Jobs
>
London

    Financial Paraplanner - London, United Kingdom - JDC

    JDC
    Default job background
    Description
    Job 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 wealth management firm, which means you will understand how to:

    Practical knowledge of financial planning, pensions and investments.
    Proficiency in MS Office (Word, Excel, PowerPoint, etc.)
    Experience with CRM systems and strong technology skills
    Although not essential, experience working with industry-known tools such as Dynamic Planner, SelectAPension, etc, would be an advantage
    Good financial and mathematical literacy

    You'll work as part of the Client Services Technical Team, so plenty of people can help you when needed.

    Based in London City, the Tower of London and Fenchurch tube lines are only a 3 to 4-minute walk from the office.

    This is a growing independent financial services company with circa 25 staff that offers a combination of clever technologies, market-leading products, and straightforward personal advice.

    Their services cover financial planning, wealth management, and Listed Bond ISAs.

    Practical knowledge of financial planning, pensions and investments
    Experienced in writing suitability reports
    Proficiency in MS Office (Word, Excel, PowerPoint, etc.)


  • mbf. London, United Kingdom

    Our 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 ...


  • Financial Divisions United Kingdom

    Paraplanner – 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 ...


  • Financial Divisions London, United Kingdom

    Financial 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 ...


  • JDC London, United Kingdom

    Paraplanner (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 ...


  • CV Elite Limited United Kingdom

    Paraplanner, 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 ...


  • Recruit UK | Certified B Corp™ United Kingdom

    Recruit 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 ...


  • Recruit UK | Certified B Corp™ United Kingdom

    Recruit 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 ...


  • Tate Recruitment London, United Kingdom

    ParaplannerLocation: 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 ...


  • Recruit UK | Certified B Corp™ United Kingdom

    Financial 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 ...


  • JDC London, United Kingdom

    Paraplanner (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 ...


  • Talent Finder Jobs United Kingdom

    Paraplanner | 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 ...


  • Financial Divisions United Kingdom

    My 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 ...


  • IDEX Consulting England, United Kingdom

    Our 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 ...


  • IDEX Consulting London, United Kingdom

    They 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 ...


  • Financial Divisions London, United Kingdom

    Financial 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 ...


  • Northampton Business Directory United Kingdom

    Hours - 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 ...


  • Financial Divisions London, United Kingdom

    Job 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 ...


  • Financial Divisions London, United Kingdom

    Job Description Senior Paraplanner Vacancy - £45k - £60k, Chartered IFA firm - Central London · My client are a Chartered independent wealth planning firm in Central London who I have met and placed 5 members of staff with. They offer whole of market financial advice to HNW reti ...

  • JDC

    Financial Paraplanner

    2 weeks ago


    JDC London, United Kingdom

    Paraplanner (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 The Person You're already working as a trainee financial planner or paraplanner with a pens ...


  • IDEX Consulting Ltd United Kingdom

    Our Client is a highly regarded Chartered IFA Wealth Management practice in the North West and they are currently recruiting for an experienced Paraplanner to join their team in Wigan. · Prepare information for analysis by the adviser. · Help manage client relationship and taki ...