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Paraplanner
1 week 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
Ortus PSR London, United Kingdom**Paraplanner** · **Location: Crystal Palace** · **Salary: £30,000 - £40,000** · The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service. · **Responsibili ...
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Paraplanner
2 weeks ago
PB Recruitment Consultants Ltd London, United Kingdom**A superb, exciting career opportunity is available, with one of the very best financial planning and wealth management firms, who currently requires an experienced Paraplanner to join its highly successful, friendly, and vibrant team** · **The office is based in the heart of th ...
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Paraplanner
1 week 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
1 week 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
Cranleigh Personnel London, United Kingdom**Paraplanner** · **Location: City, London** · **Hybrid working - 2 days per week in the office** · **Salary: £40,000- £50,000 + Bonus** · **Are you an experienced Diploma Qualified Paraplanner looking for your next 1-1 role?** · Are you looking to work 1-1 with an Adviser so you ...
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Paraplanner
2 weeks ago
Recruit UK London, United Kingdom**Title**: Paraplanner · **Location**: London · **Reference**: 7362 · **The company**: · We're working with a well-established and thriving Investment practice that is seeking a Paraplanner to join their London team. · his client spends time learning about their clients' unique n ...
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Paraplanner
2 weeks ago
Brevere Group London, United KingdomAre you a skilled Financial Services specialist looking for a new Paraplanning opportunity with a successful and ambitious Wealth Management firm? Do you want to work with successful Consultants dealing with sophisticated Private Clients? If you want tobe part of a team deliverin ...
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Paraplanner
3 weeks ago
Burgh Recruitment Ltd London, United Kingdom**Paraplanner** · **Location -**Fully Remote · **Salary -** up to £45k + Bonus · We are an SJP Partner Practice looking to appoint an experienced Paraplanner to join our growing team. · Our Practice is highly successful and prides itself on offering a first-class service to all o ...
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Paraplanner
3 weeks ago
Recruit UK London, United Kingdom**Job Title**: Paraplanner · **Industry**: Financial Planning · **Location**: London · **Salary**: up to £55,000 · **Job Reference**: 7220 · Are you an experienced Paraplanner looking to work in one of the best companies in the country? Then look no further · Recruit UK are worki ...
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Paraplanner
3 weeks ago
mbf. London, United KingdomOur client a highly successful investment focused IFA based in London are now seeking an experienced Paraplanner to provide assistance to their senior consultants in achieving new business targets through researching and preparing sales literature. The rolewill involve producing ...
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Paraplanner
2 weeks ago
Reed Insurance London, United KingdomWe are working with an established wealth institutions based in West London, they are actively looking for a new Paraplanner to join their team. · The role is to assist the Wealth Planners with the delivery of Wealth Planning services to new and existing clients, through the prod ...
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Paraplanner
2 weeks ago
eFinancialCareers London, United KingdomAs a Paraplanner, what's important to you is providing an outstanding service to clients. You enjoy helping people to understand financial planning recommendations. You thrive on accuracy and seeing the result of the good work that you do. · Because it's not about doing the same ...
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Paraplanner
3 weeks ago
Ortus PSR London, United KingdomA Fully Independent Advisory firm in London is looking to hire a Paraplanner who will provide technical and client management support to a team of Financial Advisers. · This role offers the opportunity to support the business with providing high-quality, compliant financial plann ...
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Paraplanner
3 days 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
3 weeks ago
Rathbones Group Plc London, United Kingdom Full timeCompany description: · A rewarding place to work. At Rathbones, We invest in everyone's tomorrow – that includes our people. We are always looking for future talent, and we can help you build a rewarding career with clear paths to progression and the opportunity to share in the s ...
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Paraplanner
1 week 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
1 week 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
2 weeks ago
MCS Group London, United KingdomMCS Group are delighted to be working with one of the largest independently owned wealth management and corporate solutions practices in the United Kingdom recruiting for a paraplanner to join their team. · **What's in it for you?** · - Salary £45,000 to £50,000 depending on expe ...
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Paraplanner
3 weeks ago
Templewood Recruitment London, United Kingdom Full timeThis is an exciting opportunity for a Paraplanner, to work as part of a team of highly trained and experienced finance professionals, for an organisation who are driven to go better than traditional financial institutions are willing to offer. They are highly committed to offerin ...
Paraplanner - london, United Kingdom - Financial Divisions
Description
Job DescriptionFinancial 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 Sussex/Kent and London. They have 500 clients in their current setup with on average £1m of assets to invest per client. The clients receive advice on pensions, investments, tax planning, cashflow modelling, protections (both personal and business). Their highest net worth clients do get involved more complex products and wealth structuring. The Advisers are supported by a highly experienced team of Administrators & Paraplanners of which I have placed 3 of them. They are pushing the business forward in a positive fashion with big expansion plans over the next 5 years.
The Managing Director is creating a brand new role for a Trainee Paraplanner to be supporting a Chartered Financial Adviser in a pod. You will be a graduate with 18 months of experience within an independent financial advice business and be working towards your level 4 diploma (2 RO completed as a minimum). This role will be suitable for a progressive candidate who is perhaps a Financial Administrator and wants to take their next step up and learn to become a Paraplanner. Full training and study support packages towards your diploma and Chartered status will be provided. If you aspire to be a Financial Adviser then full training will be provided and you could be an adviser in the much longer term as some Advisers are approaching retirement and will need replacements.
Salary – £35k - £40k + bonuses (5% discretionary)
Full study support towards level 4 diploma and chartered status
Benefits: pension, death in service cover, income protection,
If you are working within a Private Client Wealth Management role, providing holistic paraplanning support, then my client would like to talk to you. If this role sounds of interest or any other roles I am working on please get in touch -