Job Description:
Our client, a leading UK-based wealth management firm, is looking for an experienced Paraplanner to join their growing London office on an initial 12-month contract basis.
This is an excellent opportunity to work alongside a highly qualified and collaborative team of Wealth Planning Directors, providing high-quality financial planning support to a diverse range of clients.
Essential Skills/Experience:
CII Diploma in Financial Planning or equivalent (essential)
CII Chartered Financial Planner status (desirable)
Minimum 2-3 years' paraplanning experience, ideally within a team structure.
Strong technical knowledge of the UK tax regime, including Capital Gains Tax, Inheritance Tax, and Income Tax.
In-depth understanding of pension arrangements and estate planning.
Proven ability to manage workload independently while delivering high-quality outputs.
Core Responsibilities:
Prepare detailed cashflows and financial plans to support clients in achieving long-term goals.
Accompany Wealth Planning Directors to client meetings, take comprehensive meeting notes, and conduct in-depth research to inform advice.
Collaborate closely with colleagues to meet team income objectives.
Brief Wealth Planning Directors on client issues and maintain direct client contact where necessary.
Identify and share best practice ideas and contribute to continuous process improvements.
Manage your workload effectively, meeting agreed expectations for quality and timeliness.
Maintain up-to-date knowledge of financial planning standards, legislation, and best practice.
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16268
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDCAS ....Read more...
Type: Contract Location: City of London, England
Start: ASAP
Posted: 2025-10-27 16:13:32
£24,000 + Benefits
Are you a detail-driven Financial Services Administrator looking to develop your career within a respected, client-focused wealth management practice?This is a fantastic opportunity to join a well-established and growing business that represents a leading FTSE 100 brand.
You'll play a key role in supporting Advisers and ensuring the smooth running of client servicing, all within a friendly and professional environment that encourages personal growth and professional qualifications.As Financial Services Administrator, you'll be the first point of contact for clients and support the Advisers in delivering an exceptional service.Key Responsibilities
Managing adviser diaries, arranging and preparing for client meetings, and coordinating follow-up actions
Liaising with providers and SJP administration centres to obtain information and process documentation
Preparing meeting packs, letters of authority, and compliance documentation
Maintaining accurate client records and CRM data
Assisting with business submissions and supporting the paraplanning process
Preparing client financial review documents and presentation materials
You'll also have the opportunity to follow an in-house training programme with full study support provided to help you progress your career in financial services.Skills & Experience
Previous experience within financial services administration or a similar role
Highly organised with excellent attention to detail
Confident communicator with strong client-service skills
Able to work effectively in a fast-paced, professional environment
Ambitious and keen to develop through further study and training
This is a superb opportunity to build your career with a trusted, professional and growing wealth management practice that truly values its people and clients alike. ....Read more...
Type: Permanent Location: Surrey Heath, England
Start: ASAP
Salary / Rate: Up to £24000.00 per annum + Benefits
Posted: 2025-10-26 23:35:03
