Paraplanner – 2 x days in the office

Overview

Paraplanner

Location: City, London

Hybrid working – 2 days per week in the office

Salary: £35,000 – £48,000 + Bonus

Are you an experienced Diploma Qualified Paraplanner looking for your next role?

  • Are you looking to work closely with an Adviser so you can build and develop strong relationships with the clients?
  • Do you feel that you are not using your technical skills as much as you should be?
  • Would you like to work in a truly collaborative environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?

If so, we can help…

Company/Role Information

  • Our client is an established independent IFA, based in a convenient location in centre of London – 5 mins walk to City Thameslink or St Pauls tube
  • They are partnered with an Accountancy practice, so whilst the wealth planning team is smaller the main company has over 50 staff in the office. You will be working in a pod system with 2 x Adviser and 1 x experienced Administrator
  • This role is all about collaborating with the Advisers on each client’s financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
  • Salary is flexible depending upon experience – if you are Chartered then the salary may be higher than added here.
  • Hybrid working – 2 days in the office – no set days required

Related Jobs

  • Wealth Planning Administrator

    Job Type: Sales Support

    Location: Shaftesbury

    Paraplanner – 2 x days in the office

    Overview

    Paraplanner

    Location: City, London

    Hybrid working – 2 days per week in the office

    Salary: £35,000 – £48,000 + Bonus

    Are you an experienced Diploma Qualified Paraplanner looking for your next role?

    • Are you looking to work closely with an Adviser so you can build and develop strong relationships with the clients?
    • Do you feel that you are not using your technical skills as much as you should be?
    • Would you like to work in a truly collaborative environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?

    If so, we can help…

    Company/Role Information

    • Our client is an established independent IFA, based in a convenient location in centre of London – 5 mins walk to City Thameslink or St Pauls tube
    • They are partnered with an Accountancy practice, so whilst the wealth planning team is smaller the main company has over 50 staff in the office. You will be working in a pod system with 2 x Adviser and 1 x experienced Administrator
    • This role is all about collaborating with the Advisers on each client’s financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
    • Salary is flexible depending upon experience – if you are Chartered then the salary may be higher than added here.
    • Hybrid working – 2 days in the office – no set days required

    Related Jobs

    • Wealth Planning Administrator / Client Services Administrator

      Job Type:

      Location: Hook

      Wealth Planning Administrator / Client Services Administrator

      Based Hook, Hampshire

      £25,000 – £30,000 depending on experience

       

      Are you a Wealth Planning Administrator looking for your next role?

      • Would you like to feel valued by working in a boutique wealth planning company instead of a corporate firm?
      • Are you looking to work for a company that offers growth and support for career development with full exam support (if desired)?
      • Or maybe you are currently working as a Pensions Administration and are looking to move into wealth planning?

       

      If so, we can help

      Company/Role Information:

      • You will be fully supported in your career – whether that be progressing within IFA Administration, or into paraplanning or Advising in time
      • Working in an established practice with strong procedures and processes, you will be working in a close knit team of 6
      • This is a varied role where you will be supporting the paraplanners and Advisers with all associated admin and client services tasks including processing of new business in the Paraplanners absence, producing quotations, scheduling and managing adviser diaries and liaising with clients

       

      Benefits:

      • Full exam support to complete your diploma (if desired)
      • Option to work from home on a Friday (depending on client meetings)
      • 24 days holiday + BH – close over Xmas break
      • 8.30am – 5pm / Part Time hours considered

      Requirements:

      • Minimum 1 year’s experience working as a Wealth Planning Administrator
      • Excellent attention to detail
      • Fantastic telephone manner and strong inter-personal and relationship building skills

       

      So, if you are looking to work in a fantastic environment with scope for personal development, then please apply for the role and we can run through in more detail.

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    • Wealth Planning Administrator

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      Location: Shaftesbury

      Wealth Planning Administrator

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      Are you an experienced Wealth Planning Administrator?

      Are you looking for a route through to wealth planning administration?

      Are you currently working for a smaller wealth planning practice and are looking to join a larger practice with established processes and procedures?

      Or are you feeling like your career isn’t developing enough?

      If so, we have the opportunity for you…..

      The company and role

      Our client is a well established Wealth Management Practice, is looking for their next wealth management administrator hire, both in their annual review department and also in their client services department.

      They can consider a wide range of experience – any previous direct wealth panning support experience is desirable but not essential.

      They are currently consisting of 50 within the company based over four offices. They have expanded rapidly in the last few years, and so this has opened up opportunities for employee growth and development, and the practice manager is hugely passionate about encouraging and developing employees, as well as managing processes and procedures and work flow to ensure a highly desirable working environment

      They offer a structured career development and exam plan based around your goals – whether that be working towards a paraplanning position or to progress within administration. There are also more managerial/senior/team leader based roles available.

      Although growing, they have been very conscious to keep the ‘family feel’ of their practice. Cultural fit is key as they are an integral part of each of the communities their office is based in.

      Please note due to the rural location you will need to be a driver.

      They operate 5 days in the office working week.

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      Paraplanner
      Based Northampton
      Salary: £33,000 – £45,000 + discretionary bonus
      Are you a Diploma qualified Paraplanner who is looking for your next move?

      Are you looking to work with an Adviser so you can build and develop strong relationships with the clients?
      Do you feel that you are not using your technical skills as much as you should
      be?
      Would you like to work in a truly collaborative environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
      Would you like to work for a larger practice with full admin support provided?

      If so, we have the opportunity for you…..

      The company and role:
      Our client is a Chartered Independent IFA who are now looking for a Paraplanner to join their team of 60
      This is working with 1-2 Advisers looking after their specific client bank, so you will be building up close relationships with the clients
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      The role:
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      Further information:
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  • Trainee Financial Planner / IFA

    Job Type: Paraplanners

    Location: Sindlesham

    Paraplanner – 2 x days in the office

    Overview

    Paraplanner

    Location: City, London

    Hybrid working – 2 days per week in the office

    Salary: £35,000 – £48,000 + Bonus

    Are you an experienced Diploma Qualified Paraplanner looking for your next role?

    • Are you looking to work closely with an Adviser so you can build and develop strong relationships with the clients?
    • Do you feel that you are not using your technical skills as much as you should be?
    • Would you like to work in a truly collaborative environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?

    If so, we can help…

    Company/Role Information

    • Our client is an established independent IFA, based in a convenient location in centre of London – 5 mins walk to City Thameslink or St Pauls tube
    • They are partnered with an Accountancy practice, so whilst the wealth planning team is smaller the main company has over 50 staff in the office. You will be working in a pod system with 2 x Adviser and 1 x experienced Administrator
    • This role is all about collaborating with the Advisers on each client’s financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
    • Salary is flexible depending upon experience – if you are Chartered then the salary may be higher than added here.
    • Hybrid working – 2 days in the office – no set days required

    Related Jobs

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      Job Type: Paraplanners

      Location: Northampton

      Paraplanner
      Based Northampton
      Salary: £33,000 – £45,000 + discretionary bonus
      Are you a Diploma qualified Paraplanner who is looking for your next move?

      Are you looking to work with an Adviser so you can build and develop strong relationships with the clients?
      Do you feel that you are not using your technical skills as much as you should
      be?
      Would you like to work in a truly collaborative environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
      Would you like to work for a larger practice with full admin support provided?

      If so, we have the opportunity for you…..

      The company and role:
      Our client is a Chartered Independent IFA who are now looking for a Paraplanner to join their team of 60
      This is working with 1-2 Advisers looking after their specific client bank, so you will be building up close relationships with the clients
      There are 16 Advisers, and over 30 on the support side within the company
      They offer a structured career development and exam plan based around your goals -whether that be working towards an Advisory position or continuing to be Chartered.

      The role:
      Conduct comprehensive financial analysis for clients, including evaluating their current financial situation, goals, and risk tolerance.
      Assist in the development of investment strategies and recommendations for clients, specifically pension transfers, ISA transfers and inheritance tax planning.
      Prepare cash flow reports and presentations for client meetings.
      Research and stay up to date on industry trends, products, and regulations.
      Collaborate with financial advisors to implement and execute client strategies.

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      Are you a Senior Paraplanner who is now looking for their next challenge?

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      Is your current role not technical enough and you would like more admin support?

       

      Then we may have the opportunity for you….

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      They have ambitious plans for the next phase of their growth and this is therefore a

      fantastic opportunity for career development.

       

      The role / Company:

      • This is a varied paraplanning role – working with a range of Advisers and cases
      • You will be conducting full research, cash flow forecasting and report writing
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      If you would like to find out more about the role or the IFA in more detail, then please apply.

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      Job Type: Sales Support

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      Wealth Planning Administrator

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      Salary up to £30000

      Are you an experienced Wealth Planning Administrator?

      Are you looking for a route through to wealth planning administration?

      Are you currently working for a smaller wealth planning practice and are looking to join a larger practice with established processes and procedures?

      Or are you feeling like your career isn’t developing enough?

      If so, we have the opportunity for you…..

      The company and role

      Our client is a well established Wealth Management Practice, is looking for their next wealth management administrator hire, both in their annual review department and also in their client services department.

      They can consider a wide range of experience – any previous direct wealth panning support experience is desirable but not essential.

      They are currently consisting of 50 within the company based over four offices. They have expanded rapidly in the last few years, and so this has opened up opportunities for employee growth and development, and the practice manager is hugely passionate about encouraging and developing employees, as well as managing processes and procedures and work flow to ensure a highly desirable working environment

      They offer a structured career development and exam plan based around your goals – whether that be working towards a paraplanning position or to progress within administration. There are also more managerial/senior/team leader based roles available.

      Although growing, they have been very conscious to keep the ‘family feel’ of their practice. Cultural fit is key as they are an integral part of each of the communities their office is based in.

      Please note due to the rural location you will need to be a driver.

      They operate 5 days in the office working week.

      So, if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning, or want to be part of a well established, growing and hugely supportive team – then please apply and then we can run through the role in more detail.

      Read More

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    Job Type: Sales Support

    Location: Worthing

    Paraplanner – 2 x days in the office

    Overview

    Paraplanner

    Location: City, London

    Hybrid working – 2 days per week in the office

    Salary: £35,000 – £48,000 + Bonus

    Are you an experienced Diploma Qualified Paraplanner looking for your next role?

    • Are you looking to work closely with an Adviser so you can build and develop strong relationships with the clients?
    • Do you feel that you are not using your technical skills as much as you should be?
    • Would you like to work in a truly collaborative environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?

    If so, we can help…

    Company/Role Information

    • Our client is an established independent IFA, based in a convenient location in centre of London – 5 mins walk to City Thameslink or St Pauls tube
    • They are partnered with an Accountancy practice, so whilst the wealth planning team is smaller the main company has over 50 staff in the office. You will be working in a pod system with 2 x Adviser and 1 x experienced Administrator
    • This role is all about collaborating with the Advisers on each client’s financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
    • Salary is flexible depending upon experience – if you are Chartered then the salary may be higher than added here.
    • Hybrid working – 2 days in the office – no set days required

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      Are you a driven graduate eager to build a successful career in financial services?Or perhaps you are early on in your financial planning career and looking for a company that not only offers clear career progression but also provides a supportive, goal-oriented environment?

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      What We’re Looking For:

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      Are you a Senior Paraplanner who is now looking for their next challenge?

      Would you like to work for one of the fastest growing IFAs in the South East?

      Is your current role not technical enough and you would like more admin support?

       

      Then we may have the opportunity for you….

      Our client is an independent IFA with 4 offices who are expanding rapidly. Due to this

      expansion, they are now looking for a Senior Paraplanner to join their team.

      The Horsham office has over 10 staff – however the company has over 100 employees

      spread over the 4 locations. Fully independent they have over £1.5 billion under

      investment.

      They have ambitious plans for the next phase of their growth and this is therefore a

      fantastic opportunity for career development.

       

      The role / Company:

      • This is a varied paraplanning role – working with a range of Advisers and cases
      • You will be conducting full research, cash flow forecasting and report writing
      • In the Horsham office, there are 5 in the client support team and 3 Advisers with
      • Paraplanners offering additional support from the other 3 additional offices
      • There is hybrid working available – 3 days in the office, 2 days working fromhome
      • Full exam and study support for Chartered exams
      • Hours are 9am – 5pm
      • 25 x days holiday + BH
      • A range of enhanced benefits

      Who this would suit:

      • To be considered for this role as a Senior Paraplanner you must have at least your Diploma with a minimum of 3 years experience in a paraplanning role working across range of cases with report writing experience
      • This would suit you if you feel that your career is not developing and your range of work is not varied enough? Or, that you don’t have enough admin support or you aren’t getting enough exam or study support?

       

      If you would like to find out more about the role or the IFA in more detail, then please apply.

      Read More

    • Paraplanner

      Job Type: Paraplanners

      Location: Northampton

      Paraplanner
      Based Northampton
      Salary: £33,000 – £45,000 + discretionary bonus
      Are you a Diploma qualified Paraplanner who is looking for your next move?

      Are you looking to work with an Adviser so you can build and develop strong relationships with the clients?
      Do you feel that you are not using your technical skills as much as you should
      be?
      Would you like to work in a truly collaborative environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
      Would you like to work for a larger practice with full admin support provided?

      If so, we have the opportunity for you…..

      The company and role:
      Our client is a Chartered Independent IFA who are now looking for a Paraplanner to join their team of 60
      This is working with 1-2 Advisers looking after their specific client bank, so you will be building up close relationships with the clients
      There are 16 Advisers, and over 30 on the support side within the company
      They offer a structured career development and exam plan based around your goals -whether that be working towards an Advisory position or continuing to be Chartered.

      The role:
      Conduct comprehensive financial analysis for clients, including evaluating their current financial situation, goals, and risk tolerance.
      Assist in the development of investment strategies and recommendations for clients, specifically pension transfers, ISA transfers and inheritance tax planning.
      Prepare cash flow reports and presentations for client meetings.
      Research and stay up to date on industry trends, products, and regulations.
      Collaborate with financial advisors to implement and execute client strategies.

      Further information:
      Full time, office-based role
      7.5hrs per day – flexibly anytime between 8am-6pm
      DIS, Health cash plan, enhanced company pension contribution (after qualifying period)
      22 days holiday initially increasing to 25 days.
      Discretionary staff bonuses paid half yearly in May and October

      So, if you are thinking you need a fresh start and to gain more technical experience and a route through the business then please apply and then we can run through the role in more detail.

      Read More

    Read More

Contact us

Email: kate@cranleighpersonnel.co.uk or Call: 01483 279 837