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mbf. London, United KingdomOur client is recognised as one of the most prolific and highly regarded financial planning businesses in London, they have won more financial planning awards than any other business and are seen as the pinnacle of high net worth advisory services in theUK. Their current requirem ...
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Financial Paraplanner
3 days ago
Financial Divisions United KingdomParaplanner – Advisor - £35,000 – Gravesend - Fully Office Based - Discretionary bonus - Private medical insurance. My client, a dynamic Wealth Management firm based in North Kent are seeking an experienced Paraplanner. They are renowned for delivering intelligent wealth manageme ...
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Financial Paraplanner
1 week ago
Tate Recruitment London, United KingdomParaplannerLocation: LondonDepartment: Financial Planning TeamEmployment Type: Full time, hybrid working. Salary: Competitive with a superb benefits package. We are thrilled to be partnering with one of the Uk's leading investment management companies with a 200 year legacy for b ...
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Financial Paraplanner
6 days ago
Financial Divisions London, United KingdomFinancial 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 w ...
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Financial Paraplanner
4 days ago
Recruit UK | Certified B Corp™ United KingdomRecruit UK are working on an excellent opportunity for a Paraplanner in Marlborough to join a well-established UK Financial Advice firm. · This is a national financial planning and wealth management firm which operates from 20 offices across the UK employing over 250 staff, incl ...
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Financial Paraplanner
1 week ago
Northampton Business Directory United KingdomHours - Monday to Friday full time · Salary - up to £45k plus bonus and other benefit s · Our client, a dynamic wealth management firm dedicated to providing comprehensive financial advice to individuals and businesses is recruiting an experienced Paraplanner to join their frie ...
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Financial Paraplanner
2 days ago
JDC London, United KingdomParaplanner (Client Services Technical Team) City of London (Fenchurch Street) · Monday to Thursday office & Friday work from home · Salary to £35,000 + bonus Annual Earnings £37,000 to £40,000 · You're already working as a trainee financial planner or paraplanner with a pensi ...
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Financial Paraplanner
5 days ago
JDC London, United KingdomParaplanner (Client Services Technical Team) City of London (Fenchurch Street) · Monday to Thursday office & Friday work from home · Salary to £32,000 + bonus Annual Earnings £37,000 to £40,000 · You're already working as a trainee financial planner or paraplanner with a pensi ...
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Financial Paraplanner
1 week ago
CV Elite Limited United KingdomParaplanner, The Role: I am recruiting an experienced Paraplanner to join the team at Mercury Wealth Management, an independent Accredited and Chartered Financial Planning firm based in Stockton-on-Tees (TS18). This is a great opportunity for a diploma qualified Paraplanner (DipP ...
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Financial Paraplanner
4 days ago
Recruit UK | Certified B Corp™ United KingdomRecruit UK are working on an excellent opportunity for a Paraplanner in Huddersfield to join a well-established UK Financial Advice firm. · This is a national financial planning and wealth management firm which operates from 20 offices across the UK employing over 250 staff, inc ...
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Financial Paraplanner
1 week ago
Financial Divisions London, United KingdomJob Description Senior Paraplanner · £55,000 - £65,000 basic salary + bonuses (£70k+ take home) · Work on a 1-2-1 basis with an a high billing adviser · 4 days per week in the office · My client is a Chartered independent wealth planning business with offices in Central London ...
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Financial Paraplanner
4 days ago
Recruit UK | Certified B Corp™ United KingdomFinancial Services · Recruit UK is working on a unique opportunity for a Paraplanner to join a well-established Independent Financial Advice company · . · Our client is award-winning and is one of the Largest Chartered Financial Planning firms in the UK. You will be providing ...
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Financial Paraplanner
6 days ago
IDEX Consulting England, United KingdomOur clients are looking for a Paraplanner in York to join a growing financial planning firm that offer hybrid working. · They are looking for an individual that holds their level 4 diploma and has experience as a Paraplanner as you will be working directly with the Financial Pla ...
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Financial Paraplanner
1 week ago
Quilter plc United KingdomThe National Hub is a place for individuals to thrive, embrace digital and deliver support to advisers and to our clients. Although we are a remote team, the team works as one unit and is very supportive. Success is measured by achieving a great case quality and completed in a ti ...
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Financial Paraplanner
5 days ago
Financial Divisions London, United KingdomFinancial Administrator/ Trainee Paraplanner Vacancy - London offices - £35k - £40k + bonus, Full study support - Chartered IFA firmMy client are a Chartered independent wealth planning firm in Haywards Heath who offer whole of market financial advice to HNW private clients who a ...
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Financial Paraplanner
1 week ago
Talent Finder Jobs United KingdomParaplanner | Coventry – Office based | Full Time | Competitive, based on experience £30,000-£35,000, up to £40,000 for exceptional candidates with annual pay rises Are you a detail-oriented individual with a passion for financial planning? · Do you thrive in a fast-paced environ ...
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Financial Paraplanner
5 days ago
Financial Divisions United KingdomMy client are an award winning Chartered independent wealth planning firm in Central London with beautiful offices who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across London and Southeast. The advisers offer advice ...
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Financial Paraplanner
1 week ago
JDC London, United KingdomJob Description Paraplanner (Client Services Technical Team) · Monday to Thursday office & Friday work from home · Salary to £32,000 + bonus Annual Earnings £37,000 to £40,000 · You're already working as a trainee financial planner or paraplanner with a pension, investment, or ...
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Financial Paraplanner
1 week ago
IDEX Consulting London, United KingdomThey are looking for an individual that holds their level 4 diploma as a minimum and ideally working towards their advanced qualifications and has strong experience as a Paraplanner as you will be working directly with the financial planners and assisting them with a range of cas ...
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Financial Paraplanner
2 weeks ago
Nelson Scott England, United KingdomJob Specification We are currently recruiting for a Paraplanner to join our remote based team on a full-time, permanent basis. As a Paraplanner, you will work as part of a collective to assist our directors and senior consultants in providing technical wealth management support f ...
Financial Paraplanner - London, United Kingdom - Fisher Investments
Description
The Paraplanner under Fisher Investments Europe's UK New Business team analyses prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation and structure suitability.
Reporting to your Team Leader, in this role you will be expected to formulate asset allocation recommendations, and write suitability reports.
Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendationReview prospective clients' existing pension and investment bond arrangements to determine whether a transfer is suitable
Create and lead training for other groups within the firm as needed
Work on ad hoc projects to improve the efficiency of PCA Group
Adhere to the T&C scheme to ensure regulatory compliance related to the provision of regulated advice
Level 4 Qualification - CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferable
3+ years financial services experience required
Very strong understanding of core Fisher portfolio management philosophies and Financial Planning principles
It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including:100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents
28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays
Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees
$A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions
Gym subsidy of up to £50 per month
Employee Assistance Program and other emotional wellbeing services
A collaborative working environment that practises ongoing training, educational support and employee appreciation events
Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.
Financial Paraplanner professionals in London
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Shingirai Mhike
Actuarial Science Graduate, Paraplanner