Fantastic opportunity for a experienced, diploma qualified Paraplanner to join a small in team in a larger SJP partner practise.
A friendly, yet super busy Partner at the practise is looking for his right hand, someone to get in the trenches with him and help build out his business, whilst maintaining a high level of service to clients.
The current team has a work hard, play hard attitude and are pretty social, so they want to find someone with similar energy to keep a harmonious working environment.
Posted by Financial Divisions • £35K/yr to £40K/yr
My client is a highly successful Financial Adviser who has recently started their own boutique independent practice, and now needs to recruit a competent, technically skilled diploma qualified paraplanner to provide 100% support to her and her longstanding clients.
This represents an excellent opportunity for an established and confident Paraplanner to work autonomously and provide an excellent service to the practice's clients.
As a boutique business the role will be fully remotely based with monthly team meetings and periodic training sessions in the City of London.
Posted by Financial Divisions • £35K/yr to £40K/yr
The role has become available due to organic growth and are looking to take on an experienced Trainee Paraplanner that they can further develop and help you achieve your career ambitions and aspirations.
My client is a prestigious IFA based in London who due to expansion are looking for an experienced Associate/Junior Paraplanner to join their dynamic team.
You must be working towards your diploma qualification, educated to degree level or equivalent and have excellent communication skills.
Posted by Financial Divisions • £35K/yr to £40K/yr
Our client is a prestigious IFA 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 organic growth and are looking to take on a talented individual that they can further develop and help to achieve their career ambitions and aspirations.
You must be working towards your diploma qualification, educated to degree level or equivalent and have excellent communication skills.
Posted by Blakemore Recruitment • £35K/yr to £40K/yr
You will gain exposure and experience in all areas of financial planning including: Pensions, Investments, Mortgages, Life and Health Insurance, Cashflow Planning, Estate Planning, Tax and Trusts.
The role will evolve dependant on the successful candidate's base knowledge and experience.
An excellent opportunity to work closely alongside the director in a professional and established financial planning and wealth management firm.
My client can offer a route into an advisory role although would need to comfortable working in a paraplanning capacity of two years.
A market leading Investments Managers continues to grow their Wealth Planning offering and now requires an additional, experienced Paraplanner to join their fast growing team.
Reporting to the Head of Wealth Planning, the Paraplanner is responsible for administration of the financial advisory offering.
We're currently partnering with a global financial services business, with offices across the UK, to recruit for an experienced Paraplanner to join their team.
This role offers the flexibility of remote work, allowing you to support high-quality financial advice from the comfort of your home.
Our client is a globally recognised leader in financial services, known for their expertise in wealth management, retirement planning, and holistic financial advice.
Posted by Financial Divisions • £45K/yr to £55K/yr
They have an excellent reputation within the local marketplace, servicing a wide range of clients from Owner Managers of SME businesses, City Professionals, accumulators, and those at and post-retirement.
Having worked closely with this highly successful Chartered Wealth Management firm for nearly 4 years, we have seen them growth organically year on year.
As a number of these clients are HNW with £2m plus of investable assets, they offer more complex tax efficient investment advice and focus heavily on intergenerational issues, covering will, trusts and estate planning.