If youre the kind of Paraplanner who takes pride in producing high-quality, technically sound advice and wants to play a central role in delivering outstanding client outcomes, this is a role where your work genuinely matters. Youll be supporting advisers at the sharp end of the advice process, shaping recommendations and reports that make a real difference to clients financial futures. Whats in...
Job Description Paraplanner Derby outskirts (our ref AL1394) Salary to £38,000 dep on exp + benefits My client is a well established wealth management organisation and due to continued growth, they are now looking to appoint a further paraplanner to join their team. RESPONSIBILITIES - Accurately prepare personalised suitability reports and letters which are well thought out and meaningful -...
You must be Level 4 Diploma qualified and ideally with advanced qualifications such as towards Chartered or niche areas like STEP qualification
You must be an experienced Paraplanner, confident undertaking thorough research and report writing
You should have desire to be part of a growing team and take an active role in delivering growth for the business
Established for over 25 years, this independent financial advisory firm have built an excellent reputation for providing tailored, reliable advice to clients across the UK. They are currently looking to recruit an experienced Paraplanner to support their team of Advisors. The Role Key Responsibilities: - Suitability Reports:Prepare detailed, accurate, and compliant suitability reports and...
Paraplanner Wokingham £38,000 - £50,000 We have an exciting Paraplanner role available for an aspiring individual who wants to progress their career with in a growing Financial Advice Firm. We are looking for a team player who is committed to delivering an outstanding Client experience and strives to put our clients needs and interests at the forefront of everything they...
You will be providing technical expertise to support and assist in the provision of financial advice to our existing and prospective clients.
You will demonstrate a high attention to detail and in depth understanding of the client needs.
You should be an experienced Paraplanner with great report writing and analytical skills
Our client is looking for a Paraplanner RDR Level 4 to join their team on a permanent basis in London. Responsibilities:Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendationReview and formulate plans for clients with highly specialised situationsReview prospective clients' existing...
4 days/week (more hours considered) | Hertford + home Looking to bring your financial planning expertise to a flexible role where you can make a real impact? This is a fantastic opportunity to join a small, values-led wealth management business that prides itself on personal service, integrity, and long-term client relationships. Our Client Our client is a boutique financial advisory firm...
Paraplanner – from £36,000 to £45,000 salary (based on experience) - Chester, CH1 1QQ Note: for a Chartered Financial Paraplanner a salary of up to £50K. Imagine working in a role where your skills truly shape financial futures—and you still get home on time. At Cestrian Financial Planning, we're proud to offer just that. We're a Chartered Independent Financial Advisory firm in Chester, with...
You will be responsible for building cash flow models in partnership with the Financial Planners, producing recommendations and report writing, supporting with the building, technical research, and implementation of the financial planning solutions required to meet a variety of clients needs and personal goals.
At LCH/Wealth, paraplanning is not a back-office afterthought. It’s a core part of how we look after clients properly. This role suits a career paraplanner who wants high standards, clear expectations, and a team that values how you work as much as what you know. Working style - Remote-first - If you live near our Central London office, you can come in as often as you like - Ideally, you...
Established for over 25 years, this independent financial advisory firm have built an excellent reputation for providing tailored, reliable advice to clients across the UK. Read all the information about this opportunity carefully, then use the application button below to send your CV and application. They are currently looking to recruit an experienced Paraplanner to support their team of...
You willbe providing support to financial advisers, which will include product and provider research, portfolio analysis, and suitability report writing.
You will need experience of working in a similar paraplanning role, and have a good technical understanding of Investment, Retirement, and Pension products.
Job Description If youre the kind of Paraplanner who takes pride in producing high-quality, technically sound advice and wants to play a central role in delivering outstanding client outcomes, this is a role where your work genuinely matters. Youll be supporting advisers at the sharp end of the advice process, shaping recommendations and reports that make a real difference to clients financial...
Job Description This Paraplanner job in South Leicester provides opportunity to join a local Financial Services firm. In this Paraplanner role, you will be providing support to their team of Financial Advisors who provide financial planning advice to clients. Your focus will be on undertaking full financial planning research, analysis and report writing on behalf of the Financial Advisors. This...
Our client is looking for a Senior Paraplanner RDR Level 4 to join their team on a permanent basis in London.ResponsibilitiesConduct fact finding calls with clients to evaluate client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendationReview xbpsjku and formulate plans for clients with highly specialised...
Our client is looking for a Senior Paraplanner RDR Level 4 to join their team on a permanent basis in London. ResponsibilitiesConduct fact finding calls with clients to evaluate client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendationReview and formulate plans for clients with highly specialised...
Job Description Established for over 25 years, this independent financial advisory firm have built an excellent reputation for providing tailored, reliable advice to clients across the UK. They are currently looking to recruit an experienced Paraplanner to support their team of Advisors. The Role Key Responsibilities: - Suitability Reports:Prepare detailed, accurate, and compliant suitability...
If youre the kind of Paraplanner who takes pride in producing high-quality, technically sound advice and wants to play a central role in delivering outstanding client outcomes, this is a role where your work genuinely matters. Youll be supporting advisers at the sharp end of the advice process, shaping recommendations and reports that make a real difference to clients financial futures. Whats in...
Job Description If youre the kind of Paraplanner who takes pride in producing high-quality, technically sound advice and wants to play a central role in delivering outstanding client outcomes, this is a role where your work genuinely matters. Youll be supporting advisers at the sharp end of the advice process, shaping recommendations and reports that make a real difference to clients financial...