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...
Clark James Financial Services are working with a highly professional Independent Financial Advisers who are seeking an experienced Paraplanner to join their London Office, to provide technical expertise and support to the Financial Consultants. Key Responsibilities: Analyse client portfolios and produce technical suitability reports for the Consultants. Conduct extensive research on Financ...
A first class opportunity has arisen for a Diploma Paraplanner for a leading financial practice based in Finchley You will be expected to provide a complete administration service for the Advisers, within Private Wealth. The role will require you to deliver a high level of technical support for the Adviser, to assist them in the procurement and processing of new business and the servicing of existing clients, whilst adh...
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...
Professional Practice currently require a Paraplanner to be based at their offices in London. Analysing Client portfolios and producing technical reports for Consultants and Directors. Creating and maintaining Client files, you will draft reports and letters on specific client planning issues. As a Paraplanner, you will be responsible for supporting Consultants and will handle and resolve the day to day queries relating to both new and exis...
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 ...
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...
Our client is an established Financial Services practice providing high quality financial planning advice to their HNW client portfolio. They now have an exciting opportunity for an experienced paraplanner to join their fast paced London office, and provide assistance to the Senior Manager and highest producing Adviser, by undertaking a variety of duties including; report writing, fund research, liaising with both Clients and Senior Fin...
Due to expansion this investment orientated and highly successful firm of Wealth Management Advisor's are now seeking to recruit an experienced and technically competent paraplanner to provide a superior level of support to their established and highly respected IFA's. You will responsible for a wide range of paraplanning related duties including technical report writing, research and analysis. You will also be involved in a wide range of c...
Standard pay of £205 per day PLUS however this is open to discussion at selection stage. A great opportunity has become available for a Pensions Claims Handler to join a market leading organisation. As a Pension Claims Handler you will be required to work on cases about a broad range of pension complaints including advice suitability and administration. Claims Handler will posses the following attributes: - Experi...
The financial planning division of this leading firm of Chartered Accountants is now seeking an additional Paraplanner to be based out of their flagship City offices. This is both a varied and challenging position where you will for with the Financial Planning, with responsibility got providing technical expertise and assistance. This will include: Undertaking whole of market research Preparing bespoke client re...
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...
7 jobs matching this search were posted in the last week
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 ...
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...
Our client is a boutique IFA practice based in North London who provide a holistic financial planning service to a loyal base of HNW private and institutional clients. Due to an increase in productivity, there is a requirement for an experienced Paraplanner to join the team, initially on a part-time basis, to support the Director of the business with report writing, research and general administrative duties. The ideal candidate will b...
