Global Remote Working Paraplanner

5 days ago

London, Greater London, United Kingdom Independent Resourcing Consultancy Full time £40,000 - £60,000 per year


Are you an experienced Paraplanner seeking a global remote working opportunity? We are currently looking for a skilled Paraplanner to join our dynamic team. This is a unique chance to work remotely for a global financial services company.

Our client is a leading financial services company with a global presence. Their team is comprised of highly skilled professionals who are dedicated to delivering exceptional financial solutions to our clients. With their commitment to innovation and client-focused approach, we strive to be at the forefront of the industry.

Role and Responsibilities:

As a Paraplanner, you will play a crucial role in supporting our financial advisors and wealth managers in delivering comprehensive financial planning and investment advice to their clients. Your responsibilities will include:

- Conducting thorough research and analysis of client financial situations, investment options, and market trends.

- Preparing accurate and detailed financial reports, plans, and recommendations.

- Assisting in the creation and implementation of personalized financial strategies.

- Collaborating with the advisory team to provide exceptional client service and support.

- Staying up-to-date with industry regulations and compliance standards.

- Ensuring all client files and documentation are maintained accurately and securely.

Qualifications and Skills:

- Proven experience as a Paraplanner within the financial services industry.

- Strong knowledge of financial planning concepts and investment products.

- Proficient in using financial planning software and CRM systems.

- Excellent analytical and research skills with attention to detail.

- Effective communication skills, both written and verbal.

- Ability to work independently and manage multiple tasks efficiently.

- Familiarity with global financial regulations and compliance standards.

- Relevant certifications such as Diploma in Financial Planning (DipFP) or Certified Financial Planner (CFP) will be advantageous.

Benefits:

- Global remote working opportunity, offering flexibility and work-life balance.

- Collaborative and inclusive work environment.

- Competitive compensation package.

- Professional development and growth opportunities.

- Access to cutting-edge technology and resources.

How to Apply:

If you are a skilled Paraplanner looking for a global remote working opportunity, we would love to hear from you. Please submit your resume, along with a cover letter highlighting your relevant experience and qualifications, to the email address provided.

Note: Only shortlisted candidates will be contacted for further discussions. We appreciate your interest in joining our team and thank you for considering this global remote working Paraplanner opportunity...



Package Details

- Global remote working opportunity, offering flexibility and work-life balance.

- Collaborative and inclusive work environment.

- Competitive compensation package.

- Professional development and growth opportunities.

- Access to cutting-edge technology and resources.

  • Paraplanner, London

    6 days ago

    London, Greater London, United Kingdom Independent Resourcing Consultancy Full time £25,000 - £40,000 per year

    A leading financial advisory firm is seeking a Paraplanner in London to support their Financial Planners. This role involves coordinating with clients to arrange review meetings, preparing written advice reports, and providing technical research services. The Paraplanner will ensure the delivery of high-quality advice, efficiently manage risks, and...

  • Paraplanner

    1 week ago

    London, Greater London, United Kingdom Ortus Psr Full time £75,000 per year

    Paraplanner - Lead the Future of Financial Advice in a Dynamic, Tech-Driven FirmA Rare Opportunity for an Experienced, Technical Paraplanner to Take the Next Step An innovative and fast-growing financial advice firm is seeking an experienced, highly technical Financial Planner (Paraplanner) to join its specialist planning team. This is a unique role where,...

  • Paraplanner

    2 days 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...

  • Senior Paraplanner

    1 week ago

    London, Greater London, United Kingdom LGT Bank Full time £45,000 - £80,000 per year

    LGT Wealth Management UK LLP is a UK-based partnership, wholly owned by the private banking group LGT, which is in turn owned by the Princely Family of Liechtenstein. When we set up LGT Wealth Management in 2008, our aim was to offer a fresh approach to wealth management. Alongside the LLP we also have two other entities which focus on US and Jersey based...

  • Paraplanner

    1 day 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...

  • Wealth Paraplanner

    2 weeks ago

    London, Greater London, United Kingdom RBC Brewin Dolphin Full time £30,000 - £60,000 per year

    Job DescriptionWhat is the opportunity?We have an excellent opportunity for a Paraplanner to join the team in London. As a Paraplanner, you will have a broad understanding of core Financial Planning solutions and build knowledge through exposure to client planning scenarios. You will analyse our clients' aims and needs to construct solutions as a tool for...

  • Part Time Paraplanner

    7 days ago

    London, Greater London, United Kingdom One Financial Solutions Full time £104,000 - £128,000 per year

    Job Overview:The successful candidate will work closely with a SOLLA Accredited Independent Financial Adviser to provide comprehensive support in preparing financial plans, reports, analysis, as well as assisting with technical aspects. This role is crucial in ensuring that clients receive detailed, accurate, and tailored financial advice.The working hours...

  • Experienced Paraplanner

    6 days ago

    London, Greater London, United Kingdom Quilter Full time

    About The BusinessQuilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation.Quilter oversees £126.3 billion in customer investments (as of August It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions, and discretionary fund...

  • Junior Paraplanner

    6 days ago

    London, Greater London, United Kingdom Utmost Group Full time £30,000 - £60,000 per year

    About Utmost InternationalUtmost International is a leading provider of insurance-based wealth solutions operating across the UK, Europe, Latin America, Asia, and the Middle East. Its' solutions are largely based on unit-linked insurance policies, serving the needs of affluent, high net worth (HNW), and ultra-high net worth (UHNW) individuals.On a proforma...

  • Paraplanner - UK Market

    6 days ago

    London, Greater London, United Kingdom Utmost Group Full time £40,000 - £80,000 per year

    About Utmost InternationalUtmost International is a leading provider of insurance-based wealth solutions operating across the UK, Europe, Latin America, Asia, and the Middle East. Its' solutions are largely based on unit-linked insurance policies, serving the needs of affluent, high net worth (HNW), and ultra-high net worth (UHNW) individuals.On a proforma...