9 paraplanner jobs found

Paraplanner - London Hybrid Working Available - Up to £60,000 (DOE) + Benefits Full-Time Permanent Join a Dynamic and Growing Financial Planning Team An exciting opportunity has arisen for an experienced Paraplanner to join a successful and highly regarded wealth management firm based in London. Working alongside a team of Financial Advisers and support professionals, you will play a key role in delivering high-quality financial planning solutions to a diverse portfolio of clients. This is an excellent opportunity for a technically strong paraplanner looking to further develop their career within a supportive and forward-thinking environment. Key Responsibilities Preparing high-quality suitability reports and financial planning recommendations. Conducting technical research across pensions, investments, protection, and retirement planning. Analysing client information and identifying suitable planning solutions. Supporting Financial Advisers in the delivery of...

Paraplanner Wealth Management Career Progression Hybrid Working + Benefits + Excellent Career Development Opportunities Are you a Diploma-qualified Paraplanner looking to take the next step in your wealth management career? I'm working with a highly respected and growing wealth management firm that is seeking a talented Paraplanner to join its collaborative and supportive team. This is an excellent opportunity to work closely with dedicated Financial Advisers, gaining exposure to a broad range of complex client needs while building a long-term career within a business that genuinely invests in its people. Unlike many larger organisations where paraplanning support is pooled, this role offers the chance to work directly with a small number of advisers, enabling you to develop deeper client relationships and gain valuable insight into the full advice process. The Opportunity You will provide comprehensive paraplanning support across a portfolio of private clients, ensuring...

Kickstart Your Advising Career Are you a Diploma-qualified Paraplanner looking for a genuine route into financial advice? This is an exceptional opportunity to join a growing, fully independent financial planning firm that specialises in providing high-quality advice to affluent and high-net-worth clients. With a proven track record of developing successful Financial Advisers, the business offers a structured pathway from paraplanning into a client-facing advisory role. If you're ambitious, technically capable and ready to take the next step in your financial planning career, we'd love to hear from you. The Opportunity You'll initially join as a Paraplanner, working closely with experienced advisers and gaining exposure to all aspects of the financial planning process before transitioning into an advisory position. The business manages approximately £200 million of client assets and continues to grow significantly year-on-year, providing excellent opportunities for...

Join a Chartered, Award-Winning Financial Planning Firm Are you an experienced Paraplanner looking for a genuinely client-facing role where you can work closely with senior advisers, attend client meetings and contribute directly to delivering exceptional financial planning outcomes? Due to continued growth, we are seeking a highly capable Paraplanner to partner with Director-level Financial Planners, supporting high-net-worth individuals, families, business owners and trustees. This is an excellent opportunity to join a highly regarded financial planning firm that combines technical excellence with a truly personalised approach to client advice. Working from modern offices in the City of London with a hybrid working arrangement, you'll become an integral part of the advisory team, helping clients navigate every stage of their financial planning journey. The Opportunity This is far more than a traditional report-writing role. You'll act as a trusted extension of the...

Client-Facing Paraplanner London (hybrid) High-Net-Worth & Ultra-High-Net-Worth Clients An established and highly respected London-based financial planning firm is looking to appoint an experienced Client-Facing Paraplanner to support a senior Financial Adviser in delivering sophisticated, bespoke advice to a discerning High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) client base. This is an outstanding opportunity for a technically strong paraplanner who enjoys working directly with clients and wants to play an active role in the financial planning process. The Role Working in partnership with a highly experienced Adviser, you will be involved in every stage of the client journey, from attending meetings and preparing financial plans through to presenting cashflow modelling and helping to formulate complex recommendations. You will regularly engage with affluent clients and their professional advisers, helping to deliver a first-class financial planning...

Our client is a National IFA firm and they are currently looking for an experienced Paraplanner to join their Solihull office This role will allow a Hybrid option of 3 days from home and 2 in the office We will consider Level 4 qualified Paraplanners who are experienced writing suitability reports Base to £50000 DOE plus benefits package and chance for a quick start For more details call Jason at Astral

Paraplanner Liverpool City Centre Hybrid Working (3 Days Office / 2 Days Home) Salary: Competitive and Dependent on Experience Contract: Full-time, Permanent Hours: Monday to Friday, 9am-5pm (35 hours per week) Due to continued business growth, an exciting opportunity has arisen for a Paraplanner to join a growing and client-focused Financial Planning practice based in Liverpool City Centre. We're looking for someone who enjoys the technical side of financial planning and can play a key role in supporting advisers and clients. This position will suit an individual who is equally comfortable carrying out detailed research and report writing, whilst also being willing to assist with day-to-day administrative tasks to support the wider team. The Role Key responsibilities will include: Conducting technical research across pensions, investments and financial planning solutions Assisting with the preparation of suitability reports and recommendation...

Our client is a fully Independent Chartered Financial Advisory firm based in Newcastle, who have a passion for Financial Planning and providing impartial expert advice across Financial Planning, Wealth Management, Pensions & Retirement Planning and Inheritance Tax. We are urgently seeking a Paraplanner to join an existing team providing Paraplanning support to a number of Advisers within the Business, this role can either be office based, hybrid, or remote working. You will work closely with the Advisory team to design, develop, and implement comprehensive financial plans that exceed clients' expectations. Specifically you will be responsible for: Preparing analysis of client s existing portfolio Provision of technical support to Advisers Completing calculations (i.e., income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension Annual Allowance, Carry Forward, Chargeable Gains, Cashflow Modelling etc.) Working closely with the Adviser to research and formulate...

Paraplanner - Hybrid Location: Chorley (Hybrid Working Available - 2 days from home) Salary: Negotiable (dependent on experience) Hours: Monday to Friday, 9am - 5pm (flexible hours also available) A growing, values-led financial planning firm based in Chorley is looking to appoint an experienced Paraplanner to join their established technical team. This role would suit a Level 4 qualified Paraplanner with strong all-round experience who enjoys producing high-quality work and playing a key part in delivering excellent client outcomes. The Role You will provide comprehensive paraplanning support across a broad range of financial planning cases. You'll be trusted with complex work and have the opportunity to further develop your technical expertise within a supportive, professional environment. Key Responsibilities: Producing clear, accurate, and compliant suitability reports Conducting detailed research across pensions, investments, protection, and...