Technical Paraplanner jobs in United Kingdom

Job Description This well established, local directly authorised financial planning firm in Bradford-on-Avon is looking to recruit technical Paraplanners as part of their growth journey As a Paraplanner within this team, you will regularly be involved in working on HNW & UHNW cases due to their average client holding being £1m. As such, they are seeking talented, technically strong individuals...

A rare new opportunity has arisen to join a leading investment management firm with a central Edinburgh office for an experienced and technically proficient Paraplanner to join the team. This role offers the opportunity to work closely with experienced (mostly Chartered) Financial Planning Advisers, contributing to the delivery of high-quality client service and strategic financial advice. The...

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...

Are you an experienced Paraplanner who enjoys producing high-quality, technically robust work and being a trusted partner to advisers? If you're looking for a role where your expertise is genuinely valued - not just a back-office function - this could be your next move. Brook Street Recruitment is working on behalf of a well-established and highly regarded Financial Services firm based in Belfast...

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...

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...

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.

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.

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...

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...

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...

Paraplanner / North London / Hybrid Are you a detail-oriented Paraplanner with a passion for delivering high-quality financial planning support? Join a dynamic and client-focused Wealth Management firm, where your expertise will directly contribute to shaping the financial futures of its valued clients. Company A well-established, forward-thinking Wealth Management firm committed to...

Paraplanner Hybrid (2 day per week in office) Up to £50,000 - £60,000 Leeds An opportunity has become available for a Paraplanner to join a growing financial planning firm that offer hybrid working and a superb working environment with fantastic career opportunities. The office is based in Leeds and would only require 2 days per week in the office. The business is looking for an individual...

My client, a boutique firm of Chartered Financial Planners, is seeking an experienced Paraplanner to support advisers in delivering high-quality, independent financial advice to corporate and private clients. The Role - Technical support to advisers following client meetings - Investment portfolio reviews and research - Preparation of suitability reports and client documentation - Ensuring...

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...

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

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...

Job Description This well established, local directly authorised financial planning firm in Bradford-on-Avon is looking to recruit technical Paraplanners as part of their growth journey As a Paraplanner within this team, you will regularly be involved in working on HNW & UHNW cases due to their average client holding being £1m. As such, they are seeking talented, technically strong individuals...

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

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 click apply for full job details