Paraplanner
2 weeks ago
Experienced Paraplanner
Work on 1-2-1 basis with highly experienced Adviser
Basic salary £45k - £60k + benefits package
City of London office - hybrid working after training
My client is an award winning national Chartered independent financial advice business based in the heart of the City of London but with offices across the UK. The business has over 300 advisers across the UK but the highest billing advisers are based in the London office, with many being self employed and managing books of clients with £500k - £1m of revenue being generated.
One of the longest standing Advisers is seeking a highly experienced Paraplanner with at least 5 years of solid paraplanning experience. The role will be working specifically for this Adviser who has been with the business for many years and has some very longstanding relationships with clients. You must be adept at writing suitability reports on pensions, investments, tax planning affairs, retirement planning, cashflow modelling etc and experience with Voyant and FE Analytics would be advantageous. The workload will be very varied and interesting with some truly technical cases, so good qualifications are essential for this role. The role would be suitable for a Paraplanner who is level 4 diploma qualified and is a career paraplanner. If you aspire to progress to be a Financial Planner then they can offer this route in the much longer term (5+ years).
A very secure and rewarding role is on offer with an excellent benefits package and discretionary bonus. The Directors are looking to offer between £45k - £60k basic salary depending on your experience levels. They would like someone to be office based for the first few weeks and months then you can WFH.
If this role sounds of interest or any other roles I am working on please get in touch. For more details please contact Peter Fozard at Financial Divisions
-
Paraplanner
3 weeks ago
London, UK, UK, United Kingdom Howe Financial Advisers Full timeSenior paraplanning role in a growing and successful advice practice.CII Diploma qualified onlyMinimum 2 years experience in this roleFully diploma qualified, may be charteredNeed experience in pensions, ISA, Investment bonds UK and international, EIS, VCT, Business relief, protection including WOL, excess income plans and trust planning/gifting.Simply put...
-
Paraplanner
1 month ago
London,, UK, United Kingdom Financial Divisions Full timeExperienced Paraplanner needed to work with 2 AdvisersOffices near Piccadilly Circus/Green Park (London)Basic salary £45k - £55k + benefits packageFull study support to Chartered status and route to AdviserFirst 8 weeks in the office then 2 days WFH per weekMy client is an award winning medium sized Chartered independent financial advice business based in...
-
Paraplanner
3 weeks ago
London,, UK, United Kingdom Recruit UK | Certified B Corp™ Full timeRecruit UK are working on an exciting opportunity for a Senior Paraplanner in London to join a Financial Planning firm. Our client are a leading Financial Planning and Investment Management firm, with an office in the heart of London. They continue to go from strength to strength and are on a huge growing strategy across the UK! They are looking to expand...
-
Senior Paraplanner
5 months ago
London, UK, UK, United Kingdom Tate Recruitment Full timeJob Title: Senior ParaplannerLocation: City of LondonSalary: £65k to £67.5k base range DOE + 2 annual discretionary bonuses + extensive benefits.Work Arrangement: Hybrid working.Are you an experienced Senior Paraplanner seeking an opportunity with a global organisation that prioritises clients, offers unmatched service, and emphasises a personalised...
-
Paraplanner
5 months ago
London, UK, UK, United Kingdom Tate Recruitment Full timeJob Title: ParaplannerLocation: City of LondonSalary: Highly competitive compensation base range DOE + 2 annual discretionary bonuses + extensive benefits.Work Arrangement: Flexible Hybrid working.Are you an experienced Paraplanner seeking an opportunity with a global organisation that prioritises clients, offers unmatched service, and emphasises a...
-
London, UK, UK, United Kingdom JJ SEARCH LIMITED Full timeThe Company: A highly regarded boutique Investment ManagementThe Role:The Paraplanner will support a team of Wealth Managers / Wealth Planners in the administrative management of client portfolios as well as assisting in the growth of the business whilst providing a high level of client service and support.The Paraplanner will prepare and implement...
-
Junior Paraplanner
3 weeks ago
London,, UK, United Kingdom Love Success Full timeJunior ParaplannerSalary up to £37-45,000Hours 9-5 – Hybrid (2 days office)We are delighted to be recruiting on behalf of a global wealth and succession planning solutions firm, who provide high level service to high net work and ultra-high net worth individuals. Based in Mayfair, you will be supporting the UK sales teams driving excellent service to...
-
Mortgage Paraplanner
2 weeks ago
London,, UK, United Kingdom KFS Recruitment Full timePA/Mortgage ParaplannerCity£30-38,000An opportunity has arisen with a friendly, professional and successful City firmDuties will include:Working closely with the MD of the businessManging in-box/emailsScheduling appointments/managing diaryCompliance administrationGDPR administrationSome HR Administration - staff records, holidays and sickness etcManaging...
-
Chartered Financial Planner
3 weeks ago
London,, UK, United Kingdom IDEX Consulting Ltd Full timeChartered Financial PlannerLondonUp to £100k basic plus high additional bonusIDEX are working with a top tier, award winning, Wealth Planning business, who provide an ultra-modern workplace to support virtual and face-to-face communications and offer agile and flexible working policies to allow our advisers and employees to find their own work life...
-
Wealth Management Portfolio Analyst
5 months ago
London, UK, UK, United Kingdom undisclosed Full timeWe are working with a growing FinTech firm in London who deliver institutional solutions to highly sophisticated private investors. They are looking to hire at analyst and associate level into their growing client facing financial planning and investment solutions team. This is one of the most exciting and impressive FinTechs that have launched in recent...
-
Paraplanner
3 weeks ago
London, United Kingdom mbf. Full timeA prominent investment management company responsible for close to £50BN of client assets is seeking to recruit a high quality Paraplanner to help provide technical support to their team of Wealth Planners. About the Role: As a Paraplanner within the Private Client team based in London, you will play a crucial role in delivering exceptional client...
-
Paraplanner
3 weeks ago
london, United Kingdom Howe Financial Advisers Full timeSenior paraplanning role in a growing and successful advice practice. CII Diploma qualified only Minimum 2 years experience in this role Fully diploma qualified, may be chartered Need experience in pensions, ISA, Investment bonds UK and international, EIS, VCT, Business relief, protection including WOL, excess income plans and trust planning/gifting. Simply...
-
Paraplanner
2 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeParaplanner Opportunity at Financial DivisionsWe are seeking an experienced Paraplanner to join our dynamic team at Financial Divisions. As a Paraplanner, you will play a crucial role in supporting our Advisers in providing exceptional client service and delivering high-quality financial planning solutions.Key Responsibilities:Producing illustrations and...
-
Paraplanner
3 weeks ago
London, United Kingdom Howe Financial Advisers Full timeSenior paraplanning role in a growing and successful advice practice.CII Diploma qualified onlyMinimum 2 years experience in this roleConsidering making an application for this job Check all the details in this job description, and then click on Apply.Fully diploma qualified, may be charteredNeed experience in pensions, ISA, Investment bonds UK and...
-
Paraplanner
2 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeParaplanner Opportunity at Financial DivisionsWe are seeking an experienced Paraplanner to join our dynamic team at Financial Divisions. As a Paraplanner, you will play a crucial role in supporting our Advisers in providing exceptional client service and delivering high-quality financial planning solutions.Key Responsibilities:Producing illustrations and...
-
Paraplanner
3 weeks ago
London, Greater London, United Kingdom Antony George Recruitment Full timeJob Title: ParaplannerJob Summary:We are seeking a highly skilled and experienced Paraplanner to join our team. As a Paraplanner, you will play a key role in supporting our Financial Advisers in delivering exceptional client service and achieving business growth.Key Responsibilities:Review and analyze client data to identify opportunities for financial...
-
Paraplanner
3 weeks ago
London, Greater London, United Kingdom Antony George Recruitment Full timeJob Title: ParaplannerJob Summary:We are seeking a highly skilled and experienced Paraplanner to join our team. As a Paraplanner, you will play a key role in supporting our Financial Advisers in delivering exceptional client service and achieving business growth.Key Responsibilities:Review and analyze client data to identify opportunities for financial...
-
Paraplanner
2 months ago
London, United Kingdom Heat Recruitment Full timeThere is an opportunity for an experienced Paraplanner to become a key member of the paraplanning team for a Southeast Financial Planning company that branches across several offices. This position is based in the London office (near Mayfair and Soho), where you will work closely with Financial Advisers and Investment Managers. They keep going from strength...
-
Paraplanner
3 weeks ago
Greater London, United Kingdom Howe Financial Advisers Full timeSenior paraplanning role in a growing and successful advice practice.CII Diploma qualified onlyMinimum 2 years experience in this roleFully diploma qualified, may be charteredNeed experience in pensions, ISA, Investment bonds UK and international, EIS, VCT, Business relief, protection including WOL, excess income plans and trust planning/gifting.Simply put...
-
Paraplanner
3 weeks ago
Greater London, United Kingdom Howe Financial Advisers Full timeSenior paraplanning role in a growing and successful advice practice.CII Diploma qualified onlyMinimum 2 years experience in this roleFully diploma qualified, may be charteredNeed experience in pensions, ISA, Investment bonds UK and international, EIS, VCT, Business relief, protection including WOL, excess income plans and trust planning/gifting.Simply put...
-
Paraplanner
3 weeks ago
Greater London, United Kingdom Howe Financial Advisers Full timeSenior paraplanning role in a growing and successful advice practice. CII Diploma qualified only Minimum 2 years experience in this role Fully diploma qualified, may be chartered Need experience in pensions, ISA, Investment bonds UK and international, EIS, VCT, Business relief, protection including WOL, excess income plans and trust planning/gifting. Simply...
-
Paraplanner
3 weeks ago
Greater London, United Kingdom Howe Financial Advisers Full timeSenior paraplanning role in a growing and successful advice practice.CII Diploma qualified onlyMinimum 2 years experience in this roleFully diploma qualified, may be charteredNeed experience in pensions, ISA, Investment bonds UK and international, EIS, VCT, Business relief, protection including WOL, excess income plans and trust planning/gifting.Simply put...
-
Paraplanner - Putney
3 weeks ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeParaplanner Job DescriptionWe are working with a successful IFA in Putney to recruit an experienced paraplanner to join their advice team.This is a fantastic opportunity for a motivated and skilled paraplanner to work with a reputable company that values employee career development.The ideal candidate will have a strong understanding of the financial...
-
Paraplanner - Putney
3 weeks ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeParaplanner Job DescriptionWe are working with a successful IFA in Putney to recruit an experienced paraplanner to join their advice team.This is a fantastic opportunity for a motivated and skilled paraplanner to work with a reputable company that values employee career development.The ideal candidate will have a strong understanding of the financial...
-
Paraplanner
3 weeks ago
London, Greater London, United Kingdom Antony George Recruitment Full timeJob Title: ParaplannerAntony George Recruitment is seeking a skilled Paraplanner to join their team. As a Paraplanner, you will play a key role in supporting the client advisory process, working closely with Financial Advisers and IFA Administrators.Key Responsibilities:Review fact finds, file notes, and client risk profile questionnaires to gain an...
-
Paraplanner
2 weeks ago
London, Greater London, United Kingdom Antony George Recruitment Full timeJob Title: ParaplannerAntony George Recruitment is seeking a skilled Paraplanner to join their team. As a Paraplanner, you will play a key role in supporting the client advisory process, working closely with Financial Advisers and IFA Administrators.Key Responsibilities:Review fact finds, file notes, and client risk profile questionnaires to gain an...
-
Paraplanner
4 weeks ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeWe are assisting a leading wealth management firm based in London to find a skilled Paraplanner to join their growing business.The Role: ParaplannerYou will be working within a busy team providing excellent service to the Partner and our High Net Worth client base. Your responsibilities will include:Collecting client information and preparing suitability...
-
Paraplanner
4 weeks ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeWe are assisting a leading wealth management firm based in London to find a skilled Paraplanner to join their growing business.The Role: ParaplannerYou will be working within a busy team providing excellent service to the Partner and our High Net Worth client base. Your responsibilities will include:Collecting client information and preparing suitability...
-
Senior Paraplanner
4 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeFinancial Divisions is seeking a skilled Paraplanner to support its team of Advisers in providing holistic Financial Advice to High Net Worth Clients. As a Senior Paraplanner, you will be responsible for providing full paraplanning support, including reporting, cash flow modelling, and recommendations. You will work closely with the Advisers to build strong...
-
Senior Paraplanner
4 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeFinancial Divisions is seeking a skilled Paraplanner to support its team of Advisers in providing holistic Financial Advice to High Net Worth Clients. As a Senior Paraplanner, you will be responsible for providing full paraplanning support, including reporting, cash flow modelling, and recommendations. You will work closely with the Advisers to build strong...