Jobs
>
London

    Paraplanner - London, United Kingdom - Blakemore Recruitment

    Blakemore Recruitment
    Blakemore Recruitment London, United Kingdom

    3 weeks ago

    Default job background
    Description

    We are assisting a leading wealth management firm based in London look for their next Paraplanner to join their grown business.

    The Role: Paraplanner

    You will be working within a busy team offering excellent service to the Partner and our High Net Worth client base. Your role will include:

  • Collating client information and preparing suitability letters for a variety of technical cases
  • Preparing illustrations and reports for client meetings
  • Managing cases to completion and working with internal processing systems
  • Ensuring that the business obtained is being processed compliantly and in a timely manner
  • Liaising with colleagues and third parties on a daily basis

    • You will be given full training on the relevant IT systems

    Requirements

    The Person: Paraplanner

  • This is an interesting and challenging role that would suit a confident, numerate, IT proficient and professional Paraplanner who enjoys using their initiative and who has a 'can do' working style
  • You will have significant industry experience in the technical aspects and administration of IHT and/or Pension and/or Investment products
  • You are highly organized and have excellent communication skills
  • You have a solution-focused approach to your work
  • It is essential that you are confident in dealing with third parties and can work with total discretion

    • The Rewards:

  • Salary between £50,000-£55,000 depending on experience and qualifications plus Discretionary Bonus Scheme
  • 22 days holiday, increasing by 1 day each year up to 25 days
  • Paid Birthday day off
  • Discretionary bonus scheme
  • Opportunity to grow to an Adviser role
  • The opportunity to grow your skills and experience in line with a growing business

    • If you believe this could be your next role, please apply.

  • CV Elite Ltd

    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 ...

  • Ortus PSR

    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 ...

  • PB Recruitment Consultants Ltd

    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 ...

  • Recruitment Connection Ltd

    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 ...

  • Cranleigh Personnel

    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 ...

  • Ortus PSR

    Paraplanner

    1 week ago

    Ortus PSR London, United Kingdom

    A 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 ...

  • Recruit UK

    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 ...

  • Brevere Group

    Paraplanner

    2 weeks ago

    Brevere Group London, United Kingdom

    Are 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 ...

  • Burgh Recruitment Ltd

    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 ...

  • Recruit UK

    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 ...

  • mbf.

    Paraplanner

    3 weeks ago

    mbf. London, United Kingdom

    Our 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 ...

  • Reed Insurance

    Paraplanner

    2 weeks ago

    Reed Insurance London, United Kingdom

    We 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 ...

  • eFinancialCareers

    Paraplanner

    2 weeks ago

    eFinancialCareers London, United Kingdom

    As 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 ...

  • Ortus PSR

    Paraplanner

    3 weeks ago

    Ortus PSR London, United Kingdom

    A 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 ...

  • mbf.

    Paraplanner

    3 days ago

    mbf. London, United Kingdom

    mbf. 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 ...

  • Rathbones Group Plc

    Paraplanner

    3 weeks ago

    Rathbones Group Plc London, United Kingdom Full time

    Company 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 ...

  • Finlink Ltd

    Paraplanner

    1 week ago

    Finlink Ltd London, United Kingdom

    An 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 ...

  • Ortus PSR

    Paraplanner

    1 week ago

    Ortus PSR London, United Kingdom

    There 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. · ...

  • Templewood Recruitment

    Paraplanner

    3 weeks ago

    Templewood Recruitment London, United Kingdom Full time

    This 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 ...

  • Search Consultancy

    Paraplanner

    4 days ago

    Search Consultancy London, United Kingdom

    Paraplanner · London · Competitive salary + market leading benefits package, bonus, flexible working · Award winning Financial Planning organisation in London are hiring offering a mix of office and home working. · Experience in a Financial Services environment is essential and i ...