Paraplanner Work, Jobs in Tulse Hill, Gtl (with Salaries)

Associate Financial Advisor - Hybrid
Argentis Group Limited —London
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Employee discount
Quick apply
Paraplanner | Knight Frank Finance
Knight Frank —London
- Full-time
- CRM software
- Spanish
- Microsoft Office
Retirement Support Specialist
Smart Pension —London
- Hybrid work
- IT
- Employee assistance programme
- Employee discount
Wealth Administrator - 12 month FTC
Royal Bank of Canada —London
- Full-time
- Microsoft Outlook
- Customer service
- Microsoft Office
14h
Paraplanner
Hoxton Wealth —London
- Microsoft Office
- Analysis skills
- Bachelor's degree
Quick apply
Financial Planner - Surrey
Menzies LLP —Woking
- Hybrid work
- Microsoft Word
- Microsoft Excel
- English
Paraplanner
RGH‑Global Limited —Ascot
- £35,000 - £45,000 a year
- Full-time
- Analysis skills
- Communication skills
12d
Associate, Wealth Management
Royal Bank of Canada —London
- Full-time
- Customer service
- Communication skills
- Banking
10d
Platform Service Manager (6 months FTC)
7IM —London
- Financial services
- Retail management
- Tax experience
3d
Financial Adviser
RGH‑Global Limited —London
- £40,000 - £60,000 a year
- Full-time
- Administrative experience
- Financial services
12d
Client Support Executive
Benchmark Capital —Weybridge
- Full-time
- Hybrid work
- Microsoft Office
- Organisational skills
- Financial services
3d
Head of Paraplanning
Cooper Parry —London
- Full-time
- Leadership
- Communication skills
Platform Service Manager (6 months FTC)
Seven Investment Management —London
- Financial services
- Retail management
- Tax experience
3d

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Paraplanner | Knight Frank Finance
Knight Frank —London
Previous experience in mortgage and/or protection administration. Work closely with administration and compliance teams to ensure timely case completion.

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Associate Financial Advisor - Hybrid

Argentis Group Limited
London

Quick apply

Job details

Full-time

Benefits

Private medical insurance
Employee discount

Qualifications

Financial planning
Financial services
Communication skills

Full job description

Looking to take the next step towards becoming a Financial Adviser within a supportive, team-focused environment?

With us, you can build your advice experience while working closely with experienced Advisers, paraplanners and administrators within a collaborative POD structure.

If youre looking to further your financial planning career in a firm that values development, teamwork and high-quality client outcomes, then wed love to hear from you.

Where do you fit in?

Youll support clients through annual reviews, simple advice amendments and ongoing servicing activities, helping to deliver a smooth and consistent client experience. Youll gain valuable exposure to the full advice process while contributing to paraplanning and administrative support when needed.

This is a structured development role designed for someone who is working towards full Financial Adviser status and wants to continue developing their technical knowledge, client skills and regulatory understanding.

Key responsibilities include:

Supporting Financial Advisers with annual reviews, client servicing and lower complexity regulated advice activities while building strong client relationships within the POD
Assisting with research, report preparation and wider workflow support to help ensure efficient end-to-end case progression
Maintaining accurate records, following FCA and Consumer Duty requirements, and engaging in ongoing coaching and development towards full Adviser status

Whats In It for You?

A competitive salary plus benefits including private medical insurance, paid birthday leave, and a staff discount platform
A busy and varied role within a growing group
The chance to make your mark at a friendly, business with lots going on

To be successful, youll need:

Essential - Level 4 Diploma in Financial Planning and experience within financial planning, paraplanning or a client-facing financial services role
A good understanding of FCA regulations, advice standards and Consumer Duty, alongside strong attention to detail
Excellent communication skills, a collaborative approach and a professional, client-focused mindset

We work 35 hours per week, Monday to Friday. Youll be based from our London office (EC3N 3AA).

Following successful completion of your training period, hybrid working is available, with three days at our office and two days working from home.

Who are Argentis Wealth Management? What do we do?

This position is with Argentis Wealth Management - an Independent Financial Advice firm, authorised by the Financial Conduct Authority, owned by Argentis Group Ltd. We have one mission at our core: giving our clients confidence in their finances. We offer a broad range of wealth management and financial planning services to our clients, ranging from large scale investors and companies to individuals and small businesses.

Were looking for talented people to join our teams, to help us achieve our goals and build for the future.

We are committed to equality of opportunity for all; we care passionately about our staff and are committed to promoting and protecting the physical and mental health of all our employees.

Quick apply

Refine Your Search

paraplanner jobs in tulse hill, gtl

Associate Financial Advisor - Hybrid

Paraplanner | Knight Frank Finance

Retirement Support Specialist

Wealth Administrator - 12 month FTC

Paraplanner

Financial Planner - Surrey

Paraplanner

Associate, Wealth Management

Platform Service Manager (6 months FTC)

Financial Adviser

Client Support Executive

Head of Paraplanning

Platform Service Manager (6 months FTC)

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