-
Paraplanner / Wealth Administrator
3 weeks ago
Bayford Hale Camden Area, United KingdomA fantastic opportunity to work for an established independent wealth manager firm based in London. They offer excellent advice to their family offices and private clients and support their employees to develop in their roles. · Responsibilities: · Being key support to Client Par ...
-
Paraplanner
3 weeks ago
Financial Divisions Camden Area, United Kingdom2 x Paraplanner Vacancies – Up to £65,000 - Chartered IFA firm - West End Offices (Central London) · 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, accu ...
-
Wealth Planning Assistant
2 weeks ago
Cameron Kennedy London Area, United KingdomWealth Planning Assistant · Guildford · Up to £38k · Summary/Job Purpose · Provide administrative support to Wealth Planners to help to deliver good client outcomes. Work efficiently and effectively adhering to the Company's processes within the compliance framework. Be the firs ...
-
Chartered Financial Planner
3 weeks ago
IDEX Consulting Ltd Camden Area, United KingdomFinancial Planner · Salary: >£100k + bonus, benefits, full back office support · London · This is an exceptional opportunity in London for a high quality, experienced Chartered Financial Planner to work for an Chartered Independent Financial Planning practice with offices based i ...
-
Financial Planner
1 week ago
St. James's Place London Area, United KingdomWe are looking for a Financial Planner or aspiring adviser to join one of our most established practices, One Wealth based in Canary Wharf. · The role requires a level 4 Diploma in Regulated Financial Planning (RDR compliant) or equivalent qualification. Whether you are part or ...
-
Financial Planner
5 days ago
Recruit UK | Certified B Corp™ London Area, United KingdomJob Title: Financial Planner · Ref: 9048 · Location: UK Wide (Home Based) · Salary: £60,000 with first year OTE of £120,000 · Recruit UK is working with a successful Wealth Management company which is growing its UK Financial Planning team. They have opportunities across the UK ...
-
Paraplanner
3 weeks ago
Financial Divisions London Area, United Kingdom2 x Paraplanner Vacancies – Up to £65,000 - Chartered IFA firm - West End Offices (Central London) · 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, ac ...
-
Wealth Planning Assistant
2 weeks ago
Cameron Kennedy London Area, United KingdomWealth Planning Assistant · Guildford · Up to £38k · Summary/Job Purpose · Provide administrative support to Wealth Planners to help to deliver good client outcomes. Work efficiently and effectively adhering to the Company's processes within the compliance framework. B ...
-
Wealth Manager
3 weeks ago
JCW Group Camden Area, United KingdomOur client are a growing Investment and Wealth Management firm in London. At present they're looking for an experienced Wealth Planner, who will play a pivotal role in providing comprehensive financial planning services to their high-net-worth clients. You will collaborate closel ...
-
Complaints Handler
3 weeks ago
Bruin London Area, United KingdomI've just taken on an exciting, new mandate from a growing client, based in London, who are looking for a candidate to join on an initial 12 month FTC. · They're looking for someone that's comfortable investigating and assessing complaints, preferably from a wealth management bac ...
-
Paraplanner
3 weeks ago
Tate Recruitment Camden Area, United KingdomParaplanner · Location: London · Department: Financial Planning Team · Employment 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 ...
-
Paraplanner
3 weeks ago
Financial Divisions London Area, 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 ...
-
Client Services Executive
3 weeks ago
Premier Group Recruitment Camden Area, United KingdomAn exciting opportunity has come up to work for a multi-award-winning Financial Advisor, and my client is looking for a Client Experience Executive (Private Wealth) to help deliver client services proposition by delivering a first-class support service to Private Client Partners ...
-
Financial Planner
3 weeks ago
St. James's Place Camden Area, United KingdomWe are looking for a Financial Planner or aspiring adviser to join one of our most established practices, One Wealth based in Canary Wharf. Navigation pride themselves on lifestyle based Financial Planning and building long term relationships with clients over the long term. · Th ...
-
Financial Planner
3 weeks ago
Jenson Fisher Camden Area, United KingdomMy client are a fast growing start up looking to change the face of financial advice and the way it's delivered in the UK. They firmly believe that a human adviser needs to be at the heart of every client relationship, however by leveraging technology they can empower their advis ...
-
Complaints Handler
3 weeks ago
Bruin London Area, United KingdomI've just taken on an exciting, new mandate from a growing client, based in London, who are looking for a candidate to join on an initial 12 month FTC. · They're looking for someone that's comfortable investigating and assessing complaints, preferably from a wealth management ba ...
Junior Wealth Planner/Paraplanner - Camden Area, United Kingdom - Oval Recruit Ltd.
Description
Junior Paraplanner/Wealth Planner - Leading Specialist Wealth ManagerLondon - 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
