Average salary: £49,321 /yearly
More stats£23k - £28k per annum
...Type of Position: Client Review Administrator - London
Pay: £23k - £28k Client Review Administrator - London
Our client is looking... ...documents and any additional valuation reports and pass these over to Paraplanners and/or Advisers
Attach all documents to back office system...
Suggested
Work at office
...An opportunity has become available for a Paraplanner in London to join a growing financial... ...technology based financial advice service with client service and accessibility to advice at... ...support and guidance where appropriate
Review client objectives ensuring they are clear...
Suggested
Hybrid work
£43k per annum
...Job Title: Paraplanner
Location: Holborn
Salary: £35,000 - £43,000 per annum doe... ...financial solutions to a high-net-worth client base.
The Role
We are seeking an experienced... ...full Client journey;
Prepare client reviews, updating cash flow models, investment...
Suggested
Permanent employment
Full time
Work at office
Hybrid work
£40k - £45k per annum
...As a Paraplanner, you will play a pivotal role in supporting our team of experienced financial advisers in providing top-notch financial planning services to our clients. Your responsibilities will include, but are not limited to:
Research and Analysis:
Conduct...
Suggested
Permanent employment
Full time
Work at office
Relocation
Working Monday to Friday
...and Bristol. The plan was simple: put our clients first by providing a transparent service,... ...Insurance Institute to become a paraplanner.
Subsequently, you will progress to... ...all relevant research needed for annual review.
To oversee and complete specific projects...
Suggested
Permanent employment
Traineeship
Relief
Work at office
Offshore
Flexible hours
£33k - £44k per annumEstimated
Job Information
Our client, established for over twenty years is an independent, family-... ...access. Due to on-going success require a Paraplanner.
Duties:
Prepare suitability reports... ...part of the client’s existing arrangement review process.
Maintain core systems ensuring...
Suggested
An opportunity has become available for a Paraplanner in London to join a growing financial... ...technology based financial advice service with client service and accessibility to advice at... ...support and guidance where appropriate
Review client objectives ensuring they are clear...
Suggested
Hybrid work
...entities which focus on US and Jersey based clients. Our head office is based in London... ...Chartered Insurance Institute to become a paraplanner.
Subsequently, you will progress to... ...where necessary).
5. Prepare for client reviews
Act as main point of contact with providers...
Suggested
Permanent employment
Traineeship
Relief
Work at office
Offshore
Flexible hours
£25k - £30k per annum
Type of Position: Trainee Paraplanner - London
Trainee Paraplanner - London
Our client is looking for a Trainee Paraplanner to join their team. Provide research... ...products, whilst considering the client objectives.
Review asset allocation for any investment/pension...
Suggested
Traineeship
Work at office
Flexible hours
£38k - £51k per annumEstimated
...Are you an experienced Chartered Paraplanner looking for a rewarding career in London?
Would... ...career progression and a market salary. Our client is able to provide you with a very... ...research as part of the existing arrangement review process
Work closely with the in-house...
Suggested
Work at office
IDEX Consulting
London
11 hours ago
£39k - £52k per annumEstimated
This contract with our central government client is for a IRB Reviewer for 12 months initially. The role is located in London and requires 2 days per week in the office with the rest remote.
This is a technical role. You will have responsibility to:
• Critically review firms...
Suggested
Full time
Contract work
Work at office
Remote job
2 days week
£40k - £45k per annum
As a Paraplanner, you will play a pivotal role in supporting our team of experienced financial advisers in providing top-notch financial planning services to our clients. Research and Analysis:
Conduct thorough research and analysis of financial products and services...
Suggested
Permanent employment
Full time
Work at office
Relocation
Working Monday to Friday
£45k per annum
...There is an opportunity for an experienced Paraplanner to become a key member in the paraplanning team for a Southeast Financial Planning company... ...with you in detail prior to submitting your CV to the client. Additionally, refer a friend or colleague to us and receive £20...
Suggested
Permanent employment
Work at office
Work from home
Hybrid work
£25k per annum
...global organization to source document controllers/ Sensitive File Review Specialists in London. This role is for a person with a keen eye... ...You will be a key part a document control team reviewing our client's sensitive information including classified files. Inputting client...
Suggested
Work at office
Flexible hours
Our client is a top-tier litigation law firm based in London.
The key responsibilities for the Document Review Paralegal (Polish speaking) vacancy are as follows:
Translation between Polish and English and vice versa
Ad hoc tasks
The successful candidate will have...
Suggested
Hourly pay
Flexible hours
...structured andplanned mannernMust be confident in dealing with clients both over thetelephone and face to facenExcellent interpersonal... ...and IHT planning, has an immediaterequirement for an experienced Paraplanner to join the team, on eithera full-time, or part-time basis (...
Full time
Part time
Holiday work
£25k - £30k per annum
...Type of Position: Trainee Paraplanner - London
Pay: £25k - £30k Trainee Paraplanner - London
Our client is looking for a Trainee Paraplanner to join their team. This role... ...using FE Analytics where appropriate.
Review asset allocation for any investment/pension holdings...
Traineeship
Work at office
Flexible hours
...Index Analyst - Index Review page is loaded Index Analyst - Index Review
Apply locations Taipei City, Taiwan time type Full time posted... ...a timely manner.
Timely investigation and resolution of any client queries relevant to your role and areas of expertise.
Highlight...
Full time
Work at office
Flexible hours
...Role Purpose
The editor’s role is to ensure that all written work for clients is timely, accurate, well written and well presented. Working in conjunction with project managers, consultants and analysts primarily in the Digital Risks department, this involves co-ordinating...
Work at office
Remote job
Hybrid work
Flexible hours
...support, and employee appreciation events.
As an experienced Paraplanner, you will join Europe's UK New Business team, providing... ...allocation recommendations and write suitability reports.
Assess clients' financial situations to determine suitable asset allocation...
Permanent employment
Hybrid work
Flexible hours
£53k per annum
...advisors in the development and implementation of financial plans for clients.
~ Research and Analysis: Conduct thorough research and... ....
Experience: Minimum of 2 years of experience as a Paraplanner within the financial services sector.
~ Qualifications:...
Hybrid work
...personalised investment services. We believe if we do what’s right for clients, we’ll help them achieve success while also realising our own.... ....
Who we are looking for?
We are looking for a File Review Officer who possess meticulous attention to detail and an understanding...
Work at office
Hybrid work
Flexible hours
...opportunity to work for an established chartered financial planning firm based in London. They offer excellent advice to their private clients and support their employees to develop in their roles.
Responsibilities:
Being key support to Financial Planners
Sitting in...
...to submit your CV on a general basis, please follow the link below:
Our client, a major American law firm, are looking for a temporary litigation paralegal to assist them with a document review project for several weeks. You must be able to start immediately and have some...
Temporary work
Immediate start
£29k - £39k per annumEstimated
...continue to grow our practice, we are looking to recruit an experienced and ambitious Paraplanner to join our team and support the business's Wealth Advisers in ensuring that our clients continue to receive a first-class service.
We require are looking for an articulate,...
Full time
Work at office
Hybrid work
Holiday work
2 days week
3 days week
£61k - £82k per annumEstimated
Our clients, typically top-tier UK & USlaw firms and leading In-House organisations, regularly require qualified lawyers forhigh profile document reviews working from home on a temporary basis.
These roles mainlyinvolve
~ Reviewing legal documents using litigation support...
Full time
Temporary work
Immediate start
Work from home
Excellent opportunity for a Document Review Lawyer (Mandarin speaking)
Top-tier international law firm based in London.
Our client is a top-tier international law firm based in London.
The key responsibilities for the Document Review Lawyer (Mandarin speaking) vacancy...
Hourly pay
Work at office
Flexible hours
£35k - £46k per annumEstimated
...are seeking to fill the above part time position that has arisen due to an increase in workload caused by the demands of our expanding client base. Salary dependent on skills and experience. This is a part time role and hours will be negotiable to fit around work/life balance...
Part time
£25k per annum
...global organization to source document controllers/ Sensitive File Review Specialists in London. This role is for a person with a keen eye... ...You will be a key part a document control team reviewing our client's sensitive information including classified files. Your primary...
Work at office
Flexible hours
...smooth air import processes and excellent customer service for their clients.
Job Overview: You'll handle the import of goods by air,... ...finish.
Benefits
Salary Range - 30k-40k
Annual Salary Reviews
Personalised Development and Training Program
25 Days Holiday...
Holiday work