Chartered Senior Paraplanner, Client-Facing for UHNW
2 weeks ago
A leading financial advisory firm in Greater London is seeking a Chartered Senior Paraplanner. This role offers significant client interaction and the opportunity to work closely with the Founding Partner on complex financial strategies. The ideal candidate will possess chartered status and have experience in high-net-worth financial planning. This position promises a transformative career trajectory with a focus on delivering exceptional client service and sophisticated financial advice.
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Chartered Senior Paraplanner
5 hours ago
London, United Kingdom Financial Divisions Full timeCHARTERED SENIOR PARAPLANNER (CLIENT FACING AND ROUTE TO ADVISER)London (City)Salary up to £75k + benefits including equity (DOE)Our client is a highly respected Chartered Wealth Management firm that specialises in the HNW to UHNW space. They have a demonstrable track record of year-on-year organic growth within this niche marketplace and are in the...
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Chartered Senior Paraplanner
10 hours ago
London Area, United Kingdom Financial Divisions Full timeCHARTERED SENIOR PARAPLANNER (CLIENT FACING AND ROUTE TO ADVISER)London (City)Salary up to £75k + benefits including equity (DOE)Our client is a highly respected Chartered Wealth Management firm that specialises in the HNW to UHNW space. They have a demonstrable track record of year-on-year organic growth within this niche marketplace and are in the...
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Chartered Senior Paraplanner – Client Facing
2 weeks ago
Greater London, United Kingdom Financial Divisions Full timeThis is one of the most desirable opportunities on the market for an ambitious, technically gifted financial planning professional. If you are a Chartered Senior Paraplanner who wants to work directly with clients, influence complex advice strategies, and ultimately inherit a high-value client bank, this role will transform your long‑term career...
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Chartered Senior Paraplanner
4 weeks ago
London, United Kingdom Financial Divisions Full timeMy client is a highly reputable Chartered Wealth Management firm, that specialises in the HNW to UHNW space. They have a demonstrable track record of year-on-year organic growth within this niche marketplace and are in the enviable position of gaining all their new business from referrals and recommendations.They take a truly holistic approach with their...
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Paraplanner
4 days ago
London, United Kingdom Financial Divisions Full timeChartered Senior Paraplanner (Client Facing)Location: London Salary: Salary up to £75k + benefits including equity About my client:My client is a highly reputable Chartered Wealth Management firm, that specialises in the HNW to UHNW space. They have a demonstrable track record of year-on-year organic growth within this niche marketplace and are in the...
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Paraplanner
2 days ago
London, United Kingdom Financial Divisions Full timeChartered Senior Paraplanner (Client Facing)Location: London Salary: Salary up to £75k + benefits including equity About my client:My client is a highly reputable Chartered Wealth Management firm, that specialises in the HNW to UHNW space. They have a demonstrable track record of year-on-year organic growth within this niche marketplace and are in the...
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Paraplanner
3 days ago
London Area, United Kingdom Financial Divisions Full timeChartered Senior Paraplanner (Client Facing) Location: London Salary: Salary up to £75k + benefits including equity About my client: My client is a highly reputable Chartered Wealth Management firm, that specialises in the HNW to UHNW space. They have a demonstrable track record of year-on-year organic growth within this niche marketplace and are in the...
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Paraplanner / Client Manager
4 days ago
London, United Kingdom mbf. Full timeWe have recently been advised by a UHNW Wealth Management business that due to a consistently increased workload, they are in the market for a Paraplanner / Client Manager. Their offices are in central London although they do offer flexible working fromhome (minimum 2 days in the office). **The company**: This business were founded in Zurich less than 10...
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Paraplanner
2 weeks ago
Greater London, United Kingdom Jenson Fisher Full timeFinancial 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...
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Paraplanner / Client Manager
1 week ago
London, United Kingdom mbf. Full time**Paraplanner / Client Manager - London based Wealth Management Business - Salary negotiable - Flexible working** MB Fitzgerald are currently working exclusively with a fast growing firm of Wealth Managers based in the centre of London to recruit for a Paraplanner / Client Manager. This company specialise in providing financial services to HNW private...