Paraplanner Work, Jobs in Oxford Circus, Gtl (with Salaries)

Paraplanner
Enver Wealth Management —London
- £30,000 a year
- Full-time
- Analysis skills
- Organisational skills
- Financial services
- Work from home
Quick apply
Paraplanner
The Private Office —London
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
Paraplanner
Octopus Money —London
- £35,000 - £45,000 a year
- Communication skills
- Marketing
Paraplanner
Swiss Life Global Solutions —London
- Annual leave
- Employee assistance programme
Senior Paraplanner
RGH‑Global Limited —London
- £50,000 - £60,000 a year
- Full-time
- Hybrid work
- Communication skills
Paraplanner
Evelyn Partners —London
- Full-time
- Hybrid work
Quick apply
Paraplanner
Hoxton Wealth —London
- Microsoft Office
- Analysis skills
- Bachelor's degree
Quick apply
Paraplanner | Knight Frank Finance
Knight Frank —London
- Full-time
- CRM software
- Spanish
- Microsoft Office
9d
Paraplanner
Menzies LLP —London
- Full-time
- Hybrid work
- English
Senior paraplanner
Laithwaite Financial Services —Woking
- Up to £50,000 a year
- Part-time
- English
- Microsoft Office
- Free parking
Associate Financial Advisor - Hybrid
Argentis Group Limited —London
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Employee discount
Quick apply
Paraplanner
RGH‑Global Limited —Ascot
- £35,000 - £45,000 a year
- Full-time
- Analysis skills
- Communication skills
4d
Mortgage Administrator / Paraplanner
PRIMIS Mortgage Network —Walton-on-Thames
- £28,000 - £35,000 a year
- Part-time
- Hybrid work
- Administrative experience
- Communication skills
Retirement Support Specialist
Smart Pension —London
- Hybrid work
- IT
- Employee assistance programme
- Employee discount
Financial Adviser
RGH‑Global Limited —London
- £40,000 - £60,000 a year
- Full-time
- Administrative experience
- Financial services
4d
Trainee/Junior Financial Planner
Cooper Parry —London
- Full-time
- Travel
Head of Paraplanning
Cooper Parry —London
- Full-time
- Leadership
- Communication skills
Compliance Manager (Financial Advice)
Nova Wealth —London
- Full-time
- Hybrid work
- Flexible schedule
Quick apply
Financial Planner - Surrey
Menzies LLP —Woking
- Hybrid work
- Microsoft Word
- Microsoft Excel
- English

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Paraplanner
Enver Wealth Management —London
Prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models…
£30,000 a year
Quick apply
Paraplanner
The Private Office —London
24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period; Building strong and effective working relationships with other teams in…

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Paraplanner

Enver Wealth Management
London

Quick apply

Job details

Permanent | Full-time
£30,000 a year

Benefits

On-site gym
Work from home

Qualifications

Financial planning
Report writing
Analysis skills
Organisational skills
Financial services

Full job description

Company Overview

Enver Wealth Management Ltd is a reputable firm within the wealth management and financial services industry, dedicated to delivering tailored investment and retirement solutions to high net worth clients. As a highly successful Senior Practice and Appointed Representative of St. James’s Place Wealth Management Plc, we prioritize employee development and offer clear opportunities for career progression.

Summary

'Paraplanner' position available at our busy office located in Canary Wharf in GB. Join our friendly and inclusive team to support our mission of providing exceptional financial solutions and client service, contributing to our continued growth and success.

Responsibilities

Provide high level technical paraplanning support to the Practice;
Working closely with the Advisors to achieve Client objectives, identifying areas for effective Financial Planning, and sourcing solutions suitable to meet the Client’s needs and expectations;
Construct financial planning solutions (investment, retirement, tax and estate planning) supported by the production of computer models and reports;
Communicating with clients and other relevant parties to ensure the case is followed through;
Consider current and future allocation of assets for an appropriate investment strategy with regards to the Client’s risk profile;
Compiling, clear and comprehensive reports, with recommendations that are within compliance standards;
You will be the go-to individual for advice on technical queries and your duties will focus on supporting the full Client journey;
Prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models;
Obtaining information, quotes, illustrations and product details in order to provide meaningful comparisons for analysis;
Assisting in the preparation of tax calculations where necessary;
Preparing for and assisting with Client review meetings when required;
Work within and stay up to date with template changes and advice notes.

Pay: £30,000.00 per year

Benefits:

On-site gym
Work from home

Application question(s):

Do you have at least 12 months experience in a Wealth Management Role?
Have you written a suitability letter in a Wealth Management role?

Work Location: In person

Quick apply

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