Paraplanner
1 day ago
An established wealth management and financial planning firm in London is seeking a motivated Paraplanner to join its high-performing, collaborative team. This is a fantastic opportunity for a detail-driven financial professional looking to develop their career with full support for professional qualifications.Role & ResponsibilitiesAs a Paraplanner, you will provide essential technical and research support to the financial planning team while maintaining the highest standards of compliance and client service.Preparing reports, recommendation letters, and compliant advice documentsConducting technical calculations (Inheritance Tax, CGT, carry forward etc.)Creating and presenting cashflow models using Voyant softwareSupporting advisers with client meeting preparation and attending meetings where requiredProducing detailed file notes and identifying planning requirements for annual reviewsManaging client paperwork, research, and provider communicationsAssisting with compliance documentation and peer reviewing reportsSupporting trainee paraplanners and administrators, including client liaison and new business processingParticipating in weekly adviser meetings and monthly team reviewsContinuously developing knowledge via CPD and professional qualificationsSkills & Experience RequiredAt least 3 years’ experience within financial services, with 2 years in a dedicated paraplanner roleLevel 4 qualified (or working towards)Experience working with HNW private clients preferredStrong technical knowledge of financial planning, including tax calculations and complianceProficiency in MS Office (Word, Excel, PowerPoint, Outlook) and financial planning tools (Xplan, Voyant)Excellent organisational skills and ability to meet deadlinesStrong attention to detail with a proactive, “can-do” approachProfessional discretion and sensitivity when working with client information, including vulnerable clients25 days annual leave plus bank holidays (increasing with service up to 30 days)Auto-enrolment pension scheme (3% employer, 5% employee)Full support towards CII qualifications and trainingGroup Private Medical InsuranceDeath in Service coverDiscretionary bonus (every 6 months)Senioriry levelAssociateEmployment typeFull-timeJob functionFinance and AdministrativeLocation: London, England, United Kingdom #J-18808-Ljbffr
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Paraplanner
5 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,...
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Paraplanner
4 weeks ago
london, United Kingdom Candidate Source Full timeWe are looking for an experienced Paraplanner to join an exciting new project! This is a fully remote working role, Monday to Friday 37.5 hours per week.This will be an initial 6-month contract, with December start dates, but comes with the likely option to extend further for successful candidates.As a Paraplanner, you will be: Conducting whole of market...
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Paraplanner
3 weeks ago
London, United Kingdom Candidate Source Full timeWe are looking for an experienced Paraplanner to join an exciting new project! This is a fully remote working role, Monday to Friday 37.5 hours per week. This will be an initial 6-month contract, with December start dates, but comes with the likely option to extend further for successful candidates. As a Paraplanner, you will be: Conducting whole of market...
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Paraplanner
7 days ago
London, United Kingdom mbf. Full timeOur 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...
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Paraplanner
3 weeks ago
London, United Kingdom Candidate Source Careers Full timeWe are looking for an experienced Paraplanner to join an exciting new project! This is a fully remote working role, Monday to Friday 37.5 hours per week. This will be an initial 6-month contract, with December start dates, but comes with the likely option to extend further for successful candidates. As a Paraplanner, you will be: Conducting whole of market...
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Paraplanner
5 days ago
London, United Kingdom mbf. Full timembf. 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...
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Paraplanner
3 weeks ago
London, United Kingdom Premier Jobs UK Limited Full timeAre you a Diploma qualified Paraplanner looking to join a dynamic financial planning firm in London and receive support to obtain qualifications to develop your career? As a Paraplanner, you will provide the Financial Advisors with high-quality support by successfully undertaking the following duties: Supporting the team of Financial Advisors by providing...
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Paraplanner
3 weeks ago
London, United Kingdom Candidate Source Ltd Full timeWe are looking for an experienced Paraplanner to join an exciting new project! This is a fully remote working role, Monday to Friday 37.5 hours per week. This will be an initial 6-month contract, with December start dates, but comes with the likely option to extend further for successful candidates. As a Paraplanner, you will be: Conducting whole of market...
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Paraplanner
4 weeks ago
London, United Kingdom Premier Jobs UK Limited Full timeAre you a Diploma qualified Paraplanner looking to join a dynamic financial planning firm in London and receive support to obtain qualifications to develop your career? As a Paraplanner, you will provide the Financial Advisors with high-quality support by successfully undertaking the following duties: Supporting the team of Financial Advisors by providing...
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Paraplanner
3 weeks ago
London, United Kingdom Premier Jobs UK Full timeAre you a Diploma qualified Paraplanner looking to join a dynamic financial planning firm in London and receive support to obtain qualifications to develop your career? As a Paraplanner, you will provide the Financial Advisors with high-quality support by successfully undertaking the following duties: * Supporting the team of Financial Advisors by providing...
