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Junior Paraplanner
4 weeks ago
Financial Divisions London, United Kingdom**plus Hybrid working, great career move** · Due to increased enquiries, my client, a well-established prestigious Private London Bank, is looking to offer this amazing progressive opportunity to an experienced IFA Administrator/Junior Paraplanner. · **Opportunity Highlights** · ...
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Junior Paraplanner
3 weeks ago
Page Personnel Finance London, United Kingdom**Client Details** · A modern dynamic financial planning business offering a telephone-based service to retail clients across the UK. The companies financial planning service covers pensions, wealth management, ISA's and Investment Bonds. · **Description** · - Producing fund swit ...
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Junior Paraplanner
4 weeks ago
C&C Search Ltd London, United KingdomC&C Search is currently recruiting for this new opportunity · **Location: London - City** · **All about the company I would be working for** · What they do: Financial Advisor · Size of the business: Small/ Medium · Company culture: Close knit team, friendly, supportive, dynamic. ...
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Junior Paraplanner
2 weeks ago
Artemis Recruitment Consultants Ltd London, United Kingdom permanentOur client is looking for a commercially-minded and article individual to join their SJP Practice in its Paraplanning Team as a Junior Paraplanner based in London. You will supporting 3 Financial Advisers, along with a team of support staff and administrators. This position will ...
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Junior/trainee Paraplanner
4 weeks ago
Auxeris Ltd Camden, United KingdomWe have a great opportunity for a Junior/Trainee Paraplanner to join a boutique Wealth Management Consultancy company, with an office location in London. Our client has maintained a successful reputation for delivering first class service for over 25 years,built upon their strong ...
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Junior Paraplanner to Paraplanner Manager
3 days ago
Financial Divisions London, United Kingdom Full timeAn exciting opportunity (Junior Paraplanner) has risen for my client is an Independent, Wealth Management who provide holistic advice to their long-standing UHNW clients. · Owing to their expansion, they are searching for a creative and forward-thinking Junior Paraplanner or Fin ...
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Junior Paraplanner
8 hours ago
Heat Recruitment London, United Kingdom permanentThis is your opportunity to join a dynamic financial planning firm based in London, dedicated to providing comprehensive financial advice and solutions to individuals and families. The team is committed to delivering exceptional service, tailored to each client's unique needs and ...
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Junior Paraplanner
16 hours ago
Heat Recruitment Ltd Candlewick, United Kingdom Permanent, Full timeThis is your opportunity to join a dynamic financial planning firm based in London, dedicated to providing comprehensive financial advice and solutions to individuals and families. The team is committed to delivering exceptional service, tailored to each client's unique needs and ...
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JUNIOR PARAPLANNER
2 weeks ago
Financial Divisions London, United Kingdom Full timeplus huge list of benefits including Bonus, Study and hybrid working all listed below · Do you have 2 years IFA Admin experience, can demonstrate success in at least 2 RO exams and are now looking to progress your career towards Paraplanning? My Client, based in London is a growi ...
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Junior Paraplanner
4 weeks ago
Burgh Recruitment Ltd City of London, United Kingdom**Junior Paraplanner** · **Location**: London / Hybrid plus study support and benefits · **Salary**: Up to £35,000 per annum (Dependent on Experience) · An excellent and very interesting opportunity has arisen for a Junior Paraplanner to work within a highly successful Practice. ...
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Junior Paraplanner/ifa Administrator
2 weeks ago
Financial Divisions London, United KingdomWe are presently supporting a forward-thinking Independent Wealth Management Firm in their recruitment of a IFA Administrator/Junior Paraplanner to join their team in London. · Our client offers a structured career path for their employees, and you are encouraged to study your in ...
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Junior Paraplanner
4 weeks ago
Artemis Recruitment Consultants Ltd London, United Kingdom £25,000 - £30,000Type of Position: Junior Paraplanner (SJP) - London · Pay: £25k - £30k · Junior Paraplanner (SJP) - London · Our client is looking for a commercially-minded and article individual to join their SJP Practice in its Paraplanning Team as a Junior Paraplanner based in London. You ...
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Junior Paraplanner
4 weeks ago
Artemis Recruitment Consultants Ltd London, United KingdomType of Position: Junior Paraplanner - London (1) · Pay: £25k - £30k · 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 the ...
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Junior Paraplanner
1 week ago
Financial Divisions London, United KingdomA dynamic and forward-thinking Independent Wealth Management Firm require an IFA Administrator/Junior Paraplanner to join their team in London. You must be working towards your diploma qualification and my client will provide you with full study supportto complete your diploma an ...
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Junior Paraplanner
1 week ago
Hudson Clarke Associates London, United Kingdom**Junior Paraplanner - City of London - £30,000 to £40,000 dependent on experience - Full study support, career progression** · Do you want to work for a well established and highly regarded boutique Wealth Management organization that will fully support your studies, provide cle ...
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Junior Paraplanner
1 week ago
Cranleigh Personnel London, United Kingdom**Junior Paraplanner** · **Based City, London** · **Salary - £30,000-£38,000 depending upon experience** · Are you a Junior Paraplanner considering your next job move? · Have you been promised multiple times that you can have more mentoring, exam support or pay rises, however it ...
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Junior Paraplanner
1 week ago
Financial Divisions London, United Kingdom**plus 10% guaranteed bonus package, hybrid working** · Are you a CII Diploma Studier with several RO exam successes to demonstrate your commitment to a career within wealth management? · My client is a modern dynamic financial planning business with a strong client focus and due ...
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IFA ADMINISTRATOR/ JUNIOR PARAPLANNER
3 days ago
Financial Divisions London, United Kingdom Full timeplus study support, bonus, excellent career development programme and starting salary package · Ideal opportunity for an experienced talented IFA Administrator looking to take the next step into Paraplanning. Based in their London office, you will be guided and supported with you ...
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Junior Paraplanner/Associate
4 weeks ago
Financial Divisions London, United Kingdom £38,000Junior Paraplanner/Associate - Route to Adviser · Junior Paraplanner/Associate – Route to Adviser · Central London/Hybrid · c £38,000 and bonuses/Study support/Benefits · The Opportunity · A superb opportunity to join a successful, expanding boutique IFA practice and take fu ...
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Financial Divisions London, United Kingdom Full timeMy client is an Independent, boutique Wealth Management who provide holistic advice to their long-standing UHNW clients. Due to growth, they are looking for an experienced IFA Administrator who is dynamic and progressive and looking for a Company that can support their progressio ...
Junior Paraplanner - London, United Kingdom - Blakemore Recruitment
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Description
Location - London
Salary - £45,000
Blakemore Recruitment are currently recruiting for Junior Paraplanner on behalf of out award winning Financial Advisory firm in London.
You will be working as part of a productive, high performing team to provide full support to theParaplanners within the Advice Delivery Team. You will work alongside a Paraplanner onspecific cases throughout the advice process, assisting in conducting research whereappropriate.
Responsibilities;
Letter of Authority (LOA) Sending/Monitoring/Chasing
• Sending LOAs to providers and monitoring progress of recent LOA submissions andobtaining plan information.
Research
• Providing high quality research and administrative support to the Paraplanners. This willbe achieved by contacting providers to obtain and compile accurate policyinformation.
• Recording policy information accurately into Provider Information Forms and Curo.
• Undertaking research for asset allocation on existing client portfolios using FEAnalyticsand our in-house research tools.
• Undertaking whole-of-market research for protection and annuity quotes.
• Preparing pension illustrations.
• Conduct pension transfer analysis using SelectaPension
Other Responsibilities
• Speaking regularly with advisers, Paraplanners and CSAs to keep them up to date withadvice in the pipeline.