- A good knowledge of Microsoft Office
- The ability to work within defined business processes .
- Excellent written and verbal communication skillsIn summary This position represents an excellent opportunity to join a leading Wealth Manager, taking a highly responsible role and joining a business who will genuinely support your career advancement and development, allowing you to build strongly on your existing skills, knowledge and experience.
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Paraplanner to Adviser
1 week ago
Financial Divisions London, United KingdomOne of my long-standing central London based Wealth Management clients, are currently recruiting for an experienced Paraplanner that is looking for a route through to becoming an Adviser. · The role will be working directly with one of their highest billing Advisers, who now has ...
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Paraplanner to Adviser
3 weeks ago
Financial Divisions London, United Kingdom**Paraplanner to Adviser to manage circa £500k of recurring fee income** · Our client is one of the leading independent Chartered Wealth Management firms in London. Having worked closely with them for nearly 7 years, we have seen them consistently grow organically year on year. T ...
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Paraplanner to Adviser
3 weeks ago
Financial Divisions London, United KingdomMy client is a prestigious, niche market leading IFA based in London who due to expansion are looking for an experienced Paraplanner to join their dynamic team. The role has become available due to an internal promotion and now looking to take on someonenew that they can further ...
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Paraplanner to Adviser
3 weeks ago
Financial Divisions London, United Kingdom**plus Bonus (high earning recurring income), hybrid working** · Due to a very successful period of business growth, my client is looking to offer this opportunity to a Level 4 Diploma Qualified experienced Senior Paraplanner looking for an opportunity to move quickly towards Fin ...
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Paraplanner to Adviser
1 week ago
Financial Divisions London, United Kingdom**Paraplanner to Adviser to manage circa £500k of recurring fee income** · **Plus generous bonus and excellent benefits package** · Our client is one of the leading independent Chartered Wealth Management firms in London. Having worked closely with them for nearly 7 years, we hav ...
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Paraplanner to Adviser
1 week ago
Financial Divisions London, United Kingdom**plus Bonus (high earning recurring income), hybrid working** · Due to a very successful period of business growth, my client is looking to offer this opportunity to a Level 4 Diploma Qualified experienced Paraplanner looking for an opportunity to move quickly towards Financial ...
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Paraplanner to Adviser
3 weeks ago
Financial Divisions London, United KingdomMy Client, based in Watford has enjoyed a very successful history and is in an enviable position of having more business than they can handle. With an excellent reputation both with Clients and Providers, they are now looking to offer this opportunity toan experienced Paraplanner ...
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Paraplanner to Adviser
2 weeks ago
Financial Divisions London, United KingdomI am recruiting for a fantastic new Opportunity, with a well-established, growing independent wealth management practice, with a strong footprint in the Industry and looking to continue to grow the business and require an ambitious, qualified and experiencedtechnical Paraplanner ...
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Paraplanner to Adviser
2 days ago
Financial Divisions London, United KingdomI am recruiting for a fantastic new Opportunity, with a well-established, growing independent Chartered wealth management practice, with a strong footprint in the industry and looking to continue to grow the business and require an ambitious, qualified,and experienced technical P ...
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Paraplanner to Adviser
1 hour ago
Financial Divisions London, United Kingdom**The Opportunity** · Our client is a well-established, successful boutique private client wealth manager overseeing over $2.6 billion in assets for approximately 800 families. They develop and implement global, tax-efficient wealth strategies for families, trusts and foundations ...
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Paraplanner to Adviser
3 weeks ago
Financial Divisions London, United Kingdom**plus supporting a most inspirational MD** · My Client, a firm of independent Chartered Financial Planners, take pride in providing a truly exceptional financial planning service to their Clients resulting in long standing loyal personal relationships. Due to significant increas ...
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Paraplanner (Supporting The Senior Adviser)
1 week ago
Financial Divisions London, United Kingdom**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 a ...
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Paraplanner to Adviser
3 weeks ago
Financial Divisions London, United KingdomSenior Paraplanner (to support highest achieving Adviser) · London (City)/Hybrid · Up to £65,000 plus bonus and excellent benefits package · Our client is a leading independent financial advisory firm who are highly recognised and respected within the sector, offering a compre ...
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Paraplanner to Adviser
2 weeks ago
Financial Divisions London, United KingdomRef JM/22349 Senior Paraplanner (to support highest achieving Adviser) · London (City)/Hybrid · Up to £65,000 plus bonus and excellent benefits package · Our client is a leading independent financial advisory firm who are highly recognised and respected within the sector, offe ...
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Financial Divisions London, United KingdomAre 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 ...
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Paraplanner to Adviser
1 week ago
Brevere Group Dudswell, United KingdomDue to continued success in providing fee based advice to HNW clients, this successful wealth management practice requires a professional and proactive Paraplanner to provide holistic support to Financial Advisers as part of their administration and paraplanningfunction. · You wi ...
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Financial Divisions London, United Kingdom**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 expectation ...
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Financial Divisions London, United Kingdom**Plus full study support and biannual bonuses** · We are currently recruiting a Paraplanner role for one of our longest-standing clients, who is looking for a new member of staff to join the closet knit team. Having worked closely with this Chartered firm for circa 6 years, we h ...
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Experienced Paraplanner with Adviser Progression
3 weeks ago
Westminster Wealth Management City of London, United Kingdom**Are you an experienced paraplanner wanting to progress your career in a more rewarding and supportive environment?** · Would you like to build on your paraplanning experience in a role offering variety, responsibility, support and training to Chartered Financial Planner status? ...
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Financial Divisions London, United KingdomRef JM/22349 · Senior Paraplanner (to support highest achieving Adviser) · London (City)/Hybrid · Up to £65,000 plus bonus and excellent benefits package · The Opportunity · Our client is a leading independent financial advisory firm who are highly recognised and respected within ...
Paraplanner to Adviser - London, United Kingdom - Financial Divisions
Description
Ref JM/22349Senior Paraplanner (to support highest achieving Adviser) London (City)/HybridUp to £52k plus bonus and excellent benefits package The OpportunityOur client is a leading independent financial advisory firm who are highly recognised and respected within the sector, offering a comprehensive financial planning and investment management service to high net-worth individuals, charities and trusts.
They are now looking to recruit a talented, technically competent Paraplanner, to bolster their support to their Advisers.This role will be supporting one of the highest achieving Advisers/Planners therefore this represents a highly visible role in the team.
Primarily the successful candidate will be passionate about delivering an excellent service both to their Adviser and to their HNW city based clients.
The RoleAs an experienced Paraplanner supporting the Advisor, the primary duties will include (but not limited to):Assisting with the preparation of outstanding financial advice on investments, pension planning, inheritance tax and estate planning, in an efficient mannerSupporting Client Relationship Managers and Senior Financial Planners/Financial Planners to execute client relationship strategySupporting the Relationship Managers and Senior Financial Planners/Financial Planners, to maintain strong relationships with clients, driving engagement and positive client outcomesEnsuring that the work undertaken complies with the regulatory and legal environmentAbout youAs an experienced, technically competent Paraplanner you will possess most of the following: