We are currently recruiting for a Paraplanner to join a leading Investment Management business to work within their Financial Planning division in London.
The company specialises in comprehensive financial planning and investment management services, including retirement planning, estate planning, tax planning, and corporate financial planning.
They have six offices across the UK and manage approximately £2 billion in assets under management.
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 • £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 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 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.
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.