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Permanent Paraplanner jobs in London, England

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PARAPLANNER/TECHNICAL ANALYST RDR LEVEL 4

Review suitability reports to ensure that any financial and investment advice given to potential and existing clients meet the overarching suitability requirements of the Financial Conduct Authority. Proactively contact internal c...

CompanyBarbara Houghton Associates
AddressLondon, England
CategoryBanking
SalaryCompetitive
Job typeFull Time
Date Posted a week ago See detail

Paraplanner/Technical Analyst RDR Level 4

Barbara Houghton Associates

London, England

Competitive

Review suitability reports to ensure that any financial and investment advice given to potential and existing clients meet the overarching suitability requirements of the Financial Conduct Authority. Proactively contact internal c...

a week ago seen See more...

Chartered Paraplanner

Mbf.

London, England

Chartered Status via the CII. Proficiency in Adobe, Word, Excel, and Outlook, along with other system-specific knowledge to create necessary documentation, templates, and reports according to brand guidelines. Quick adaptability t...

2 weeks ago seen See more...

Junior Paraplanner

Heat Recruitment

London, England

Experience within financial services and working towards diploma qualification. Strong analytical skills with attention to detail and accuracy. Excellent communication and interpersonal skills. Ability to work effectively both ind...

2 weeks ago seen See more...

Paraplanner

Openwork Services Limited

London, England

£40,000/annum

2 - 5 years experience or more in the Financial Services industry in a financial advice business. Understand the financial advice and end client relationship and journey. Experience in a financial adviser support role. Full Level...

a month ago seen See more...

Graduate Paraplanner

Step

London, England

£28,000 per annum

Report writing. Pension transfers. ISA transfers. CRM inputting. Booking meetings. Writing minutes. Exceptional written and spoken communication. Flexibility. Analytical mindset and experienced with data. Good Maths skills. Client...

2 months ago seen See more...

Paraplanner

Synchronicity Group

London, England

£47,000 - £55,000 per annum

Evaluate prospective 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 special...

2 months ago seen See more...

Senior Paraplanner

Tate

London, England

£65,000 - £67,500/annum Plus discretionary bonus and benefits

100% paid premiums for top-tier supplemental medical, dental, and annual health screening plans for employees and qualified dependents. 28 days annual leave, with the option to purchase up to 3 additional days per year, and up to...

2 months ago seen See more...

Paraplanner

Heat Recruitment

London, England

Joining the Financial Planner in client meetings, preparing meeting notes, and conducting research required to deliver advice and reviews to clients. Proactively work with the Paraplanning Manager and team colleagues to ensure bes...

2 months ago seen See more...

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