Paraplanner - Leading to Senior Paraplanner and Ifa
1 week ago
**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 new that they can also develop and help achieve their career ambitions and aspirations.
You have completed or must be working towards your completing your financial planning diploma qualification, and have excellent communication skills. If required, my client will provide you with full study support to complete your diploma and develop yourskills further as a technical Paraplanner with a view to paving the way to one day become an IFA in your own right.
As an experienced Paraplanner, you will further your knowledge and skills and have the opportunity gain insight into the workings of this IFA Practice, where my client deals with HNW, London based clients and will be able to further your experience and technicalknowledge in Paraplanning. Due to the clients my clients deal with, you will be exposed to truly complex and technical cases.
Paraplanner duties include producing illustrations and valuations, preparation of annual reviews, and you’ll liaise with clients and Advisers in order to produce and write suitability reports across pensions, investments, IHT and estate planning.
This is a fantastic opportunity where my client can support you with your progression in Wealth Management and offer you a hybrid working pattern. This is a genuine career for someone who is looking to continue to develop their knowledge and skills in Paraplanningwith a City IFA Practice and deal with HNW clients.
So to summarise, if you are an experienced Paraplanner looking to progress your career with a well-established and well-recognised IFA Practice, completed most or all of your RO exams, and you are now looking for a role that can offer you progression toa senior Paraplanner or IFA, within a firm that can support your development, provide you with excellent benefits and be part of a great working environment with some of the best talent in the industry, then please send your CV to Ryan Wootten at FinancialDivisions.
-
Paraplanner
1 week 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 Team Leader
2 days ago
London, Greater London, United Kingdom Recruitment Solutions (Folkestone) Ltd Full timeParaplanner 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...
-
Junior Paraplanner/ifa Administrator
23 hours ago
London, United Kingdom Financial Divisions Full timeA dynamic and forward-thinking Independent Wealth Management Firm require an IFA Administrator/Junior Paraplanner to join their team in London. My client offers a structured career path for their employees, and you are encouraged to study your industry qualifications to become diploma qualified. As a Graduate IFA Administrator/Junior Paraplanner, you will...
-
Paraplanner
6 days ago
City of London, United Kingdom TEMPLEGATE RECRUITMENT Full time**TEMPLEGATE RECRUITMENT Financial Services Specialist Recruiters** **Job Title**:Senior Paraplanner **Location**: London ~ Hybrid Role ~ 2 days Work From Home. **Salary**: £45,000 ~ £50,000 Depending on Qualifications and Experience. **About the Company**: Working on behalf of a highly successful IFA firm who provide comprehensive financial planning and...
-
Paraplanner
1 week ago
London, United Kingdom Vision-FS Recruitment Full timeParaplanner **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...
-
Ifa Administrator/paraplanner
4 days ago
London, United Kingdom Financial Divisions Full time**plus Bonus, Study, mentoring programme** **Overview** My Client, a Chartered firm of Independent Financial Advisors, are looking to offer this exciting opportunity to an ambitious and proactive Financial Administrator or junior Paraplanner to take on a progressive role with a definite path to a future Advisorrole. As a growing and ambitious firm based in...
-
Paraplanner
1 week 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
4 days ago
London, United Kingdom Pure Resourcing Limited Full timePure Resourcing are proudly working with a leading wealth management firm based in Greater London. Continued growth has led to an opening for a Paraplanner to join a fun and professional team. **Overview**: As Paraplanner, you will be working within the paraplanning team supporting a team of Financial Advisers by ensuring high-worth investment transactions...
-
Paraplanner
2 days ago
London, Greater London, United Kingdom Nelson Scott Full timeJob 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 Brevere Group Full timeAre you a skilled Financial Services specialist looking for a new Paraplanning opportunity with a successful and ambitious Wealth Management firm? Do you want to work with successful Consultants dealing with sophisticated Private Clients? If you want tobe part of a team delivering genuine holistic financial planning, we would like to hear from you. Based in...
-
Paraplanner
1 week ago
London, United Kingdom Ortus PSR Full timeA highly successful IFA in London is looking to hire a Paraplanner to help support the 2 Advisers. The Management team is looking for someone who has good exposure to Paraplanning but wants to work on more technical cases. You will have the opportunity towork with 3 existing Paraplanners and 1 of them is Chartered. This is a great opportunity to develop your...
-
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...
-
Paraplanner Team Leader
1 week ago
London, Greater London, United Kingdom TN United Kingdom Full timeSocial network you want to login/join with:Ref: RP6037 Salary: £45,000 to £50,000 Contract Type: Permanent Location: LondonParaplanner Team LeaderA superb career opportunity is available with a leading Wealth Manager for a Paraplanner Team Leader. An exceptional role, for an experienced and qualified Senior Paraplanner to move into a managerial position or...
-
Paraplanner Team Leader
1 day ago
London, Greater London, United Kingdom TN United Kingdom Full timeSocial network you want to login/join with:Ref: RP6037 Salary: £45,000 to £50,000 Contract Type: Permanent Location: LondonParaplanner Team LeaderA superb career opportunity is available with a leading Wealth Manager for a Paraplanner Team Leader. An exceptional role, for an experienced and qualified Senior Paraplanner to move into a managerial position or...
-
Paraplanner
1 week ago
City of London, United Kingdom Ortus PSR Full timeThere is an opportunity for an experienced Paraplanner to join an IFA firm in London, they are a personable team that is currently growing. They provide informed, impartial and independent advice to both individual and corporate clients focusing on providinga personal service. **Salary: £35,000 - £45,000** **Study support to complete your...
-
Senior Paraplanner
4 days ago
London, Greater London, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeSenior 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. You will be supporting the Head of Wealth Management, working within an exciting and challenging...
-
Junior Paraplanner
6 days ago
London, United Kingdom Recruit UK Full time**Job Title**: Junior Paraplanner **Industry**: Financial Planning **Location**:London **Salary**: Circa £35,000 **Job reference**:16070 Recruit UK are working on an excellent opportunity for an experienced Junior Paraplanner in London to join an award winning Independent Financial Advisory firm. This Chartered IFA firm provide investment advice...
-
Paraplanner
6 days ago
London, United Kingdom Heat Recruitment Full timeAn established national IFA is seeking a Paraplanner to join one of their thriving teams. The company has experienced steady growth over the past few years and has achieved this through developing strong relationships and their balance of professionalismand friendliness has a big part to play in their success. This is a fantastic chance to join a national...
-
Ifa Administrator
5 days ago
London, United Kingdom Financial Divisions Full time**IFA Administrator (offering Paraplanner Career path) - London - £30-35k plus bonuses, benefits and study support** They take the opinion of the IFA administrators that they hire today will be their company’s IFAs and Paraplanners of the future and offer clear defined career paths in these areas, and will support your growth as you work and develop your...
-
Technical Paraplanner
1 week ago
London, United Kingdom Ortus PSR Full timeA 10 person IFA in London is looking to hire an experienced Paraplanner to join their team consulting high-end clients. The Advisers have developed their client book over the past 25 + years and all their new businesses is via referrals. They are lookingto hire a Technical Paraplanner to work with 2 Advisers, you will have the support of 2 Paraplanners and a...