Experienced Paraplanner jobs in England

Location: Stamford, Lincolnshire (Hybrid Working Available) Job Type: Full-time, Permanent Sector: Financial Planning / Wealth Management / IFA THE ROLE PARAPLANNER - Producing comprehensive suitability reports and financial planning documentation - Conducting technical research across pensions, investments, protection, and retirement planning - Supporting advisers with FCA-compliant...

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 (Part-time or Full time) Location -Alderley Edge, Cheshire (SK9) Salary -FTE £37.5k + Bonus + 10% matched pension contribution and Private Medical Insurance We are an SJP Senior Partner Practice based in Alderley Edge, Cheshire. We are seeking to appoint an experienced Paraplanner to work alongside our existing paraplanner, helping build our client service team for the continued...

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You should have experience of undertaking paraplanning duties, including creating bespoke suitability reports, fund performance and risk analysis

You should have good understanding of investment, retirement and pension products in relation to financial planning

You should hold or be working towards your Level 4 Diploma in Financial Planning or equivalent

I am recruiting an experienced Paraplanner to join the team at Monenti Partners, a leading Financial Planning firm based in central London (WC1). The Opportunity : The successful Paraplanner will be Diploma qualified (Dip PFS) and will receive the support required to become Chartered. We are happy to consider a career Paraplanner, or a Paraplanner who is keen to progress into advising, when your...

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.

You will offer paraplanning support to 1 or potentially 2 Chartered Financial Planners, alongside a Private Client Administrator. Role Accountabilities - Conducting extensive research and providing Advisers with technical assessments and reports.

You should enjoy working independently, solving problems and interacting with demanding clients.

PowerPlanner Solutions is a small but growing paraplanning services company seeking an experienced Report Writer / Financial Paraplanner to join our team on a full-time, permanent basis. This is an exciting opportunity to work within a small, agile business, gain exposure to a variety of financial services disciplines, and play a key role in delivering high-quality, compliant suitability...

Paraplanner Location: Leeds (Hybrid - 2-3 days office-based) Salary: £45,000 - £60,000 + bonus & benefits An established and highly respected professional services firm is continuing to grow its specialist Financial Planning division and is now looking to recruit an experienced Paraplanner to join its Leeds office. This is an excellent opportunity to join a technically strong, well-structured...

You will play a key role in supporting a group of highly qualified Financial Planning Directors dealing with high net worth clients. This is a client focused role where you’ll be preparing and writing high quality advice, supporting client meetings, and helping clients achieve their long-term financial goals.

Introduction Are you a Paraplanner looking to join a growing, award-winning financial planning firm where your technical expertise is truly valued? At Saltus, we’re passionate about helping people build a better relationship with their wealth and we’re looking for someone like you to help us deliver on that mission. We’re excited to be expanding our presence and as part of this growth, we’re...

CHARTERED SENIOR PARAPLANNER (CLIENT FACING AND ROUTE TO ADVISER) London (City) Salary up to £75k + benefits including equity (DOE) Our client is a highly respected Chartered Wealth Management firm that specialises in the HNW to UHNW space. They have a demonstrable track record of year-on-year organic growth within this niche marketplace and are in the enviable position of gaining all their...

Senior Paraplanner Location: City of London Salary: £60k to £65k base range DOE + 2 annual discretionary bonuses + extensive benefits. Work Arrangement: Hybrid working. Are you an experienced Senior Paraplanner seeking an opportunity with a global organisation that prioritises clients, offers unmatched service, and emphasises a personalised approach to investing? Join our client's dynamic...

Senior Paraplanner – Wealth Planning Cambridge Very good salary – Bonus - Bens Join a forward-thinking Wealth Planning team where your expertise, precision, and client focus will make a real impact. We’re looking for an experienced Senior Paraplanner to provide high-quality technical and research support to Wealth Planners, helping deliver holistic financial advice and outstanding outcomes for...

Location: Stamford, Lincolnshire (Hybrid Working Available)Job Type: Full-time, PermanentSector: Financial Planning / Wealth Management / IFATHE ROLE PARAPLANNERProducing comprehensive suitability reports and financial planning documentationConducting technical research across pensions, investments, protection, and retirement planning xbpsjkuSupporting advisers with FCA-compliant...

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 — Chartered / Almost Chartered 📍 Location: (Insert location / hybrid / remote) 💰 Salary: Competitive + bonus + study support + excellent benefits 📈 Clear progression | High-quality clients | Supportive culture Are you a technically strong Paraplanner who genuinely loves getting under the skin of complex financial planning… but also wants to feel valued, supported, and part of a...

You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise.

You will be supported by their team of Administrators, T&C and compliance, all working in-house together to create the best outcomes for clients.

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. Applying for this role is straight forward Scroll down and click on Apply to be considered for this position. The Role Key...