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Paraplanner
3 weeks ago
Ortus PSR London, United KingdomA 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 Para ...
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Paraplanner
3 weeks ago
Recruitment Connection Ltd Camden, United Kingdom**Trainee Paraplanner** · **London** · **C£ £ bonus and benefits** · **My client provides provides investment, pension, protection and estate planning advice to both corporate and individual clients. The company are seeking a Trainee Paraplanner to be based primarily the office a ...
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Paraplanner
4 weeks ago
CV Elite Ltd London, United Kingdom**The Role: I am recruiting a Financial Planner (technically astute Paraplanner) on behalf of Paradigm Norton, an award-winning financial planning firm. The Financial Planner (Senior Paraplanner) will work alongside a highly experienced Client Manager,supporting with the building ...
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Paraplanner
3 weeks ago
Finlink Ltd London, United KingdomAn excellent opportunity to join a highly successful, independent financial advisory firm who are directly authorised. They are part of a group of companies covering wealth management, asset management, health and corporate benefits. · They pride themselves on their traditional v ...
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Paraplanner
2 weeks ago
mbf. London, United Kingdommbf. is currently working with a boutique Financial Planning organisation with 8 staff managing £200M in assets under management, to recruit for a Paraplanner to join their team. · This will be based from the businesses London office and will offer hybrid working with up to 3 day ...
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Paraplanner
2 weeks ago
Reed Insurance London, United KingdomOur client is a wealth management firm based in central London; they are looking for a Paraplanner to support 2 Finacial Planners. You will be a minimum of level qualified with at least 3 years practical current paraplanning experience. · Our client is a strong believer in client ...
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Paraplanner
3 weeks ago
Ortus PSR London, United KingdomThere is an opportunity for an experienced Paraplanner to join an IFA firm in London, they are a personable team that is currently growing. They provide informed, impartial and independent advice to both individual and corporate clients focusing on providinga personal service. · ...
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Paraplanner
3 weeks ago
Oak Private Wealth London, United Kingdom**Paraplanner** · Salary Range: £45K-£60K dependent on skills and experience · home based -must live within a commutable distance to London · Full time · Our client, Oak Private Wealth have an exciting opportunity to join an existing team of three within an independent whole of m ...
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Paraplanner
3 weeks ago
IDEX Consulting Ltd London, United KingdomA fantastic opportunity has arisen for an experienced Paraplanner to join a personal wealth team. As a relatively new team in London they are looking for someone who is flexible and confident to provide their input as the team continues to develop and grow. · As a growing busines ...
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Paraplanner Support
3 weeks ago
GCB Agency Recruitment London, United KingdomWe are currently looking for an experienced Paraplanner Support to join our clients, in the Finchley area. Based in North London, the company offers a wide-ranging service to clients in both the individual and corporate markets. · The company has built up a strong reputation for ...
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Junior Paraplanner
3 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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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 Paraplanner looking for an opportunity to move quickly towards Financial ...
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Paraplanner - London
3 weeks ago
Blakemore Recruitment London, United KingdomSalary - £60,000 · Location · - London · Sector - Paraplanning, Client Services · Blakemore Recruitment are proudly assisting an award-winning, well respected and long established wealth management firm recruit for a diploma qualified Paraplanner to join their expanding team. · T ...
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Paraplanner to Adviser
3 weeks 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
1 week ago
Heat Recruitment Ltd London, United Kingdom Full timeThere 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 ...
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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 ...
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Paraplanner
4 weeks ago
Vision-FS Recruitment London, United Kingdom Full timeParaplanner · £40,000 - £55,000 | · Paraplanning/ Report writing & IFA admin experience · Londonon · Level 4 Diploma qualified · YOUR NEW COMPANY · A leading Financial Planning business is currently seeking a Paraplanner to join their growing team. · The role will be to provide ...
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Paraplanner
1 week ago
Heat Recruitment London, United Kingdom permanentParaplanner - London - £48K - £55K · Our client is one of the biggest financial Planning firms in the U.K. and is looking for a Level 4 Diploma Qualified Paraplanner with 4 years of experience. · The Role · You will be working closely with the Financial Planners and the Client Su ...
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Paraplanner
1 week ago
Finlink Ltd London, United Kingdom permanentParaplanner, London · Hybrid, · Up to £60,000+ · This paraplanner role is best suited to paraplanners with at least a year's worth of experience in addition to holding at least the level 4 diploma in financial advice. The business will provide you with great benefits and for thos ...
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Paraplanner
2 weeks ago
Integro Partners Oxford Circus, United KingdomMy Client, an award-winning Chartered Financial Planning firm, is seeking an experienced Paraplanner to join their dynamic team. · This is a permanent role offering a competitive salary range of GBP(phone number removed) - GBP(phone number removed) with the opportunity for remote ...
Paraplanner (Fully remote) - Camden Area, United Kingdom - Financial Divisions
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Description
Paraplanner (fully remote)London area
C £40,000 and benefits
The Opportunity
My client is a highly successful Financial Adviser who has recently started their own boutique independent practice, and now needs to recruit a competent, technically skilled diploma qualified paraplanner to provide 100% support to her and her longstanding clients.
As a boutique business the role will be fully remotely based with monthly team meetings and periodic training sessions in the City of London.
This represents an excellent opportunity for an established and confident Paraplanner to work autonomously and provide an excellent service to the practice's clients.
The RoleAs the Paraplanner, duties will include (but not be limited to):
Conducting research based on meeting clients financial needs and objectives
Understanding investment portfolio analysis
Compiling investment/pension/protection illustrations and documentation
Creating and preparing technical suitability reports
Ensuring FCA regulations and compliance are met
Supporting with ad hoc projects and tasks where required
Reviewing and understanding existing scheme information from providers.
Using research tools / systems to complete detailed analysis
Cashflow modelling
Complying with the relevant compliance, TCF, T&C and, financial crime (anti-money laundering, data security, anti-bribery, fraud and corruption) procedures of the firm at all times
About you
As an experienced Paraplanner, you will have:
Experience in a paraplanning role, preferably within an independent or whole-of-market practice, although candidates from restricted environments will also be considered.
Overall knowledge of key areas of financial planning and advice – Pensions (including switching and pension sharing orders), Investments, IHT and Estate planning and personal and business protection.
An understanding of writing styles, grammar, punctuation, avoidance of jargon and an understanding of the audience
The ability to interpret complex planning into clear and concise reports
Understand and apply FCA suitability requirements
Excellent Word and Excel skills
Essentially the ability to work autonomously and unsupervised, and to always have the clients' best interests in mind in all aspects of the role
In summary
This is a fantastic opportunity for a talented, professional Paraplanner looking to join a boutique practice where the client always comes first and provide a fundamentally essential role in the business to ensure ongoing success.
If this is opportunity is of interest, please either call Jim Maddison on or send a copy of your CV to