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Paraplanner
4 days ago
Financial Divisions London Area, United KingdomParaplanner £35k - £45k - City of London - 3 days WFH after probation - Either diploma qualified, possibly 1 or 2 exams away from completion · My client are a boutique Chartered independent wealth planning firm in Central London who offer whole of market financial advice to HNW r ...
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Paraplanner
4 days ago
mbf London Area, United KingdomJob Title: Paraplanner · Company: Leading Wealth & Investment Management Firm · Location: London (Hybrid working with up to three days work from home) · Salary: Up to £53,000 per annum, plus bonus and benefits · Are you an experienced Paraplanner looking to join a prestigious Wea ...
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Paraplanner
3 days ago
Financial Divisions London Area, United KingdomParaplanner £35k - £45k - City of London - 3 days WFH after probation - Either diploma qualified, possibly 1 or 2 exams away from completion · My client are a boutique Chartered independent wealth planning firm in Central London who offer whole of market financial advice to HNW ...
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SENIOR PARAPLANNER
4 days ago
Financial Divisions London Area, United KingdomSENIOR PARAPLANNER ( Client facing) · North London · c £45/55k, hybrid working, Bonus, study, career development · My Client, an award-winning North London Financial Advisory firm, takes pride in providing a comprehensive financial planning service to both Private Clients and Cor ...
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Senior Paraplanner
3 days ago
Capio Recruitment London Area, United KingdomJob Title: Senior Paraplanner · Location: London · Salary: £45,000 - £60,000 · We are working with a highly reputable and well-established Chartered Financial Planning firm who are looking for a Senior Paraplanner to join their office in London. Our client has a strong trac ...
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SENIOR PARAPLANNER
3 days ago
Financial Divisions London Area, United KingdomSENIOR PARAPLANNER ( Client facing) · North London · c £45/55k, hybrid working, Bonus, study, career development · My Client, an award-winning North London Financial Advisory firm, takes pride in providing a comprehensive financial planning service to both Private Clients and ...
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diploma qualified paraplanner
2 weeks ago
Financial Divisions London Area, United KingdomDIPLOMA QUALIFIED PARAPLANNER · City of London · c £43/50k, exceptional benefits package, career opportunity and 2 days in the office · This is an incredibly exciting opportunity as a Paraplanner being part of a structured team of a multi-award-winning business. Based in the City ...
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diploma qualified paraplanner
2 weeks ago
Financial Divisions London Area, United KingdomDIPLOMA QUALIFIED PARAPLANNER · City of London · c £43/50k, exceptional benefits package, career opportunity and 2 days in the office · This is an incredibly exciting opportunity as a Paraplanner being part of a structured team of a multi-award-winning business. Based in the C ...
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FULLY CLIENT FACING SENIOR PARAPLANNER
2 weeks ago
Financial Divisions London Area, United KingdomFULLY CLIENT FACING SENIOR PARAPLANNER ( Supporting Senior Director) · London-To c £70k , study to complete Chartered Status, hybrid working, beautiful working conditions, excellent social environment, long list of benefits. · Join this award-winning independent London based fi ...
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Trainee Financial Adviser
4 days ago
Bruin London Area, United KingdomAccount Executive / Trainee Financial Adviser · London · A Boutique firm of Financial Planners are seeking an experienced Financial Planning Administrator / Paraplanner to join the team in London as an Account Executive / Trainee Financial Adviser. · The firm are looking for an ...
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Business Development Associate
4 days ago
Mason Blake London Area, United KingdomOur client is a leading Venture Capital Firm, renowned for their culture and client-centric approach. Due to continued business success, they are now looking to recruit a Business Development Associate to join their high-performing Retail Sales department on a permanent basis. · ...
Paraplanner - Camden Area, United Kingdom - Financial Divisions
Description
2 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, accumulators, local families and SME owners based across London and Southeast.
The advisers offer advice on pensions, investments, tax planning, estate planning, retirement planning, cashflow modelling, protections (both personal and business), esoteric investment schemes as well as having a separate mortgage department.
The Advisers are supported by a highly experienced team of pooled Administrators & Paraplanners of which I have placed 20+ members of them over the past 5 years.
They are pushing the business forward in a positive fashion following a recent acquisition and some senior hires within the business who are making many positive changes to the business.
The Managing Director is creating 2 brand new roles for Paraplanners.You will occasionally attend meetings and be well versed in fund research, suitability report writing, calculations and creating illustrations to present to clients.
Both roles require a candidate to be Level 4 Diploma qualified as a minimum. You will receive a full study support package towards achieving Chartered Status.Senior Paraplanner – Must be Diploma Qualified and working to Chartered
Working on a 1-2-1 basis with the Managing Director
Salary - £55k - £65k
Must be diploma qualified and close to Chartered
Benefits:
pension, death in service cover, income protection,
25 days holiday + bank holidays
Paraplanner – Must be Diploma Qualified
Salary:
£45k - £50k
3 days in the office per week after initial onboarding
Full study support towards Chartered status
Benefits:
pension, death in service cover, income protection,
25 days holiday + bank holiday
If either of these roles sounds of interest or any other roles I am working on please get in touch -
