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Cooper White Group
London Area, United Kingdom
The job: Conducting analysis on the objectives and portfolios of new and prospective clients Put together specialised, tailored plans for clients with unique situations. Write reports to assist in the regulated advice given to these clients in areas such as pension transfers, bonds, investment taxation and structure suitability. Ensure compliance
Job Source: Cooper White GroupCooper White Group
London
Job DescriptionThe job:Conducting analysis on the objectives and portfolios of new and prospective clientsPut together specialised, tailored plans for clients with unique situations.Write reports to assist in the regulated advice given to these clients in areas such as pension transfers, bonds, investment taxation and structure suitability.Ensure c
Job Source: Cooper White GroupBlakemore Recruitment
London
Location - London Salary - £45,000 Blakemore Recruitment are currently recruiting for Junior Paraplanner on behalf of out award winning Financial Advisory firm in London. You will be working as part of a productive, high performing team to provide full support to theParaplanners within the Advice Delivery Team. You will work alongside a Paraplanner
Job Source: Blakemore RecruitmentBlakemore 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 RecruitmentFinancial Divisions
London
Job DescriptionTECHNICAL PARAPLANNER ( full involvement with HNW/UHNW technical cases)London- hybrid working pattern ( 2 days in Office)To £55k, top pension plan, excellent bonus, wonderful working conditions, study towards Chartered Status.My client is an award-winning independent firm providing financial planning and an investment management serv
Job Source: Financial DivisionsFinancial Divisions
London Area, United Kingdom
TECHNICAL PARAPLANNER ( full involvement with HNW/UHNW technical cases) London- hybrid working pattern ( 2 days in Office) To £55k, top pension plan, excellent bonus, wonderful working conditions, study towards Chartered Status. My client is an award-winning independent firm providing financial planning and an investment management service to HNW
Job Source: Financial DivisionsVision-FS Recruitment
Redhill
Position : Paraplanner Location: Redhill , Surrey/Hybrid Position (2 days per week working from home) Minimum Requirements : Minimum 2 years' experience as a Paraplanner, CII Level 4 qualified Salary/package : Up to £45,000 + Bonus + 24 days annual leave (increasing to 26) + Pension (5%/5%) + DIS + Private Medical + Study Support YOUR NEW COMPANY A
Job Source: Vision-FS RecruitmentFinancial Divisions
London
2 x Paraplanner Vacancies - £50k - £55k - 2 days in the office per week - Chartered IFA firm - Central London My client are an award winning Chartered independent wealth planning firm in Central London who I have met and placed 20+ staff with over the past 3 years. They have beautiful offices in the City of London offices and offer whole of market
Job Source: Financial DivisionsLondon
Location - City of London
Salary - £65,000
A Senior Paraplanner job opportunity has arisen for a global investment management firm who have been around for over 200 years for their London based office.
Team Overview:
The team of Wealth Planners provide a financial advisory service to clients and prospects of the Wealth Management business. This incorporates all aspects of regulated advice, including pensions, tax advice and general guidance on financial issues. The Wealth Planning proposition is core to the wealth management offering and is often the starting point for new clients of the business.
What you'll do:
Work as part of a team assisting Wealth Planners in managing clients' planning needs and solutions;
Be an additional point of contact when the Wealth Planners are not available and develop relationships of trust with the clients;
Attend client meetings with the Wealth Planner, on occasion, to broaden your understanding of the advisory process and to strengthen relationships with clients;
Take responsibility for the timely drafting of client reason-why letters;
To assist the Wealth Planners in assessing and researching options and solutions for clients;
Handle other administrative duties promptly. This would include letters, new client take-on forms, preparation of advisory correspondence / annual reviews and assisting with proposal preparation;
To react to all client-related enquiries in a timely manner and maintain a record of responses;
Deal with insurance companies, as required, to obtain client policy information or new illustrations and product information;
Check that new business and client files are compliant and in line with their procedures;
Work closely with the Wealth Planning support team and delegate administrative work asrequired;
Maintain and update your knowledge through continual professional development (CPD)and examinations, where suitable;
The knowledge, experience and qualifications you need:
Good working knowledge of Microsoft Word, Excel and PowerPoint;
A keen interest in and a good understanding of the Wealth Management and financial planning industries;
Experience working within the financial services sector, ideally for a wealth management firm or financial advisory practice with an HNW client base;
FCA approved Level 4 RDR compliant qualification in financial planning or equivalent.
What you'll be like:
Professional, organised and motivated self-starter;
Presentable with a client-facing demeanour;
Strong interpersonal and verbal/written communication skills;
Excellent analytical ability;
High level of numeracy;
Ability to form strong working relationships with colleagues at all levels;
Show a willingness to learn and develop and a desire to work with your colleagues to achieve excellent client outcomes.
This is an excellent opportunity to join a well established global investment management firm that offers constant career development. Each day will be different due to the technical work you will be undertaking.
If this role sounds of any interest to you, please got in touch for more information.
Paraplanner - City of London jobs in London
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