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4 Paraplanner jobs

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Penney
20/05/2022
Full time
Senior Paraplanner - £50k-£60k - London
£50,000 - £60,000 yearly
Penney London, UK
Main responsibilities will be as follows: • Working with the directors of the company to support the onboarding of new clients and ongoing reviews for existing clients to ensure accurate, compliant, timely information and advice is provided • When requested attending client meetings with the directors to record key data and discussions to enable follow up work to be scheduled and completed, working alongside the directors and other team members as necessary to ensure successful delivery • Preparing cashflow modelling scenarios • Preparing client risk reports using output from risk profiling and cashflow modelling • Conducting analysis and research, requesting additional information as necessary to enable detailed presentation and analysis of a client’s financial situation and options • Undertaking charging comparisons and obtain as necessary confirmation of platform deals • Setting up investment platform records and running and collating illustrations and documentation as...
Recruit UK
13/05/2022
Full time
Paraplanner - Herts - To £55k
£40,000 - £55,000 yearly
Recruit UK Hertfordshire, UK
Job Title: Paraplanner Industry:  Financial Services Location: Hertfordshire Salary: up to £55,000 Job reference: 16227 Job Description: Recruit UK are working on an excellent opportunity for a Paraplanner to join a Financial Planning firm in Hertfordshire. Our client is a successful Independent Financial Advice practice, working with high-net-worth clients across the UK. They also have a highly successful sister company in North London meaning there is lots of room for development and progression. They are looking for an experienced Paraplanner to join their team. Ideally you will have your Level 4 qualification but knowledge and a solid skillset in the role is key. In return, they will offer you a highly competitive salary, hybrid working and a growing and progressive working environment. Your role will include, but not be limited to: Understanding and analyzing new and existing client’s information Creating...
Recruit UK
13/05/2022
Full time
Paraplanner - Birmingham - £35k-£42k
£35,000 - £42,000 yearly
Recruit UK Birmingham, UK
Title:  Paraplanner Industry:  Financial Planning Location:  Birmingham Salary:  £35,000 – £42,000 Job Reference:  15974 Are you a Paraplanner who’s ready for their next challenge? Who wants to potentially lead a team and also take on additional responsibilities, that fall outside of the ‘norm’ paraplanning role? Want to work for a company that prides itself on providing holistic independent advice to its clients?   Job Description: Recruit UK are working on an excellent opportunity for a Paraplanner to join a continuously growing and expanding Wealth Management firm. With offices located around the Midlands and further South, they are ready to welcome a Paraplanner into their Birmingham office. They put their clients at the heart of everything they do, to ensure they are provided with the highest quality service available when providing holistic financial advice. This company...
Recruit UK
13/05/2022
Full time
Senior Paraplanner - London - Upto £65k+Bonus
£55,000 - £65,000 yearly
Recruit UK London, UK
Job Title:  Senior Paraplanner Industry:  Wealth Management Location:  London (West End) Salary:  Up to £65,000 + Bonus Reference Number:  15995   Are you passionate about Paraplanning? Do you enjoy working on complex cases for UHNW clients? Are you looking for the next step in your career?   Recruit UK has an exciting opportunity to join the Private Wealth team of an FTSE 250 Wealth Manager, which provides bespoke Wealth Planning and Investment Management services to UHNW clients. As they continue to expand their client base, they are looking to hire a Senior Paraplanner to join their team. The team is broken down into pods, each focusing on a select group of clients, ensuring the highest level of client service with a truly personal approach. Due to the nature of the clients, you will be working on complex cases, which should provide a varied and engaging day-to-day. What’s...
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