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.
Posted by Financial Divisions • £45K/yr to £50K/yr
They also offer Wills and Trusts and Estate work, to help clients with their inter-generational planning.
My client is a well-established Independent Financial Advice firm with offices based in Dorking.
They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Mortgages and some Protections to wealthy clients across the London and home counties region.
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 • £45K/yr to £50K/yr
Paraplanner - Route to Advisor with clients provided
My client is a well-established Independent Financial Advice firm with offices based in Uxbridge.
They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Mortgages and some Protections to wealthy clients across the London and home counties region.
This is a great opportunity for either a career paraplanner or someone looking to develop further within the role
Working with a leading financial advisory firm based in Uxbridge, we are seeking a highly motivated and detail-oriented Paraplanner to join their dynamic team.
Key Responsibilities
Maintaining client records, data gathering and relevant research.
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.