Senior paraplanner jobs in Croydon

Opportunity Highlights Fully Client facing opportunity High profile role for a senior Paraplanner working towards Chartered Status ** Attend Client meetings providing dedicated support to a senior ...

Minimum of 3 years senior paraplanner experience. * Up-to-date knowledge of pensions, investments, and tax planning including IHT and CGT. * Excellent report writing/written skills. * Experience of ...

This is a high-profile role for a Senior Paraplanner working towards Chartered Status. You will attend client meetings, provide dedicated support to a senior member of the business, and provide full ...

Senior Paraplanner £55,000 - £65,000 basic salary + bonuses (£70k+ take home) Work on a 1-2-1 basis with an a high billing adviser Adviser solely manages c.£200m AUM Offices in the City of London ...

London Our client, an investment and tax specialist advice firm, are looking for a senior paraplanner to join their London team. In the main, the firm manages client assets and portfolios with an ...

We are working exclusively with a much admired National Financial Planning and Wealth Management business who are seeking to appoint an experienced Paraplanner on a hybrid working basis. Working very ...

An award winning Chartered Financial Planning firm in London is seeking a highly qualified and experienced Chartered Senior Paraplanner to join their highly reputable team. This role has come about ...

Will suit a Diploma Qualified Paraplanner looking to continue through to Chartered Status in due course. ** Full study support will be provided towards Level 6 ** Excellent package includes a ...

We are are seeking, on behalf of a highly regarded financial planning firm, a full time experienced Paraplanner to support a senior adviser and clients with goal based financial planning. Providing a ...

SENIOR PARAPLANNER £55/65k, hybrid working pattern City, excellent list of benefits and exposure to technical cases. A well established chartered independent wealth planning business with an ...

My client is an Independent Chartered IFA who due to organic growth, now require a diploma qualified Senior Paraplanner to work alongside a director of the business. You must be technically competent ...

My client is an Independent, nationwide Chartered IFA based in The City, who due to organic growth, now require a diploma qualified Senior Paraplanner to work alongside the Top Billing Adviser of the ...

Senior Paraplanner Location: Horsham area Salary: £50,000 - £60,000 (based on qualifications and experience) About the company: An independent financial planning firm located in the Horsham area ...

Beckenham (South East London) - Office based position Paraplanner Ideally qualified to Level 4 Diploma in Financial Planning + 4 years' experience. Essential skills required: * The ability to produce ...

We are working exclusively with a much admired National Financial Planning and Wealth Management business who are seeking to appoint an experienced Paraplanner on a hybrid working basis. Working very ...

They are looking to hire a Junior Paraplanner who aspires to become a fully qualified Paraplanner. As you gain exposure to their business and working practices you will develop your suitability ...

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 ...

A fantastic opportunity to work for an established chartered financial planning firm based in London. They offer excellent advice to their private clients and support their employees to develop in ...

There is a very clear structured path to a more Senior Paraplanner role and then work towards the medium to long-term goal of becoming an Adviser with clients provided. You will be supporting 2 Top ...

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 ...

Senior Paraplanner £55,000 - £65,000 basic salary + bonuses (£70k+ take home) Work on a 1-2-1 basis with an a high billing adviser Adviser solely manages c.£200m AUM Offices in the City of London ...

Full progression to Senior Paraplanner and Adviser ** Working within a Pod ** Client has their own DFM so opportunity to enjoy the management of investment portfolios for clients ** Client facing ...

Ref JM/22349 Senior Paraplanner (to support highest achieving Adviser) London (City)/Hybrid Up to £65,000 plus bonus and excellent benefits package The Opportunity Our client is a leading ...

NEW to market Our client is a successful local Financial Advice business and they are currently looking for an experienced report writing FS Administrator or Junior Paraplanner to join their team ...