Paraplanner to Adviser

Paraplanner | Defined Route to Adviser Are you an ambitious Paraplanner, seeking to start their journey as an Adviser? Do you want to work with HNW clients? Are you interested in a firm that has its own DFM team, providing truly bespoke advice? Due to continued expansion, we have been retained by a prestigious boutique Wealth Planning firm, with an in-house...

**plus £1000 bonus for each exam passed** Are you an experienced Level 4 Diploma Qualified Paraplanner with the technical knowledge to support the senior high billing Adviser within this Business? My client, a progressive boutique wealth management firm, based in the Victoria area are looking tooffer this opportunity to a dynamic individual with a wealth...

**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,...

A highly successful IFA in London is looking to hire a Paraplanner to help support the 2 Advisers. The Management team is looking for someone who has good exposure to Paraplanning but wants to work on more technical cases. You will have the opportunity towork with 3 existing Paraplanners and 1 of them is Chartered. This is a great opportunity to develop your...

Are you an experienced Level 4 Diploma Qualified Paraplanner with the technical knowledge to support the senior high billing Adviser within this Business? My client, a progressive boutique wealth management firm, based in the Victoria area are looking tooffer this opportunity to a dynamic individual with a wealth of paraplanning experience **Opportunity...

**plus Bonus (high earning recurring income), hybrid working** Due to a very successful period of business growth, my client is looking to offer this opportunity to a Level 4 Diploma Qualified experienced Senior Paraplanner looking for an opportunity to move quickly towards Financial Adviser. Having built close andpersonal relationships and due to the...

**The Opportunity** Our client is a well-established, successful boutique private client wealth manager overseeing over $2.6 billion in assets for approximately 800 families. They develop and implement global, tax-efficient wealth strategies for families, trusts and foundationsbased in the UK, USA and internationally. A need has arisen for an experienced,...

Paraplanner Key Responsibilities:Writing suitability reports; preparing client review packs; managing illustration requests. The Role:Our client is seeking a Paraplanner for a critical role supporting a high-performing Adviser within a small and collaborative support team. You will be responsible for the full range of paraplanning duties, working within a...

**Paraplanner to Adviser to manage circa £500k of recurring fee income** Our client is one of the leading independent Chartered Wealth Management firms in London. Having worked closely with them for nearly 7 years, we have seen them consistently grow organically year on year. The board have no intention of selling the businessto an asset building third...

Trainee Paraplanner Full-time Hybrid Working This leading wealth management organisation based in the City of London, has developed dynamic financial strategies that are aligned to supporting the personal financial aspirations for each of their individual clients. Their clients are at the heart ofeverything they do, and they build long term relationships...