Jobs
>
London

    Financial Paraplanner - England, United Kingdom - Nelson Scott

    Nelson Scott
    Nelson Scott England, United Kingdom

    1 week ago

    Default job background
    Description
    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 for the delivery of key products and services to clients.

    The successful applicants will be expected to support our Financial Planners with information gathering and planning, through to delivery on a case-by-case basis.

    requirements and wealth management planning


    • consultant direction) with attention given to the clients' risk management
    clients, including cash management, tax products and any special projects

    Diploma in Regulated Financial Planning or a
    sound technical knowledge of the spectrum of financial products and the
    relevance to client requirements including pensions, protection, wider
    up-to-date knowledge of the regulations, legislation, policies, and procedures

    In addition to excellent career progression – with fantastic opportunities for promotion - training, support, and a great office environment, you will also have the exciting opportunity to take part in charity fundraising events and other social activities.

    Your benefits package includes the following:


    • Share Incentive Plan
    • Group Pension
    • Life Assurance
    • Health Cash Plan
    It is flexible so that means you can pick benefits to suit you
  • mbf.

    Paraplanner / Trainee Financial Planner - Leading

    6 days ago

    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

    Financial Paraplanner

    4 days ago

    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 ...

  • Financial Divisions

    Financial Paraplanner

    1 day ago

    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 ...

  • JDC

    Financial Paraplanner

    3 days 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 · You're already working as a trainee financial planner or paraplanner with a pensi ...

  • Recruit UK | Certified B Corp™

    Financial Paraplanner

    2 days ago

    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 ...

  • Talent Finder Jobs

    Financial Paraplanner

    1 week ago

    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

    Financial Paraplanner

    3 days ago

    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 ...

  • JDC

    Financial Paraplanner

    1 week ago

    JDC London, United Kingdom

    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 ...

  • IDEX Consulting

    Financial Paraplanner

    1 week ago

    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 ...

  • JDC

    Financial Paraplanner

    15 hours 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 £35,000 + bonus Annual Earnings £37,000 to £40,000 · You're already working as a trainee financial planner or paraplanner with a pensi ...

  • Financial Divisions

    Financial Paraplanner

    1 day ago

    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

    1 week 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 ...

  • CV Elite Limited

    Financial Paraplanner

    1 week ago

    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 ...

  • IDEX Consulting Ltd

    Financial Paraplanner

    5 days ago

    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 ...

  • Nelson Scott

    Financial Paraplanner

    1 week ago

    Nelson Scott England, United Kingdom

    Job 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 ...

  • Recruit UK | Certified B Corp™

    Financial Paraplanner

    2 days ago

    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 ...

  • Fairstone Group Ltd.

    Financial Paraplanner

    2 days ago

    Fairstone Group Ltd. London, United Kingdom

    Fairstone is recruiting for a paraplanner to begin working from our city office in London · Working in collaboration with the financial adviser and other colleagues, you will assist in preparing recommendations in line with company policy including preparing and maintaining clie ...

  • IDEX Consulting

    Financial Paraplanner

    4 days ago

    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 ...

  • Financial Divisions

    Financial Paraplanner

    3 days ago

    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 ...

  • Tate Recruitment

    Financial Paraplanner

    1 week ago

    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 ...