Employment Type : Full-Time
Hybrid working, high profile role, excellent comprehensive salary package, career enhancing opportunity Very exciting opportunity to join a London based wealth management firm where due to their success are looking to offer this opportunity to a technically experienced Chartered Senior Paraplanner looking for a fresh challenge. Working closely with the Director, as a key player, you will be responsible for leading and enhancing their presence in...
Employment Type : Full-Time
My client is a reputable IFA in London who due to growth and expansion are looking for a technical Chartered Senior Paraplanner to work alongside Director and be part of spearheading their presence in a niche market of UHNW clients, typically ranging from 5m . The role needs your technical expertise in formulating financial advice across pensions, investments, estate planning, and tax planning. Presenting cash flow modelling using Voyant to clie...
Employment Type : Full-Time
A well-established Independent Financial Advisory firm in London is seeking a highly skilled Senior Chartered Paraplanner to join their expanding team. This position offers the opportunity to work closely with the Director, playing a key role in providing technical support for UHNW clients, typically with assets of 5m and above. You will be responsible for delivering expert advice across pensions, investments, estate planning, and tax strategies...
Employment Type : Full-Time
Do you want to earn more money and get rewarded for your efforts? Would you like to be your own boss and be in control of how you do business and with whom? Do you want to choose your own working hours to suit your lifestyle? Do you have a passion for property, and a desire to improve the reputation of letting agents in the UK? If this sounds like you, then becoming a letting expert could be the perfect next step for you. The Lettings Experts wi...
Employment Type : Full-Time
Do you want to earn more money and get rewarded for your efforts? Would you like to be your own boss and be in control of how you do business and with whom? Do you want to choose your own working hours to suit your lifestyle? Do you have a passion for property, and a desire to improve the reputation of letting agents in the UK? If this sounds like you, then becoming a letting expert could be the perfect next step for you. The Lettings Experts wi...
Employment Type : Full-Time
Do you want to earn more money and get rewarded for your efforts? Would you like to be your own boss and be in control of how you do business and with whom? Do you want to choose your own working hours to suit your lifestyle? Do you have a passion for property, and a desire to improve the reputation of letting agents in the UK? If this sounds like you, then becoming a letting expert could be the perfect next step for you. The Lettings Experts wi...
Employment Type : Full-Time
Our client is looking to recruit a Senior Paraplanner or Chartered Paraplanner to join their independent financial planning business, as part of their organic growth strategy The business is independently owned and has a team of 7, growing to 8, who all enjoy working together. The business was established over 10 years ago and has through organic growth year-on-year from professional introducer and client referrals amassed over 100m of FuM. They...
Employment Type : Full-Time
My client is a well-established and highly successful Independent Wealth Management firm with an outstanding reputation in the Wealth Management industry. They are looking to continue to grow and develop their business and require a diploma qualified, chartered paraplanner (or working towards) to join them to provide support at Director level. You will work with a well-established group of long-established UHNW clients. Key responsibilities will...
Employment Type : Full-Time
Hybrid working Due to development and expansion, my client, a respectable IFA in London, is seeking a technical Chartered Senior Paraplanner to collaborate with the director and help lead their presence in a specialised market of UHNW clients, usually with a budget of 5 million or more. Your technical proficiency in creating financial advice pertaining to investments, pensions, estate planning, and tax planning is required for the position. exce...
Employment Type : Full-Time
Our client is a leading wealth management business based in the City of London. They service UHNW clients who typically have in excess of 500k investable assets. Services offered to clients include Investment Management. Due to expansion they are looking for a Paraplanner to join the existing business. The role will be to provide client facing Paraplanning support to the Head of Advice. Amongst other duties, you will be required to conduct resea...