Mile) - **Salary**: £40,000 - £50,000, plus c.£10,000 bonus + pension - **Working Dynamics**: 100% office based role (close to Bank station) - **Requirements**: At least 1 years paraplanning experience - **Role Snapshot**: Discuss client requirements with the Adviser, pre-advice research analysis,...

  • Paraplanner

    5 days ago

    London, United Kingdom Vision-FS Recruitment Full time

    Paraplanner **Position**: Paraplanner **Location**: London/Hybrid (2 days per week working from home) **Minimum Requirements**: Level 4 qualified; Minimum 4 years' paraplanning experience. **Salary/package**: £50,000 + bonus + benefits including pension + PMI + study support **YOUR NEW COMPANY** Our client is a leading Financial Planning Firm based...

  • Paraplanner

    1 week ago

    London, United Kingdom mbf. Full time

    Our client is a global insurance organisation with offices across the UK, their current requirement is for an experienced Paraplanner to join the businesses Wealth Management division based in London. This business operates a flexible working policy whereby you will have the option to work from home up to four days a week. You will be a technical...

  • Paraplanner

    7 days ago

    London, Greater London, United Kingdom Nelson Scott Full time

    Job Description Paraplanner Salary: to £ 40000 p.a. Location: London, London Type: PERM Ref: VR/04387 Paraplanner The opportunity for an experienced technical paraplanner to join a financial planning firm that provides advice on pensions, investments, life insurance, mortgages and business protection. We are looking for a...

  • Paraplanner

    6 days ago

    London, United Kingdom Recruit UK Full time

    **Job Title**: Paraplanner **Industry**: Financial Services **Location**:London **Salary**:£40,000 - £50,000 (negotiable) **Job reference**:16353 Recruit UK are working on an excellent opportunity for a Paraplanner in London. Our client is a prestigious Wealth Management firm, with offices and clients across the UK. Their successful London office are...

  • Paraplanner

    7 days ago

    London, United Kingdom mbf. Full time

    mbf. is currently working with a boutique Financial Planning organisation with 8 staff managing £200M in assets under management, to recruit for a Paraplanner to join their team. This will be based from the businesses London office and will offer hybrid working with up to 3 days at home each week. Our client is a boutique, HNW advisory practice run by two...

  • Paraplanner

    2 weeks ago

    London, United Kingdom Consegna Recruitment Full time

    Paraplanner London SW1 £55K+ (dependent on level of industry experience) 9am - 5:30pm **Are you an industry professional within Wealth Management who is frustrated by the lack of progression opportunities for you?** **Do you feel your efforts and ability are going unnoticed?** **Compared to others within the business, do you feel underpaid for the...

  • Paraplanner

    2 weeks ago

    City of London, United Kingdom Heat Recruitment Full time

    Heat Recruitment are working on an excellent opportunity for an experienced Paraplanner to join a leading Financial Planning firm based in the City of London They are particularly focused on providing advice to High Net Worth individuals across London. My client is a small to medium sized Financial Plannig firm. They are actively seeking an experienced...

  • Paraplanner

    3 days ago

    London, Greater London, United Kingdom mbf Full time

    An excellent opportunity has arisen for an experienced Paraplanner to join a well-established financial advisory firm in Cheam. Recently acquired by a leading national advisory practice, the firm is expanding and looking for a skilled professional to support their financial planners.Role OverviewAs a Paraplanner, you will be part of a regional team...

Paraplanner

3 weeks ago

London, United Kingdom Ernest Gordon Recruitment Limited Full time

**Paraplanner**
**Farringdon**
**£45,000 -£50,000 + Bonus + Hybrid + Progression + Private Healthcare + Cycle to work Scheme + Pension**
Do you have experience as a paraplanner, looking to work for one of the leading financial practices in the UK, where you will be part of a team who will support you in not just progressing but accelerating your career?
Are you from a practice environment, with experience in managing a portfolio, looking for a highly autonomous role where you will be working with a variety of successful clients, with a company which will recognise your skills and expertise, and reward it withgreat benefits, training and development opportunities, and unrivalled career progression?
On offer is the opportunity to step into a varied role, with a multi-faceted, highly regarded financial practice covering wealth creation, wealth management, wealth protection, property wealth, business wealth, and wealth preservation
You will form an integral part of the team, providing in-depth research and analysis and recommendations on matters such as platform reviews, tax-planning products and providers based on established criteria.
On offer is the opportunity to work for a company that promotes collaborative culture, and a fantastic work/life balance, so you can enjoy the excitement of the London City life in Central Farringdon right next to St Pauls station and also the comfort of yourown home 2-3 days a week.
**The Role**:

- To analyse fact-finding data and understand if there is sufficient information on which to base a suitability report
- Understanding the required content of a suitability report and conducting own research into any missing information before compiling it.
- Use paraplanner online software to amend and mould template reports into client-specific documents.
- Analysing statistics.
- Working with IFAs on what recommendations would best suit the client in line with their objectives and circumstances.

**The Person**:

- Experience as a Paraplanner
- Knowledge of Defined Contribution (Pensions Schemes)

Keywords, Paraplanner, Pension Scheme, Financial Planning, Financial Planning Qualified, Financial Services, Pensions Parapllner, Finance, Farringdon