The Role: I am recruiting a Senior Paraplanner (Technical Specialist) to join the team at Monenti Partners, a leading Financial Planning firm based in central London (WC1).Working in a collaborative, client-focused team you will work closely with Financial Planners, providing advanced technical support, leading research and due diligence, and mentoring junior team members. The Senior Paraplanner...
Our client is looking for a Senior Paraplanner RDR Level 4 to join their team on a permanent basis in London.ResponsibilitiesConduct fact finding calls with clients to evaluate client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendationReview xujxxms and formulate plans for clients with highly specialised...
Our client is looking for a Senior Paraplanner RDR Level 4 to join their team on a permanent basis in London. Responsibilities Conduct fact finding calls with clients to evaluate client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation Review and formulate plans for clients with highly specialised...
At LCH/Wealth, paraplanning is not a back-office afterthought. It’s a core part of how we look after clients properly. This role suits a career paraplanner who wants high standards, clear expectations, and a team that values how you work as much as what you know. Working style - Remote-first - If you live near our Central London office, you can come in as often as you like - Ideally, you...
At LCH/Wealth, paraplanning is not a back-office afterthought. It’s a core part of how we look after clients properly. This role suits a career paraplanner who wants high standards, clear expectations, and a team that values how you work as much as what you know. Working style - Remote-first - If you live near our Central London office, you can come in as often as you like - Ideally, you...
Job Description At LCH/Wealth, paraplanning is not a back-office afterthought. It’s a core part of how we look after clients properly. This role suits a career paraplanner who wants high standards, clear expectations, and a team that values how you work as much as what you know. Working style - Remote-first - If you live near our Central London office, you can come in as often as you like -...
You will be joining a local firm who are proud of the community they serve and work closely together to achieve the best possible outcomes for their clients. Alongside 2 other Paraplanners and some Administrators, together you will be supporting 5 Financial Advisors.
You should have 3+ years experience as a Paraplanner
Paraplanner (Part-time or Full time) Location -Alderley Edge, Cheshire (SK9) Want to make an application Make sure your CV is up to date, then read the following job specs carefully before applying. Salary -FTE £37.5k + Bonus + 10% matched pension contribution and Private Medical Insurance We are an SJP Senior Partner Practice based in Alderley Edge, Cheshire. We are seeking to appoint an...
My client is a highly respected IFA firm based on the outskirts of Aberdeen. A rare and exciting opportunity has become available for an experienced paraplanner or senior IFA support to join the team. The role will be exceptionally in depth with client facing elements as and when you gain expertise. Primarily it will involve; Preparation of Suitability Reports, Liaising with product provider to...
The Role: I am recruiting a Senior Paraplanner (Technical Specialist) to join the team at Monenti Partners, a leading Financial Planning firm based in central London (WC1). Working in a collaborative, client-focused team you will work closely with Financial Planners, providing advanced technical support, leading research and due diligence, and mentoring junior team members. The Senior...
You will be providing technical expertise to support and assist in the provision of financial advice to our existing and prospective clients.
You will demonstrate a high attention to detail and in depth understanding of the client needs.
You should be an experienced Paraplanner with great report writing and analytical skills
Job Description At LCH/Wealth, paraplanning is not a back-office afterthought. It’s a core part of how we look after clients properly. This role suits a career paraplanner who wants high standards, clear expectations, and a team that values how you work as much as what you know. Working style - Remote-first - If you live near our Central London office, you can come in as often as you like -...
You will be joining a local firm who are proud of the community they serve and work closely together to achieve the best possible outcomes for their clients. Alongside 2 other Paraplanners and some Administrators, together you will be supporting 5 Financial Advisors.
Our client is looking for a Senior Paraplanner RDR Level 4 to join their team on a permanent basis in London.ResponsibilitiesConduct fact finding calls with clients to evaluate client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendationReview xbpsjku and formulate plans for clients with highly specialised...
Job Description The Role: I am recruiting a Senior Paraplanner (Technical Specialist) to join the team at Monenti Partners, a leading Financial Planning firm based in central London (WC1).Working in a collaborative, client-focused team you will work closely with Financial Planners, providing advanced technical support, leading research and due diligence, and mentoring junior team members. The...
You will be joining a local firm who are proud of the community they serve and work closely together to achieve the best possible outcomes for their clients. Alongside 2 other Paraplanners and some Administrators, together you will be supporting 5 Financial Advisors.
You should have 3+ years experience as a Paraplanner
At LCH/Wealth, paraplanning is not a back-office afterthought. It’s a core part of how we look after clients properly. This role suits a career paraplanner who wants high standards, clear expectations, and a team that values how you work as much as what you know. Working style - Remote-first - If you live near our Central London office, you can come in as often as you like - Ideally, you will...
You will be joining a local firm who are proud of the community they serve and work closely together to achieve the best possible outcomes for their clients. Alongside 2 other Paraplanners and some Administrators, together you will be supporting 5 Financial Advisors.
You should have 3+ years experience as a Paraplanner
At LCH/Wealth, paraplanning is not a back-office afterthought. It’s a core part of how we look after clients properly. This role suits a career paraplanner who wants high standards, clear expectations, and a team that values how you work as much as what you know. Working style Remote-first If you live near our Central London office, you can come in as often as you like Ideally, you will join us...
At LCH/Wealth, paraplanning is not a back-office afterthought. It’s a core part of how we look after clients properly. This role suits a career paraplanner who wants high standards, clear expectations, and a team that values how you work as much as what you know. Working style Remote-first If you live near our Central London office, you can come in as often as you like Ideally, you will join us...