Paraplanner

1 week ago


Greater London, United Kingdom Jenson Fisher Full time

Financial Services recruitment specialist. Over 30 years’ experience helping a vast network of industry experts build their career and business. Paraplanner Central London – Hybrid (1 day from home) We have been retained by a prestigious boutique Wealth Planning firm, with an in-house DFM team, to recruit a Paraplanner to join their team. This established business has built a long-standing reputation of ‘excellence’ and as a result has built a large portfolio of mass affluent and UHNW clients, making this an excellent opportunity to join the team and build upon your experience. Responsibilities Understand and analyse new and existing client current personal and financial circumstances and objectives Write and produce detailed suitability reports Research products for client individual circumstances and goals Communicate with clients and work closely with the Financial Advisers Support senior members of the team Opportunity to develop client-facing skills Ensure product research is kept up to date Obtain and prepare paperwork required for client meetings and business submission Deal with all forms of client communications Comply with FCA regulations and build technical knowledge Experience Required 3 plus years' experience in a Paraplanning capacity Comfortable with technology Outstanding verbal and written communication skills Seniority level Associate Employment type Full-time Job function Strategy/Planning, Finance, and Analyst #J-18808-Ljbffr


  • Paraplanner

    1 week ago


    Greater London, United Kingdom Swiss Life Full time

    Paraplanner page is loaded## Paraplannerlocations: United Kingdom - Londontime type: Full timeposted on: Posted 4 Days Agojob requisition id: R11882Chase de Vere is a national, award-winning independent financial advice firm established in 1969. We offer tailored, whole-of-market solutions and provide expert financial advice to individuals and businesses....

  • 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

    2 weeks ago


    Greater London, United Kingdom Orlaroseassociates Full time

    Overview Overview: An excellent opportunity has arisen for an experienced Paraplanner to join a dynamic financial planning team. The role is ideal for someone with strong technical knowledge who enjoys research, writing suitability reports, and supporting advisers to deliver the best possible client outcomes. Core Responsibilities Draft clear, compliant, and...

  • Paraplanner

    4 days ago


    Greater London, United Kingdom Integrity Talent Solutions Full time

    Managing Director @ Integrity Talent Solutions | Financial Service RecruitmentOur client, a well-established and growing investment advisory firm, is looking for an experienced Paraplanner to join their team. This organisation is dedicated to delivering tailored investment solutions and exceptional client service.This role involves assessing client...

  • Paraplanner

    3 weeks ago


    London, United Kingdom Candidate Source Full time

    We 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...

  • Paraplanner

    2 days ago


    Greater London, United Kingdom Jenson Fisher Full time

    Financial Services recruitment specialist. Over 30 years’ experience helping a vast network of industry experts build their career and business Paraplanner Central London – Hybrid (1 day from home) We have been retained by a prestigious boutique Wealth Planning firm, with an in-house DFM team, to recruit a Paraplanner to join their team. This established...

  • 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...


  • Greater London, United Kingdom GREAT-MANS LTD Full time

    Overview Senior Paraplanner – Boutique Independent Advisory Firm Location: London (Hybrid) Package: up to £75,000 + Bonus + Benefits Flexible working available I am supporting a highly respected boutique independent advisory firm in London that specialises in providing strategic financial planning and wealth management advice to High-Net-Worth clients....

  • Paraplanner

    3 weeks ago


    London, United Kingdom Candidate Source Careers Full time

    We 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...

  • Paraplanner

    1 week 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...