Senior Paraplanner

2 weeks ago


London, United Kingdom GCB Agency Recruitment Full time

We 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 financial services knowledge and experience. They have built the Company on integrity and trust because doing what is right for their clients is best for their business.

**Working hours**:
As a Senior Paraplanner, you’ll be required to work Monday - Friday 9 am to 5:30 pm. This will be a Hybrid role with the chance to work from the London office and from home.

**The successful Senior Paraplanner will be offered**:

- £55,000 - £65,000 Basic
- Attractive Benefits package
- Bonus Scheme
- Progression opportunities
- Hybrid Working

**To be considered for the Senior Paraplanner role you must have**:

- Have 5+ years experience within the independent sector of the financial services industry in a paraplanning role involving direct contact with sophisticated HNW clients
- Hold Chartered Financial Planner status with the CII
- Understand the principles of asset allocation and portfolio construction
- Have excellent knowledge of investment, life and pensions products and current legislation
- Have a broad knowledge of esoteric products, including VCT and EIS investments and structured products
- Have a comprehensive understanding of Income Tax, CGT, IHT, Trusts and both DC and DB pension transfers
- Understand the importance and benefits of lifetime cashflow modelling, ideally with experience of Voyant as a cashflow modelling tool
- Previous experience using Intelliflo will be an advantage

**As a Senior Paraplanner your role will involve**:

- Preparing for and attending client meetings, taking detailed written notes and following up on any technical points after the meeting.
- Gathering and analysing comprehensive, detailed information from clients, their professional advisers and others.
- Producing comprehensive and clear suitability letters for clients.
- Preparing lifetime cashflow models relevant to each client’s circumstances, objectives and possible financial outcomes.
- Constructing and producing a financial plan to address each client’s lifetime objectives in the context of these cashflow models, generally comprising (but not limited to) contingency planning, legacy/succession planning, asset allocation/wealth managementand tax planning.
- Carrying out regular reviews of clients’ financial plans, circumstances, and objectives.
- Engaging with intelligent, demanding clients (many of whom are investment professionals themselves) consistent with developing and maintaining outstanding, long-term relationships.
- Being willing and able to work to pressing deadlines, sometimes involving a level of time commitment beyond standard working hours.

This job has been posted by GCB Agency Recruitment Ltd which is acting as the Employment Agency in relation to this vacancy, working on behalf of their client who is confidential at this stage.


  • Senior Paraplanner

    6 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...

  • Senior Paraplanner

    1 week 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...

  • 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,...

  • 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...

  • Senior Paraplanner

    2 weeks ago


    London Area, United Kingdom Jenson Fisher Full time

    My client is a specialist organisation that offers exceptional financial planning for medical professionals. Their advisers are committed to excellence and have a deep understanding of the financial matters important to their clients, gained from decades of working with practitioners, senior hospital management and the NHS Pensions Agency. They are widely...

  • Senior Paraplanner

    4 days ago


    London, Greater London, United Kingdom Burgh Recruitment Ltd (Financial Services) 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. You will be supporting the Head of Wealth Management, working within an exciting and challenging...

  • Senior Paraplanner

    1 week ago


    London, United Kingdom Allerton Park Recruitment Solutions Full time

    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...

  • Senior Paraplanner

    1 day ago


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

    Type of Position: Senior Paraplanner - LondonPay: £60k - £68kSenior Paraplanner - LondonWe have a new opportunity for a Senior Paraplanner to join our clients based in central London. They are one of the market leaders within wealth management across Europe, and in this role you will be analysing trading client portfolios and accounts to provide FCA...

  • 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...

  • Senior Paraplanner

    1 week ago


    London, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Our 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...

  • Senior Paraplanner

    1 week ago


    London, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Our 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...

  • Paraplanner

    2 days ago


    London, Greater London, United Kingdom Independent Resourcing Consultancy Full time

    Job Description We are representing a prestigious international wealth management firm in the City of London area, seeking a motivated and qualified Junior Paraplanner to join their team. As a Junior Paraplanner, you will work closely with Senior Paraplanners and Financial Advisors to deliver high-quality financial planning support to clients. ...


  • 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...

  • Paraplanner

    7 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

    2 days ago


    London, United Kingdom Heat Recruitment Full time

    **Heat Recruitment is working with a very well-regarded Certified B Corporation in The City that is looking for an experienced Paraplanner.** This opportunity is for a Level 4 Diploma qualified Paraplanner to join a team which has won multiple awards for its excellent standard of financial advice. Having also earnt the B Corp certification, this company is...

  • Senior Paraplanner

    4 days ago


    London, Greater London, United Kingdom Blakemore Recruitment Full time

    Blakemore Recruitment are proudly assisting an award-winning, well respected and long established wealth management firm recruit for a diploma qualified Paraplanner with 5 years+ experience to join their expanding team. This role can be home-based or hybrid working. They provide a wide range of services to their clients such as financial planning, pension...

  • Junior Paraplanner

    21 hours ago


    London, United Kingdom Heat Recruitment Full time

    A highly regarded, Independent Financial Advice practice are looking to grow their close-knit team by bringing on a Junior Paraplanner to directly support a top income-producing Financial Adviser and Senior Paraplanner. This client provides a unique, socially/environmentallysustainable approach to advice, with the importance of values being at the heart of...

  • Paraplanner

    1 week 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...

  • 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...

  • Senior Paraplanner

    6 days ago


    London, United Kingdom mbf. Full time

    Our client is a highly regarded Wealth Management firm in the West End of London, currently seeking to recruit for a Senior Paraplanner to join their team. The firm provides financial planning, wealth structuring and investment advice to high net worth and ultra-high net worth individuals resident in the UK and abroad. The firm acts for a wide range of...