Paraplanner

3 weeks ago

London Area, United Kingdom Tate Recruitment Full time

Paraplanner


Location: London

Department: Financial Planning Team

Employment Type: Full time, hybrid working.

Salary: Competitive with a superb benefits package.


We are thrilled to be partnering with one of the Uk’s leading investment management companies with a 200 year legacy for building trusted advice on Wealth Management and Investments.


Due to expansion, they are looking for an experienced Paraplanner to join an existing team to deliver an outstanding client experience. You will demonstrate excellent communication and people skills, together with the ability to develop good working relationships and coordinate across both operational departments and client facing teams.


The role involves providing technical research services to the Planners and ensuring the preparation of client advice is of the highest quality and delivered efficiently. The individual will be able to utilise their experience and thorough understanding of the advice process and suitability letter requirements, ensuring these are reflected in the work of the team.


Key Responsibilities of Paraplanner:


The Paraplanner will work closely with the Planners and wealth administrators to provide support by answering technical queries on areas such as tax, legislation and any products the clients may have or may need to help them meet their financial goals. The individual must also be conversant with preparing Voyant cash flow forecasts.


What core skills are required?

· Strong background in the Financial Services industry

· CII Level 6 Chartered status, attained.

· Previous experience within an IFA or Wealth Management company

· Knowledge of paraplanning and client support processes and understanding of risk.

· A good working knowledge of Word, Excel, and PowerPoint and interest in the investment management industry.

· Familiar with Voyant software

· A good working knowledge of in-house systems e.g., Xplan, Fiscal, Pulse, Workflow is desirable but not essential.

· Ability to manage and delegate tasks quickly and work with limited supervision to tight deadlines. The ability to collaborate with others bringing people together to deliver good, client focused outcomes.

· Excellent attention to detail. Enthusiasm and self-motivation

· Good time management skills. Willingness to learn and develop communication skills.

· Strong demonstration and belief in the company's BID objectives

· Mentoring, training, and development of team members

· The fostering of a good working culture which is inclusive and encourages personal development.


The client supports hybrid working, with 3 days in the office and 2 days remote.

  • Paraplanner

    14 hours ago

    London Area, United Kingdom Financial Divisions Full time

    2 x Paraplanner Vacancies – Up to £65,000 - Chartered IFA firm - West End Offices (Central London) My client are an award winning Chartered independent wealth planning firm in Central London with beautiful offices who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across London and Southeast....

  • Paraplanner

    21 hours ago

    London Area, United Kingdom Financial Divisions Full time

    2 x Paraplanner Vacancies – Up to £65,000 - Chartered IFA firm - West End Offices (Central London)My client are an award winning Chartered independent wealth planning firm in Central London with beautiful offices who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across London and Southeast. They...

  • Paraplanner

    15 hours ago

    London Area, United Kingdom Financial Divisions Full time

    2 x Paraplanner Vacancies – Up to £65,000 - Chartered IFA firm - West End Offices (Central London)My client are an award winning Chartered independent wealth planning firm in Central London with beautiful offices who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across London and Southeast. They...

  • Paraplanner

    3 weeks ago

    London Area, United Kingdom Financial Divisions Full time

    Financial Administrator/ Trainee Paraplanner Vacancy - London offices - £35k - £40k + bonus, Full study support - Chartered IFA firmMy client are a Chartered independent wealth planning firm in Haywards Heath who offer whole of market financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across...

  • Paraplanner

    3 weeks ago

    London Area, United Kingdom Financial Divisions Full time

    Financial Administrator/ Trainee Paraplanner Vacancy - London offices - £35k - £40k + bonus, Full study support - Chartered IFA firm My client are a Chartered independent wealth planning firm in Haywards Heath who offer whole of market financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across...

  • Paraplanner

    3 weeks ago

    London Area, United Kingdom Financial Divisions Full time

    Financial Administrator/ Trainee Paraplanner Vacancy - London offices - £35k - £40k + bonus, Full study support - Chartered IFA firmMy client are a Chartered independent wealth planning firm in Haywards Heath who offer whole of market financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across...

  • Paraplanner

    3 weeks ago

    London Area, United Kingdom Tate Recruitment Full time

    Paraplanner Location: London Department: Financial Planning Team Employment Type: Full time, hybrid working. Salary: Competitive with a superb benefits package. We are thrilled to be partnering with one of the Uk’s leading investment management companies with a 200 year legacy for building trusted advice on Wealth Management and Investments. Due to...

  • Paraplanner

    15 hours ago

    Camden Area, United Kingdom Financial Divisions Full time

    2 x Paraplanner Vacancies – Up to £65,000 - Chartered IFA firm - West End Offices (Central London)My client are an award winning Chartered independent wealth planning firm in Central London with beautiful offices who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across London and Southeast. They...

  • Paraplanner

    15 hours ago

    Camden Area, United Kingdom Financial Divisions Full time

    Financial Administrator/ Trainee Paraplanner Vacancy - London offices - £35k - £40k + bonus, Full study support - Chartered IFA firmMy client are a Chartered independent wealth planning firm in Haywards Heath who offer whole of market financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across...

  • Paraplanner

    4 weeks ago

    London, United Kingdom Premier Jobs UK Limited Full time

    This Paraplanner job in London provides opportunity to join a growing IFA firm who value the support added by Paraplanners. The Directors are looking to recruit a Paraplanner who shares their values and takes pride in improving their client’s outcomes. You will be a key link between the advice provided and end implementation. **Your duties will...

  • Paraplanner

    15 hours ago

    Camden Area, United Kingdom Tate Recruitment Full time

    ParaplannerLocation: LondonnDepartment: Financial Planning TeamnEmployment Type: Full time, hybrid working.nSalary:Competitivewith a superb benefits package.We are thrilled to be partnering with one of the Uk’s leading investment management companies with a 200 year legacy for building trusted advice on Wealth Management and Investments.Due to expansion,...

  • Paraplanner

    14 hours ago

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

    Recruit UK are working on an excellent opportunity for a Paraplanner in London to join a quickly expanding private wealth management company. Our client has offices across the UK and advises on over 3 billion of client assets. This sets them apart from the standard IFA firm and their innovative, leading-edge approach is the reason for their rapid growth....

  • Paraplanner

    21 hours ago

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

    Recruit UK are working on an excellent opportunity for a Paraplanner in London to join a quickly expanding private wealth management company.Our client has offices across the UK and advises on over 3 billion of client assets. This sets them apart from the standard IFA firm and their innovative, leading-edge approach is the reason for their rapid growth.They...

  • Paraplanner

    15 hours ago

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

    Recruit UK are working on an excellent opportunity for a Paraplanner in London to join a quickly expanding private wealth management company.Our client has offices across the UK and advises on over 3 billion of client assets. This sets them apart from the standard IFA firm and their innovative, leading-edge approach is the reason for their rapid growth.They...

  • Junior Paraplanner or Paraplanner

    4 weeks ago

    London, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Type of Position: Junior Paraplanner - London (1) Junior Paraplanner - London We are looking for a Junior Paraplanner to join our client's wealth management company in London. Your role will be to assist Financial Advisers in financial research for their clients, writing up suitability letters and reports, ensuring work is technically accurate, dealing...

  • Paraplanner

    6 days ago

    London, United Kingdom Heat Recruitment Ltd Full time

    There 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 particular position is based in the London office, where you will be working closely among Investment Managers.They keep going from strength to strength, with further...

  • Paraplanner

    15 hours ago

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

    Recruit UK are working on an excellent opportunity for a Paraplanner in London to join a quickly expanding private wealth management company.nOur client has offices across the UK and advises on over 3 billion of client assets. This sets them apart from the standard IFA firm and their innovative, leading-edge approach is the reason for their rapid growth.They...

  • Paraplanner

    1 month ago

    London, United Kingdom Ortus PSR Full time

    A highly successful IFA in London is looking to hire a Paraplanner to help support the 2 Advisers. The Management team is looking for someone who has good exposure to Paraplanning but wants to work on more technical cases. You will have the opportunity towork with 3 existing Paraplanners and 1 of them is Chartered. This is a great opportunity to develop your...

  • Paraplanner - Hybrid

    2 weeks ago

    London, United Kingdom Recruitment Solutions (Folkestone) Limited Full time

    Ref: RP6026 Salary: £40,000 to 55,000 Contract Type: Permanent Location: London Skill Set Paraplanner, Report Writer, Senior Paraplanner, Technical Consultant. Client Facing Paraplanner An exceptional opportunity is available for an experienced  CLIENT FACING DIPLOMA QUALIFIED PARAPLANNER and a PARAPLANNER  to join a professional team of HNW and...

  • Paraplanner

    1 week ago

    London, United Kingdom Heat Recruitment Full time

    There 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 particular position is based in the London office, where you will be working closely among Investment Managers. They keep going from strength to strength, with further...