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...

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.

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...

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...

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...

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.

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.

ASSOCIATE PARAPLANNER LONDON (Hybrid, 3 days per week onsite) Are you looking to build your career in a people-first, client-focused environment? As an Associate Paraplanner you'll play a key part in supporting our financial planners and private bankers, helping to deliver high-quality advice and technical expertise to our clients. This is a hands-on, technical role where your attention to...

You will excel in this role if you: Enjoy working collaboratively with advisers and colleagues across the business. Can manage multiple tasks and deadlines effectively. Have strong writing skills and can produce clear well‐structured suitability reports. Are confident communicating with clients where needed.

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).Working in a collaborative, client-focused team you will work closely with Financial Planners, providing advanced technical support, leading research xujxxms and due diligence, and mentoring junior team members. The Senior...

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 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 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.

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 Senior...

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...

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 xwzovoh and due diligence, and mentoring junior team members. The Senior...

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...

You will interpret information obtained during client meetings, conduct research to provide solutions to meet their needs, prepare APTA/ TVC (using SelectaPension) and recommend an appropriate course of action in suitability reports.

You will manage the paraplanning process whilst supporting the advisers, and assist in the training of Junior Paraplanners as required.