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The Opportunity: The Paraplanner under Fisher Investments Europe's UK New Business team analyses prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation and structure suitability. Reporting to your Team Leader, in this rol...

Our client, A well-established and growing investment advisory firm is looking for an experienced.This organisation is dedicated to delivering tailored investment solutions and exceptional client service.This role involves assessing client portfolios, providing regulated guidance on pension trans...

Paraplanner (Client facing, Quantitative Analysis focussed).

Hours: Full time, 9 month contract.

We have an excellent opportunity for a Paraplanner to join the team in London.As a Paraplanner, you will have a broad understanding of core Financial Planning solutions and build knowledge through exposure to client planning scenarios.You will analyse our clients' aims and needs to construct solu...

Are you a detail-driven Paraplanner with a passion for supporting IFA's to deliver exceptional financial advice? Do you thrive in a collaborative and fast-paced environment? If so we're looking for an experienced Paraplanner to join an expert team in London. As a Paraplanner, you'll be an integra...

Social network you want to login/join with: Ref: RP6037 Salary: £45,000 to £50,000 Contract Type: Permanent Location: London A superb career opportunity is available with a leading Wealth Manager for a Paraplanner Team Leader. An exceptional role, for an experienced and qualified Senior Parapl...

Paraplanner Salary Negotiable Bristol / HybridAre you a detail-driven Paraplanner with a passion for high-quality financial planning? Join a respected, forward-thinking wealth management firm known for delivering bespoke financial advice to high-net-worth individuals. You will play a key role in ...

Role - Paraplanner/ Senior Administrator.

Wealth Paraplanner (12 Month Fixed Term Contract). Wealth Paraplanner (12 Month Fixed Term Contract).

Principal Duties: ParaplannerThe Paraplanners responsibilities will include:Writing Suitability Letters (SLs) within the agreed timeframes (specific SLAs to be shared separately; SLAs are reviewed regularly)Working in iBusiness to maintain Advice Sets and update case statusTracking cases in iBusi...

Working closely with 2-3 advisers within the 7im group supporting them with their own workloads and the day to day activities and ongoing support for both new and existing clients. Responsibilities Support Advisers in ensuring the annual ongoing suitability targets are met by setting up meetings,...

mbf City Of London, England, United Kingdom Paraplanner An excellent opportunity has arisen for an experienced Paraplanner to join an award-winning financial advisory firm based in the City of London. This firm prides itself on offering a collaborative, friendly, and professional working environm...

About The Role Purpose To manage the Paraplanners and the functions they carry out across PCT & Amicus and support the Private Client Operations Manager. Responsibilities Managing the day-to-day activities of the Paraplanning Team across PCT & Amicus. Training and development of the Team to ensur...

Job Description Paraplanner | Defined Route to Financial Planner Central London £50,000 - £60,000 Are you an ambitious Paraplanner, seeking to start their journey as an Adviser? Do you want to work with HNW clients? Are you interested in a firm that has its own DFM team, providing truly bespoke a...

Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next. Our success hinges on our people and that's our secret for longevity. We are a team of passionate professionals and ...

Who we’re looking for We are looking for a Paraplanner to join our Wealth Planning team at Cazenove Capital. Cazenove Capital are part of the Schroders group. About Cazenove Capital At Cazenove Capital we look after private individuals, families and charities. We are the wealth management busines...

A leading financial advisory firm is seeking a Paraplanner in London to support their Financial Planners. This role involves coordinating with clients to arrange review meetings, preparing written advice reports, and providing technical research services. The Paraplanner will ensure the delivery ...

Role: Assistant Paraplanner (12 Month FTC) Location: City of London Salary: Up to £28,500 2-3 days a week in the office This is an award winning financial planning and investment company with an excellent reputation within the industry. Specialising in providing a wide range of services to privat...

Role: Chartered Senior Paraplanner (Client Facing) Location: The City, London Salary: £60,000 - £65,000 A boutique, Top 100 FTAdviser listed Independent Financial Advice and Asset Management practice are looking to grow their Private Client team by bringing on a Chartered Senior Paraplanner to di...

Job Description Financial Planning Director Location: London, Hybrid Salary: £80,000 - £110,000 (depending on experience) Bonus: Annual Bonus Benefits: Exceptional Benefits Package Our client, a highly regarded wealth and investment management firm, is seeking an experienced Financial Planning Di...

Job Description Position Description: Seeking full-time Financial Planning Analyst/Paraplanner to step into an instrumental role in a fast-paced, high volume investment advisory and financial planning practice. The ideal candidate will be detail-oriented, motivated, and exemplifies excellent anal...

Description Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next. Job Description What will you be doing? We're seeking a talented individual to join our Central support ...

Are you a skilled Sales Support Administrator with experience gained within an IFA/Wealth Management firm? Are you able to utilise your expertise to deliver a first-class service to clients and colleagues? Are you looking for a professional environment with a client-centric approach? If the answe...

Type of Position: Paraplanner (SJP) - London Pay: £35k - £60k (DOE) Paraplanner (SJP) - London An exciting opportunity has arisen for a highly experienced Paraplanner within a Wealth Management Practice providing bespoke face-to-face financial advice to individuals and businesses throughout the U...

Type of Position: Junior Paraplanner (SJP) - London Pay: £25k - £30k Junior Paraplanner (SJP) - London Our client is looking for a commercially-minded and articulate individual to join their SJP Practice in its Paraplanning Team as a Junior Paraplanner based in London. You will be supporting 3 Fi...

Type of Position: Chartered Paraplanner - London Pay: £50k - £70k Chartered Paraplanner - London Our client is looking for a Chartered Paraplanner to join their team in London. The role will provide financial planning support to Private Client Advisors, assisting them in delivering financial plan...

Type of Position: Paraplanner Support - London Pay: £30k - £33k Paraplanner Support - London Our client is looking for Paraplanner Support for their team in London. The role of Paraplanner Support is to work within the Paraplanning Team under the guidance of the allocated. Key Responsibilities: M...

Chase de Vere is a national, award-winning independent financial advice firm established in 1969. We offer tailored, whole-of-market solutions and provide expert financial advice to individuals and businesses. Our purpose is to help clients "be future confident," which also means empowering our e...

About the Business Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. Quilter plc oversees £116.2 billion in customer investments (as at end September 2024). It has an adviser and customer offering spanning financial advice, inv...

Job Purpose 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. A good knowledge of advice and understanding of clients' needs and the desired client outcomes is ...

Social network you want to login/join with: Company | Financial Services, Wealth Management Based | London Remote | Hybrid Offer | Competitive salary + benefits Hi, We are partnering with a leading financial services firm looking to enhance their client service and support through dedicated admin...

Description Evelyn Partners is the UK's leading integrated wealth management and professional services group with over 186 years of experience in helping generations of people and businesses to thrive. We provide an award-winning service for our clients by employing the best people. Our mission i...

Who we’re looking for We are looking for a Paraplanner to join our Wealth Planning team at Cazenove Capital. Cazenove Capital are part of the Schroders group. About Cazenove Capital At Cazenove Capital we look after private individuals, families and charities. We are the wealth management busines...

Type of Position: Paraplanner - London (Central) Pay: £45k - £50k Paraplanner - London (Central) Our client is looking for a talented Paraplanner to join their team. Key Responsibilities: To assist the Financial Planner in formulating the advice to the client, providing technical support and guid...

Type of Position: Junior Technical Consultant / Paraplanner - London Pay: £40k - £45k Junior Technical Consultant / Paraplanner - London We are looking for a Technical Consultant / Paraplanner for our clients based in the heart of London. You will be providing vital paraplanning support to a team...

Paraplanner (12-month Fixed Term Contract) What we are looking for at Cazenove Capital We are looking for a Paraplanner to join our Wealth Planning team at Cazenove Capital. Cazenove Capital is part of the Schroders group. The Wealth Planning team consists of Wealth Planners, Paraplanners, and Cl...

Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next. Our success hinges on our people and that's our secret for longevity. We are a team of passionate professionals and ...

Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professi...

Type of Position: Senior Paraplanner - London, Tower Bridge Pay: £50k - £55k Reference: TowerBridge1 Senior Paraplanner - London, Tower Bridge Our client is looking to recruit an experienced Paraplanner to join their growing business based in the heart of London. The successful candidate will hav...

A fantastic opportunity has arisen for an experienced Paraplanner who is adept at dealing with HNW clients, to join a leading wealth management firm in London. You will provide technical support to their top adviser and the clients on a one-on-one basis. Key Duties include: Working alongside the ...

Paraplanner - CII Level 4 / Level 6 (or close to either) London, England, United Kingdom I am ideally looking for an experienced Paraplanner to work in our firm. The individual will ideally be CII level 4 or level 6 qualified, but we will consider those already in progress to CII level 4, or equi...

Type of Position: Paraplanner (3) - London Pay: £40k - £45k Paraplanner - London Our client is looking for a hard-working individual with Paraplanning experience to join their team based in London, managing wealth for private clients, families, and institutions. They provide a highly personal ser...

Job Description: Are you working towards your CII Level 4 Financial Planning qualification? Our client, an investment manager in London, is recruiting for a Paraplanner to join their team on a 12-month fixed term contract basis. Skills/Experience: Product knowledge of pensions, bonds and other wr...

Type of Position: Trainee Paraplanner - London Pay: £25k - £30k Trainee Paraplanner - London Our client is looking for a Trainee Paraplanner to join their team. This role would suit an individual who is halfway to being Diploma qualified and wants to work towards becoming a fully qualified Parapl...

mbf City Of London, England, United Kingdom Assistant Financial Planner This range is provided by mbf. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Are you looking for a clear route into financial advice with a leading name in the UK’s fina...

Type of Position: Paraplanner - London, Golders Green Pay: £40k - £70k Paraplanner - London, Golders Green We have a new opportunity for a Paraplanner to join our clients based in North West London. The role will involve liaising with advisers, providers and office staff to promote the company’s ...

3 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Base pay range This range is provided by Hydrogen Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Client Partner for Hydrogen Gro...