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Financial Paraplanner
Found in: Jooble UK O C2 - 2 days ago
Financial Divisions City of London, Greater London, United KingdomParaplanner - 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 ...
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Paraplanner
Found in: Ziprecruiter UK C2 - 1 day ago
Financial Divisions City of London, United KingdomJob Description · Paraplanner - City of London - £55k + Bonus + Benefits – Hybrid · Our client, a Leading City Institution renowned for delivering high-quality advice and exceptional service, is recruiting an experienced diploma qualified Paraplanner to bolster their ranks. With ...
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Trainee Financial Planner
Found in: Appcast UK C C2 - 5 days ago
mbf City Of London, United KingdomWe are partnering with a reputable advisory consultancy specialising in financial planning services for corporate clients, with a strong emphasis on the Independent Schools sector. Renowned for delivering tailored solutions and exceptional client service, our client is seeking a ...
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Paraplanner
Found in: Jooble UK O L C2 - 1 day ago
Financial Divisions City of London, Greater London, United KingdomParaplanner - supporting 2 high billing AdvisersAttend client meetings on a weekly basisCity of London offices - 2 days in the office per week after training£40,000 - £50,000 basic salary + bonusRoute to be an Adviser in 3 - 5 yearsMy client is a Chartered independent wealth plan ...
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Trainee Financial Planner
Found in: Jooble UK O L C2 - 4 days ago
mbf City of London, Greater London, United KingdomWe are partnering with a reputable advisory consultancy specialising in financial planning services for corporate clients, with a strong emphasis on the Independent Schools sector. Renowned for delivering tailored solutions and exceptional client service, our client is seeking a ...
Financial Paraplanner - City of London, Greater London, United Kingdom - Financial Divisions
Found in: Jooble UK O L C2 - 1 day ago
Description
Paraplanner - supporting 2 high billing AdvisersAttend client meetings on a weekly basisCity of London offices - 2 days in the office per week after training£40,000 - £50,000 basic salary + bonusRoute to be an Adviser in - 5 yearsMy 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. 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.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.
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.
Contact Peter Fozard at Financial Divisions.