Paraplanner Opportunity - Hybrid Working Model (3 days WFH, 2 days in the office)
We are currently recruiting for a Paraplanner on behalf of a well-established financial planning firm that operates a hybrid structure, with the flexibility to work 3 days from home and 2 days in the office.
Posted by Coast Specialist Recruitment • £38K/yr to £45K/yr
Role and responsibilities
We are recruiting an experienced, high calibre Paraplanner, who can demonstrate a background of providing high level technical paraplanning including the production of cash flow models and high quality suitability report.
The role will report to a paraplanning team leader, and the key areas of responsibility are as follows:.
General
A superb Wealth Manager ( IFA) are keen to appoint an experienced Paraplanner on a hybrid basis to work 2 days in the London office and 3 days from home.
Posted by Financial Divisions • £40K/yr to £50K/yr
My client is a fairly new start-up SJP Partner practice who are looking for a diploma qualified Paraplanner to work alongside top performing of the Partner of the business.
You must be technically minded across various products such as pensions, protection, investments, IHT, Estate planning.
Other responsibilities will include bespoke Suitability Reports, Cash Flow Modelling, risk profiling and preparation of annual reviews with clients.
Posted by Blakemore Recruitment • £50K/yr to £60K/yr
Are you a paraplanner with a passion for working with financial planners?
Do you thrive in a fast-paced environment and strive to deliver good outcomes for clients If so, then this is the opportunity for you!
They are an award-winning financial services firm based in North West London dedicated to providing comprehensive and personalised financial planning solutions to clients.
Our client is a leading global financial services firm with a robust Private Wealth division in the UK.
They are a chartered business renowned for delivering comprehensive financial advice in retirement planning, investments, protection, and tax planning.
Posted by Financial Divisions • £47K/yr to £55K/yr
They are looking to continue to grow and develop their existing Paraplanning team and require a diploma qualified client facing paraplanner to join them.
You will work with a well-established pod who are friendly and sociable and collaborative.
My client is a well-established and highly successful Chartered Wealth Management firm with an outstanding reputation in the Wealth Management industry.