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 NELSON SCOTT RECRUITMENT SERVICES • £45K/yr to £47K/yr
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.
Needs and the desired client outcomes.
A good knowledge of advice and understanding of clients'
Our client is currently recruiting for a Paraplanner to join a well-established Financial Planning team in London on an 18-month fixed-term contract, with the potential to go permanent.
Are you a qualified Paraplanner looking for an exciting opportunity with one of the UK's most prestigious financial services firms?
Type: 18-Month Fixed Term Contract (Potential to become permanent)
We are currently working with a national Wealth Management organisation to recruit an experienced Home Based Paraplanner.
Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to a team of Senior Financial Planners.
As a leading employer in the Financial Planning market, this company recognise the importance of offering flexibility to their staff and as such, they are happy to be able to offer experienced Paraplanners the opportunity to work from home.
We are seeking a skilled and motivated Paraplanner to join our client's dynamic team.
About The Firm
Our team is passionate about delivering tailored solutions that help our clients achieve their financial goals.
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.
One of the UK's largest and most successful investment / wealth management firms which specialise in providing true holistic financial advice to HNW & UHNW clients are looking to recruit a paraplanner to work out of their London office (hybrid working available).
This is a true paraplanning role where you can utilise your technical knowledge as our client employs additional financial planning administrators.
In this role you will work very closely with financial planners in providing complex wealth management solutions to HNW and UHNW clients, conducting technical research and preparing suitability reports whilst ensuring all compliance / regulatory procedures are adhered to.
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 Financial Divisions • £50K/yr to £55K/yr
My client is a prestigious IFA based in London, who due to organic growth, are looking for a diploma qualified Paraplanner to work alongside top performing advisers 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, undertaking research within the market for specific financial products and investment opportunities relevant to the client's risk profile, and preparation of annual reviews with clients.