Paraplanner

My client is a specialist organisation that offers exceptional financial planning for medical professionals. Their advisers are committed to excellence and have a deep understanding of the financial matters important to their clients, gained from decades of working with practitioners, senior hospital management and the NHS Pensions Agency. They are widely...

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...

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...

MERJE are partnered with a leading Wealth Manager who are looking for a Paraplanner to join their fast growing team. Key Responsibilities: Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs and financial situation to determine a suitable asset allocation reccomendationFormulate plans for clients with highly specialised...

Our client are a highly successful mortgage brokerage based in central London. They specialise in the HNW arena and have extensive experience in this field.A unique opportunity has is now available to join this team in the capacity of Mortgage Paraplanner. This role will pay a base salary up to £50,000. After a 6 month period you will also be able to...

What the Hiring Manager Says At Quilter we never stand still. Our foundations are rooted in our extraordinary expertise, which is trusted by hundreds of thousands of customers, but we have great ambitions to stay one step ahead and make an even greater difference to the people and communities we serve. Our business is transforming, continually modernising...

RoleNigel James Associates are delighted to be working with a leading international wealth manager who are currently seeking an experienced Senior Paraplanner to join their Financial Planning division based in their London office.This role is client facing and you will be working with existing clients to provide full paraplanning support. You will be...

Our client, established for over twenty years is an independent, family-run financial planning firm with whole of market access. Due to on-going success require a Paraplanner. The role is based in central London with easy transport links. Duties: Prepare suitability reports in line with client objectives and as agreed with the adviser. Either post or email...

Senior Paraplanner - Leading Specialist Wealth ManagerLondon - to £60,000 + excellent package and career prospectsAn award winning, employee owned Wealth Management Firm who provide outstanding Financial Advice and Investment solutions to HNW Private Clients are looking for a highly capable individual to join their stable team. Working in a team-oriented...

Our client, an acclaimed Financial Services firm with multiple awards, is seeking an experienced Chartered career Paraplanner to join their team and participate in their Proposition Governance Forum.Founded in 2014, the firm aims to be the most recommended name in financial services, providing exceptional client service from start to finish. Within five...

This inclusive employer is a member of myGwork – the largest global platform for the LGBTQ+ business community. The Opportunity: The Senior Paraplanner under Fisher Investments Europe's UK Additions Team analyses trading client portfolios and accounts to provide FCA regulated advice on areas such as pension transfers, bond surrenders,...

Do you have 3+ years' experience as a mortgage administrator or paraplanner? Would you like to work alongside some of the best brokers in the mortgage industry?My client is a prestigious brand who are based in the City of London. They have experienced a lot of growth over the past 12 months due to success within the business and are currently looking for...

Mortgage Administrator / Mortgage Paraplanner - Mandarin SpeakingAn excellent opportunity is available for an experienced Mortgage Administrator / Mortgage Paraplanner to join our client, a leading financial services provider.You will play an integral role, supporting an experienced team of Mortgage Brokers who specialise in arranging complex UK mortgages...

What the Hiring Manager Says The National Hub is a place for individuals to thrive, embrace digital and deliver support to advisers and to our clients. The Adviser Support Centre is made up of individuals covering a wide range of experience across a wide range of case types. Although we are a remote team, the team works as one unit and is very supportive....

Paraplanning ManagerA successful finance company based in central London is looking for a Head of Paraplanning to join their dynamic, fast-growing team. You will supervise our skilled paraplanners, managing team workload and monitoring workflows to ensure our high-quality output is maintained. You will use your own skills and knowledge to mentor and support...

Independent Financial Adviser Location: LondonContract: Permanent Salary: Candidate Request (Revenue Target Multiplier of Salary) *Hybrid Working*Job DescriptionService Care Solutions are currently recruiting on behalf of a Top 100 Accountancy Firm for Qualified Financial Advisers to join their high-growth Financial Services team on a permanent basis. As...

Account Executive / Trainee Financial Adviser LondonA Boutique firm of Financial Planners are seeking an experienced Financial Planning Administrator / Paraplanner to join the team in London as an Account Executive / Trainee Financial Adviser.The firm are looking for an individual who is looking for support to finish their qualifications and move on to...

PRIVATE CLIENT ADMINISTRATOR - LONDON - HYBRID WORKING Fast paced, varied and demanding. Our private client administration teams work closely with the financial advisers and paraplanners to ensure that we deliver the best possible service to both new and existing clients. Supported by our experienced operations management and learning and development team,...

Our client is a leading Venture Capital Firm, renowned for their culture and client-centric approach. Due to continued business success, they are now looking to recruit a Business Development Associate to join their high-performing Retail Sales department on a permanent basis.Reporting directly to the Head of Business Development, the Business Development...

We have an exciting opportunity for a Financial Administrator to join our team at AWS Advice We want to find a like-minded individual who works well in a team, is well organised, with a real desire to put client outcomes first. Role Benefits: Salary – negotiable, dependent on qualifications and experience (£25-£40k)Discretionary Annual BonusWorkplace...