Paraplanner

2 days ago

London, Greater London, United Kingdom TipTopJob Full time

Salary Range: A GBP 40K:A GBP 65K pa

Location: working from home

Working days/ hours: flexible depending on the candidate

An exciting opportunity has arisen to join an existing small team within an independent, whole:of:market, Chartered Financial Advice firm based in the City of London. We advise 150 families with over A GBP 140M under management and are seeking a focused and dynamic team player to helps us meet the ongoing advice needs of our clients.

In the words of TRAP, we are one of those few full:fat financial planning firms offering a combination of great unencumbered advice with a highly personalised client service.

Our existing paraplanner has needed to step back her days, so we have a need for your expert help.

We are looking for you to come in and help lead us in all things paraplanning. We have a brilliant client base, our data and systems are in good order, but our dip in the AI waters has proved chastening.

We would like you to streamline the boring bits and deliver the kind of letters that clients actually want to receive.

We have an office in the city of London for client meetings, but we are cloud:based and so all of the team works from home. In your role, you would only need to attend the office for quarterly team meetings.

Required Experience

  • Hold at least level 4 status and ideally be looking to keep going.
  • Have experience of using Intelligent Office, FE Analytics and cashflow software.
  • We are looking for someone to lead this part of our business, so either experience of this and/or evidence to suggest that you can.

In return well ensure that your salary is benchmarked each year, so you are paid in the top quartile of your profession (with benefits and holidays to match). We promise to train you, value you, listen to you and to adapt around your needs.

INDHS

Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.

  • Paraplanner

    2 weeks ago

    London, Greater London, United Kingdom Burgh Recruitment Full time

    ParaplannerLocation - Fully RemoteSalary - £46,000 - £50,000 paHours - 9.00am-5.00pmAre you an experienced Paraplanner looking for a varied and interesting role with a highly successful St. James's Place Partner Practice?The Practice is very established and prides itself on offering a first-class service to all their clients, providing them with a range of...

  • Paraplanner

    2 days ago

    London, Greater London, United Kingdom Chase de Vere Medical Full time

    Researching, analysing market trends and report writing, Chase de Vere paraplanners work closely with our financial advisers and client support teams to deliver advice and provide ongoing services to new and existing clients. Supported by our experienced paraplanning management and development team, you will have the opportunity to work on a wide range of...

  • Paraplanner

    2 weeks ago

    London, Greater London, United Kingdom Jenson Fisher Full time £50,000 - £57,000 per year

    ParaplannerCentral London – Hybrid (1 day from home)£50,000 - £57,000, plus benefitsWe 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 result has built a large portfolio of mass...

  • Paraplanner

    2 weeks ago

    London, Greater London, United Kingdom JPMorgan Chase Full time £40,000 - £70,000 per year

    Nutmeg is the UK's leading digital wealth manager, now part of JP Morgan. We combine cutting-edge technology with expert financial planning to help our clients achieve their goals. As part of our growing financial planning team, you'll be at the forefront of digital innovation in wealth management, supporting our mission to make investing and financial...

  • Paraplanner

    2 weeks ago

    London, Greater London, United Kingdom Recruitment 22 Limited Full time £50,000 per year

    Paraplanner Vacancy | London (City)/Hybrid Working | £45,000 | 15% Bonus3 things about the employer:An IFA who have grown significantly through acquisitions Plans for significant future growth and therefore opportunities to grow with the business They treat employees like adults, set realistic expectations and have a management team to support you in...

  • Financial Planning Administrator

    2 weeks ago

    London, Greater London, United Kingdom Recruitment Rebellion Full time £300,000 - £360,000 per year

    Job Description: Financial Planning AdministratorLondon £25,000 - £30,000Looking to take your financial services career further?My client, a respected and well-established Financial Planning and Wealth Management firm based in London, are offering a genuine career-building opportunity for a Financial Services Administrator who's ready to grow.If you've...

  • Financial Adviser

    2 weeks ago

    London, Greater London, United Kingdom JPMorganChase Full time £60,000 - £110,000 per year

    DescriptionBehind every investment is a person with ambitions, motivations and values. While we know that every client is unique, they come to J.P. Morgan Personal Investing for the same reason: our straightforward and transparent approach to investing, and the trust that 150 years of J.P. Morgan heritage brings.J.P. Morgan Personal Investing offers...

  • Financial Adviser

    1 week ago

    London, Greater London, United Kingdom JPMorgan Chase Full time

    Behind every investment is a person with ambitions, motivations and values. While we know that every client is unique, they come to J.P. Morgan Personal Investing for the same reason: our straightforward and transparent approach to investing, and the trust that 150 years of J.P. Morgan heritage brings.J.P. Morgan Personal Investing offers award-winning...

  • Financial Planning Administrator

    2 weeks ago

    London, Greater London, United Kingdom Recruitment Rebellion Full time £240,000 - £360,000 per year

    Financial Planning Administrator London £25,000 - £30,000 Looking to take your financial services career further? My client, a respected and well-established Financial Planning and Wealth Management firm based in London, are offering a genuine career-building opportunity for a Financial Services Administrator who's ready to grow. If you've already spent...

  • CeMAP Qualified trainee mortgage advisor, Central London

    1 week ago

    London, Greater London, United Kingdom deverellsmith Full time

    Trainee Mortgage Broker - Central LondonAn exciting opportunity has arisen for a motivated trainee mortgage advisor, mortgage administrator or paraplanner to join a well-established mortgage firm as an in-house Trainee Mortgage Broker.Our client places a strong emphasis on continuous learning and professional development, ensuring their team remains at the...