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.
Our client are seeking a talented, qualified paraplanner to join their existing support team.
You will be joining a small, dedicated team of paraplanners providing support to the firm's advisers who provide lump sum investment advice, financial planning for later life, and inheritance tax planning.
Applications are invited only from Level 4 qualified industry professionals with a minimum of 3 years' relevant paraplanning experience.
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 Antony George Recruitment • £40K/yr to £50K/yr
Our client offers expert advice on a wide range of financial protection areas, Retirement Planning, Saving & Investments, Mortgages, Protection and Business financial protection, together with General Insurance.
Their mantra is 'enriching lives and futures' stemming from their ethos of keeping their client's financial wellbeing at the heart of everything they do.
Above all they know that the relationships they build with their clients today is what sets them apart tomorrow.
We are seeking a skilled and motivated Paraplanner to join our client's dynamic team.
About The Firm
Our client is an independent financial advisory firm based in the City of London near Liverpool Street Station, dedicated to providing exceptional financial planning and investment advice to our diverse clientele.
Our team is passionate about delivering tailored solutions that help our clients achieve their financial goals.
Posted by Financial Divisions • £45K/yr to £50K/yr
General
My Client, an independent firm of Financial Advisers and Pension Specialists are looking to strengthen their Paraplanning team to offer full technical support to their Advisers based nationally across various locations.
Opportunity Highlights
Roles have arisen as a result of further acquisitions.
These opportunities offer full remote working with the opportunity to visit a local office if desired although not essential.
Posted by NELSON SCOTT RECRUITMENT SERVICES • £45K/yr to £47K/yr
Needs and the desired client outcomes.
To prepare suitability reports and provide technical research services holistically across a broad range of financial products and planning opportunities to a team of Financial Planners.
A good knowledge of advice and understanding of clients'
Posted by Financial Divisions • £45K/yr to £55K/yr
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.
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.
Posted by Financial Divisions • £35K/yr to £40K/yr
Due recent expansion and continued growth, they are now looking to hire a Junior Paraplanner to join their dynamic team.
My client is a prestigious Independent Financial Advisor based in London.
As an applicant for this role, you must have either already obtained your Diploma in Financial Planning or have evidence that you are already working towards it.