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...
One of London's top tier Wealth Management organisations currently has exciting opportunity for an experienced Paraplanner to work alongside their team of support staff and Financial Planners in providing advice to an UHNW UK and international client base. Working within these prestigious open plan offices, the duties of the successful Paraplanner will include research, report writing, client contact, maintaining compliant records and...
Must be Diploma level looking to work towards Chartered status, all of the team are diploma qualified and 50% are Chartered and above. Experience in a fee based environment Discretionary management, cash flow modelling and financial planning, analysis of existing investments and able to formulate advice with the Wealth Adviser Looking for stability and sensible/logical career choices on their CV The ro...
Our Wiltshire based client is currently looking to add to their busy and vibrant team, recruiting an adminstrator with a full and working knowledge of the financial industry and in particular with experience in a Whole of Market firm. Job Purpose Provide administrative support to Financial Planners enabling them to provide advice compliantly. This is to include assisting with research, portfolio reports and valuations, liaising...
Senior Paraplanner Central London To £75,000 My client is a successful IFA and wealth management business with offices in Central London. Supporting the Managing Director they are looking to recruit an exceptional and experienced paraplanner to take responsibility for the analysis, production and implementation of the financial plan. Candidates need to be suitably qualified with the d...
My client, accountancy andIFA firm, based in Liverpool, is looking for a Qualified Paraplanner who has experience within a similar role working within an IFA firm. You will have excellent communication, organisation and client care skills. You will be proactive, hands on and have a good understanding of IFA databases, systems and compliance. The role will be providing full paraplanning technical support to the Directors/IF...
Our client, a reputable wealth management firm, requires an experienced Paraplanner to work from their Leicester City Centre offices. Our client provides holistic financial planning solutions to both private and corporate clients; however the majority of their work is focused on HNW private client financial planning with case sizes on average of £500,000 upwards. You will have at least 5 years good paraplanning experience and be...
Our client, a high quality wealth management firm based in the Birmingham City Centre area requires an experienced Paraplanner to work from their prestigious offices. Our client provides holistic financial planning solutions to both private and corporate clients; however the majority of their work is focused on HNW private clients in the West Midlands and wider West Midlands region. You will have at least 7 years paraplanning experie...
Our client is a successful IFA within a niche Private Bank in the city The Director is looking for an experienced Paraplanner The role Provide analysis, detailed research of funds and providers, report writing and product recommendations for presentation to clients and/or reports for sending to clients Provide all advice within a strict ethical and compliance framework and under guidance from the senior par...
Our client is a successful IFA within a niche Private Bank in the city The Director is looking for an experienced Paraplanner The role Provide analysis, detailed research of funds and providers, report writing and product recommendations for presentation to clients and/or reports for sending to clients Provide all advice within a strict ethical and compliance framework and under guidance from the senior par...
We have numerous opportunities in London, Surrey, Berkshire, Hampshire, etc for experienced Paraplanners to join respectable IFAs. Ideally you will need to have achieved your diploma or be well on the way to achieving it. Competitive salaries and benefits are on offer. Please email your CV or call to discuss in confidence. If you would like to apply for this vacancy, please contact Jackie...
This highly successful IFA in the heart of the City is seeking an experienced IFA Paraplanner to cover an initial 6 month maternity cover. Proven experience of full paraplanning duties for an IFA is essential, along with professional qualifications. This is initially a 6 month contract to cover a period of maternity leave, however the contract could be extended and could possibly become a permanent position.</p...
An experienced paraplanner is required for a Chartered FP IFA practice in Surrey Ideally they are looking for someone with a CII Diploma or equivalent, but they will consider an experienced paraplanner who looking to become chartered Requirements: Experience of completing research and reports for investment and pension scenarios, particularly for more mature and high net worth clie...
84 jobs matching this search were posted in the last week
Highly successful chartered accountancy firm based in Royston require an experienced Financial Planner to join the very established team . This is an absolutely superb opportunity for the right individual to take their career to the highest level working in the HNW fee based arena with one of the Cities more prestigious planning firms You will be good at managing relationships and have an eye for detail. You wil...
Our client is looking for an experienced Paraplanner who is looking for opportunities to work from home. With the comfort of being on the company PAYE structure and having the full support of management and the administration team, this represents an excellent opportunity Responsibilities and Skills: You will be entrepreneurial and self motivated Strong industry knowledge and experience Be at or close too Chart...
Looking to expand your role outside of writing reports and doing research? This is an exciting opportunity to join a small but ambitious Wealth Management and IFA firm in the Milton Keynes area (Stony Stratford) that is looking to expand and significantly develop the business and services it offers in the future. The company is looking for an experienced paraplanner who is at least Diploma level qualified (or equivalent) and has a tr...
An opportunity has now opened for an experienced Paraplanner to join the Financial Services arm of a highly reputable, boutique IFA in Hertfordshire. Your duties will include: Report writing (Life, Pensions and Investments), Comprehensive research in the market place, Work closely with consultants in preparing relevant work. Meet with product providers as and when required. Liaise with clients direct...
An opportunity has now opened for an experienced Paraplanner to join the Financial Services arm of a highly reputable, boutique IFA in Hertfordshire. Your duties will include: Report writing (Life, Pensions and Investments), Comprehensive research in the market place, Work closely with consultants in preparing relevant work. Meet with product providers as and when required. Liaise with clients dir...
Our client is a well established and reputable IFA practice based in Berkshire, providing a truly holistic Financial Planning service to their loyal client base of HNW individuals and Corporate clients. Due to continued growth, an excellent opportunity has arisen for an experienced Paraplanner to join the team and provide technical and administrative support to 2 of the firms highest producing IFA’s. Duties will typically involve report wri...
A well established & highly regarded Wealth Management group are seeking a Senior Chartered Financial Planner to join their subsidiary IFA firm. We are looking for an individual who can commit to being a senior member of the team and provide financial advice to 200 private clients. The successful candidate will hold suitable qualifications and will have had prior experience with a reputable company as and i...
Currently recruiting for a Wealth Management firm in Leeds city centre. Ideally looking for a Level 4 Paraplanner to join the team you will have had exposure to HNW Clients and have worked within an IFA for at lest 2 years with good product knowledge. Supporting two of the company directors you will be providing full paraplanning support. ...
A highly established and professional Financial Management Firm based in the West End seeks a Diploma Qualified Paraplanner. This role will be part of an established team of para-planners and administrators who assist with research, writing reports, administration, handling technical queries, liaising with investment houses and clients and any other necessary duties within the business. The role will involve p...
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Date: 18 April
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Bristol, Avon
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£26,000 - £32,000 per annum
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3 applications
An established and reconsigned wealth manager now requires a paraplanner to join the team. This role is key within the financial planning team seeing you work closely with the IFA's and compliance department. The right individual will be suitably qualified, preferably to diploma level and be ready to embrace RDR mirroring the companies ethos. You must have the ability to be able to complete compliant sui...
A Chartered Financial Advisers in the Surrey currently seeks to appoint a new Paraplanner/Junior Adviser to join their well respected team. The role will initially be focused on Paraplanning, attending client meetings, providing low level advice and shadowing a Director/Senior Adviser with gradual development leading into a full Wealth Management position. This well established business provide holistic advice to HNW & UHNW...
A well known Financial Advisers in the West-End of London currently seeks to appoint a new Paraplanner/Junior Adviser to join their well respected team. You will be given CF30 sign of on joining the business. The role will initially be focused on Paraplanning, attending client meetings, providing low level advice and shadowing a Director/Senior Adviser with gradual development leading into a full Wealth Management position. T...
