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'
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 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're currently partnering with a global financial services business, with offices across the UK, to recruit for an experienced Paraplanner to join their team.
This role offers the flexibility of remote work, allowing you to support high-quality financial advice from the comfort of your home.
Our client is a globally recognised leader in financial services, known for their expertise in wealth management, retirement planning, and holistic financial advice.
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.
Our client are seeking a talented, qualified paraplanner to join their existing support team.
You will be joining a small, dedicated team of paraplanners providing support to the firm's advisers who provide lump sum investment advice, financial planning for later life, and inheritance tax planning.
Applications are invited only from Level 4 qualified industry professionals with a minimum of 3 years' relevant paraplanning experience.