Jobs
>
London

    Paraplanner - London, United Kingdom - MERJE

    Default job background
    Description
    MERJE are partnered with a leading Wealth Manager who are looking for a Paraplanner to join their fast growing team

    Key Responsibilities:
    Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs and financial situation to determine a suitable asset allocation recommendationFormulate plans for clients with highly specialized situationsReview clients' existing pension and investment bpnd arrangements to determine whether a transfer is suitableCreate and lead training for other groups within the firm as needed

    Key Requirements:

    University degree or equivalent combination of education/experienceLevel 4 Qualification - CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferable3 + years financial services experienceStrong organizational skillsThis is an exciting opportunity with a prestigious business offering great career development and earning potential going forward.


  • CV Elite Ltd

    Paraplanner

    11 hours 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 ...

  • Recruit UK

    Paraplanner

    6 days 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 ...

  • Ortus PSR

    Paraplanner

    1 week 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 ...

  • mbf.

    Paraplanner

    1 week 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 ...

  • PB Recruitment Consultants Ltd

    Paraplanner

    5 days 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 ...

  • eFinancialCareers

    Paraplanner

    2 days 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 ...

  • Cranleigh Personnel

    Paraplanner

    1 week 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 ...

  • Search Consultancy

    Paraplanner

    1 week 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 ...

  • Brevere Group

    Paraplanner

    4 days 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

    1 week 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

    1 week 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 ...

  • Reed Insurance

    Paraplanner

    2 days 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 ...

  • Ortus PSR

    Paraplanner

    1 week 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 ...

  • Templewood Recruitment

    Paraplanner

    1 week 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 ...

  • Rathbones Group Plc

    Paraplanner

    1 week 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 ...

  • MCS Group

    Paraplanner

    4 days ago


    MCS Group London, United Kingdom

    MCS Group are delighted to be working with one of the largest independently owned wealth management and corporate solutions practices in the United Kingdom recruiting for a paraplanner to join their team. · **What's in it for you?** · - Salary £45,000 to £50,000 depending on expe ...


  • Ortus PSR London, United Kingdom

    A 10 person IFA in London is looking to hire an experienced Paraplanner to join their team consulting high-end clients. The Advisers have developed their client book over the past 25 + years and all their new businesses is via referrals. They are lookingto hire a Technical Parapl ...

  • mbf.

    Senior Paraplanner

    1 week ago


    mbf. London, United Kingdom

    Our client are a Chartered Financial Planners that currently seek to recruit a Senior Paraplanner to join their well established team. · Based from their offices in Mayfair you will be required to provide technical support to a team of Financial Advisers on a daily basis. You wil ...

  • Blakemore Recruitment

    Junior Paraplanner

    2 days ago


    Blakemore Recruitment London, United Kingdom

    Location - London · Salary - £40,000 · Blakemore Recruitment are currently recruiting for Junior Paraplanner on behalf of out award winning Independent Financial Advisory firm in London. · You will be working as part of a productive, high performing team to provide full support t ...

  • Financial Divisions

    Trainee Paraplanner

    1 week ago


    Financial Divisions London, United Kingdom

    My client is a dynamic and forward-thinking Independent IFA Firm in London, who due to expansion are looking to take on a versatile and experienced Trainee Paraplanner who is passionate about what they do. This role will offer full career progression andsupport you in becoming a ...