7 senior paraplanner jobs found in London

Blakemore Recruitment are assisting a forward thinking and vibrant IFA based in London seek their next Senior Paraplanner to join their team. As a company they offer ethical and honest solutions to help their clients achieve financial goals. With extensive experience built over many years, they have earned themselves an enviable reputation in the marketplace. If you are an experienced Paraplanner, wishing to continue your career in an enterprising environment then this could be the opportunity for you. You should at least hold Diploma Level 4 qualified. Advanced level exams in investments and pensions will be advantage, working towards Chartered status.Key Responsibilities: Supporting the Financial Planners in research and analysis to meet Client needs and objectives Supporting the Financial Planners in preparing Client financial plans and suitability reports Promoting the profile of the business within the profession and wider communities Developing and maintaining internal...

Step into a role that genuinely accelerates your career. We're partnering with a highly respected, long-established Wealth & Investment Management firm in London - managing billions in assets and known for exceptional client service and internal progression. You'll work directly with a top-billing Director/Adviser , gaining exposure to sophisticated client work and high-value planning cases. This is a firm that grows organically, invests heavily in its people, and has a proven track record of developing Paraplanners into successful Advisers. If you're an accomplished Paraplanner with strong client-facing experience and the ambition to take your career to the next level, this is the opportunity you've been waiting for. What you'll be doing Partnering closely with a leading Director/Adviser on complex, high-value client cases Producing high-quality research, analysis and suitability reports Delivering cashflow modelling and supporting holistic wealth planning...

Are you highly organised, detail-driven, and motivated by helping clients receive exceptional financial advice? We're looking for a proactive Senior Administrator to join a growing financial planning team. This is a pivotal role working closely with advisers and paraplanners to ensure clients receive a seamless, professional, and well-coordinated service. If you thrive in a fast-paced environment, enjoy variety in your day, and take pride in delivering outstanding client support, this could be the perfect next step in your career. About the Role As an IFA Administrator, you will be at the heart of the advice process. You'll manage client reviews, coordinate documentation, support advisers, and ensure our back-office systems are accurate and up to date. You'll also be a key point of contact for clients, helping maintain strong relationships and ensuring their needs are met promptly and professionally. This is a diverse and rewarding position with real influence over the...

Up to £50,000 + generous benefits This is a role for an experienced Paraplanner who wants their technical expertise to genuinely matter. If you enjoy working closely with advisers, care deeply about quality and compliance, and want to be part of a business that puts clients first rather than chasing volume, this could be a very good fit. An established and progressive financial planning firm is looking to add a strong technical professional to its advisory support team. You'll work alongside Consultants and Directors, playing a key role in shaping advice and ensuring every recommendation is robust, compliant and tailored to the individual client. This is not a back-office box-ticking role - your input will directly influence client outcomes. In the role, you'll act as a trusted technical partner to the advisory team, carrying out detailed research and analysis across pensions, retirement planning, investments and protection. You'll be responsible for producing clear, accurate...

Paraplanner - Wealth Management Hybrid Location: London Salary: Up to £50,000 + bonus Our client, a successful and growing wealth management firm, is looking for a skilled Paraplanner to join their London team. Working closely with experienced Financial Planners, you'll play a key role in delivering tailored advice and first-class outcomes for a high-net-worth client base. The Role Provide research and technical support to Financial Planners Draft compliant advice reports and prepare recommendations Attend client meetings, capturing detailed and accurate notes Build and present cash flow models using Voyant Carry out tax calculations (IHT, CGT, carry forward) and highlight planning opportunities Collaborate with advisers in case reviews and annual planning sessions Mentor junior team members and support wider team development Liaise with clients and providers to ensure smooth case progression About You Diploma (Level 4) qualified, with at least 3 years'...

Senior IFA Administrator London - Mayfair £37,000 - £45,000 (depending on experience) Hybrid working (2 days from home) Client Overview This opportunity sits within a well-regarded private client wealth planning firm with offices in Cambridge, Norwich and London. The business combines the feel of a boutique independent financial planning firm with the backing of a wider investment and asset management group. The London office supports high-net-worth clients and plays an important role in maintaining some of the firm's most established client relationships. This role would suit an experienced IFA Administrator who enjoys working closely with advisers, collaborating with paraplanners and being part of a professional yet supportive team environment. Role Details Supporting one of the firm's most experienced advisers alongside one other IFA Administrator. Preparing client meeting packs and ensuring all documentation is accurate and compliant. Processing new...

A well-established St. James's Place (SJP) Partner Practice is looking to recruit an experienced SJP Administrator / Junior Paraplanner to join their team in a fully remote role . This remote SJP role offers excellent flexibility and would suit someone with previous SJP experience who enjoys supporting advisers, preparing client meetings and working with Voyant cashflow modelling within an SJP advice environment . The role is part time (20-25 hours per week) and fully remote , offering a salary of £35,000 - £40,000 FTE depending on experience . Key Responsibilities • Preparing client meeting packs including agendas, analysis, reports and publications • Supporting advisers within the SJP advice framework • Preparing annual review documentation for SJP client meetings • Completing meeting follow ups including CFR updates, drawdown review letters and ongoing advice letters • Business submission through SJP systems • Processing fund switches...