Senior Paraplanner

We are currently looking for a Senior Paraplanner to join our clients, a boutique wealth planner in the London area. My client is a boutique wealth planner, asset manager and employee benefits specialist. As they are independent, this allows them to provideobjective advice that is aligned with a client’s best interests, delivered by teams steeped in...

**Senior Paraplanner - £40,000 - £60,000 - City of London** My client is a medium-sized, well-respected Wealth Manager and DFM that seeks to build a long-term, trusting relationship with their clients. They provide tailored financial planning advice in all areas to private clients and pride themselves on their level of technical knowledge, expertise and...

Our client is looking for a talent Senior Paraplanner to join their team in London. **Responsibilities**: 1. Delivering accurate, well-drafted and compliant advice within agreed timescales and cost budgets 2. Providing technical resource to the adviser team 3. Acting as an effective point of liaison between adviser and support teams 4. Contributing to the...

**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...

This Trainee Paraplanner job in London provides the opportunity for you to expand your knowledge and skills as a Paraplanner As a Trainee Paraplanner, you will be supporting their Chartered Financial Advisor to provide high quality, compliant financial planning. Following the factfind meeting being undertaken, the Financial Advisor will handover the notes...

Our client is recognised as one of the most prolific and highly regarded financial planning businesses in London, they have won more financial planning awards than any other business and are seen as the pinnacle of high net worth advisory services in theUK. Their current requirement is for a Paraplanner to join the business to provide support to a Financial...

SENIOR PARAPLANNER £55/65k, hybrid working pattern A well established chartered independent wealth planning business with an excellent reputation are looking to offer this incredible opportunity to work very closely with one of their highest billing advisers to enhance your technical paraplanning knowledge. You will gain exposure across pensions,...

SENIOR PARAPLANNER £55/65k, hybrid working pattern A well established chartered independent wealth planning business with an excellent reputation are looking to offer this incredible opportunity to work very closely with one of their highest billing advisers to enhance your technical paraplanning knowledge. You will gain exposure across pensions,...

Blakemore Recruitment are assisting a forward thinking and vibrant IFA based in Gerrards Cross seek their next Senior Paraplanner to join their team. As a company they offer ethical and honest solutions to help their clients achieve financial goals. Withextensive experience built over many years, they have earned themselves an enviable reputation in the...

**Are you a senior paraplanner wanting to take the next step into financial advising?** Would you like to build on your paraplanning experience in a role offering variety, responsibility, support and training to move into financial advising? We have a rare opportunity to carve out an exceptional career as a financial planner and take over a high-net-worth...

Blakemore Recruitment are assisting a forward thinking and vibrant IFA based in London seek their next Senior Paraplanner to join their team. As a company they offer ethical and honest solutions to help their clients achieve financial goals. With extensiveexperience built over many years, they have earned themselves an enviable reputation in the...

Our client, a highly successful Investment Manager and IFA based in Finchley is looking for a talented Senior Paraplanner/ Report Writer to join their continually growing business and help develop their already highly respected Client Support Team. Working with pensions, ISA’s, General Investment Accounts, Investment bonds and trusts, this is a hybrid...

Role - Paraplanner/ Senior Administrator Salary - £45,000 Location - London This is a brilliant opportunity for a technical and professional individual to take on a new role within a well established Financial Planning firm. The ideal candidate will have:  Hold certificate in or working towards relevant financial planning qualification  A...

We focus on assisting - **IFA / Senior IFA Administrators **Junior Paraplanners ( with RO exam success) **Diploma Qualified & Chartered Paraplanners **Team Leaders/Paraplanning Managers **Career Paraplanners **Paraplanner to Advisers **Compliance professionals **Mortgage Administrators **Employed Financial Advisers

**plus bonus and benefits package** **The Opportunity** **The Role** As an experienced Paraplanner supporting the Advisors, duties to include (but not limited to): - Assisting in providing solutions to client’s needs and providing a service which exceeds their expectations - Dealing with daily client and provider enquiries - Preparing for client...

**A leading, boutique wealth planner, asset manager and employee benefits specialist currently requires a Chartered Paraplanner, a Senior Technical Consultant, on a hybrid basis, 2 days in London, 3 days at home.** **It is independent, it allows them to provide objective advice that is aligned to a client’s best interests, delivered by teams steeped in...

Location - City of London Salary - £65,000 A Senior Paraplanner job opportunity has arisen for a global investment management firm who have been around for over 200 years for their London based office. **Team Overview**: The team of Wealth Planners provide a financial advisory service to clients and prospects of the Wealth Management business. This...

Our client is a highly successful and entrepreneurial Investment Management firm with exciting growth prospects. Our client is looking for an experienced Senior Financial Planning Administrator / Wealth Planning Assistant able to provide a high level of administrative support to the Wealth Planning Team. The Senior Financial Planning Administrator /...

Full-time, Permanent James's Place Wealth Management plc (SJP) is a leading, and highly regarded FTSE 100 UK Wealth Management company which distributes a range of investment and retirement products and financial solutions to a high-net-worth client base. We are seeking an experienced paraplanner to join our team at a successful Senior Partner Practice of...

A leading Wealth Management organisation with offices in Mayfair currently seek to recruit an experienced Administrator to join their Wealth Planning team. As part of the Wealth Planning team you will be working alongside Advisers who provide whole of market financial advice to HNW private clients. You will be working within a small team consisting of...