Senior Paraplanner
1 week ago
Senior Paraplanner - Basic to £65k + KPI Bonus, Benefits and Home/Office and Flexible Working Policy.
A successful, high quality and award winning Chartered Financial Planning Practice is looking for an additional Senior Paraplanner to join their business.
Working within an established Financial Planning team, key responsibility will be to actively support a Director and their HNW Clients. Duties will include Client management, meeting preparation, report writing and research.
Specific Paraplanning experience and sound technical knowledge (Pension, Investment and Tax Planning), including Diploma (and ideally progress towards Chartered) status will be required.
Full exam and personal development support will be provided alongside a range of development opportunities including Advisory and Management.
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Senior Paraplanner
5 days ago
London, United Kingdom Consegna Recruitment Limited Full time**Senior 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...
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Senior Paraplanner
7 days ago
London, United Kingdom Recruit UK Full time**Job Title**: Senior Paraplanner **Industry**: Financial Planning **Location**:London **Salary**:£45,000 - £55,000 **Job reference**:6803 Are you passionate about Financial Advice and offering clients the best service possible? Do you think technology should be at the forefront of Paraplanning and Advice? Would you like to continue your...
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Senior Paraplanner
1 week 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,...
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Senior Paraplanner
6 days ago
London, United Kingdom Recruit UK Full time**Job Title**: Senior Paraplanner **Industry**: Financial Service **Location**: City of London **Salary**:up to £50,000 **Job reference**:7247 Recruit UK are working on an excellent opportunity an experience Paraplanner in central London. Our client is a successful Wealth Management firm, who support HNW clients across the UK and Europe. As a Senior...
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Senior Paraplanner
2 weeks ago
London, United Kingdom GCB Recruitment Full timeWe are currently looking for a Senior Paraplanner to join our clients, a boutique wealth planner in the London area. My client is a boutique wealth planner, asset manager and employee benefits specialist. As they are independent, this allows them to provideobjective advice that is aligned with a client’s best interests, delivered by teams steeped in...
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Senior Paraplanner
1 week ago
London, Greater London, United Kingdom Tempest Jones Recruitment Full timeAre you an experienced Paraplanner looking to take the next step in your career? We have an exciting opportunity for a Senior Paraplanner to join a dynamic and forward-thinking financial planning firm renowned for its innovative approach and successful growth strategy. This role is based in Tyne and Wear with hybrid working available.Job Purpose:To provide...
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Senior Paraplanner
1 week ago
London, United Kingdom Heat Recruitment Full time**Senior Paraplanner - £40,000 - £60,000 - City of London** My client is a medium-sized, well-respected Wealth Manager and DFM that seeks to build a long-term, trusting relationship with their clients. They provide tailored financial planning advice in all areas to private clients and pride themselves on their level of technical knowledge, expertise and...
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Senior Paraplanner
1 week ago
London, United Kingdom Artemis Recruitment Consultants Ltd Full timeOur client is looking for a talent Senior Paraplanner to join their team in London. **Responsibilities**: 1. Delivering accurate, well-drafted and compliant advice within agreed timescales and cost budgets 2. Providing technical resource to the adviser team 3. Acting as an effective point of liaison between adviser and support teams 4. Contributing to the...
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Senior Paraplanner
1 week ago
London, United Kingdom Artemis Recruitment Consultants Ltd Full timeOur client is looking for a talent Senior Paraplanner to join their team in London. **Responsibilities**: 1. Delivering accurate, well-drafted and compliant advice within agreed timescales and cost budgets 2. Providing technical resource to the adviser team 3. Acting as an effective point of liaison between adviser and support teams 4. Contributing to the...
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London, United Kingdom Financial Divisions Full time**plus bonus and study support** My client is a prestigious independent IFA Practice in Central London. Due to expansion they are looking for an experienced Paraplanner to join their dynamic team. The role has become available due to an internal promotion where the existing paraplannerhas moved into a IFA position and they are now looking to take on someone...