Current jobs related to Paraplanner - London, UK - Financial Divisions

  • Paraplanner

    1 month ago

    London, UK, UK, United Kingdom Howe Financial Advisers Full time

    Senior 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

    4 weeks ago

    London,, UK, United Kingdom Financial Divisions Full time

    Experienced Paraplanner Work on 1-2-1 basis with highly experienced Adviser Basic salary £45k - £60k + benefits packageCity 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...

  • Paraplanner

    2 months ago

    London,, UK, United Kingdom Financial Divisions Full time

    Experienced 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

    1 month ago

    London,, UK, United Kingdom Recruit UK | Certified B Corp™ Full time

    Recruit 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 time

    Job 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 time

    Job 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...

  • Paraplanner , Diploma Qualified , Wealth Management , Financial Planning

    2 months ago

    London, UK, UK, United Kingdom JJ SEARCH LIMITED Full time

    The 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...

  • Mortgage Paraplanner

    4 weeks ago

    London,, UK, United Kingdom KFS Recruitment Full time

    PA/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

    1 month ago

    London,, UK, United Kingdom IDEX Consulting Ltd Full time

    Chartered 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...

  • Senior Administrator

    2 days ago

    London,, UK, United Kingdom St. James’s Place Full time

    Senior AdministratorLocation: Central London / Hybrid Salary: Up to £45,000 + excellent benefits and bonusHours: Full timeAn excellent opportunity has arisen for a professional and experienced Senior Administrator to work in central London for a highly successful Partner Practice of St. James’s Place Wealth Management plc. You will be part of a fast-paced...

  • Wealth Management Portfolio Analyst

    5 months ago

    London, UK, UK, United Kingdom undisclosed Full time

    We 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...

  • Financial Planning Compliance Manager

    2 days ago

    London, UK, United Kingdom Nelson Scott LLP Full time

    The role will report to the Managing Director of SFP, but it is expected that the individual will work very closely with the Regional Directors, FP Training Manager and Director of Wealth Operations. As part of the team, you will have the opportunity to work in a fast-paced, collaborative environment where you will be able to utilise your skills and...

  • Client Relationship Support

    2 months ago

    London, UK, United Kingdom Quilter Full time

    Fixed Term Contract Duration - 8 Months What the Hiring Manager says Working alongside our sister company, Quilter Cheviot, Quilter Cheviot Financial Planning provides highly personalised and comprehensive financial advice for individuals and families with needs such as significant investments, estate planning and preparing for retirement. We are part of...

  • Business Assurance Specialist

    2 days ago

    London, UK, United Kingdom Quilter Full time

    About the Business Working alongside our sister company, Quilter Cheviot, Quilter Cheviot Financial Planning provides highly personalised and comprehensive financial advice for individuals and families with needs such as significant investments, estate planning and preparing for retirement. We are part of Quilter plc, a leading provider of advice,...

  • Head of Advice Standards

    2 days ago

    London, UK, United Kingdom Quilter Full time

    About the Business Working alongside our sister company, Quilter Cheviot, Quilter Cheviot Financial Planning provides highly personalised and comprehensive financial advice for individuals and families with needs such as significant investments, estate planning and preparing for retirement. We are part of Quilter plc, a leading provider of advice,...

  • Paraplanner

    4 weeks ago

    London, Greater London, United Kingdom Financial Divisions Full time

    Paraplanner 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

    4 weeks ago

    London, Greater London, United Kingdom Financial Divisions Full time

    Paraplanner 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

    4 weeks ago

    London, Greater London, United Kingdom Antony George Recruitment Full time

    Job 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

    4 weeks ago

    London, Greater London, United Kingdom Antony George Recruitment Full time

    Job 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

    1 month ago

    Greater London, United Kingdom Howe Financial Advisers Full time

    Senior 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

    1 month ago

    London, Greater London, United Kingdom Blakemore Recruitment Full time

    Paraplanner 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

    1 month ago

    London, Greater London, United Kingdom Blakemore Recruitment Full time

    Paraplanner 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

    4 weeks ago

    London, Greater London, United Kingdom Antony George Recruitment Full time

    Job 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 Antony George Recruitment Full time

    Job 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

    1 month ago

    London, Greater London, United Kingdom Blakemore Recruitment Full time

    We 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

    1 month ago

    London, Greater London, United Kingdom Blakemore Recruitment Full time

    We 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

    6 months ago

    London, United Kingdom Brevere Group Full time

    This energetic and expanding Wealth Management firm seeks a skilled Paraplanner who is looking to further their career within an innovative firm. This role will allow you to work within the Advisory team who deal with HNW clients who require holistic solutions. You will conduct detailed research and produce reports in line with the agreed areas of advice....

  • Paraplanner

    3 weeks ago

    London, United Kingdom YOUR RESOURCING PARTNER LIMITED Full time

    We are recruiting for an experienced Paraplanner to work within a highly successful Principle Partner Practice of St. James’s Place Wealth Management based in Moorgate, London.Role overviewIn order for the Managing Partner to continue to provide holistic advice and team-leadership to the very highest level, he is recruiting an experienced paraplanner to...

  • Paraplanner - Putney

    4 weeks ago

    London, Greater London, United Kingdom Blakemore Recruitment Full time

    Paraplanner Job OpportunityWe are working with a successful IFA in Putney to recruit an experienced paraplanner to join their advice team.This is a forward-thinking company that prioritizes employee development and provides study support to help you achieve your career goals.As a paraplanner, you will be responsible for preparing reports and recommendations,...

  • Paraplanner - Putney

    4 weeks ago

    London, Greater London, United Kingdom Blakemore Recruitment Full time

    Paraplanner Job OpportunityWe are working with a successful IFA in Putney to recruit an experienced paraplanner to join their advice team.This is a forward-thinking company that prioritizes employee development and provides study support to help you achieve your career goals.As a paraplanner, you will be responsible for preparing reports and recommendations,...

  • Paraplanner - Putney

    4 weeks ago

    London, Greater London, United Kingdom Blakemore Recruitment Full time

    Paraplanner Job OpportunityWe are working with a successful IFA in Putney to recruit an experienced paraplanner to join their advice team.This is a forward-thinking company that prioritizes employee development and provides study support to help you achieve your career goals.As a paraplanner, you will be responsible for preparing reports and recommendations,...

  • Paraplanner - Putney

    2 weeks ago

    London, Greater London, United Kingdom Blakemore Recruitment Full time

    Paraplanner Job OpportunityBlakemore Recruitment is working with a successful IFA to recruit an experienced paraplanner to join their advice team in Putney.This is a forward-thinking company that prioritizes employee development, offering study support to help staff achieve their career goals. With an excellent industry reputation, they cater to both private...

  • Paraplanner - Putney

    2 weeks ago

    London, Greater London, United Kingdom Blakemore Recruitment Full time

    Paraplanner Job OpportunityBlakemore Recruitment is working with a successful IFA to recruit an experienced paraplanner to join their advice team in Putney.This is a forward-thinking company that prioritizes employee development, offering study support to help staff achieve their career goals. With an excellent industry reputation, they cater to both private...

  • Paraplanner - Putney

    4 weeks ago

    London, Greater London, United Kingdom Blakemore Recruitment Full time

    Paraplanner Job OpportunityWe are working with a successful IFA in Putney to recruit an experienced paraplanner to join their advice team.This is a forward-thinking company that prioritizes employee development and provides study support to help you achieve your career goals.As a paraplanner, you will be responsible for preparing reports and recommendations,...

  • Technical Paraplanner

    4 weeks ago

    London, Greater London, United Kingdom Blakemore Recruitment Full time

    Technical Paraplanner OpportunityWe are seeking an experienced Paraplanner to provide technical support to our adviser on a one-on-one basis, dealing with HNW clients and handling client communications.Key Responsibilities:Carrying out technical research to prepare for client meetings and identifying suitable solutions to meet their needs.Drafting...

Paraplanner

2 months ago

London, UK, United Kingdom Financial Divisions Full time

Brand new role - Paraplanner - Wealth Management Firm

Offices in London (West End)

Basic salary £45k - £55k

Full study support to Chartered status

First 8 weeks in the office then 2 days WFH per week

Working closely with 2 young and dynamic Financial Advisers


My client is a medium sized Chartered independent financial advice business who have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages to clients across the UK. Notably many clients are from the creative industries with varying levels of assets ranging from £100k - multiple millions. The business has c.100 staff and they have ambitious plans to expand and grow so if you're looking to join an entrepreneurial and forward thinking business then this will be the right career move for you.


The Managing Director is creating a brand-new role within the business for Paraplanner who is diploma qualified. The role will report into a dedicated Head of Paraplanning and you will work with a selection of advisers then you will be allocated your own Adviser in good time. You will get to attend client meetings and work with some technical cases.


My client are very open with regards to what they can offer a candidate career-wise. The role would be suitable for a Paraplanner who is level 4 diploma qualified and is looking to study towards Chartered status. If you aspire to progress to be a Financial Planner in 4 - 5 years' time then they can offer this route for you but a career paraplanner would be ideal. The firm is growing following numerous recommendations and referrals so the there is a genuine route for the right candidate who shows promise to be advising.


A very secure and rewarding role is on offer with an excellent benefits package and bonus structure. The Directors are looking to offer between £45k - £55k basic salary depending on your experience levels. They would like someone to be office based for the first 8 weeks then you can WFH 3 days per week.


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.