Jobs
>
London

    Paraplanner (Fully remote) - Camden Area, United Kingdom - Financial Divisions

    Financial Divisions
    Financial Divisions Camden Area, United Kingdom

    1 week ago

    Default job background
    Description
    Paraplanner (fully remote)
    London area
    C £40,000 and benefits

    The Opportunity

    My client is a highly successful Financial Adviser who has recently started their own boutique independent practice, and now needs to recruit a competent, technically skilled diploma qualified paraplanner to provide 100% support to her and her longstanding clients.

    As a boutique business the role will be fully remotely based with monthly team meetings and periodic training sessions in the City of London.

    This represents an excellent opportunity for an established and confident Paraplanner to work autonomously and provide an excellent service to the practice's clients.

    The Role
    As the Paraplanner, duties will include (but not be limited to):
    Conducting research based on meeting clients financial needs and objectives
    Understanding investment portfolio analysis
    Compiling investment/pension/protection illustrations and documentation
    Creating and preparing technical suitability reports
    Ensuring FCA regulations and compliance are met
    Supporting with ad hoc projects and tasks where required
    Reviewing and understanding existing scheme information from providers.
    Using research tools / systems to complete detailed analysis
    Cashflow modelling
    Complying with the relevant compliance, TCF, T&C and, financial crime (anti-money laundering, data security, anti-bribery, fraud and corruption) procedures of the firm at all times

    About you

    As an experienced Paraplanner, you will have:


    Experience in a paraplanning role, preferably within an independent or whole-of-market practice, although candidates from restricted environments will also be considered.

    Qualification to a minimum of Level 4 Diploma standard.


    Overall knowledge of key areas of financial planning and advice – Pensions (including switching and pension sharing orders), Investments, IHT and Estate planning and personal and business protection.

    The ability to understand and interpret a cash flow forecast and summarise the key points

    An understanding of writing styles, grammar, punctuation, avoidance of jargon and an understanding of the audience

    The ability to interpret complex planning into clear and concise reports

    Understand and apply FCA suitability requirements

    Excellent Word and Excel skills

    Essentially the ability to work autonomously and unsupervised, and to always have the clients' best interests in mind in all aspects of the role

    In summary

    This is a fantastic opportunity for a talented, professional Paraplanner looking to join a boutique practice where the client always comes first and provide a fundamentally essential role in the business to ensure ongoing success.

    If this is opportunity is of interest, please either call Jim Maddison on or send a copy of your CV to
  • CV Elite Ltd

    Paraplanner

    1 week 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 ...

  • Ortus PSR

    Paraplanner

    3 weeks 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 ...

  • PB Recruitment Consultants Ltd

    Paraplanner

    2 weeks 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 ...

  • Recruitment Connection Ltd

    Paraplanner

    1 week ago

    Recruitment Connection Ltd Camden, United Kingdom

    **Trainee Paraplanner** · **London** · **C£ £ bonus and benefits** · **My client provides provides investment, pension, protection and estate planning advice to both corporate and individual clients. The company are seeking a Trainee Paraplanner to be based primarily the office a ...

  • Ortus PSR

    Paraplanner

    1 week ago

    Ortus PSR London, United Kingdom

    A highly successful IFA in London is looking to hire a Paraplanner to help support the 2 Advisers. The Management team is looking for someone who has good exposure to Paraplanning but wants to work on more technical cases. You will have the opportunity towork with 3 existing Para ...

  • Cranleigh Personnel

    Paraplanner

    3 weeks 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 ...

  • Recruit UK

    Paraplanner

    2 weeks 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 ...

  • Brevere Group

    Paraplanner

    2 weeks 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

    3 weeks 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

    3 weeks 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 ...

  • mbf.

    Paraplanner

    3 weeks 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 ...

  • Ortus PSR

    Paraplanner

    3 weeks 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 ...

  • eFinancialCareers

    Paraplanner

    2 weeks 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 ...

  • Reed Insurance

    Paraplanner

    2 weeks 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 ...

  • mbf.

    Paraplanner

    4 days ago

    mbf. London, United Kingdom

    mbf. is currently working with a boutique Financial Planning organisation with 8 staff managing £200M in assets under management, to recruit for a Paraplanner to join their team. · This will be based from the businesses London office and will offer hybrid working with up to 3 day ...

  • Rathbones Group Plc

    Paraplanner

    3 weeks 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 ...

  • Finlink Ltd

    Paraplanner

    1 week ago

    Finlink Ltd London, United Kingdom

    An excellent opportunity to join a highly successful, independent financial advisory firm who are directly authorised. They are part of a group of companies covering wealth management, asset management, health and corporate benefits. · They pride themselves on their traditional v ...

  • Ortus PSR

    Paraplanner

    1 week ago

    Ortus PSR London, United Kingdom

    There is an opportunity for an experienced Paraplanner to join an IFA firm in London, they are a personable team that is currently growing. They provide informed, impartial and independent advice to both individual and corporate clients focusing on providinga personal service. · ...

  • Search Consultancy

    Paraplanner

    4 days 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 ...

  • Templewood Recruitment

    Paraplanner

    3 weeks 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 ...