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Paraplanner
Found in: SonicJobs Direct Apply UK - 6 days ago
Templewood Recruitment London, United Kingdom Full timeThis 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 ...
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Paraplanner
Found in: Ziprecruiter UK C2 - 1 day ago
Financial Divisions London, United KingdomJob 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 · Adviser solely manages c.£200m AUM · Offices in the City of London · 4 days per week in the office · My client is a Chartered ...
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Paraplanner
Found in: Jooble UK O C2 - 5 days ago
Heat Recruitment Ltd United KingdomParaplanner · Sheffield · GBP28-32K · Monday to Friday · Are you looking for an opportunity to join an established firm, with opportunity to grow and develop its more senior positions? · Perhaps you feel a lack of support in your role? · Or simply looking for a change? · I ...
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Junior Paraplanner/paraplanner
Found in: Jooble UK O C2 - 5 days ago
Artemis Recruitment Consultants Ltd London, United KingdomType of Position: Junior Paraplanner - London (1) · Junior Paraplanner - London · We are looking for a Junior Paraplanner to join our client's wealth management company in London. · Your role will be to assist Financial Advisers in financial research for their clients, writing ...
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Paraplanner
Found in: Click to Hired UK C2 - 3 days ago
Enver Wealth Management Ltd London, United Kingdom Permanent, Full timeJob Title: Paraplanner · Location: Holborn · Salary: £35,000 - £43,000 per annum doe · Job type: Full-time, Permanent · St. James's Place Wealth Management plc (SJP) is a leading, and highly regarded FTSE 100 UK Wealth Management company which distributes a range of investment ...
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Paraplanner
Found in: Ziprecruiter UK C2 - 1 day ago
Fisher Investments London, United KingdomJob Description · The Opportunity: · The Paraplanner under Fisher Investments Europe's UK New Business team analyses prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation and structure suitability. Repor ...
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Paraplanner
Found in: Appcast UK C C2 - 4 days ago
Nelson Scott England, United KingdomJob Specification · We are currently recruiting for a Paraplanner to join our remote based team on a full-time, permanent basis. · Our Paraplanners contribute to group-wide requirements by taking an active role in supporting primarily our consultants along with other teams when ...
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Paraplanner
Found in: Ziprecruiter UK C2 - 1 day ago
RMK Talent Solutions - 0131 220 9041 London, United KingdomJob Description · This particular Paraplanner position sits within our clients New Business team in which you will analyses prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation and structure suitability ...
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Paraplanner
Found in: Jooble UK O L C2 - 5 days ago
Nelson Scott England, United KingdomJob Specification We are currently recruiting for a Paraplanner to join our remote based team on a full-time, permanent basis. Our Paraplanners contribute to group-wide requirements by taking an active role in supporting primarily our consultants along with other teams when requi ...
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Paraplanner
Found in: Jooble UK O C2 - 3 days ago
CV Elite Limited United KingdomParaplanner, 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 (Dip ...
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Paraplanner
Found in: Appcast UK C C2 - 1 day ago
RMK Talent Solutions - 0131 220 9041 London, United KingdomThis particular Paraplanner position sits within our clients New Business team in which you will analyses prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation and structure suitability. Reporting to you ...
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Paraplanner
Found in: Appcast UK C C2 - 1 day ago
Financial Divisions London, United KingdomSenior Paraplanner · £55,000 - £65,000 basic salary + bonuses (£70k+ take home) · Work on a 1-2-1 basis with an a high billing adviser · Adviser solely manages c.£200m AUM · Offices in the City of London · 4 days per week in the office · My client is a Chartered independent wealt ...
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Paraplanner
Found in: Jooble UK O L C2 - 6 days ago
Financial Divisions London, United KingdomSenior Paraplanner£55,000 - £65,000 basic salary + bonuses (£70k+ take home)Work on a 1-2-1 basis with an a high billing adviserAdviser solely manages c.£200m AUMOffices in the City of London4 days per week in the officeMy client is a Chartered independent wealth planning busines ...
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Paraplanner
Found in: Talent UK 2A C2 - 2 days ago
mbf. London, United KingdomWe are currently working with a national Wealth Management organisation to recruit an experienced Paraplanner. As a leading employer in the Financial Planning market, this company recognise the importance of offering flexibility to their staff and as such, they offer hybrid worki ...
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Paraplanner
Found in: Jooble UK O C2 - 3 days ago
Northampton Business Directory United KingdomParaplanner · Market Harborough · 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 exper ...
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Paraplanner
Found in: Appcast UK C C2 - 3 days ago
IDEX Consulting Ltd England, United KingdomMy client is currently looking for an experienced Paraplanner to join their team in Manchester. · What will you be doing? · Preparing suitability reports and provide technical research services holistically across a broad range of financial products to a team of Financial Planner ...
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Paraplanner
Found in: One Red Cent EUR eFC C2 - 1 day ago
Quilter London, United Kingdom Full timeWhat the Hiring Manager Says · An exciting opportunity has arisen for an individual to join the Paraplanning team. You will be part of the London region and will be working within a pod structure environment, where organisation, teamwork and communication is vital. This role is ...
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Trainee Paraplanner or Paraplanner
Found in: Jooble UK O C2 - 3 days ago
Illingworth Seddon Limited United Kingdom Full timeCheshire · The Old Mill, Old Mill Pl, Tattenhall, Chester CH3 9RJ · Merseyside · 28a Market St, Hoylake, Wirral CH47 2AF · Cumbria · Suite 6, Marl Business Hub, Ulverston LA12 9BN · Trainee Paraplanner · 11 February 2022 · An exciting opportunity has arisen for a Trainee ...
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Paraplanner
Found in: beBee S2 UK - 2 days ago
Idex London, United KingdomAn opportunity has become available for a Paraplanner in London to join a growing financial planning firm that offer hybrid working and a superb working environment with fantastic career opportunities. This organisation provide a technology based financial advice service with cli ...
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Paraplanner
Found in: Talent UK 2A C2 - 2 days ago
mbf. London, United KingdomJob Title: Paraplanner · Company: Leading Wealth & Investment Management Firm · Location: London (Hybrid working with up to three days work from home) · Salary: Up to £53,000 per annum, plus bonus and benefits · Are you an experienced Paraplanner looking to join a prestigious Wea ...
Paraplanner - London, United Kingdom - Financial Divisions
Description
Paraplanner - supporting 2 high billing Advisers
Attend client meetings on a weekly basis
City of London offices - 2 days in the office per week after training
£40,000 - £50,000 basic salary + bonus
Route to be an Adviser in 3 - 5 years
My client is a Chartered independent wealth planning business with offices in the City of London who have been operating for over 20 years. They have an excellent reputation providing very solid financial advice to HNW & UHNW City professionals, families, business owners retirees and accumulators. Many fall into the HNW & UHNW category with over £1m of assets to invest. This business has a team of highly experienced Chartered Planners and a full administrative and paraplanning team who support them in a smooth and effective fashion. The paraplanners are managed by a dedicated Head of Paraplanning who you will report into.
2 of the top billing advisers work in a pod system and share administrative and paraplanning support. They work closely together and are seeking a brand-new Paraplanner who can offer technical support to their respective clients. The role will be working across, pensions, investments, tax planning, IHT planning, protections and cashflow modelling. The role will be office based to begin with then reverting to 2 days in the office per week. But you can be more office based if you wish. You will be diploma qualified and if you are sitting any exams towards your chartered status, a package of study support will be given to you.
My client are looking for a Paraplanner with a minimum of 18 months of paraplanning experience and are willing to offer £40,000 - £50,000 basic salary plus a comprehensive benefits package and bonus. There is a route to being an Adviser in 3 - 5 years. If a supportive environment where all the staff actively help each other and want to gain the most out of their work is appealing to you whilst also having some fun along the way then this role will be perfect for you.
If this role sounds of interest or any other roles I am working on please get in touch. Contact Peter Fozard at Financial Divisions.
