Technical Paraplanner jobs in London

Job Description The Role: I am recruiting a Senior Paraplanner (Technical Specialist) to join the team at Monenti Partners, a leading Financial Planning firm based in central London (WC1).Working in a collaborative, client-focused team you will work closely with Financial Planners, providing advanced technical support, leading research and due diligence, and mentoring junior team members. The...

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...

You will be working alongside our existing client team, supporting advisers in delivering high quality, thoughtful financial planning to a loyal client base of business owners, lawyers and city professionals.

You will enjoy working closely with advisers and being involved in the advice process, while staying organised, detail focused and comfortable managing a varied workload.

Job Description 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 -...

You will provide technical support to their top adviser and the clients on a one-on-one basis.

You will have strong knowledge of all investment, life and pensions products/legislation and be working for either an IFA practice or consultancy with a first class track record in providing support to advisers.

Technical Paraplanner Location: North London Contract: Permanent Salary: £50,000 - £60,000 per annum Start Date: Flexible Contact: (url removed) Job Description Service Care Solutions are recruiting on behalf of a well-established and growing Financial Planning firm in North London for an experienced Technical Paraplanner. This is a key technical role within the business, supporting Financial...

A financial planning firm is seeking an experienced Paraplanner to provide high-quality advice and support compliance standards. The role is primarily remote, requiring some office presence initially for training. Key responsibilities include preparing suitability reports and collaborating on client documentation. Ideal candidates will hold a Level 4 Diploma in Financial Planning and possess...

You will work closely with Compliance and the wider Proposition team, escalating risks appropriately and contributing to a consistently high-quality advice process that supports both advisers and clients.

A leading Financial Planning firm in Greater London is seeking a Senior Paraplanner. In this role, you will provide advanced technical support to Financial Planners, mentor junior team members, and contribute to delivering holistic financial planning services for complex High Net Worth clients. Applicants should possess Chartered status or equivalent experience, with at least three years of...

Paraplanner Salary up to £60k plus 2 x annual discretionary bonus and excellent benefits. Location: London, Full-time, hybrid working.Are you an analytically minded Paraplanner who thrives in a fast‑paced environment? Do you enjoy evaluating complex financial scenarios and helping shape high‑quality, compliant advice? This is an excellent opportunity to join a forward‑thinking organisation where...

Paraplanner – Fully Remote (National Paraplanning Team) Location: Fully Remote (Hybrid or Office options also available) Salary: Up to £42,000 DOE Excellent Company Perks & Benefits Job Type: Full-time, Permanent Why This Role? NJR Recruitment are delighted to be working with a leading national wealth management firm who are expanding their dedicated Paraplanning team. This is a fantastic...

A modern financial planning firm based in West Sussex seeks a Paraplanner to support high net worth clients. Responsibilities include analyzing client requirements, constructing financial planning solutions, and preparing client communications. The ideal candidate will possess strong technical knowledge in personal finance and a recognized qualification. The position offers a competitive salary...

Senior Paraplanner (London) Location: London Work type: Hybrid (3 days in office, 2 days working from home) Salary: Up to £50,000 DOE Benefits: Full exam funding & support Salary increases with new qualifications We're seeking an experienced Senior Paraplanner to join our London office. This is a fantastic opportunity to play a key role in supporting our advisers and shaping the financial...

You will provide technical support to the adviser on a one-on-one basis as well as dealing with any communications from clients whether in writing or by telephone.

You will also be expected to draft recommendation reports/letters for review and sign off by the adviser.

You will ideally be Diploma qualified and be working towards Chartered qualification although they are open on this.

The Role: I am recruiting a Senior Paraplanner (Technical Specialist) to join the team at Monenti Partners, a leading Financial Planning firm based in central London (WC1). In order to make an application, simply read through the following job description and make sure to attach relevant documents. Working in a collaborative, client-focused team you will work closely with Financial Planners,...

Job Description 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 -...

Our client offers a broad range of services to help clients manage their wealth and achieve their financial and lifestyle objectives. Thy offer financial advice and investment management services are provided by highly qualified professionals with experience of servicing clients for many years. They are looking to hire an experienced Paraplanner and the key duties are as follows: Request and...

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 will join us...

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 will join us...

You will attend meetings with them and will not solely be stuck in the office.

You will have attention to detail, excellent communication skills and a working knowledge of investments. High level report writing experience is essential but you will have an administrator to prepare most suitability reports.