Paraplanner

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...

RoleNigel James Associates have been assigned by a leading wealth management company to secure an experienced part-time Paraplanner to work closely with two senior Financial Planners working with HNW/UHNW clients. You will be required to work four days a week, with one to two days spent in the office, depending on client meetings.RequirementsYou will be an...

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...

Are you an experienced Paraplanner with a passion for client service and leadership? We are working with a prestigious Multi-Family Office based in Mayfair, looking for a Senior Paraplanner to join their team. With clients ranging from £25M to £500M in assets, including entrepreneurs who have recently sold their businesses through M&A, this is an exciting...

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...

The Company:A financial planning and investment management consultancy based in central London working with UK based high net worth individuals.About the Job:You will join this ambitious and growing company as a paraplanner to support the Financial Advisory Team. This role offers great exposure to client meetings and career progression.Key Tasks:Responsible...

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...

RoleNigel James Associates is delighted to be working with one of country’s fastest growing financial planning companies who are a true innovators in the industry.With their consistent growth our client is seeking an experienced Paraplanner to join their team in London. You will be responsible for the financial planning that a client receives, rather than...

Assistant Wealth Planner (Paraplanner) Permanent Role London TeamAbout the Role:We are seeking an experienced and dedicated Assistant Wealth Planner (Paraplanner) to join our clients London based Wealth Planning team. This is a permanent position within an established global leader in private banking and wealth management services.Company Overview:This...

This job is with Fisher Investments, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. The Opportunity:The Paraplanner under Fisher Investments Europe's UK New Business team analyses prospective client portfolios to provide regulated...

This job is with Fisher Investments, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. The Opportunity:The Senior Paraplanner under Fisher Investments Europe's UK Additions Team analyses trading client portfolios and accounts to...

Senior Assistant Financial PlannerWest London, W1WAre you ready to take your financial planning career to the next level? Our client is looking for a Senior Assistant Financial Planner (SAFP) to join their dynamic team. Heres what's in it for you:Why You'll Love This Job:Be a Key Player: Work closely with Financial Planners and be central to the...

An opportunity has arisen with a friendly, professional and successful City firmDuties will include:Working closely with the MD of the businessResponsible for the day to day running of the office including incoming and outgoing post, scanning, filling, producing letters, reports, minute take and managing diaries.Manging in-box/emailsCompliance...

Our client, a leading national wealth management and employee benefits consultancy, are currently looking for an experienced Wealth Administrator / Financial Planning Administrator to support one of their highest producing Financial Planners.Candidates will be responsible for providing a technical administration service to the financial planner and...

Senior Financial Planning AdministratorCentral London / HybridMy 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...

This is a full time role, but part time applicants will be considered for 3 days/week FTE or more.Working as part of the team Portfolio Management Team the successful applicant will contribute to and lead third party manager searches, reviews, and analysis. Additionally, they will work as part of a team generating portfolio proposals to reflect manager...

Senior Client Services AdministratorWest London - Hybrid, 3 days in office.This role is at the heart of the company and interacts with everyone in some capacity. The Senior Client Services Administrator coordinates and delivers key administration across the full lifecycle of client acquisition and management. Career prospects are flexible. We welcome...

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...

A 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 Location - London / Hybrid Salary - Up to £45,000 (DoE) We are an SJP Partner Practice in looking to appoint an experienced Paraplanner to join our growing team. Our Practice is highly successful and prides itself on offering a first-class service to all our clients, providing them with a range of investment and retirement products and...

Paraplanner Location - London / Hybrid Salary - Up to £45,000 (DoE) We are an SJP Partner Practice in looking to appoint an experienced Paraplanner to join our growing team. Our Practice is highly successful and prides itself on offering a first-class service to all our clients, providing them with a range of investment and retirement products and...

ParaplannerLocation - London / HybridSalary - Up to £45,000 (DoE)We are an SJP Partner Practice in looking to appoint an experienced Paraplanner to join our growing team.Our Practice is highly successful and prides itself on offering a first-class service to all our clients, providing them with a range of investment and retirement products and solutions to...

Paraplanner Vacancy – Up to £65,000Chartered IFA firm - West End Offices (Central London)3 days in the office per week after training and induction Client facing role - route to Adviser in a few years time My client are an award winning Chartered independent wealth planning firm in Central London who I have met and placed 20+ staff with over the past 3...

Job Description Experienced Paraplanner needed to work with 2 Advisers Offices near Piccadilly Circus/Green Park (London) Basic salary £45k - £55k + benefits package Full study support to Chartered status and route to Adviser First 8 weeks in the office then 2 days WFH per week My client is an award winning medium sized Chartered independent...

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...

Role: ParaplannerLocation: The City, LondonSalary: Up to £50,000This role can be 2-3 days a week in London, or at least 1 day a fortnight as a minimum.This is an award winning financial planning and investment company that has an excellent reputation within the industry. Specialising in proving a wide range of services to private clients, corporations, HNW...

Senior Paraplanner Vacancy – Up to £65,000Chartered IFA firm - West End Offices (Central London)3 days in the office per week after training and induction My client are an award winning Chartered independent wealth planning firm in Central London who I have met and placed 20+ staff with over the past 3 years. They have beautiful offices and offer whole of...

Paraplanner Vacancy – Up to £65,000Chartered IFA firm - West End Offices (Central London)3 days in the office per week after training and induction Client facing role - route to Adviser in a few years time My client are an award winning Chartered independent wealth planning firm in Central London who I have met and placed 20+ staff with over the past 3...

Senior Paraplanner Vacancy – Up to £65,000Chartered IFA firm - West End Offices (Central London)3 days in the office per week after training and induction My client are an award winning Chartered independent wealth planning firm in Central London who I have met and placed 20+ staff with over the past 3 years. They have beautiful offices and offer whole of...

Job Description Senior Paraplanner Vacancy – Up to £65,000 Chartered IFA firm - West End Offices (Central London) 3 days in the office per week after training and induction My client are an award winning Chartered independent wealth planning firm in Central London who I have met and placed 20+ staff with over the past 3 years. They have beautiful...

Blakemore Recruitment is working with an IFA to recruit an experienced paraplanner to work with their successful advice team in Putney. This is a forward-thinking company that looks after their employees and supports them in their career development by providing study support. They have an excellent reputation in the industry and deal with both private and...

Are you a highly technical Senior Paraplanner, level 6 qualified (Chartered) with experience of working on complex Financial Planning cases for HNW and UHNW clients? Would you relish the opportunity to fully utilise your technical expertise, working with complex clients alongside the Director of Growth in the newly launched Private Office proposition? If so,...

Blakemore Recruitment is working with an IFA to recruit an experienced paraplanner to work with their successful advice team in Putney. They are a leading firm of independent financial advisers based in London. They specialise in advising creative professionals and forward-thinking business owners and companies. They aim to build long-term relationshipswith...

Senior Paraplanner Location - London/ Hybrid/Remote Salary -£60000 An award-winning Wealth Management firm is seeking a Senior Paraplanner to join their Team. With an amazing approach to how they work and a benefits package along as your arm, this is a role to be excited about. As a Senior Paraplanner, you’ll construct the advice underpinning each...

Paraplanner - Wealth Management London Salary to £60,000 dependent on your experience and qualifications, full benefits package and bonuses. This award winning Wealth Management Firm who provide outstanding Financial Advice and Investment solutions to HNW Private Clients are looking for an experienced paraplanner to join the team. Responsibilities Provide...

Job Title: Technical Paraplanner RoleWe are seeking a skilled Technical Paraplanner to join our London-based team at Financial Divisions. This is an excellent opportunity for a Level 4 Diploma Qualified Paraplanner to develop their expertise and transition into advice within 3 years.As a Technical Paraplanner, you will be responsible for providing full...

RoleNigel James Associates have been assigned by a leading wealth management company to secure an experienced part-time Paraplanner to work closely with two senior Financial Planners working with HNW/UHNW clients. You will be required to work three days a week, with one to two days spent in the office, depending on client meetings.RequirementsYou will be an...

Job Title: Paraplanner Salary : £40k-£45k per annum (depending on experience) + benefits including pension, discretionary bonus, and share optionsLocation : London (Zone 1)Working Arrangement : (Hybrid working, however, this may be unlikely in the first few months when integrating into the team. Typical WFH is on Monday and Friday but we do like to...