-
Senior Paraplanner
3 weeks ago
Clever-HR London, United Kingdom**Senior Paraplanner · Package: Basic Salary up to £60,000 + Benefits · Location: North London** · Our client manages client assets and portfolios with an emphasis on the benefits of being a long-term investor within tax-efficient wrappers. The office is one of over 3,000 offices ...
-
Senior Paraplanner
3 weeks ago
PB Recruitment Consultants Ltd London, United Kingdom**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 ...
-
Senior Paraplanner
3 weeks ago
Ortus PSR London, United KingdomA Chartered IFA Practice with offices in Central London and Surrey are currently look for an experienced Paraplanner to join their team · This is a fantastic client-facing opportunity to support a busy and successful team, assisting in delivering an outstanding holistic financial ...
-
Financial Divisions London, United Kingdom**plus bonus and study support** · My client is a prestigious independent IFA Practice in Central London. Due to expansion they are looking for an experienced Paraplanner to join their dynamic team. The role has become available due to an internal promotion where the existing par ...
-
Senior Paraplanner
3 weeks ago
Jenson Fisher United KingdomMy 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 practitio ...
-
Senior Paraplanner
2 weeks ago
Capio Recruitment Financial Planning London, United KingdomJob Title: Senior Paraplanner · Location: London · Salary: £45,000 - £60,000 · We are working with a highly reputable and well-established Chartered Financial Planning firm who are looking for a Senior Paraplanner to join their office in London. Our client has a strong track reco ...
-
SENIOR PARAPLANNER
3 weeks ago
Financial Divisions London, United KingdomSENIOR PARAPLANNER (Support Senior Director in Client facing role) - London-3 days in the office - To £c £65k, plus study towards Chartered Status, hybrid working, beautiful working conditions, excellent social environment, long list of benefits. · Are you an experienced Senior P ...
-
Senior Paraplanner
3 weeks ago
Financial Divisions London, United Kingdom Full timeSenior Paraplanner Vacancy - Up to £70k, Chartered IFA firm - Central London - Work in the pod of the MDMy client are a Chartered independent wealth planning firm in Central London who I have met and placed 5 members of staff with. They offer whole of market financial advice to H ...
-
Senior Paraplanner
2 weeks ago
Premier Jobs UK London, United Kingdom· This Senior Paraplanner job in London provides opportunity to join a quality, Chartered Financial Planning firm. · You will be supporting their team of 2 3 London based Financial Advisers, including a Chartered Financial Planner. The business is looking for you to be based loc ...
-
Senior Paraplanner
1 week ago
Tate Recruitment London, United Kingdom· Job Title: Senior Paraplanner · Location: City of London · Salary: £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 organisa ...
-
Senior Paraplanner
2 weeks ago
Capio Recruitment United Kingdom £45,000 - £60,000Job Title: Senior Paraplanner · Location: London · Salary: £45,000 - £60,000 · We are working with a highly reputable and well-established Chartered Financial Planning firm who are looking for a Senior Paraplanner to join their office in London. Our client has a strong track re ...
-
SENIOR PARAPLANNER
5 days ago
Financial Divisions London, United Kingdom Full timeplus Bonus, study, career development · My Client, an award-winning North London Financial Advisory firm, takes pride in providing a comprehensive financial planning service to both Private Clients and Corporates supported by a truly professional team. Additional to providing inv ...
-
Senior Paraplanner
2 weeks ago
Reed London, United Kingdom Full timeSenior Paraplanner · One of the best Asset Managers in the UK is hiring a Senior Paraplanner. · As part of a highly talented and very supportive team, the focus is to provide technical support and report writing services for planning and advisory client work. · Responsibilities ...
-
Senior Paraplanner
3 weeks ago
Tate London, United KingdomJob Title: Senior ParaplannerLocation: City of LondonSalary: £65k to £67.5k base range DOE + 2 annual discretionary bonuses + extensive benefits.Work Arrangement: Hybrid working. 5 days in the office per week during probationary period.Are you an experienced Senior Paraplanner se ...
-
Senior Paraplanner
2 weeks ago
Blakemore Recruitment London, United Kingdom permanentLocation: City of London · Salary: Up to £65,000 · Hybrid working available: 2 days from home each week · Details of the role: · We are are seeking, on behalf of a highly regarded financial planning firm, a full time experienced Paraplanner to support a senior adviser and clients ...
-
Senior Paraplanner
2 weeks ago
Wallace Bates Limited London, United Kingdom permanentOur client is the wealth management division of a large financial services business that has offices throughout the UK. They focus on providing holistic independent financial advice to HNW private individuals who are typically referred from within the business. · Following a rece ...
-
Senior Paraplanner
1 week ago
IDEX Consulting Ltd London, United KingdomI am exclusively working for an Award winning IFA with a large office in Glasgow for a Senior Paraplanner to join the established team. · The role will involve the following: · Obtain illustrations, related documentation and forms to support suitability reports · Preparation o ...
-
Senior Paraplanner
3 weeks ago
Oval Recruit Ltd. United Kingdom £60,000Senior Paraplanner - Leading Specialist Wealth Manager · London - to £60,000 + excellent package and career prospects · An award winning, employee owned Wealth Management Firm who provide outstanding Financial Advice and Investment solutions to HNW Private Clients are looking f ...
-
Senior Paraplanner
1 week ago
Fisher Investments London, United KingdomOverview · 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, investment taxation and account structur ...
-
Senior Paraplanner
1 week ago
Jenson Fisher London, United KingdomJob Description · 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 work ...
Senior Paraplanner - London, United Kingdom - Capio Recruitment
Description
Job Title:
Senior ParaplannernLocation: LondonnSalary: £45,000 - £60,000
We are working with a highly reputable and well-established Chartered Financial Planning firm who are looking for a Senior Paraplanner to join their office in London.
As a Paraplanner you will working closely with the advice and paraplanning team to help provide technical support for the business on behalf of their clients.
This role offers a competitive salary, flexible working and other great benefits such as group income protection and private medical insurance.
Key Responsibilities:
Provide comprehensive technical support to the financial planners/advisersnWriting detailed suitability reportsnDetailed researchnPlanning work for things such as cashflow, IHT, tax calculations and income planningnInvestment and pension calculations for CGT's, income tax calculations and IHTnManaging own workflow and supporting other areas of the team with development
Qualifications and Skills:
Previous experience working as a technical paraplannernStrong knowledge of financial products and investment platformsnExcellent organisational skills with the ability to prioritize tasks effectively and meet deadlines.nProficient in using Microsoft Office and CRM systemsnOutstanding attention to detail, with a commitment to maintaining accuracy in all aspects of work.nExceptional written and verbal communication skills, with the ability to communicate effectively with clients and colleagues.
To discuss this opportunity further, please contact Sam Black ( ) or one of our Financial Planning team specialists at Capio Recruitment
