Jobs
>
London

    Junior Wealth Planner/Paraplanner - London, United Kingdom - Oval Recruit Ltd.

    Oval Recruit Ltd.
    Oval Recruit Ltd. London, United Kingdom

    1 week ago

    Default job background
    Description
    Job Description

    Junior Paraplanner/Wealth Planner - Leading Specialist Wealth Manager

    London - to £43,000 + excellent package and career prospects and training package

    An award winning specialist Wealth Management firm who provide outstanding Financial Advice and Investment solutions to HNW Private Clients are looking for a highly capable individual to join their stable team. Working as part of one of their existing teams, you will play a key role in the provision of wealth management services to a niche group of HNW and UHNW clients. This role would suit highly motivated individuals looking to develop their wealth management planning/paraplanning career further.

    Specific duties will include –

    • Provide complex and comprehensive paraplanning support to Financial Planners working with clients delivering bespoke solutions.
    • Provide in-depth reporting and analysis of client current positions, objectives, risk and requirements.
    • Conduct client reviews, research solutions and write reports making recommendations. Attend client meetings when required.
    • Deliver broad analysis of client tax positions, with commentary and recommendations.
    • Work with the paraplanning team, providing mentoring, development and appraisals. Help grow and develop the team.
    • Work as part of a collaborative office environment, making suggestions and recommendations.

    This is a busy, varied role which will involve processing complex information, managing multiple client cases and using a variety of systems and processes. It would suit someone who enjoys being kept busy, who is highly organised and can work and prioritise using your own initiative. The company will provide extensive training and an opportunity to learn and develop your technical and management skills.

    Our client offers an excellent opportunity for individuals looking to further develop their career. This role offers excellent opportunities to progress into full Financial Planning roles as well as take further qualifications.

    For more information, please contact Edward Groves

  • Succession Wealth

    Wealth Planner

    2 weeks ago

    Succession Wealth London, United Kingdom

    **Wealth Planner - London** · **Home based with links to our London office** · **Competitive Basic salary (negotiable dependant on experience) + uncapped monthly bonus** · Succession Wealth was founded in 2009 with the vision of providing independent financial advice and an unriv ...

  • Reed Insurance

    Wealth Planner

    1 week ago

    Reed Insurance London, United Kingdom

    Reed is working in partnership with an esteemed wealth institution based in the west end of London. They proactively look after HNW clients and their wealth. · Provide financial planning services to new and existing clients and to take an active role in business development activ ...

  • Barclays

    Wealth Planner

    2 weeks ago

    Barclays London, United Kingdom

    **Wealth Planner** · **London** · This role is deemed as a Certified role under the PRA & UK Financial Conduct Authority - Individual Accountabilities Regulations and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet int ...

  • Schroders

    Wealth Planner

    1 week ago

    Schroders London, United Kingdom

    About Schroders · We're a global investment manager. We help institutions, intermediaries, and individuals worldwide invest money to meet their goals, fulfil their ambitions, and prepare for the future. · We have around 5,000 people on six continents. And we've been around for ov ...

  • MB Fitzgerald

    Wealth Planner

    3 weeks ago

    MB Fitzgerald London, United Kingdom

    Our client is an award-winning boutique wealth management business specialising in the development and implementation of financial planning, investment management and tax-efficient strategies for private clients, charities and trustees. It has assets under management in the range ...

  • Oval Recruit Ltd.

    Junior Wealth Planner/Paraplanner

    3 weeks ago

    Oval Recruit Ltd. London, United Kingdom

    Job Description Junior Paraplanner/Wealth Planner - Leading Specialist Wealth Manager · London - to £43,000 + excellent package and career prospects and training package · An award winning specialist Wealth Management firm who provide outstanding Financial Advice and Investment ...

  • Oval Recruit Ltd.

    Junior Wealth Planner/Paraplanner

    2 weeks ago

    Oval Recruit Ltd. London, United Kingdom

    Junior Paraplanner/Wealth Planner - Leading Specialist Wealth Manager · London - to £43,000 + excellent package and career prospects and training package · An award winning specialist Wealth Management firm who provide outstanding Financial Advice and Investment solutions to HN ...

  • Oval Recruit Ltd.

    Junior Wealth Planner/Paraplanner

    3 weeks ago

    Oval Recruit Ltd. London, United Kingdom

    Junior Paraplanner/Wealth Planner - Leading Specialist Wealth ManagerLondon - to £43,000 + excellent package and career prospects and training packageAn award winning specialist Wealth Management firm who provide outstanding Financial Advice and Investment solutions to HNW Privat ...

  • Oval Recruit Ltd.

    Junior Wealth Planner/Paraplanner

    1 week ago

    Oval Recruit Ltd. London, United Kingdom

    Junior Paraplanner/Wealth Planner - Leading Specialist Wealth Manager · Do not wait to apply after reading this description a high application volume is expected for this opportunity. · London - to £43,000 + excellent package and career prospects and training package · An award w ...

  • Barclays

    Wealth Planner

    1 day ago

    Barclays London, United Kingdom

    **Wealth Planner - Assistant Vice President** · **London** · **IAR** · This role is deemed as a Certified role under the PRA & UK Financial Conduct Authority - Individual Accountabilities Regulations and may require the role holder to hold mandatory regulatory qualifications or t ...

  • Oval Recruit Ltd.

    Junior Wealth Planner/Paraplanner

    3 weeks ago

    Oval Recruit Ltd. London, United Kingdom

    Junior Paraplanner/Wealth Planner - Leading Specialist Wealth ManagerLondon - to £43,000 + excellent package and career prospects and training packageAn award winning specialist Wealth Management firm who provide outstanding Financial Advice and Investment solutions to HNW Privat ...

  • BWD Search & Selection Ltd

    Wealth Planner

    2 days ago

    BWD Search & Selection Ltd London, United Kingdom

    One of the most prestigious and highly respected names in the wealth management industry are seeking two Wealth Planners to their London team. · Managing existing client relationships, and working closely with colleagues in Portfolio Management, the role will involve providing co ...

  • Barclays

    Wealth Planner

    6 days ago

    Barclays London, United Kingdom

    **Wealth Planner** · **London** · This role is deemed as a Certified role under the PRA & UK Financial Conduct Authority - Individual Accountabilities Regulations and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet int ...

  • MASECO Private Wealth

    Wealth Planner

    3 weeks ago

    MASECO Private Wealth London, United Kingdom

    The ability to interact with staff (at all levels) in a fast-paced environment, sometimes under pressure while remaining calm and flexible, proactive, resourceful and efficient with a high level of professionalism and confidentiality is crucial to this role. Strong written and ve ...

  • Idex

    Wealth Planner

    3 weeks ago

    Idex London, United Kingdom

    This is a truly EXCEPTIONAL opportunity for a Chartered Financial Planner to join this prestigious, award-winning, boutique Chartered Financial Planning practice. · Offering technology led, full-service advice this company truly encapsulates 'next generation' financial planning u ...

  • Oval Recruit Ltd.

    Junior Wealth Planner/Paraplanner

    1 week ago

    Oval Recruit Ltd. Camden Area, United Kingdom

    Junior Paraplanner/Wealth Planner - Leading Specialist Wealth Manager · London - to £43,000 + excellent package and career prospects and training package · An award winning specialist Wealth Management firm who provide outstanding Financial Advice and Investment solutions to HNW ...

  • Oval Recruit Ltd.

    Junior Wealth Planner/Paraplanner

    1 week ago

    Oval Recruit Ltd. Camden Area, United Kingdom

    Junior Paraplanner/Wealth Planner - Leading Specialist Wealth Manager · London - to £43,000 + excellent package and career prospects and training package · An award winning specialist Wealth Management firm who provide outstanding Financial Advice and Investment solutions to HNW ...

  • Cameron James

    Wealth Planner

    1 week ago

    Cameron James London, United Kingdom

    You will be expected to have some clients to bring across as well as grow your clients through networking, Prospecting, introducers and referrals. There will also be leads provided by the company. · You will have back office support to include, Paraplanning, Marketing and Complia ...

  • mbf.

    Associate Wealth Planner

    2 weeks ago

    mbf. London, United Kingdom

    A high end, boutique advisory practice currently requires a Associate Wealth Planner/Paraplanner to join their team. Based in their prestigious West offices (required to be in office only two days per week), you will be working on a 1-2-1 basis with oneof the Managing Partners pr ...

  • Davies Resourcing

    Paraplanner - Ifa Wealth Management

    18 hours ago

    Davies Resourcing London, United Kingdom

    My client is a well-established Independent Financial Advisors with a strong ultra net worth client base. Due to acquisition of 2 other IFA businesses the group are now seeking additional Paraplanners. This is a hybrid role 3 days in the London office. · Experience in a paraplann ...