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Financial Paraplanner
3 weeks ago
Heat Recruitment Ltd London, United KingdomThe firm has the flexibility to mould the Paraplanner opportunity around each person s specific skillset and support with progression to Financial Adviser as this pathway tends to work well within the business. You will be responsible for writing high-quality suitability reports ...
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Financial Paraplanner
2 weeks ago
mbf United Kingdom £30,000 - £40,000Paraplanner - Solihull, hybrid (1 day per week in office minimum) · £30,000 to £40,000 plus company benefits and discretionary bonus. · Flexible Working : Embrace the balance of remote work with only one day per week required in the office for team meetings. · Competitive Sala ...
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Financial Paraplanner
3 weeks ago
Templewood Recruitment Limited London, United Kingdom1 week ago Be among the first 25 applicants · This is an exciting opportunity for a Para-planner, 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 willin ...
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Financial Paraplanner
3 weeks ago
Recruit UK | Certified B Corp™ United Kingdom £45,000The company is committed to delivering premier financial advice for present and future generations. Their diverse team provides consistent, high-quality guidance, fostering trusting, long-term relationships with clients. They prioritise tailored financial plans to help clients na ...
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Paraplanner to Financial Advisor
4 weeks ago
Financial Divisions London, United Kingdom Full timewith occasional travel to London · In order to give our client and their devoted clientele complete support, my client, a very successful Financial Adviser who recently opened their own boutique independent practice, needs to find a capable, technically certified Paraplanner with ...
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financial planning paraplanner
4 days ago
Financial Divisions London, United Kingdom £55,000Job Description TECHNICAL PARAPLANNER ( full involvement with HNW/UHNW technical cases) · London- hybrid working pattern ( 2 days in Office) · To £55k, top pension plan, excellent bonus, wonderful working conditions, study towards Chartered Status. · My client is an award-winnin ...
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Financial Administrator/ Trainee Paraplanner
2 days ago
Financial Divisions London, United Kingdom Full timeFinancial Administrator/ Trainee Paraplanner - Wimbledon - £33k - £35k + bonus, Full study support - Chartered IFA firm · My client are a Chartered independent wealth planning firm with offices in Wimbledon who offer whole of market financial advice to HNW private clients who are ...
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Financial Paraplanner
4 weeks ago
recruitment22 City of London, Greater London, United Kingdom £45,000This is a perfect opportunity to join an independent Wealth Management firm who are growing through acquisitions and are looking for a Paraplanner to join the team. They will support your personal development, pay bonuses up to 15% of your salary and have a whole range of additio ...
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Financial Paraplanner
2 weeks ago
Finlink Ltd St Albans, Hertfordshire, United Kingdom £50,000Paraplanner · Up to £50,000 · Hybrid working · This role is suited to those who have at least 2 Years' experience in providing paraplanning support. The business is interested in speaking to you if you hold at least the level 4 diploma and are ready to "hit the ground running". I ...
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Financial Divisions London, United Kingdom Full timeFinancial Administrator/ Trainee Paraplanner Vacancy - £33k - £35k + bonus, Full study support - Chartered IFA firm · My client are a Chartered independent wealth planning firm in Central London who offer whole of market financial advice to HNW private clients who are retirees, a ...
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Financial Divisions London, United Kingdom Full timeAre you an experienced IFA Administrator looking to advance your career in Wealth Management? My client, an independent boutique Wealth Management firm, provides holistic advice to their long-standing UHNW clients. Due to growth, they are seeking a dynamic and progressive individ ...
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FINANCIAL PLANNING ASST/ JUNIOR PARAPLANNER
4 weeks ago
Financial Divisions London, United Kingdom Full timeFINANCIAL PLANNING ASST/ JUNIOR PARAPLANNER (Route to Advice and portfolio investment management) - To £38/40k plus study support, beautiful working conditions, Life cover, Critical Illness, Season Ticket Loan, Discretionary Bonus, excellent pension scheme, private medical insura ...
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Financial Divisions London, United Kingdom Full timeFinancial 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
4 weeks ago
Financial Divisions Gravesend, Kent, United Kingdom £35,000Paraplanner - Advisor - £35,000 - Gravesend - Fully Office Based - Discretionary bonus - Private medical insurance. · They are renowned for delivering intelligent wealth management solutions with an emphasis on quality and exceptional client service. Their overarching mission is ...
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Financial Paraplanner
1 week ago
Financial Divisions Maidenhead, Berkshire, United Kingdom £65,000Chartered Paraplanner – With potential to become Financial Advisor Average Client £AUM between £750k-£1m · Hybrid Working – Based in Maidenhead, Berkshire · Up to £55k basic salary + revenue related salary increases · My client are a well-established Independent Financial Advic ...
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Financial Paraplanner
4 weeks ago
Financial Divisions Maidenhead, Berkshire, United Kingdom £65,000Hybrid Working - Based in Maidenhead, Berkshire · Up to £65k basic salary + revenue related salary increases · My client are a well-established Independent Financial Advice firm with offices based near Maidenhead. They offer whole of market advice on Pensions, Investments, Tax Pl ...
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Financial Divisions London, United Kingdom Full timeMy client is an Independent, boutique Wealth Management who provide holistic advice to their long-standing UHNW clients. Due to growth, they are looking for an experienced IFA Administrator who is dynamic and progressive and looking for a Company that can support their progressio ...
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Trainee Financial Paraplanner
6 days ago
Professional Placement Ltd Redhill, United Kingdom permanentI am recruiting for a Paraplanner role that is full time office based role. The role is working alongside the Director of the Financial Planning practice and supporting with aspects of Paraplanning. · Role duties · Manage the planning workflow · Receive and implement requests fro ...
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Financial Administrator to Paraplanner
2 days ago
Financial Divisions St Albans, United Kingdom Full timeMy client is an independent financial advisory company that has established a solid reputation for offering clients in St Albans (Hertfordshire) the best guidance possible on pensions, investments, retirement planning, tax planning, IHT, trusts, mortgages, and certain protections ...
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Financial Paraplanner
4 weeks ago
Capio Recruitment Ruislip, Greater London, United Kingdom £45,000Job Title: Paraplanner - Development in to a Financial Advisor · Make sure to read the full description below, and please apply immediately if you are confident you meet all the requirements. · Hybrid working model · • Free parking · • Discretionary bonus · • Development opportun ...
Financial Paraplanner - London, United Kingdom - JDC
Description
Paraplanner (Client Services Technical Team) City of London (Fenchurch Street)Monday to Thursday office & Friday work from home
Salary to £40,000 + monthly bonus Target Earnings £50,000
You're an experienced paraplanner with a minimum of two RO exams and at least two solid years working with a financial planning firm specialising in pension, investment, or wealth management.
Practical knowledge of financial planning, pensions and investments.Proficiency in MS Office (Word, Excel, PowerPoint, etc.)
Experience with CRM systems and strong technology skills
Good financial and mathematical literacy
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.Two years of practical knowledge of financial planning, pensions and investments gained in an established financial planning firm
~ Experienced in writing suitability reports
~ Proficiency in MS Office (Word, Excel, PowerPoint, etc.)
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Financial Paraplanner professionals in London
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Shingirai Mhike
Actuarial Science Graduate, Paraplanner