- Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs and financial situation to determine a suitable asset allocation reccomendation
- Formulate plans for clients with highly specialised situations
- Review clients' existing pension and investment bpnd arrangements to determine whether a transfer is suitable
- Create and lead traning for other groups within the firm as needed
- University degree or equivalent combination of education/experience
- Level 4 Qualification - CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferable
- 3 + years financial services experience
- Strong organisational skills
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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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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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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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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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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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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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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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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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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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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
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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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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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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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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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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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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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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 - London, United Kingdom - MERJE Ltd
![Default job background](https://contents.bebee.com/public/img/bg-user-ex-1.jpg)
Description
MERJE are partnered with a leading Wealth Manager who are looking for a Paraplanner to join their fast growing team.
Key Responsibilities:
Key Requirements:
This is an exiciting opportunity with a prestigious business offering great career development and earning potential going forward.
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