Senior Paraplanner

1 day ago

London, United Kingdom mbf. Full time

Our client is a highly regarded Wealth Management firm in the West End of London, currently seeking to recruit for a Senior Paraplanner to join their team.

The firm provides financial planning, wealth structuring and investment advice to high net worth and ultra-high net worth individuals resident in the UK and abroad. The firm acts for a wide range of clients, and is recognised as being a leader in its fieldby both third party professionals and industry media; recently a winner of the most highly regarded financial planning awards.

The role will be based from the companies Mayfair office in London three days a week with two days based from home.

**Main duties of the role**

Delivering accurate, well-drafted and compliant advice within agreed timescales and cost budgets

Providing technical resource to the adviser team

Acting as an effective point of liaison between adviser and support teams

Contributing to the continued improvement of the client experience and the firm's knowledge base

Be qualified to Chartered level and have worked as a paraplanner at a senior level previously

have experience of dealing with arrangements such as family investment companies, share options (inc. EMI) and international pensions, in addition to the more typical financial planning product solutions

be able to demonstrate their ability to work under pressure

have day-to-day involvement with clients

be capable of drafting concise and accurate correspondence the firm operates a flexible working policy including variable hours and splitting time between attendance at the office and remote working.

**Who will this role suit**

The role will suit a dynamic individual with a positive, commercial, attitude who also has a conscientious work ethic, and is keen to get broad-based experience across financial planning and investment management at a leading advisory firm, with exposureto more detailed technical work. Support for professional study is available and the company actively encourages staff to progress their careers.

  • Senior Paraplanner

    2 weeks ago

    London, United Kingdom Chase De Vere Independent Financial Advisers Limited 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. Our paraplanning teams have exceptional technical and industry knowledge with many having secured their Level 4 Diploma in Regulated...

  • Senior Technical Paraplanner

    3 weeks ago

    London, United Kingdom GREAT-MANS LTD Full time

    Senior Paraplanner – Boutique Independent Advisory FirmLocation: London (Hybrid)Package: up to £75,000 + Bonus + BenefitsFlexible working availableI 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. This is an...

  • Paraplanner - Leading to Senior Paraplanner and Ifa

    5 days ago

    London, United Kingdom Financial Divisions Full time

    **plus bonus and study support** My client is a prestigious independent IFA Practice in Central London. Due to expansion they are looking for an experienced Paraplanner to join their dynamic team. The role has become available due to an internal promotion where the existing paraplannerhas moved into a IFA position and they are now looking to take on someone...

  • Senior Technical Paraplanner

    7 days ago

    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....

  • Junior Paraplanner/paraplanner- Social Team and

    1 week ago

    London, United Kingdom Cranleigh Personnel Full time

    **Job title: Paraplanner** **Location: City of London** **Salary - DOE but up to £45000 with 12% bonus** Are you a Paraplanner looking for your next challenge? Would you relish the opportunity to continue professional development within a chartered business that boasts fantastic benefits? Then this opportunity could be an essential next step for your...

  • Paraplanner

    2 weeks ago

    Greater London, United Kingdom CAP Resourcing LTD Full time

    Recruitment Director | Talent Acquisition Partner Across Financial Services, Architecture & Business Support | Full-Cycle Recruitment Specialist |… Paraplanner London - Hybrid Full time Salary dependent on experience, plus annual bonus We’re looking for an experienced Paraplanner to join a growing team in London, and play a key role in supporting a group...

  • paraplanner

    3 weeks ago

    London, United Kingdom mbf. Full time

    We are currently working with a national Wealth Management organisation to recruit an experienced Paraplanner. As a leading employer in the Financial Planning market, this company recognise the importance of offering flexibility to their staff and as such, they are happy to be able to offer experienced Paraplanners the opportunity to work from home - they...

  • Senior Paraplanner

    2 weeks ago

    City Of London, United Kingdom Jenson Fisher Consulting Ltd Full time

    Senior / Technical Paraplanner Our client is a leading established and prestigious Wealth Management firm that is an industry thought leader and a regular commentator across all media. Their team of experts throughout all departments and teams are the pinnacle of excellence and they now seek their next talented Paraplanner to join the team Purpose The Senior...

  • Junior Paraplanner

    2 weeks ago

    London, United Kingdom mbf. Full time

    We are currently working with a leading Investment Managers with offices in London to recruit an experienced Junior Paraplanner to join their Financial Planning division. You will work alongside a team of leading Financial Planners that provide high levels of holistic financial advice to a portfolio of HNW clients. As a Junior Paraplanner you will work...

  • Paraplanner

    2 weeks ago

    london, United Kingdom Premier Jobs UK Limited Full time

    This Paraplanner job in Leamington Spa is available within a local, independently owned financial planning firm, who are looking to recruit due to growth within their team You will be joining a local firm who are proud of the community they serve and work closely together to achieve the best possible outcomes for their clients. Alongside 2 other Paraplanners...