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Blakemore 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 RecruitmentBlakemore 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 RecruitmentPlacing 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 FacesFinancial 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 DivisionsFinancial Divisions
London
PARAPLANNER route to Paraplanner Manager (Supporting highest achieving Adviser/Planner) route - London (City) - hybrid working - Circa £52,000 (DOE), fantastic benefits package including top pension plan, excellent bonus, wonderful working conditions. My client is an award-winning premier independent firm providing financial planning and an inv
Job Source: Financial DivisionsFinancial Divisions
London
SENIOR PARAPLANNER (Support Senior Director in Client facing role) - London-3 days in the office - To £c £65k, plus study towards Chartered Status, hybrid working, beautiful working conditions, excellent social environment, long list of benefits. Are you an experienced Senior Paraplanner looking for a Client facing opportunity where you can pr
Job Source: Financial DivisionsOrtus PSR
London
Join Our Team as a Permanent Paraplanner in City of London, London Our client, a boutique IFA, is seeking a skilled Paraplanner to join their growing team on a permanent basis. The ideal candidate will have previous experience in a similar role and be knowledgeable about financial planning and regulatory requirements. If you have a strong attentio
Job Source: Ortus PSRLondon 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 procedures are adhered to throughout.
Progression to your chosen discipline is possible and you will receive training to become client-facing.
Requirements:
Bachelors degree or equivalent experience.
Must be level 4 qualified in any capacity (CII Diploma in Regulated Financial Planning preferred, but not a necessity).
At least 1 year of experience working as a Paraplanner with excellent knowledge of Financial Planning principles.
Compensation:
£60,000 base salary.
Two annual, discretionary bonuses.
A number of other benefits including pension, private healthcare, gym subsidy.
This is a mostly in-office position based in Canary Wharf with a “work from home bank” of 75 days per year.
Our client:
The client, a US-based specialist Investment Firm, is looking to expand its London office with
qualified Paraplanners.
The company can provide a welcoming and familial atmosphere where you can comfortably grow your career in your chosen direction. The opportunities for progression are numerous, and this is a rare company where your goals are heard from the very first interview.
For clients, the company prides themselves on providing top quality investment advice and a personalised service. They work with recognised UK/European custodians and the founder of the company still plays a key role in the running and growing of the business, showing a truly dedicated approach.
If you are qualified and interested, please apply using your CV.
Email Alert for Paraplanner – London jobs in London Area, United Kingdom
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