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Displaying 1-15 of 15 jobs
The position you are looking for is no longer available, but here are some similar jobs that might interest you
Posted 04/10/2024 by Evelyn Partners
To prepare suitability reports for simple advice for a team of Financial Planners whilst developing and improving.. knowledge under supervision to graduate to full Paraplanner status. To ensure that the preparation of advice is of the.. highest quality and delivered in an efficient manner … more
Posted 11/10/2024 by Your Resourcing Partner Ltd
We are recruiting for an experienced Paraplanner to work within a highly successful Principle Partner Practice of St. James's Place Wealth Management based in Moorgate, London. Role overview. In order for the Managing Partner to continue to provide holistic advice and team-leadership to the … more
Posted a week ago by Heat Recruitment Ltd
There is an opportunity for an experienced Paraplanner to become a key member of the paraplanning team for a Southeast Financial Planning company that branches across several offices. This position is based in the London office which is local to Mayfair and Soho, where you will work closely … more
Posted 2 days ago by Tate
Job Title: Paraplanner. Location: City of London. Salary: Highly competitive compensation base range £60k to £70k DOE + 2 annual discretionary bonuses + extensive benefits. Work Arrangement: Hybrid working. Are you an experienced Paraplanner seeking an opportunity with a global … more
Posted 07/10/2024 by Nova Wealth
We have an opportunity for a brilliant, experienced and technical paraplanner to join our wonderful team. At NOVA, your title will be 'Financial Planner'. This is an elevated role compared to much of the industry where, rather than reporting into a financial advisor, you'll form part of our … more
Posted a week ago by St James's Place Wealth Management
Candidates will be responsible for providing technical administration support to the financial advisers and paraplanners. You will manage back office administration, processes, compliance and work flow. Location: Beckenham (South East London) - Full time Office based position. Your duties … more
Posted 03/10/2024 by Your Mortgage Recruiter
Due to both an internal promotion and business growth, the company are currently keen to recruit a Mortgage Paraplanner (handling Residential and BTL mortgage cases) to join their established team based within their modern South West London office. This is predominantly an office based role … more
Posted 6 days ago by Lloyd Recruitment - Epsom
Our established client is offering the rare chance to train you to become a fully qualified Adviser. With learning support and on the job experience, you are in control of how quickly you could be working as an Adviser. Working alongside 3 very experienced advisers with a mentor programme in place, … more
Posted 2 days ago by Heat Recruitment Ltd
This would suit an experienced IFA Administrator seeking a technical support role with a progression pathway to becoming a Paraplanner in the medium term, with access to their internal training programme. You will join a team that has been awarded Best Financial Adviser to Work for award. … more
Posted 5 hours ago by JJ Search
The Client. A prestigious boutique Wealth Management firm servicing Financial Planning needs of HNW clients. The Role. The Senior Financial Planning Administrator / Practice Manager will play an integral role within thIS prestigious Wealth Management firm, being responsible for all client and team … more
Posted 10 hours ago by Ernest Gordon Recruitment Limited
Paraplanner (Wealth Management) Route to Advisor. City of London (Hybrid. £50,000 to £60,000 DOE + Pension + 23 Holiday Days + Training + Progression. Are you a Paraplanner, RO4 Qualified, wanting the chance to learn from different advisors, work in a growing firm with the real … more
Posted 04/10/2024 by Astral Recruitment
This is a great opportunity for a Paraplanner to join this team who is Level 4 qualified and experienced. The client will sponsor any ongoing qualifications. With recent acquisitions the successful candidate will be involved with report writing and client migrations. For this role we need … more
Posted 6 days ago by Heat Recruitment Ltd
Progression pathway: Pathway to Junior Paraplanner upon the completion of the Level 4 Diploma is encouraged. Exam Support: Structured training plan in place and support for professional exams. Employee Benefits: Discretionary annual bonus scheme from day one, annual pay reviews, private … more
Posted 07/10/2024 by Freedom Recruitment Capital
Support Services: Access to a dedicated paraplanner and administrative support, full back-office systems, and compliance assistance. Client Transfer Expertise: Benefit from our extensive experience in efficiently transferring clients from smaller IFAs and larger networks. Growth and … more
Posted 08/10/2024 by Deerfoot Recruitment Solutions Limited
Collaborative Support: Work closely with a talented team of IFAs, paraplanners, and administrators to provide exceptional service. Paraplanning & Admin: Assist with all aspects of financial planning, including report writing and client onboarding. Contribute to Growth: Use your initiative … more
