Jobs
>
London

    Junior Paraplanner/Associate - Greater London, United Kingdom - Financial Divisions

    Financial Divisions
    Financial Divisions Greater London, United Kingdom

    1 week ago

    Default job background
    Description

    Job Description

    Junior Paraplanner/Associate – Route to Adviser

    Central London/Hybrid

    c £38,000 and bonuses/Study support/Benefits

    The Opportunity

    A superb opportunity to join a successful, expanding boutique IFA practice and take full responsibility for a key client support function within the business, ensuring the success of a client's outcome, whether that be the link between the advice provided to a client and its end implementation, or how clients are communicated with on an ongoing basis. This is a genuine opportunity to develop the role within the business an if desired take a full path to an advisory role in due course.

    The Role

    As an experienced junior Paraplanner, your duties will include (but are not limited to):

    Planning Meetings - Pre-Meeting – Arrange meetings, collect and prepare documentation for meetings (Client information, Agendas, Investment Reports and Risk Reviews). Post Meeting – Utilising streamlined reporting tool to confirm details to clients.

    Technology – The practice financial planning service is centred around the effective use of technology to streamline our processes.

    Compliance – In all aspects working within the compliance structures to better client outcomes.

    Communication – Liaising with clients as part of the implementation of their financial plans. Answering phone calls and managing client correspondence.

    Colllating, updating and managing client data, including managing CRM data and registers.

    Utilising and Improving processes – Playing a key role in both utilising and improving our processes and workflows.

    Shadowing the Directors of the business in planning meetings.

    This role could grow into either a full paraplanning or financial planner role.

    About you

    As a junior Paraplanner/Associate you will possess the following:

    An IFA/financial services background, with core administration functions and client contact exposure. This may be gained in a traditional IFA practice or a Platform provider

    Essentially experience of client contact, arranging meetings and dealing with queries, template suitability letters, creating valuations and meeting preparation, liaising with product providers, using technology specifically Dynamic Planner Elements (advantageous).

    Have passed a couple of R0 papers (Level 4 Diploma)

    Outstanding attention to detail.

    Ability to utilise and improve processes.

    Able to make effective individual decisions within a team environment.

    Knowledge of technology preferred – Dynamic Planner, Intelligent office, Voyant

    In summary

    This position represents an excellent opportunity to join a successful and growing firm in their field of expertise where you can play a major part in the development of the client service and support function of the business as it expands. This will enable you to build on your existing skills and knowledge and enjoy a long term, rewarding role within a supportive and encouraging environment, leading to a financial adviser role in due course (if desired).

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

  • Hudson Clarke Associates

    Junior Paraplanner

    6 days ago

    Hudson Clarke Associates London, United Kingdom

    **Junior Paraplanner - City of London - £30,000 to £40,000 dependent on experience - Full study support, career progression** · Do you want to work for a well established and highly regarded boutique Wealth Management organization that will fully support your studies, provide cle ...

  • Cranleigh Personnel

    Junior Paraplanner

    5 days ago

    Cranleigh Personnel London, United Kingdom

    **Junior Paraplanner** · **Based City, London** · **Salary - £30,000-£38,000 depending upon experience** · Are you a Junior Paraplanner considering your next job move? · Have you been promised multiple times that you can have more mentoring, exam support or pay rises, however it ...

  • Blakemore Recruitment

    Junior Paraplanner

    2 days ago

    Blakemore Recruitment London, United Kingdom

    Location - London · Salary - £38,000 · Blakemore Recruitment are currently recruiting for Junior Paraplanner on behalf of out award winning Independent Financial Advisory firm in London. · You will be working as part of a productive, high performing team to provide full support t ...

  • Your Resourcing Partner Limited

    Junior Paraplanner

    1 week ago

    Your Resourcing Partner Limited London, United Kingdom

    We are recruiting for a **Junior Paraplanner**for a successful partner practice of St. James's Place Wealth Management based in Knightsbridge, London on a full time basis. · **Role Overview**: · To provide technical administrative and general practice support to the company direc ...

  • Taylor James Professional Recruitment

    Junior Paraplanner

    2 days ago

    Taylor James Professional Recruitment London, United Kingdom

    Are you an experienced IFA/ Financial Services Administrator looking to join a firm committed to developing your technical skillset? · We are looking to speak with experienced administrators who are keen to acquire paraplanning experience moving forward. · Duties & responsibiliti ...

  • Financial Divisions

    Junior Paraplanner

    2 days ago

    Financial Divisions London, United Kingdom

    My client is a dynamic and forward-thinking Independent IFA Firm in London, who due to expansion are looking to take on a versatile and experienced IFA Administrator who is passionate about what they do. This role will offer full career progression and supportyou in becoming a Pa ...

  • Financial Divisions

    Associate Paraplanner

    2 days ago

    Financial Divisions London, United Kingdom

    My client is a prestigious Private Bank based in London who due to expansion are looking for an experienced Associate/Junior Paraplanner to join their dynamic team. The role has become available due to an internal promotion and now looking to take on someonenew that they can furt ...

  • Financial Divisions

    Associate Paraplanner

    1 week ago

    Financial Divisions London, United Kingdom

    My client is a prestigious Private Bank based in London who due to expansion are looking for an experienced Associate/Junior Paraplanner to join their dynamic team. The role has become available due to an internal promotion and now looking to take on someonenew that they can furt ...

  • Financial Divisions

    Junior Paraplanner/Associate

    6 days ago

    Financial Divisions London, United Kingdom

    Junior Paraplanner/Associate - Route to Adviser · Junior Paraplanner/Associate – Route to Adviser · Central London/Hybrid · c £38,000 and bonuses/Study support/Benefits · A superb opportunity to join a successful, expanding boutique IFA practice and take full responsibility f ...

  • Financial Divisions

    Junior Paraplanner/Associate

    2 weeks ago

    Financial Divisions London, United Kingdom

    Junior Paraplanner/Associate – Route to Adviser Central London/Hybrid · c £38,000 and bonuses/Study support/Benefits · A superb opportunity to join a successful, expanding boutique IFA practice and take full responsibility for a key client support function within the business, ...

  • Financial Divisions

    Junior Paraplanner/ifa Administrator

    1 week ago

    Financial Divisions London, United Kingdom

    We are presently supporting a forward-thinking Independent Wealth Management Firm in their recruitment of a IFA Administrator/Junior Paraplanner to join their team in London. · Our client offers a structured career path for their employees, and you are encouraged to study your in ...

  • Financial Divisions

    Junior Paraplanner/Associate

    1 week ago

    Financial Divisions London, United Kingdom

    Job Description Junior Paraplanner/Associate – Route to Adviser · Central London/Hybrid · c £38,000 and bonuses/Study support/Benefits · A superb opportunity to join a successful, expanding boutique IFA practice and take full responsibility for a key client support function wi ...

  • Financial Divisions

    Junior Paraplanner/Associate

    5 days ago

    Financial Divisions Greater London, United Kingdom

    Junior Paraplanner/Associate – Route to Adviser · Central London/Hybrid · c £38,000 and bonuses/Study support/Benefits · The Opportunity · A superb opportunity to join a successful, expanding boutique IFA practice and take full responsibility for a key client support function wit ...

  • Financial Divisions

    Junior Paraplanner/Associate

    1 week ago

    Financial Divisions London, United Kingdom

    Junior Paraplanner/Associate - Route to AdviserCentral London/Hybridc £38,000 and bonuses/Study support/BenefitsThe OpportunityA superb opportunity to join a successful, expanding boutique IFA practice and take full responsibility for a key client support function within the busi ...

  • Artemis Recruitment Consultants Ltd

    Junior Paraplanner/paraplanner

    1 day ago

    Artemis Recruitment Consultants Ltd London, United Kingdom

    Type of Position: Junior Paraplanner - London (1) · Junior Paraplanner - London · We are looking for a Junior Paraplanner to join our client's wealth management company in London. · Your role will be to assist Financial Advisers in financial research for their clients, writing ...

  • Financial Divisions

    Junior Paraplanner/Associate

    7 hours ago

    Financial Divisions London, United Kingdom

    Junior Paraplanner/Associate - Route to Adviser · Junior Paraplanner/Associate – Route to Adviser · Central London/Hybrid · c £38,000 and bonuses/Study support/Benefits · The Opportunity · A superb opportunity to join a successful, expanding boutique IFA practice and take fu ...

  • Financial Divisions

    Junior Paraplanner/Associate

    1 week ago

    Financial Divisions London, United Kingdom

    Junior Paraplanner/Associate – Route to AdviserCentral London/Hybridc £38,000 and bonuses/Study support/BenefitsThe OpportunityA superb opportunity to join a successful, expanding boutique IFA practice and take full responsibility for a key client support function within the busi ...

  • Fredericks & Partners

    Junior Associate

    1 day ago

    Fredericks & Partners London, United Kingdom

    Who You'll Work With · When you join Fredericks & Partners as a Junior Associate in our London office, you are joining a firm whose culture is distinctive and inclusive. We will accelerate your development as a leader to create positive, enduring change in the world. In this role ...

  • Salesforce

    Junior Associate

    1 week ago

    Salesforce London, United Kingdom

    **About Futureforce University Recruiting** · Our Futureforce University Recruiting program is dedicated to attracting, retaining and cultivating talent. Our interns and new graduates work on real projects that affect how our business runs, giving them the opportunity to make a t ...

  • DMJ Recruitment

    Junior Associate

    1 day ago

    DMJ Recruitment London, United Kingdom

    Location · **London** · - Salary · **Negotiable** · - Employment Type · **Permanent** · Posted about 07 hours ago · Ref.24248 · A highly rated US firm are offering a unique opportunity for a talented junior associate to become a pivotal member of their small, White Collar Crime t ...