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The Opportunity:   The Senior Paraplanner under Fisher Investments Europe's UK Additions Team analyses trading client portfolios and accounts to provide FCA regulated advice on areas such as pension transfers, bond surrenders, investment taxation and account structure suitability. Reporting to yo...

Fully Home Based (can be hybrid or office aligned if preferred).

As a boutique business the role will be fully remotely based with monthly team meetings and periodic training sessions in the City of London. ...

Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to a team of Senior Financial Planners. Paraplanner - Top National Financial Planners - 100% Home based. As a leading employer in the Financial Planning market, this company ...

My client is an award-winning independent firm providing financial planning and an investment management service to HNW and UHNW Clients with an excellent client base where their staff are supported well, all with an individual career development programme. CLIENT FACING PARAPLANNER ( HNW/UHNW te...

Providing paraplanning support to the financial advisers and liaising with the team to implement the advice for clients, to produce positive client-centric outcomes. Produced technical documents for the advisers based on the research and requirements of the client. CII Level 4 - Diploma in Regula...

If you aspire to progress to be a Financial Planner then they can offer this route for you but a career paraplanner would be ideal. Experienced Paraplanner needed to work with 2 Advisers. The Managing Director is creating a brand-new role within the business for a Paraplanner who is diploma quali...

Nigel James Associates have been assigned by a leading wealth management company to secure an experienced part-time Paraplanner to work closely with two senior Financial Planners working with HNW/UHNW clients. ...

You will join this ambitious and growing company as a paraplanner to support the Financial Advisory Team. This will involve various tasks such as: liaising directly with clients and product providers, seeing new business through to completion, LOA research and resulting reporting, dealing with cl...

Embrace a balanced work-life setup with hybrid and home-based options tailored to your needs. This role offers the flexibility of remote work, allowing you to support high-quality financial advice from the comfort of your home. ...

Plus, producing compliant financial planning reports for Financial Advisors/Partners to present to clients. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. An SJP Partner Practice looking to...

We are looking for an experienced Mortgage Paraplanner, who is looking to expand their knowledge and experience, and join a great team.

Paraplanner/Assistant Financial Planner (Client facing). As a Paraplanner/Assistant Financial Planner, duties will include (but not be limited to):. Experience of working as part of a team of paraplanners.

Are you a highly technical Senior Paraplanner, level 6 qualified (Chartered) with experience of working on complex Financial Planning cases for HNW and UHNW clients? Would you relish the opportunity ...

FULLY CLIENT FACING SENIOR PARAPLANNER -London-To c £60/65k , study to complete Chartered Status ... Supporting high billing Adviser/ Director, you will enjoy a full Client facing role working with ab ...

As they continue to grow, we are looking for a dedicated Paraplanner to join their dynamic team. What they o... ZIPC1_UKTJ

... simply apply, contact Camilla Howden on camilla@financialdivisions.co.uk

Deerfoot Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy.

One of the UK's largest and most successful investment / wealth management firms which specialise in providing true holistic financial advice to HNW & UHNW clients are looking to recruit a ...

Quantitative in nature * Ability to work under pressure and in a dynamic team environment * Very strong understanding of core Fisher portfolio management philosophies and Financial Planning ...

The position offers a predominantly remote setup, requiring office presence only occasionally (one a quarter appx in London), making it an attractive opportunity for individuals seeking flexibility without compromising on professional growth and challenge. Voyant, FE Analytics) and Microsoft Offi...

About the Business Quilter plc is a leading provider of financial advice, investments and wealth management, committed to being the UK's best wealth manager for clients and their advisers. Quilter oversees £111.6 billion in customer investments (as at 31 March 2024). It has an adviser and custome...

Fram is collaborating with a well-established, directly authorised financial planning firm in Norwich, currently seeking a Paraplanner to join their growing team. This opportunity has arisen due to internal career progression—a paraplanner transitioning to a trainee advisor role—and the addition ...

Demonstrate practical awareness and up to date knowledge of retail financial products and current regulatory expectations. Our client, a leading Wealth Management firm are looking for an experienced Paraplanner to join the team on a permanent basis. Level 4 Diploma in Financial Services and worki...