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Oval Recruit Ltd.
London
Job DescriptionJunior Paraplanner/Wealth Planner - Leading Specialist Wealth ManagerLondon - to £43,000 + excellent package and career prospects and training packageAn award winning specialist Wealth Management firm who provide outstanding Financial Advice and Investment solutions to HNW Private Clients are looking for a highly capable individual t
Job Source: Oval Recruit Ltd.Oval Recruit
London
Junior Paraplanner - HNW Wealth Management Leading Specialist Wealth Manager, Based Central London £35,000 - £43,000 + Excellent Package An award-winning London-based Wealth Management Company are looking to expand their Wealth Management Associate team. This is an exciting time to join the company as they have strong investment plans to significan
Job Source: Oval RecruitPlacing Faces
Uxbridge
Job Title: Paraplanner Location: West London Salary: £35k-£40k We are working with a small, successful IFA firm based in West London, and they’re looking for an experienced Paraplanner to collaborate with and support the private wealth focused financial advisors. Paraplanner Duties; * Provide an effective and efficient support service to the depart
Job Source: Placing FacesPlacing Faces
Uxbridge, Greater London
Job Title: Paraplanner Location: West London Salary: £35k-£40k We are working with a small, successful IFA firm based in West London, and they’re looking for an experienced Paraplanner to collaborate with and support the private wealth focused financial advisors. Paraplanner Duties; * Provide an effective and efficient support service to the depart
Job Source: Placing FacesBlakemore Recruitment
London
We are currently recruiting for an award winning Financial Planning practice based in London, Mayfair who are looking to recruit a Paraplanner. They also hybrid working 2 days a week from home. They require a Paraplanner to assist Wealth Planners with the delivery of Wealth Planning services to new and existing clients of the business, through the
Job Source: Blakemore RecruitmentHeat Recruitment
London
A boutique, and well-renowned independent financial planning practice is looking for an IFA Administrator to directly support a Senior Adviser with PA and IFA Administrator duties on a part time basis.This role is 20 hours a week (9am - 1pm Monday to Friday) with some flexibility around this. This would suit an experienced IFA Administrator seeking
Job Source: Heat RecruitmentBayford Hale
London
Job Description A fantastic opportunity to work for an established independent wealth manager firm based in London. They offer excellent advice to their family offices and private clients and support their employees to develop in their roles. Responsibilities: Being key support to Client Partner Sitting in on key private client meetings with adv
Job Source: Bayford HaleBrevere Group
London
In order to continue their success in delivering bespoke wealth management solutions to a range of Private and SME Clients, this award winning Financial Planning firm seeks to recruit a skilled Paraplanner with broad technical expertise to join their practice. Working closely with the Head of Wealth Management, your role will be to deliver holistic
Job Source: Brevere GroupLondon Area, United Kingdom
Junior Paraplanner/Wealth Planner - Leading Specialist Wealth Manager
London - to £43,000 + excellent package and career prospects and training package
An award winning specialist Wealth Management firm who provide outstanding Financial Advice and Investment solutions to HNW Private Clients are looking for a highly capable individual to join their stable team. Working as part of one of their existing teams, you will play a key role in the provision of wealth management services to a niche group of HNW and UHNW clients. This role would suit highly motivated individuals looking to develop their wealth management planning/paraplanning career further.
Specific duties will include –
Provide complex and comprehensive paraplanning support to Financial Planners working with clients delivering bespoke solutions.
Provide in-depth reporting and analysis of client current positions, objectives, risk and requirements.
Conduct client reviews, research solutions and write reports making recommendations. Attend client meetings when required.
Deliver broad analysis of client tax positions, with commentary and recommendations.
Work with the paraplanning team, providing mentoring, development and appraisals. Help grow and develop the team.
Work as part of a collaborative office environment, making suggestions and recommendations.
This is a busy, varied role which will involve processing complex information, managing multiple client cases and using a variety of systems and processes. It would suit someone who enjoys being kept busy, who is highly organised and can work and prioritise using your own initiative. The company will provide extensive training and an opportunity to learn and develop your technical and management skills.
Our client offers an excellent opportunity for individuals looking to further develop their career. This role offers excellent opportunities to progress into full Financial Planning roles as well as take further qualifications.
For more information, please contact Edward Groves
Junior Wealth Planner/Paraplanner jobs in London Area, United Kingdom
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