- You must hold your Level 4 Diploma in Financial Planning
- Knowledge of Full market independent financial advice offerings
-
Financial Paraplanner
5 days ago
Financial Divisions Maidenhead, Berkshire, United KingdomChartered Paraplanner - with pathway to directorshipHybrid Working - Based in Maidenhead, BerkshireUp to £55k basic salary + revenue related salary increases My client are a well-established Independent Financial Advice firm with offices based near Maidenhead. They offer whole of ...
-
Financial Paraplanner
1 week ago
Financial Divisions Maidenhead, Berkshire, United KingdomHybrid Working – Based in Maidenhead, Berkshire · Up to £65k basic salary + revenue related salary increases · My client are a well-established Independent Financial Advice firm with offices based near Maidenhead. They offer whole of market advice on Pensions, Investments, Tax ...
-
Financial Paraplanner
3 days ago
Financial Divisions Uxbridge, Greater London, United KingdomParaplanner – Route to Advisor with clients provided Hybrid Working – Based in Uxbridge, Middlesex · £50k and bonus · My client is a well-established Independent Financial Advice firm with offices based in Uxbridge. They offer whole of market advice on Pensions, Investments, Ta ...
-
Financial Paraplanner
6 days ago
Nigel James Associates Ltd Buckinghamshire, United KingdomRole Nigel James Associates are working on behalf of an established, HNW-UHNW Financial Planning company based in Bucks. The role will be supporting 2 of the company's most senior Financial Planners and their clients. · You will have an aptitude for dealing with HNW clients with ...
-
Financial Paraplanner
6 days ago
Nigel James Associates Ltd Buckinghamshire, United KingdomRoleNigel James Associates are working on behalf of an established, HNW-UHNW Financial Planning company based in Bucks. The role will be supporting 2 of the company's most senior Financial Planners and their clients. You will have an aptitude for dealing with HNW clients with com ...
-
Financial Paraplanner
1 week ago
Nigel James Associates Ltd Buckinghamshire, United KingdomNigel James Associates are working on behalf of an established, HNW-UHNW Financial Planning company based in Bucks. The role will be supporting 2 of the company's most senior Financial Planners and their clients. · You will have an aptitude for dealing with HNW clients with comp ...
-
Financial Paraplanner
1 week ago
Financial Divisions Uxbridge, Greater London, United KingdomHybrid Working – Based in Uxbridge, Middlesex · £50k and bonus · My client is a well-established Independent Financial Advice firm with offices based in Uxbridge. They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Mortgages and some Protections to we ...
-
Financial Paraplanner
18 hours ago
Financial Divisions Uxbridge, Greater London, United KingdomHybrid Working - Based in Uxbridge, Middlesex · £50k and bonus · My client is a well-established Independent Financial Advice firm with offices based in Uxbridge. They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Mortgages and some Protections to weal ...
-
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 ...
-
Financial Paraplanner
1 day 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 ...
-
Financial Paraplanner
2 days 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 ...
-
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 ...
-
Financial Paraplanner
3 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 ...
-
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 ...
-
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 ...
-
Financial Paraplanner
13 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 ...
-
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 ...
-
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 ...
-
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 ...
-
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 ...
Financial Paraplanner - Maidenhead, Berkshire, United Kingdom - Financial Divisions
Description
Chartered Paraplanner – With potential to become Financial Advisor Average Client £AUM between £750k-£1mHybrid Working – Based in Maidenhead, Berkshire
Up to £55k basic salary + revenue related salary increases
My client are a well-established Independent Financial Advice firm with offices based near Maidenhead.
They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Mortgages and some Protections to wealthy clients across the Southeast of England.
They also offer Wills and Trusts as well as Powers of Attorney assistance and a string of other services.They have a 30 year history in financial planning and have an established book of clients that continues to grow organically.
You will ensure that their wealth management needs are met, and that they continue to use and recommend this company's services.
This position is suitable to Paraplanners who are interested in the service and technical side of the job, and will appeal to those that prefer the offering of complete, holistic wealth management advice and truly working with the client's best interests in mind.
The role will lend itself to a career minded Paraplanner who not only the ability to nurture strong and ongoing relationships with their clients, but one that is also willing to share their knowledge and experience with the junior members of the team.
Based within commuting distance of Maidenhead – 1-2 days home workingIf you are working within a Private Client Wealth Management role, providing holistic paraplanning support to financial advisors then my client would like to talk to you.
If this role sounds of interest, please contact Ryan at Financial Divisions via email .
