- You will have experience within the financial planning industry as a paraplanner to support your understanding of the processes we follow and the products we recommend, with a minimum requirement of Level 4 Diploma qualified.
- Experience using Financial Planning tools such as Voyant, Defaqto and FE Analytics.
- Have passion and enthusiasm in building sound financial plans for our clients and deliver positive client outcomes
- You need to be proficient in the use of Microsoft Office including Word, Excel, and Microsoft outlook
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mbf. London, United KingdomOur 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 ...
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Financial Paraplanner
21 hours ago
Financial Divisions United KingdomParaplanner – 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 ...
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Financial Paraplanner
3 days ago
Financial Divisions London, United KingdomFinancial 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 ...
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Financial Paraplanner
2 days ago
JDC London, United KingdomParaplanner (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 ...
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Financial Paraplanner
6 days ago
Tate Recruitment London, United KingdomParaplannerLocation: 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 ...
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Financial Paraplanner
1 day ago
Recruit UK | Certified B Corp™ United KingdomFinancial 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 ...
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Financial Paraplanner
1 day ago
Recruit UK | Certified B Corp™ United KingdomRecruit 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 ...
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Financial Paraplanner
1 week ago
Northampton Business Directory United KingdomHours - 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 experienced Paraplanner to join their frie ...
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Financial Paraplanner
1 week 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. 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 ...
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Financial Paraplanner
1 week 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 · 4 days per week in the office · My client is a Chartered independent wealth planning business with offices in Central London ...
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Financial Paraplanner
5 days ago
Quilter plc United KingdomThe National Hub is a place for individuals to thrive, embrace digital and deliver support to advisers and to our clients. Although we are a remote team, the team works as one unit and is very supportive. Success is measured by achieving a great case quality and completed in a ti ...
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Financial Paraplanner
6 days ago
Talent Finder Jobs United KingdomParaplanner | 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 ...
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Financial Paraplanner
2 days ago
Financial Divisions United KingdomMy 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 ...
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Financial Paraplanner
1 week ago
JDC London, United KingdomJob 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 ...
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Financial Paraplanner
1 week ago
IDEX Consulting London, United KingdomThey 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 ...
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Financial Paraplanner
1 day ago
Fairstone Group Ltd. London, United KingdomFairstone 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 ...
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Financial Paraplanner
8 hours ago
Financial Divisions London, United KingdomJob 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 ...
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Financial Paraplanner
1 week ago
JDC London, United KingdomParaplanner (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 ...
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Financial Paraplanner
4 days ago
IDEX Consulting Ltd United KingdomOur 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 ...
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Financial Paraplanner
1 week 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 (DipP ...
Financial Paraplanner - London, United Kingdom - Quilter plc
Description
You will be part of the London region and will be working within a pod structure environment, where organisation, teamwork and communication is vital.
I am looking for someone that can work in a team and can deliver on our customer promises and support our Financial Planners to deliver quality holistic financial advice.
You will need to be dedicated and willing to work hard and in turn we will support you with your training, an enthusiastic and supportive team environment together with a competitive salary and benefits package.
Level :
3
Contract type :
Permanent
The main purpose of this role is to provide Paraplanning support to Quilter Cheviot Financial Planning advisers to ensure full preparation of all necessary documentation and information for recommendation to be delivered by advisers.
This is a challenging and interesting role and would suit an individual with good Paraplanning/Report Writing experience and in-depth knowledge of the financial services industry; Quilter Cheviot Financial Planning advise individuals with high levels of investable assets and the role will involve working on suitability reports that frequently involve a range of sophisticated products and taxation aspects.
Additionally, you'll be required to have a thorough understanding of Quilter Financial Planning (QFP) Treating Customer Fairly (TCF) philosophy and ensure your knowledge is up to date through the training we provide and use this to process new business accurately within company SLAs.
To succeed in this post, you will have extensive organisational and planning skills, whilst also being able to pay attention to detail, especially when doing writing tasks.
Quilter Incentive Scheme:
All employees are eligible to participate in our incentive scheme, based on the company's performance and their contribution to it
Pension Scheme: 10% non-contributory company pension scheme that can be boosted through personal contributions
Private Medical Insurance:
Life Assurance: 4x your salary, cover can be increased at your own cost
In addition to our core benefits we offer a range of flexible benefits that you can choose from and pay for conveniently via a salary deduction.
Flexible WorkingSome roles lend themselves to flexible options more than others, so our talent acquisition team are on hand to discuss your needs.
Our purpose is to help the generations today and tomorrow to prosper.That means we must guide people through the complexity of planning for their future, with the right financial advice and investment solutions, so that they can have more secure financial futures.
In this ever-changing world, we see that our role in society has never been more meaningful, and we are committed to using our expertise and care to guide our customers through these challenging and unprecedented times.
We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care and creativity that we need, to help us get there.
We are passionate about building an inclusive culture where everyone's contribution is valued, and our people can thrive.Our people come from all kinds of backgrounds, and have a wide range of expertise, so we welcome your application regardless of your beliefs, culture, gender identity, ethnicity, sexual orientation and or disability.
Financial Paraplanner professionals in London
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Shingirai Mhike
Actuarial Science Graduate, Paraplanner