📑 TECHNICAL PARAPLANNER ( full involvement with HNW/UHNW technical cases)London- hybrid working pattern.To £55k, top pension plan, excellent bonus, wonderful working conditions, study towards Chartered Status. My client is an award-winning independent firm providing financial planning and an investment management service to HNW and UHNW Clients with ...
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📑 TECHNICAL PARAPLANNER ( full involvement with HNW/UHNW technical cases)London- hybrid working pattern.To £55k, top pension plan, excellent bonus, wonderful working conditions, study towards Chartered Status. My client is an award-winning independent firm providing financial planning and an investment management service to HNW and UHNW Clients with ...
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📑 SENIOR PARAPLANNER£55/65k, hybrid working patternCity, excellent list of benefits and exposure to technical cases.A well established chartered independent wealth planning business with an excellent reputation are looking to offer this incredible opportunity to work very closely with one of their highest billing advisers to enhance your technical pa ...
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📑 SENIOR PARAPLANNER£55/65k, hybrid working patternCity, excellent list of benefits and exposure to technical cases.A well established chartered independent wealth planning business with an excellent reputation are looking to offer this incredible opportunity to work very closely with one of their highest billing advisers to enhance your technical pa ...
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📑 The Role: to assist in providing administrative and technical support to the Paraplanner(s) within the business. Reports To: Paraplanner and Financial Planner Key Requirements and Skills: Good team working and liaison skills to deal effectively with tasks set and provide support for other team members An understanding of FCA regulations ...
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📑 We are assisting a leading wealth management firm based in London look for their next Paraplanner to join their grown business. The Role: Paraplanner You will be working within a busy team offering excellent service to the Partner and our High Net Worth client base. Your role will include: Collating client information and preparing suitability ...
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📑 The Role: to assist in providing administrative and technical support to the Paraplanner(s) within the business. Reports To: Paraplanner and Financial Planner Key Requirements and Skills: Good team working and liaison skills to deal effectively with tasks set and provide support for other tea ...
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📑 We are assisting a leading wealth management firm based in London look for their next Paraplanner to join their grown business. The Role: Paraplanner You will be working within a busy team offering excellent service to the Partner and our High Net Worth client base. Your role will include: Collating client information ...
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📑 A well-established IFA based in Uxbridge is now looking for a Paraplanner to join their team.The firm has the flexibility to mould the Paraplanner opportunity around each person’s specific skillset and support with progression to Financial Adviser as this pathway tends to work well within the business. This role would suit someone looking to wo ...
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📑 A well-established IFA based in Uxbridge is now looking for a Paraplanner to join their team.The firm has the flexibility to mould the Paraplanner opportunity around each person’s specific skillset and support with progression to Financial Adviser as this pathway tends to work well within the business. This role would suit someone looking to wo ...
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📑 Technical Paraplanner | Hybrid Policy | London | £ Package dependent on experience We are working with a growing FinTech firm based in London who deliver institutional level solutions to highly sophisticated private investors. Due to significant and sustained growth in client and asset base, they are looking to bring in an experienced paraplanner. ...
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📑 Technical Paraplanner | Hybrid Policy | London | £ Package dependent on experience We are working with a growing FinTech firm based in London who deliver institutional level solutions to highly sophisticated private investors. Due to significant and sustained growth in client and asset base, they are looking to bring in an experienced paraplanner. ...
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📑 Paraplanner Team Leader Ref: RP6037 Salary: £45,000 to 50,000 Contract Type: PermanentLocation: London Skill Set Paraplanner, Team Leader, Paraplanner Team Leader, Paraplanner Manager, Senior Paraplanner, Manager, Wealth Manager, Wealth Management, Financial Planning A superb career opportunity is available with a leading Wealth Ma ...
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📑 Job description An opportunity has become available for a Paraplanner in London to join a growing financial planning firm that offer hybrid working and a superb working environment with fantastic career opportunities. This organisation provide a technology based financial advice service with client service and accessibility to advice at the ...
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📑 Business Support Administrator (Wealth Management) - London We are looking for an experienced Financial / Business Support Administrator to join our clients firm based in London, who provide bespoke financial advice and services to HNW families. This role will be working as part of a team at a well-established SJP Practice, providing technic ...
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📑 Paraplanner Team Leader Ref: RP6037 Salary: £45,000 to 50,000 Contract Type: PermanentLocation: London Skill Set Paraplanner, Team Leader, Paraplanner Team Leader, Paraplanner Manager, Senior Paraplanner, Manager, Wealth Manager, Wealth Management, Financial Planning A superb career o ...
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📑 Job description An opportunity has become available for a Paraplanner in London to join a growing financial planning firm that offer hybrid working and a superb working environment with fantastic career opportunities. This organisation provide a technology based financial advice service with client service and accessi ...
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📑 Job Description Paraplanner Salary: to £ 40000 p.a. Location: London, London Type: PERM Ref: VR/04387 Paraplanner The opportunity for an experienced technical paraplanner to join a financial planning firm that provides advice on pensions, investments, life insurance, mortgages and business protection. We are looking for ...
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📑 Business Support Administrator (Wealth Management) - London We are looking for an experienced Financial / Business Support Administrator to join our clients firm based in London, who provide bespoke financial advice and services to HNW families. This role will be working as part of a team at a well-established SJP Pra ...
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📑 Job Description Paraplanner Salary: to £ 40000 p.a. Location: London, London Type: PERM Ref: < ...
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📑 Senior Paraplanner£55,000 - £65,000 basic salary + bonuses (£70k+ take home)Work on a 1-2-1 basis with an a high billing adviserAdviser solely manages c.£200m AUMOffices in the City of London4 days per week in the officeMy client is a Chartered independent wealth planning business with offices in Central London who have been operating for over 30 y ...
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📑 Senior Paraplanner£55,000 - £65,000 basic salary + bonuses (£70k+ take home)Work on a 1-2-1 basis with an a high billing adviserAdviser solely manages c.£200m AUMOffices in the City of London4 days per week in the officeMy client is a Chartered independent wealth planning business with offices in Central London who have been operating for over 30 y ...
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📑 ParaplannerLocation - RemoteSalary - £40,000 (DoE) + BenefitsHours - 8.30am - 5.30pm (Mon - Thurs) 8.30am - 4.30pm (Friday)We are an SJP Partner Practice looking to appoint an experienced SJP Paraplanner to join our growing team.Our Practice is highly successful and prides itself on offering a first-class ser ...
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📑 ParaplannerLocation - RemoteSalary - £40,000 (DoE) + BenefitsHours - 8.30am - 5.30pm (Mon - Thurs) 8.30am - 4.30pm (Friday)We are an SJP Partner Practice looking to appoint an experienced SJP Paraplanner to join our growing team.Our Practice is highly successful and prides itself on offering a first-class ser ...
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📑 Job description Are you an experienced Chartered Paraplanner looking for a rewarding career in London? Would you like to develop your career with a growing, forward-thinking company who look after their employees on a personal level? This is a Paraplanner opportunity like no other; amazing location, excel ...
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📑 Our client is a well regarded Investment Management/DFM business with a highly respected and very successful presence within the UK financial services market. Due to expansion they are now looking to expand its technical team by recruiting for an experienced Diploma/nearly qualified Paraplanner. Your duties will be to support a number of Financia ...
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📑 Our client is a well regarded Investment Management/DFM business with a highly respected and very successful presence within the UK financial services market. Due to expansion they are now looking to expand its technical team by recruiting for an experienced Diploma/nearly qualified Paraplanner. Your duties will be to support a number o ...
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📑 Trainee Paraplanner - London Our client is looking for a Trainee Paraplanner to join their team. This role would suit an individual who is halfway to being Diploma qualified and wants to work towards becoming a fully qualified Paraplanner. Key Responsibilities: Provide research and analysis of investment funds and financial products, w ...
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📑 A fantastic opportunity has arisen for an experienced Paraplanner who is adept at dealing with HNW clients, to join a leading wealth management firm in London. You will provide technical support to their top adviser and the clients on a one-on-one basis. Key Duties include: Working alongside the company’s most productive ...
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📑 Trainee Paraplanner - London Our client is looking for a Trainee Paraplanner to join their team. This role would suit an individual who is halfway to being Diploma qualified and wants to work towards becoming a fully qualified Paraplanner. Key Responsibilities: Provide research and analysis ...
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📑 Job Description Technical Manager (Paraplanner) Salary: to £ 55000 p.a. Location: , Type: PERM <span class=text_re ...
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📑 Job Description Technical Manager (Paraplanner) Salary: to £ 55000 p.a. Location: , Type: PERM Ref: VR/04872 Job purpose To prepare suitability reports and provide technical research services holistically across a broad range of financial products and planning opportunities to a team of Financial Planners. To provi ...
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📑 Paraplanner / Technical Administrator - London We are looking for a Technical Administrator / Paraplanner for our clients based in the heart of London. You will be providing vital paraplanning support to a team of wealth advisers. There is also the potential to progress into and Advisory role within the firm in the future, if that is somethi ...
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📑 Location - London Salary - £65,000 A Senior Paraplanning job opportunity has arisen for a well established London based Financial Planning firm. As a Paraplanner, you will be supporting their team of Financial Advisors and Chartered Financial Planners. Your responsibilities will include: Receiving debriefings from the Advisor's post meeting a ...
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📑 Senior Paraplanner - London Our client is looking for a talented Paraplanner to join their team. Key Responsibilities: To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate. Review client objectives ensuring they are clear, concise and achievable when compa ...
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📑 MERJE are partnered with a leading Wealth Manager who are looking for a Paraplanner to join their fast growing team.Key Responsibilities:Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs and financial situation to determine a suitable asset allocation recommendationFormulate plans for clients with highly spec ...
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📑 Job description Do you have 3+ years' experience as a mortgage administrator or paraplanner? Would you like to work alongside some of the best brokers in the mortgage industry? My client is a prestigious brand who are based in the City of London. They have experienced a lot of growth over the past 12 months due to success within the busines ...
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📑 Location - London Salary - £65,000 A Senior Paraplanning job opportunity has arisen for a well established London based Financial Planning firm. As a Paraplanner, you will be supporting their team of Financial Advisors and Chartered Financial Planners. Your responsibilities will include: Receiving debriefings f ...
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📑 Paraplanner / Technical Administrator - London We are looking for a Technical Administrator / Paraplanner for our clients based in the heart of London. You will be providing vital paraplanning support to a team of wealth advisers. There is also the potential to progress into and Advisory role within the firm in the fu ...
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📑 Senior Paraplanner - London Our client is looking for a talented Paraplanner to join their team. Key Responsibilities: To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate. Review client objective ...
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📑 Paraplanner - London (Central) Our client is looking for a talented Paraplanner to join their team. Key Responsibilities: To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate. Review client object ...
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📑 Job description Do you have 3+ years' experience as a mortgage administrator or paraplanner? Would you like to work alongside some of the best brokers in the mortgage industry? My client is a prestigious brand who are based in the City of London. They have experienced a lot of growth over the past 12 months du ...
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📑 Chartered Paraplanner - London 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 planning to new and existing clients. Key responsibilities: Preparing for and attending all client meetings whe ...
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📑 Job Title: Paraplanner Location: HolbornSalary: £35,000 - £43,000 per annum doeJob type: Full-time, Permanent St. James's Place Wealth Management plc (SJP) is a leading, and highly regarded FTSE 100 UK Wealth Management company which distributes a range of investment and retirement products and financial solutions to ...
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📑 Job Title: Paraplanner Location: HolbornSalary: £35,000 - £43,000 per annum doeJob type: Full-time, Permanent St. James's Place Wealth Management plc (SJP) is a leading, and highly regarded FTSE 100 UK Wealth Management company which distributes a range of investment and retirement products and financial solutions to ...
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📑 Paraplanner - supporting 2 high billing AdvisersAttend client meetings on a weekly basisCity of London offices - 2 days in the office per week after training£40,000 - £50,000 basic salary + bonusRoute to be an Adviser in 3 - 5 yearsMy client is a Chartered independent wealth planning business with offices in the City of London who have been operati ...
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📑 Paraplanner - supporting 2 high billing AdvisersAttend client meetings on a weekly basisCity of London offices - 2 days in the office per week after training£40,000 - £50,000 basic salary + bonusRoute to be an Adviser in 3 - 5 yearsMy client is a Chartered independent wealth planning business with offices in the City of London who have been operati ...
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📑 Job Title: Paraplanner Location: Holborn Salary: £35,000 – £43,000 per annum doe Job type: Full-time, Permanent St. James’s Place Wealth Management plc (SJP) is a leading, and highly regarded FTSE 100 UK Wealth Management company which distributes a range of investment and retirement products and financial solutions to a high-net-wor ...
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📑 Our client, a leading national wealth management and employee benefits consultancy, are currently looking for an experienced Technical Administrator to support one of their highest producing Financial Planners. Candidates will be responsible for providing a technical administration service to the financial planner and paraplanner providing valua ...
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📑 Chartered Paraplanner - London 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 planning to new and existing clients. Key responsibilities: Prepa ...
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