Our client is one of the most respected and established brands in the market, with a Financial Planning proposition that services HNW and UHNW private and corporate clients. An excellent opportunity has arisen for an experienced paraplanner to join their London team, providing support to a number of top producing IFA’s. The ideal candidate will have attained the Diploma in Financial Planning, or be within 2 exams of full qualification. In a...
Due to expansion, an opportunity has arisen for an experienced Paraplanner to join a specialist UHNW focused IFA in the City of London. You will be working within a fast paced team who provide holistic financial advice to clients with investable assets upwards of £1M. You will be supporting two of the companies leading consultants and daily duties will include; conducting in depth research, producing fact-finds, writing bespoke client ...
A growing Chartered IFA practice based in the West End currently has a requirement for a Paraplanner to join their team. They are a small firm who are set up as a joint venture with both and Accountants and Solicitors. An investments focussed IFA (DFM is outsourced) dealing predominantly with the mass affluent market along with some HNW clients. Both career Paraplanners and those wanting to move into an Advisory role in the next 2 years wou...
A modern, fully fee based IFA Practice currently have a requirement for an experienced Paraplanner to join their busy team based in the City. My client is focussed on long term financial planning for our clients, using cashflow forecasting and a sophisticated investment process, supported by the Nucleus and 7IM wraps and FundsNetwork platform. You will be working alongside a team of other Paraplanners within a highly qualified suppor...
An established and thriving Wealth Management firm based in the heart of the City are seeking a Senior Paraplanner with whole of market experience to join their Private Client team. This is a fantastic opportunity for an experienced Paraplanner to take on an exciting new challenge providing full support to two whole of market Advisers, with additional support from the Private Client Administrator. Responsibilities include writing...
My client a boutique financial services firm in the heart of London are currently looking for a Financial Planning Technician with a Diploma in Financial Planning, qualification in Taxation (J01) and AF3 or equivalent. Job Purpose: Working alongside the Managing Director taking full responsibility for the client file from data gathering, analysis, production and implementation of the Financial Plan. Key Respon...
Ref: 1456 Paraplanner / Client Relationship Central London to £55,000 Opportunity: Technical paraplanning role with client relationship responsibilities. Environment: Boutique financial planning company with a unique wealth management offering. Responsibilities: Take responsibility for a portfolio of clients, managing ongoing relationships, cash flow analysis and forecasting, identify areas for plannin...
A fast paced Financial Advisory practice now seeking an experienced Paraplanner to provide assistance to their Senior Consultants within their City based offices. The successful candidate will be undertaking a variety of duties including; report writing, fund research, liaising with both Clients and Senior Financial Planners and attending client meetings when required. You will have experience as a Paraplanner within a similar remit and wil...
Our client is a niche HNW focussed Private Bank looking after National and Ex Pat clients. This bank is based in the City and very well established and require a paraplanner to join their team of support staff. You will work closely with the Chartered IFA's You must have experience as a paraplanner and be at least diploma qualified Basics circa £40K+ plus package and bonus Please call Jason Webber at Astr...
Our client is a well established and successful priate client IFA. Due to sustained growth they are looking to recruit an experienced and technical Paraplanner to join their growing team. Responsibilities: - Technical research and preparation for client meetings and attending client meetings where needed - Preparing client reports and suitability letters - Preparing pension transfer analysis reports<br ...
Our clients are based in the West end and are a small Niche HNW IFA with large HNW private client base. An opportunity has arisen for a paraplanner to join the existing support team. The role will be to provide full technical support to the director of the business and work along side the existing junior support staff. You will be expected to be able to work directly from client fact finds and provide recommendations, full product research and ...
This highly professional and successful Independent Financial Advisory practice seeks to recruit a skilled and experienced Paraplanner to join their team in Central London. The role involves providing dedicated support to a Senior Consultant providing fee based holistic wealth management services to HNW clients. Responsibilities will include conducting in depth research and producing bespoke client reports. You will ensure that the b...
Our client, a successful, prestigious and well established chartered IFA practice is seeking a professional and intelligent individual to join their team. You will be a Career Paraplanner with a strong desire to advance your career in terms of responsibility, skills and qualifications. You must have a great technical knowledge of pensions and investments, be progressing or have obtained Diploma status and have first ...
7 jobs matching this search were posted in the last week
We are currently working with a leading Wealth Management business on an exclusive basis to recruit a Technical Paraplanner to join the London Head Office. This Wealth Management business are very well respected and form part of a larger Investment Management organisation. This role will be working on a one to one basis with one of the businesses leading Advisers, therefore experience within a similar role is a must. You should...
An exciting opportunity to join one of the UK's leading Wealth Management organisation who currently have a requirements for an enthusiastic Trainee Paraplanner to join their London operation. You will be working in a busy team alongside other technical support staff providing both administration and low level paraplanning support. The role will involve providing support by way of client liaison over the telephone, obtaining quotes an...
Are you a proven Paraplanner looking to play their part in a small but very successful financial planning team in London? Then I have an excellent opportunity for you In this role you will be working with the financial advisers, providing expertise and assistance as required. This involves undertaking whole of market research, preparing bespoke client reports and recommendations in all areas of business to include pension transfers...
An excllent opportunity has arisen for an experienced investments focused Paraplanner working within a successful and fast paced Wealth Management organisation in Central London. This is a forward thinking, dynamic organisation that provide holistic financial advice to an established HNW client bank, therefore previous experience within a similar role is essential. You will be working within a team supporting Senior Adviso...
Award winning progressive IFA practice based in the City requires an accomplished Paraplanner with a strong knowledge of Pension and Investment products to join their busy team. The role will see you supporting Senior Consultants who provide holistic financial planning advice to a UHNW client bank. Your duties will include research, preparing suitability letters and annual reports and making recommendations for client meetings. ...
Ref: 1449 Paraplanner Central London to £45,000 Bonus Bens Opportunity: Paraplanner role to a director dealing with very investment focussed clients. Environment: An established IFA providing bespoke financial planning and discretionary fund management services to HNW clients. Responsibilities: This is the paraplanner in a team supporting a busy director focussing on investment clients. There is...
Diploma Paraplanner London - West £35,000 - plus bonus Our client is a HNW Wealth Management business and they are now looking to expand its technical team by recruiting for a Diploma Paraplanner. You duties will be to support a number of their top IFA's with all aspects of Paraplanning. You must be full Level 4 Diploma and have a solid work history in a Paraplanni...
Paraplanner Central London / Home based. Competitive salaried package. My client is a successful FSA registered financial planning and tax consultancy with established operations throughout Southern Europe and the UK. The company is ideally looking for a level 4 Paraplanner with experience in investment and retirement planning (Pensions included) to work in the company’s London office or a home / o...
A recognised, professional IFA; based in the City, currently have an exciting opportunity for a knowledgeable Diploma-qualified Paraplanner to join their growing, well-regarded company. Within this role, the incumbent will be responsible for providing efficient professional support to a Financial Advisor working within the Life and Pensions market. More specifically, this role will focus on developing professional relationships with ...
We currently require an experienced Paraplanner to join a leading Investment Management Business with offices across the Globe. This particular role will be based in the London office and will be working within the Wealth Management division. This Organisation is strictly high net worth and only deal with Client’s who have in excess of £1Million AUM. You will be working alongside a number of the markets leading Wealth Management ...
The role will be to support the IFAs and work closely with the paraplanners. The main activities of the firm are not focused in one particular area of advice but rather spread across the whole range of full financial planning and asset management. The team are highly motivated, enthusiastic and there is always the opportunity for the right person to progress within the company who encourages and supports staff ...
A leading National IFA currently have an opportunity for an enthusiastic Paraplanner to join and provide assistance to a high-net worth Financial Planning team in either London or Surrey. The successful applicant should be Diploma qualified with previous experience of working within an IFA environment. Candidates should also express energy and drive in order to make the most of this great opportunity to progress their career. You will be in...
