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)
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.
Posted by IDEX Consulting Ltd • £40K/yr to £45K/yr
General
An opportunity has become available for a Paraplanner in London to join a growing financial planning firm that offer hybrid working and direct support to 2 experienced Advisors
They are looking for an individual that holds their level 4 diploma and has experience as a Paraplanner as you will be working directly with the financial planners and assisting them with a range of cases including complex technical cases.
Your role will include but will not be limited to
To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate.