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Experienced Technical Paraplanner
3 weeks ago
Financial Divisions London, United KingdomOur client a London based Chartered IFA firm have been operating for over 20 years and takes pride in providing a service of the highest degree to their clients resulting in regular referrals and recommendations adding to their successful growth. Workingwith HNW Private Clients, ...
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Experienced Paraplanner
2 weeks ago
Financial Divisions Oxted, United KingdomMy Client, a Chartered Financial Planning firm provides the highest level of advice across London and the southeast and is determined to remain independent into the future. Based now on referrals and recommendations, they are in need of yet another Paraplannerto their Business to ...
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Experienced Paraplanner
3 weeks ago
Apollo Private Wealth London, United Kingdom Full timeYour mission · As we continue to grow our practice, we are looking to recruit an experienced and ambitious Paraplanner to join our team and support the business's Wealth Advisers in ensuring that our clients continue to receive a first-class service. · We require are looking for ...
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Experienced Paraplanner
3 weeks ago
Quilter London (Greater), United Kingdom Full timeWhat the Hiring Manager Says · The National Hub is a place for individuals to thrive, embrace digital and deliver support to advisers and to our clients. The Adviser Support Centre is made up of individuals with a wide range of experience, across a wide range of case types. Alth ...
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Experienced Paraplanner
2 weeks ago
Financial Divisions Oxted, United KingdomMy Client is a Chartered Financial Planning firm and is well known in the local area for providing a first-class service to their Clients. Due to their immense success they are looking to expand their bonus by creating a robust structure to support theirexperienced and very bust ...
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Experienced Paraplanner
15 hours ago
Financial Divisions London, United Kingdom £43,000 - £45,000c £43/45k, exceptional benefits package, career opportunity and 2 days in the office · Based in the City of London, you will gain exposure to HNW technical cases working with Advisers providing expert financial advice to Private Clients, Corporates and Charities. ...
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EXPERIENCED CAREER PARAPLANNER
1 week ago
Financial Divisions London, United Kingdom Full timeThis is an excellent opportunity for an experienced career Paraplanner looking for the opportunity to be fully based from home after the initial training based in London. · Opportunity Highlights · ** Amazing opportunity to be based anywhere in the South of England whilst working ...
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Experienced Paraplanner with Adviser Progression
3 weeks ago
Westminster Wealth Management City of London, United Kingdom**Are you an experienced paraplanner wanting to progress your career in a more rewarding and supportive environment?** · Would you like to build on your paraplanning experience in a role offering variety, responsibility, support and training to Chartered Financial Planner status? ...
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Paraplanner / Experienced Administrator
1 week ago
Bayford Hale London, 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 PartnerSi ...
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EXPERIENCED CAREER PARAPLANNER
2 days ago
Financial Divisions South East London, United KingdomAs 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 serv ...
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Paraplanner / Experienced Administrator
1 week ago
Bayford Hale City of London, Greater London, 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. · Is your CV ready If so, and you are confident this ...
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Technical Paraplanner
2 weeks ago
Ortus PSR London, United KingdomA 10 person IFA in London is looking to hire an experienced Paraplanner to join their team consulting high-end clients. The Advisers have developed their client book over the past 25 + years and all their new businesses is via referrals. They are lookingto hire a Technical Parapl ...
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Paraplanner - Canary Wharf - London -
2 weeks ago
Financial Divisions London, United KingdomMy client is a prestigious independent IFA Practice in Central London. Due to expansion they are looking for an experienced Associate/Junior Paraplanner to join their dynamic team. The role has become available due to an internal promotion and they are nowlooking to take on someo ...
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Associate Paraplanner
2 weeks ago
Financial Divisions London, United KingdomMy 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 ...
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Associate Paraplanner
3 weeks ago
Financial Divisions London, United KingdomMy 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 ...
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Junior Paraplanner
3 weeks 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 ...
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Junior Paraplanner/ifa Administrator
3 weeks ago
Financial Divisions London, United KingdomWe 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 ...
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Senior Paraplanner
3 weeks ago
mbf. London, United KingdomWe are currently working on an exclusive basis with a National Wealth Management organisation to recruit an experienced Paraplanner to join their London office. · Our client is a highly reputable Wealth Manager with offices across the UK. Their current requirement is for an exper ...
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Trainee Paraplanner
2 weeks ago
Financial Divisions London, United KingdomMy 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 Trainee Paraplanner who is passionate about what they do. This role will offer full career progression andsupport you in becoming a ...
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Trainee Paraplanner
3 weeks ago
Financial Divisions London, United KingdomMy 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 Trainee Paraplanner who is passionate about what they do. This role will offer full career progression andsupport you in becoming a ...
Fully Remote Experienced Paraplanner - England, United Kingdom - Quilter
Description
What the Hiring Manager Says
The National Hub is a place for individuals to thrive, embrace digital and deliver support to advisers and to our clients. The Adviser Support Centre is made up of individuals with a wide range of experience, across a wide range of case types. Although we are a remote team, the team works as one unit and is very supportive. Success is measured by achieving a great case quality and cases completed in a timely manner.Because of the diversity of the work we do, no two days are ever the same & our paraplanners are the pivotal contact between the Advisers, Providers and Business Assurance.
-Paraplanning Operations Manager
About the Role
Level : 3
Department: QFA – Adviser Support Centre
Location : England – Fully Remote 35 hours per week, Monday - Friday (9am-5pm)
Contract type : Permanent
As an experienced Paraplanner in the Adviser Support Centre, you will work closely with advisers from within QFP and support adviser campaigns across the national.
You will build, develop, and maintain strong relationships with other Paraplanners, Financial Planners and Business Assurance Assessors to create comprehensive suitability reports that exceeds the minimum standard of quality that QFP expect to see.
Using research tools to analyse data, you will provide solutions to meet our client's needs and objectives and producing comprehensive reports to support the advice and the robust research done to support it.
During a usual day you will see yourself liaising with providers & advisor or both to obtain information and managing central data systems and trackers – always embracing digital ways of working and enhancing efficiencies.
This role will give you the opportunity to work with the wider QFA team to ensure contributions to the Quilter strategic priorities.
About You
Applications from people with diverse backgrounds enables our inclusive organisation to thrive. If you feel you don't match our job description exactly, why not take a chance on yourself and apply? You could be exactly what this role needs.
To succeed in this post, you will have extensive organisational and planning skills, whilst also being able to pay attention to detail, especially when doing writing tasks.
You naturally have a curious mind and are proactive in problem solving and know how to be resourceful.
Multi-tasking comes as second nature to you and enables you to meet tight deadlines, whilst still having a positive attitude to build strong relationships with both internal and external stakeholders.
You should have experience of working complex wealth & investment cases as a paraplanner, with a keen eye for detail and someone who prides themselves on great quality of work produced. You should be able to follow guidance and processes and strive for the best quality across all case types we advise on.
You will ideally be Diploma Qualified to Level 4 – (or working towards this). In addition to your extensive Paraplanner experience, you are proficient in the use of Microsoft Office including Word, Excel, and Microsoft outlook & and be comfortable using Microsoft Teams for daily meetings.
#LI-FD1
Core Benefits
Holiday: 26 days
Quilter Incentive Scheme: All employees are eligible to participate in our incentive scheme, based on the company's performance and their contribution to it
Pension Scheme: 10% non-contributory company pension scheme that can be boosted through personal contributions
Private Medical Insurance: Single cover as standard, cover can be increased at your own cost
Life Assurance: 4x your salary, cover can be increased at your own cost
Income Protection: 75% of salary payable after 26 weeks of absence
In addition to our core benefits we offer a range of flexible benefits that you can choose from and pay for conveniently via a salary deduction.