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.
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.
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.