43 paraplanner jobs found

Formed in the 1980 s to provide independent wealth management advice and a bespoke service for both individual and corporate clients around the world due to continued success in delivering bespoke Wealth Management solutions to their expanding client base, require an Experienced Paraplanner. You will provide full support to the Consultants ensuring that all the relevant information is obtained from clients and work with the Paraplanners to produce detailed suitability reports. You will make sure that all client correspondence is to the highest accuracy and that all information is managed in line with the firm s compliance policy. You will focus on Retirement Planning, Investments, Tax and Estate Planning. You must possess technical knowledge covering Pensions and Investments and have experience of administration, business processing and annual reviews. experience of suitability reports would be beneficial. Progress with professional qualifications is required and you will...

We are seeking a detail-oriented and technically skilled Paraplanner to join a successful and client-focused financial planning firm. This is an excellent opportunity for a Diploma-qualified (or working towards) individual who enjoys building technical reports, supporting financial advisers, and helping clients achieve their long-term goals. Working closely with advisers, administrators, and investment specialists, you'll play a key role in the financial planning process - from research and analysis to report writing and compliance. Key Responsibilities Provide high-quality technical research and analysis across a range of financial planning areas including pensions, investments, protection, tax planning, IHT, and retirement strategies Prepare and produce suitability reports and supporting documentation for financial advisers Assist in the creation and review of financial plans, cashflow models, and risk assessments Liaise with advisers to understand client objectives...

Technical Paraplanner (Remote) Wiltshire Hybrid or Fully Remote £45,000 - £55,000 + Quarterly Bonus A well-established and forward-thinking wealth management firm is seeking an experienced Technical Paraplanner to join its growing team. With over 30 years of delivering tailored financial planning solutions, the firm has built a strong reputation for supporting business owners, professionals, and private clients. You will be joining a collaborative and highly qualified team that places strong emphasis on quality, client outcomes, and continuous development. The Role Working closely with advisers, you will provide high-quality technical support, including: Preparing suitability reports and financial planning documentation Conducting research and analysing client information Supporting client reviews and recommendations Liaising with clients and internal teams About You Level 4 Diploma qualified Minimum of 3 years' paraplanning experience Strong technical...

An exciting opportunity to join a reputable firm of Financial Planners based in Central London. They have been established for over 30 years and due to on-going success require a Senior Paraplanner to join the team. Senior Technical Paraplanner plays a critical role in supporting financial advisers by delivering high-quality technical research, analysis, and client-focused reports. This position requires advanced knowledge of financial planning, tax, pensions, investments, and compliance, combined with strong analytical and communication skills. The role involves mentoring junior paraplanners and ensuring technical accuracy across all planning outputs. In addition to producing complex advice, the Senior Paraplanner provides technical oversight, mentors paraplanners, and helps drive consistency, quality and continuous improvement across the paraplanning function. Skills and Knowledge Chartered or happy working towards Minimum of 5 years experience Strong understanding of...

Our client is a National Chartered award winning IFA firm and they are currently looking for an experienced Paraplanner to join the Richmond office This role will allow a Hybrid option of 2 days from home and 3 in the office We looking for an established Paraplanner experienced writing suitability reports and ideally part Chartered Base to £50000 ish plus benefits package Ideal candidate will have IO experience although essential training will be provided For more details call Jason at Astral

HNW Paraplanner London Hybrid Working Up to £65,000 + Discretionary Bonus + Excellent Benefits Our client is one of the UK's most respected and prestigious Investment Management and Financial Planning firms, renowned for delivering sophisticated, holistic financial planning solutions to High Net Worth (HNW) and Ultra High Net Worth (UHNW) individuals and families. They are seeking an experienced and technically strong Paraplanner to join their London office (hybrid working). This is an excellent opportunity to work alongside highly qualified Financial Planners, supporting complex and rewarding client cases while benefiting from a collaborative environment that actively encourages professional development and career progression. The Role As a Paraplanner, you will play a key role in supporting Financial Planners by providing technical expertise, conducting detailed research, and producing high-quality suitability reports for a wide range of complex financial planning...

Support 3 Advisers Work with HNW & UHNW Clients Exceptional Technical Development Are you an experienced Level 4 qualified Paraplanner looking to step into a role where your technical ability is genuinely valued, developed and invested in? Do you want to work for a market-leading independent IFA with a reputation for excellence and a client base of high-net-worth and ultra-high-net-worth individuals ? My client is a highly respected, fully independent wealth management firm in London who are expanding their Paraplanning team following an internal promotion. With a Senior Paraplanner moving into an Adviser role, they are now seeking a confident, capable Paraplanner to join a well-structured pod supporting three Advisers , working closely alongside an experienced Financial Administrator. Why This Role Stands Out Genuine technical mentorship - you'll work directly with a highly technical senior figure who is known for elevating the skill set of every Paraplanner...

A well-established and growing Independent Financial Advice firm in Harrow is looking to recruit a Diploma-qualified Paraplanner to join their friendly and supportive team. This is an excellent opportunity for a technically strong paraplanner who is looking not only to develop their expertise, but also to progress towards an Adviser role in the future. The Role You will play a key role in supporting the advisers, helping to deliver high-quality, compliant financial planning advice to a loyal client base. Key responsibilities include: Preparing detailed suitability reports and recommendations Conducting research and analysis across pensions, investments, and protection Assisting with cashflow modelling and financial planning strategies Liaising with advisers, administrators, and providers Supporting the end-to-end advice process Why This Role Stands Out Clear route to Adviser - the firm actively supports and develops paraplanners into client-facing roles...

About the Role Hybrid Working - Up to 4 Days Working From Home We are looking for an experienced Paraplanner to join our growing financial planning team. The successful candidate will work closely with and primarily support one Financial Adviser, providing technical research, suitability report writing, and financial planning recommendations across a range of client cases. This is an excellent opportunity for a paraplanner looking to further develop their technical expertise while working on complex and rewarding financial planning solutions. This is a hybrid role, offering up to 4 days per week working from home. Key Responsibilities Research and analyse financial products and providers, producing suitability reports and recommendations Conduct annual client reviews, including research and analysis where appropriate Monitor investment funds and ensure recommendations align with client objectives and risk profiles Review product changes and provide technical support to...

Trainee Paraplanner - Home-Based Salary up to £31,000 + Benefits A highly respected financial planning firm specialising in high-net-worth clients is looking to recruit a Trainee Paraplanner to join their growing team. This is an excellent opportunity for an experienced Financial Planning Administrator who is eager to progress their career into paraplanning and develop their technical expertise within a supportive environment. The Role Working in a fully home-based position, you will receive comprehensive training and ongoing guidance as you transition into a paraplanning role. You'll be part of a close-knit, collaborative team that is committed to your professional development. Key Benefits Competitive salary up to £31,000 (depending on experience) Full support towards CII qualifications Structured training and career progression Flexible, home-based working (ideally based Yorkshire) Supportive and team-oriented culture About You Experience as a...

Are you an ambitious Paraplanner with at least one year of basic paraplanning experience and a desire to grow into a Financial Adviser role over time? This is a fantastic opportunity to join a highly respected Wealth Management firm offering a structured, long-term pathway to becoming an Adviser (typically 4+ years), without requiring Diploma qualifications at entry. The Role You'll join a collaborative, well-supported paraplanning team responsible for producing high-quality suitability reports and providing technical support to a group of 12 advisers. This is a "slow burn" development role-ideal for someone who wants to build deep technical expertise and progress at a sustainable pace. What you'll need: Minimum 1 year of basic paraplanning experience Experience producing suitability reports Level 4 diploma qualified (or very close to) A proactive, detail-driven approach and a genuine interest in long-term career development Why Join? This role is perfect for...

Paraplanner (Remote), The Role: I am recruiting an experienced Paraplanner on behalf of Pyrford Financial Planning, a small and ambitious Accredited, Chartered and Certified, independent Financial Planning firm. The Opportunity: This is a fully remote Paraplanning role which benefits from a high degree of autonomy, collaborating with two highly experienced Financial Planners who are also the Directors of the business, to build and implement financial planning solutions, to meet a variety of client needs and personal goals. The successful Paraplanner will support the Financial Planners in delivering a highly personalised, holistic financial planning service to HNW clients, the majority of whom are transitioning into retirement. As a key member of a small team, you will be an integral part of the advice process. You will be responsible for the preparation and maintenance of client files, conducting technical research, preparing recommendations and Financial Plans (including...

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...

Paraplanner HYBRID WORKING Our client, a highly reputable and long-established financial planning firm are currently expanding their team due to ongoing growth and success, and as such are actively seeking an experienced and dedicated Senior Technical Paraplanner. Key Responsibilities include: Research: Conduct thorough research on financial products, funds, and new or existing technical products to support advisory services. Report Preparation: Prepare detailed financial reports, including cash flow analysis and suitability reports to provide clear and compliant recommendations for clients. Client Service: Build and nurture strong client relationships, responding to inquiries and providing valuable support. Record Keeping: Maintain accurate and up-to-date client records, including risk profiles and all compliance-related documentation. Compliance: Ensure all activities and documents meet regulatory and legislative standards to support firm-wide compliance....

Our client is a Sussex based successful award winning IFA firm and they are currently looking for an experienced Paraplanner to join the Brighton office or one of the local offices This role will allow a Hybrid option of 2 days from home and 3 in the office We looking for an established Paraplanner experienced writing suitability reports and ideally part Chartered Base to £50000 plus benefits package Ideal candidate will have IO experience although essential training will be provided For more details call Jason at Astral

Our client is a Sussex based successful award winning IFA firm and they are currently looking for an experienced Paraplanner to join the Brighton office This role will allow a Hybrid option of 2 days from home and 3 in the office We looking for an established Paraplanner experienced writing suitability reports and ideally part Chartered Base to £50000 plus benefits package Ideal candidate will have IO experience although essential training will be provided For more details call Jason at Astral

Our client is a National Chartered award winning IFA firm and they are currently looking for an experienced Paraplanner to join the Glasgow office This role will allow a Hybrid option of 2 days from home and 3 in the office We looking for an established Paraplanner experienced writing suitability reports and ideally part Chartered Base to £50000 plus benefits package Ideal candidate will have IO experience although essential training will be provided For more details call Jason at Astral

Our client is a National Chartered award winning IFA firm and they are currently looking for an experienced Paraplanner to join the Bristol office This role will allow a Hybrid option of 2 days from home and 3 in the office We looking for an established Paraplanner experienced writing suitability reports and ideally part Chartered Base to £50000 plus benefits package Ideal candidate will have IO experience although essential training will be provided For more details call Jason at Astral

We are currently partnering with a highly respected UK wealth management business, part of a global group with a long-standing heritage and an excellent reputation within the industry. Operating at the top end of the market, the firm provides bespoke advice and investment solutions to high and ultra-high-net-worth clients and offers a collaborative, high-performing working environment. Due to continued growth and increased client demand, they are now looking to appoint an experienced Paraplanner on an initial 15-month fixed-term contract, with the potential for the role to become permanent. The Role: This is a fantastic opportunity to join a well-established and technically strong team, supporting Financial Planners and working closely with Investment Managers on complex client cases. You will play a key role in delivering high-quality technical support and ensuring an exceptional client experience. Key Responsibilities: Preparing detailed suitability reports and...

Elevate Your Career in a High-Performing Wealth Management Environment Are you a detail-driven, solutions-focused Paraplanner who thrives in a fast-paced, client-centric environment? Do you want to work alongside experienced Financial Planners, contribute to high-quality advice, and genuinely influence client outcomes? If so, this role will give you the platform to shine. Why This Role Stands Out You won't be a back-office box-ticker here. You'll be a core part of the advice process , owning cases from research through to implementation, shaping client recommendations, and helping drive continuous improvement across the team. Attending client meetings and present cashflow modelling. This is a role for someone who wants impact, autonomy, and progression with a reputable IFA in London. What You'll Be Doing Supporting the full client lifecycle , including: Producing high-quality, FCA-compliant suitability reports across a wide range of advice areas Conducting...