Paraplanner

2 weeks ago

London, United Kingdom Financial Careers Ltd Full time

**P araplanner Job Description**

**Salary £30,000- 35,000 neg**

**The Role**: This is a rare opportunity for a results-orientated, hard-working individual with Paraplanning experience to join a rapidly growing and high-impact entrepreneurial business with offices in central London, Horsham, County Durham,and Scunthorpe.

Due to the firm's ongoing success, they have an opportunity for a Paraplanner to join the team ideally in the London office. This is an exciting role working within the Financial Planning arm of a multidisciplinary professional services group which currentlyincludes a National Chartered Accountancy firm, Legal practices, and Business

Joining their team will allow you to work on all aspects of the financial planning process, take on varied responsibilities, and be empowered.

You will be an experienced paraplanner with a few years of experience. The role has arisen as a result of continued growth and the transition of the previous role holder into an advising role.
The working environment is friendly, supportive, and collaborative. They have a strong development and coaching culture to enable you to develop the technical and soft skills to enable your success, achieve your own goals, and take on further responsibilities.

This is a varied role, providing support to a holistic financial planner, including estate and succession planning, pensions, investments, and tax-efficient products.
You will have the opportunity to build cash flow models, undertake technical analysis, write reports, and provide first-class support for clients.

**The Company**:
They are a leading advisory business that offers expertise across the full spectrum of financial services including commercial finance, wealth management, mortgages, protection, and financial planning.

As a privately owned business, they benefit from being a part of a wider multidisciplinary group that has continued to grow year on year. With a friendly and successful environment, they are looking to welcome a Financial Paraplanner into the team

**Benefits**
- Hybrid working 2 days from Home,
- Company Pension Scheme
- 25 days holiday + bank holiday
- Core hours: 9 am-5.00
- Financial support for professional exams

**Info**

they would consider a part-time paraplanner

**Desired Skills**
- Some experience working with DB Pension Transfers would be beneficial.
- Microsoft Office, including intermediary Excel
- Knowledge and use Of Salesforce as a CRM platform.

The role requires the ability to:

- Plan, organise and prioritise
- Interpret, use, and evaluate numerical and graphical data
- Write concise, understandable reports and meeting documentation
- Work with initiative and respond to a variety of enquiries
- Undertake analytical and research
- Ability to interact with clients in a confident, positive, and professional manner

**Essential Requirements**
- Minimum two years’ experience within an IFA environment

  • Paraplanner

    1 day 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

    4 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 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

    4 days 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...

  • Paraplanner

    4 weeks ago

    London, United Kingdom Synchronicity Financial Services Full time

    We are recruiting for Paraplanners who are minimum Level 4 CII/CISI qualified and are already progressing or keen to progress to Chartered status.The role offers hybrid working with 2-3 days a week in the office.We are recruiting experienced, high calibre Paraplanners, who can demonstrate a background of providing high level technical paraplanning including...

  • Paraplanner

    2 days 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...

  • Paraplanner

    2 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

    3 weeks ago

    London, United Kingdom Premier Jobs UK Limited Full time

    Are 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...

  • Paraplanner

    2 weeks ago

    London, United Kingdom Premier Jobs UK Limited Full time

    Are 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...

  • Paraplanner

    2 weeks ago

    London, United Kingdom Candidate Source Ltd 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...