37 paraplanner jobs found in London

This Paraplanner job in London provides the opportunity for you to lead the back office team of a small financial planning firm As a Paraplanner, you will be supporting their Chartered Financial Advisor to provide high quality, compliant financial planning. Following the factfind meeting being undertaken, the Financial Advisor will handover the notes to yourself, therefore your responsibilities will include: * Concentrating on technical paraplanning * Undertaking research for appropriate financial planning solutions * Undertaking cashflow modelling * Producing paperwork and suitability reports ready for the Financial Advisor to present to clients * Delegating responsibilities and tasks to the Administrators and ensuring tasks are completed in a timely manner * Liaise with clients to aid the client relationship management, including obtaining required information, answering general questions and arranging meetings * Using FE Analytics and Voyant. As part of...

Role: Client Facing Paraplanner Salary: £50,000 Location: City of London A well-known, and established IFA in the heart of the City is looking to expand the Paraplanning team due to the company going through a period of growth and transition, with Paraplanners moving up into Advising roles, so now they are in a space to add someone new to the team. The company are a Chartered practice and certified B-Corporation, and they place a focus on ethical and sustainable investing. They are looking for someone to support one top producing Financial Planner and sit in on the majority of client meetings. This is a technically demanding role and requires strong experience dealing with HNW clients and cash flow planning skills. This role would suit a Diploma qualified Paraplanner with at least 2 years of experience in a Paraplanner role. Ideally you will have experience with XPlan and Voyant. You will be responsible for Paraplanner duties such as: Client Meetings, Research, Reports...

Role: Paraplanner Salary: £45,000 Location: City of London A well-known, and established IFA in the heart of the City is looking to expand the Paraplanning team due to the company going through a period of growth and transition, with Paraplanners moving up into Advising roles, so now they are in a space to add someone new to the team. The company are a Chartered practice and certified B-Corporation, and they place a focus on ethical and sustainable investing. They are looking for someone to support two Financial Planners and sit in on some of the client meetings. This role would suit a Diploma qualified Paraplanner with at least 2 years of experience in a Paraplanner role. Ideally you will have experience with XPlan and Voyant. You will be responsible for Paraplanner duties such as: Research, Reports & Recommendations. You are able to progress in this position through guided professional development plans, and the full support to take further Financial Planning...

Paraplanner Location - City of London Salary £47.5-55k base range (based on experience level) + discretionary bonus + extensive benefits. We are working with our prestigious client who is based in Canary Wharf who are looking for an experienced Paraplanner to work under their Europe's UK New Business team who analyses prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation and structure suitability. As Paraplanner you will be reporting to your Team Leader, in this role you will be expected to formulate asset allocation recommendations and write suitability reports. Paraplanner Daily duties: financial situation to determine a suitable asset allocation recommendation. Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs, and review and formulate plans for clients with highly specialised situations. Review prospective clients' existing pension and...

Paraplanner Location - Lombard Street London / Hybrid Salary - up to £46k (depending on experience) + bonus + benefits We are a highly successful SJP Principal Partner Practice in Lombard Street, London looking to appoint an experienced Paraplanner to join our growing team. You will be joining the fast-paced team of six, based in their Lombard Street offices, ensuring the business generated by the Principal Partner, whom you will be working alongside, is researched, planned, delivered and processed correctly and in a timely manner. The Paraplanner Role - You will be working within a busy team offering first-rate support to the Partner and the HNW client base. Your role will include: * * Collating client information and preparing suitability letters for a variety of technical cases * Preparing illustrations and reports for client meetings * Assisting in advice construction, analysis and delivery * Managing cases to completion and working...

Mortgage Administrator / Paraplanner A high performing independent Mortgage Brokerage is expanding their operation and they require an additional Mortgage Administrator / Para planner to join their flourishing and expanding team in their new offices, in order to support this exciting period of company growth. The successful applicant will cover the administration of several Mortgage Brokers. Two different salary bands are on offer depending on whether the successful applicant comes on board as a Mortgage Administrator or as a more experienced Paraplanner. The salary will depend on the candidates overall experience and exposure to the full mortgage sales process. Mortgage Administrator / Paraplanner - Skills Required: * Previous Mortgage Administration experience is essential for this role * Proficiency in MS Office, Word, Excel and Outlook * Superior organisational skills and dedication to completing projects in a timely manner * Excellent communication skills *...

This Paraplanner role is with a fully independent financial advisory firm based in St Albans. They have a team of 10 who are dedicated to helping their clients achieve their financial goals. They believe that the way we work sets them apart. They take a personal approach to financial advice and understand that every client is unique. The Opportunity They are looking for a competent Paraplanner to join the technical team. The ideal candidate will have circa. 3 years of experience in paraplanning, including the production of cash flow models and suitability reports. You will be responsible for: * Assisting financial advisers with the preparation of financial plans and reports * Producing complex cash flow models and suitability reports * Conducting research on financial products and services * Providing technical support to financial advisers On Offer * A competitive salary and benefits package * A friendly and supportive work environment * Opportunities for...

Trainee Paraplanner Amazing opportunity for a bright graduate (or equivalent) looking for a career in Financial Services with the additional opportunity to undertake financially supported professional qualifications. Great benefits package 35 hour week Monday WFH Main Purpose & Scope of the Job Working closely with Financial Advisors and experienced Paraplanners to provide support in the financial planning and investment management process. This role is an excellent opportunity to gain hands-on experience in the financial services industry and progress toward becoming a fully qualified paraplanner. Helping to evolve the processes of client onboarding and the management of client information. Assisting clients over the phone, face to face or through other communication mediums. Helping to manage general office procedures to ensure processes and duties in the office flow efficiently. Main Responsibilities/Accountabilities Client Acquisition Assist in collecting and...

Trainee Paraplanner Amazing opportunity for a bright graduate (or equivalent) looking for a career in Financial Services with the additional opportunity to undertake financially supported professional qualifications. Great benefits package 35 hour week Monday WFH Main Purpose & Scope of the Job Working closely with Financial Advisors and experienced Paraplanners to provide support in the financial planning and investment management process. This role is an excellent opportunity to gain hands-on experience in the financial services industry and progress toward becoming a fully qualified paraplanner. Helping to evolve the processes of client onboarding and the management of client information. Assisting clients over the phone, face to face or through other communication mediums. Helping to manage general office procedures to ensure processes and duties in the office flow efficiently. Main Responsibilities/Accountabilities Client Acquisition * Assist in collecting and...

A Chartered Financial Planning firm specialising in providing advice on Pensions, Investments, Inheritance Tax planning and Wealth Management are looking for an ambitious individual to join their support team. Their goal is to create solutions to help clients truly understand their finances, enabling them to make better informed decisions and supporting them along their journey. They take the care and time to listen to your needs to ensure that any advice they offer is bespoke. The Opportunity They are looking for an IFA Administrator / Junior Paraplanner to join the team. They are ideally looking for someone with some experience of paraplanning, but are also willing to train the right person. As an IFA Administrator / Junior Paraplanner, you will be responsible for a range of tasks, including: * Updating client records * Preparing financial reports * Producing cash flow models * Conducting research on financial products and services * Providing administrative...

Recruit Wealth are delighted to be representing a highly successful, fast growing, national Financial Planning business who are currently recruiting for experienced Paraplanners to join several of their offices across the UK. Our client is a modern, highly ethical and rewarding employer to work for. They typically deal with private clients relating to pensions and investment advice ensuring financial security with their expert guidance. What will your role entail? * Working in collaboration with the financial advisers and other colleagues, you will assist in preparing recommendations in line with company policy including preparing and maintaining client records. * Research and analyse products and providers for clients, compiling suitability reports and annual reviews to meet client needs. * Researching investment funds on an ongoing basis, to ensure they are performing in line with expectations. Ensure all recommended funds are suitable for a client’s risk...

We are assisting a multi-award winning Financial Planning practice based in Bracknell. They specialise in providing tailored financial advice to private clients across the UK as well as some of its largest businesses. Due to expansion and internal promotions within the business, the company is looking for an experienced Paraplanner to join the existing team. This is an opportunity for someone who is looking to share ideas with experienced professionals and feel valued within a friendly, supportive team. Benefits: * Flexible working and Hybrid working (once a week in the office) * Onsite parking * £38,000 - £45,000 * Share options * Annual Review, Bonus Scheme (circa 10%) and Awards * Very generous holiday allowance plus Birthday off * Life Insurance * Permanent Health Insurance * Pension * And there is more - reach out to discuss these details What’s needed for me to be considered for this paraplanner position? * Level 4 Diploma...

An exceptional opportunity is available for an experienced CLIENT FACING DIPLOMA QUALIFIED PARAPLANNER and a PARAPLANNER to join a professional team of HNW and UHNW Independent Financial Advisors, based in Bishops Stortford As a Paraplanner you will be dealing with the company’s new business clients, bespoke clients, and existing clients. The successful Paraplanner’s core duties will include, but will not be limited to: * Completing financial fact finds and calculations. * Preparing and writing reports - producing relevant client paperwork * Producing suitability letters and reports * Providing a high level of technical support - dealing with complex queries and scenarios * General administration around IFA tasks The successful Paraplanner will have demonstrable experience in a similar financial role (good technical knowledge is more important than qualifications) and should have knowledge of products for pensions, investments, and protection. In...

An exceptional opportunity is available for an experienced CLIENT FACING DIPLOMA QUALIFIED PARAPLANNER and a PARAPLANNER to join a professional team of HNW and UHNW Independent Financial Advisors, based in Bishops Stortford As a Paraplanner you will be dealing with the company’s new business clients, bespoke clients, and existing clients. The successful Paraplanner’s core duties will include, but will not be limited to: * Completing financial fact finds and calculations. * Preparing and writing reports - producing relevant client paperwork * Producing suitability letters and reports * Providing a high level of technical support - dealing with complex queries and scenarios * General administration around IFA tasks The successful Paraplanner will have demonstrable experience in a similar financial role (good technical knowledge is more important than qualifications) and should have knowledge of products for pensions, investments, and protection. In...

This DB focused Paraplanner job is available within an award winning firm that truly cares about their team. We are seeking individuals with DB pension transfer experience. You will be joining their growing team of Paraplanners who support their team of Holistic Financial Advisors. Part of your role will encompass reviewing DB pension transfer cases, as such they are seeking individuals fluent in Defined Benefit Transfer advice, with first hand knowledge of: drawdown advice, recommending annuities, scheme pensions, defined contributions with GMP / RST pension plans. Your responsibilities will include: * Reviewing factfinds and meeting notes from their team of Financial Advisors to ensure they meet compliance guidelines * Researching the whole of market and undertaking financial calculations to identify appropriate financial planning solutions * Draft suitability reports, for final approval by the Financial Advisor * Provide detailed technical support to ensure their...

Paraplanner £37,000 to £45,000 DOE Farnborough (Hybrid working offered) Are you an experienced Paraplanner with experience working in the financial advice industry, especially with experience surrounding DB? If so, this role will be of interest to you! Our client, a multi-award winning firm of financial advisers who is owned by one of the top 10 largest insurance companies in the world, are looking for a talented Paraplanner to join their successful team who takes pride in delivering a “best in class” service. You will be joining the paraplanning department, reporting to the Paraplanner Manager, assisting in preparing draft suitability reports on behalf of the Private Client Advisers and for Pension Liability Management (PLM) projects. This particular position is focused in PLM and providing Defined Benefit advice only. Benefits: * Progression to become an adviser if desired, a majority of their advisers are ‘home grown’. * Private Medical...

Are you an experienced Paraplanner, with excellent inter-personal skills and background within the IFA and or wealth management arena...are you seeking a new challenge and a permanent position with a prestigious Hertfordshire / Bedfordshire based firm that’s closely associated with one of the most well-known and growing wealth manager in the country… With an enviable reputation and a coveted client base, this further expanding business is seeking to appoint a skilled and experienced Paraplanner to work closely with its Principle Partner in designing and delivering bespoke financial planning solutions and providing a first class overall service experience. In this key Paraplanner role, you will be responsible for preparing for client meetings, writing reports, research, record keeping and collating required information, as well as maintaining compliance, helping to mitigate risk and identifying opportunities. Other duties will include, but not be limited to; *...

PERMANENT PARAPLANNER – BORDERS OF BEDFORD/MK - 38K – 45K We are looking for an experienced paraplanner to work in a small organisation that is situated between Milton Keynes & Bedford. Working in the office Monday – Friday 9am – 4pm. 1 day hybrid could be considered A varied role as outlined below:- What is in it for you:- * Opportunity to develop and grow * Annual bonus * Good working hours * Free onsite parking * Flexible organisation Daily duties are likely to involve:- * Prepare annual reviews for Advisers * Ensure all client queries are appropriately investigated and accurate responses given * Keep advisers updated with progress and liaise with them to expedite completion of advice. * Processing new business * Providing support to the advisers and other junior admin/paraplanners * Develop product, technical and regulatory knowledge to keep up to date with latest financial regulation * Proactively enhance industry and Company...

Trainee Paraplanner Location: Milton Keynes Salary: £30, 000 - £35,000 Duration: Permanent, Full Time The Role We are working with a small IFA based in the heart of Milton Keynes who are looking to grow and bring on a Trainee Paraplanner The individual must be driven and capable, keen to write reports and develop a career path in the future towards Financial adviser. In the role you will work as a team to provide timely and efficient support to the Financial Advisers and the wider business. Predominantly working with one individual adviser. Key Duties as Trainee Paraplanner: * To provide efficient administrative support to IFAs and paraplanners * To be a point of contact for clients, new business, life offices and third parties * Maintain administration systems and ensure client data and Mi is accurate and up to date * Manage Letters of Authority (LOA requests) timely and efficiently with providers * Booking client meetings and managing client...

PERMANENT PARAPLANNER – BORDERS OF BEDFORD/MK - 38K – 45K We are looking for an experienced paraplanner to work in a small organisation that is situated between Milton Keynes & Bedford. Working in the office Monday – Friday 9am – 4pm. 1 day hybrid could be considered A varied role as outlined below:- What is in it for you:- * Opportunity to develop and grow * Annual bonus * Good working hours * Free onsite parking * Flexible organisation Daily duties are likely to involve:- * Prepare annual reviews for Advisers * Ensure all client queries are appropriately investigated and accurate responses given * Keep advisers updated with progress and liaise with them to expedite completion of advice. * Processing new business * Providing support to the advisers and other junior admin/paraplanners * Develop product, technical and regulatory knowledge to keep up to date with latest financial regulation * Proactively enhance...