19 paraplanner jobs found in London

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...

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...

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...

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...

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...

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

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...

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...

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...

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

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...

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 successful and established IFA firm based in Hove and they are currently looking for an experienced Administrator to join their team This is for the role of IFA Administrator supporting a successful IFA and working within a team of Sales support We are looking for an experienced Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits. We can also offer Hybrid working with 3 days from home but you must be prepared to go to Hove 2 days per week If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Immediate start

If you're looking for a role where you can grow, be trusted, and genuinely make an impact, this could be the perfect next step. Our client is a respected Chartered IFA with a recognisable brand and a reputation for developing talent. What You'll Be Doing This is a varied, evolving role where no two days look the same. You'll be the go-to person for client and adviser queries, ensuring everything runs smoothly behind the scenes. From annual reviews to investment admin, cashflow planning to documentation checks, you'll be at the heart of the client journey. You'll also have the chance to build new skills, take on more responsibility over time, and work closely with the Advisers you will be supporting. What They're Looking For Someone with around 12 months' experience in an IFA or wealth management admin role (degreed education advantageous) A confident communicator who enjoys problem-solving Progress toward the Diploma (or keen to start) Strong organisational skills and...

A great opportunity to join a growing financial services organisation in a key support role, helping advisers deliver an exceptional client experience. The role: Preparing portfolio reports and pre-meeting documentation Reviewing and maintaining accurate client records Supporting new business processing Managing your own workflow to meet service standards Working closely with advisers, paraplanners and wider teams Escalating issues promptly to ensure smooth service delivery What you'll bring: Experience in administration or client servicing (ideally within Financial Services) Strong organisational and time-management skills Confident written and verbal communication Ability to work under pressure and meet deadlines Good attention to detail and accuracy Proficiency with Microsoft Office Willingness to work towards industry qualifications (desirable) What's on offer: Competitive salary Hybrid working Full training and development Supportive team...

Are you an experienced IFA Administrator ready to step into a role with more influence, ownership and progression? This is a standout opportunity to join a highly respected Chartered IFA firm where your expertise will genuinely shape the way the admin function operates. My client is a well-established, medium-sized Independent Financial Planning firm based in the heart of London. They're known for their technical excellence, integrity and people-first culture - and have been repeatedly recognised as one of the Best Financial Advisers to Work For . With a growing client base of HNW private clients, they're now looking for a confident Senior Administrator / Team Leader to support their advisers and paraplanners while guiding a developing admin team. The Role This is a senior, hands-on position where you'll act as the central point of coordination for the administration team. You'll ensure the smooth running of day-to-day operations, support junior colleagues, and take...

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 IFA Administrator. You will provide full support to the Consultants and Paraplanners 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...

A dynamic and expanding wealth management firm based near Hatfield is seeking an experienced Financial Adviser to join their growing team. This role is ideal for a driven adviser who thrives on building long-term relationships and developing a quality client bank. You'll step straight into an established portfolio, supported by strong internal referrals and a well-structured marketing programme designed to accelerate business growth. The Opportunity You will join a firm with a steadily expanding client base and a proven referral network. From day one, you will inherit an initial £10m AUM , with further opportunities to engage with the wider client bank. The business invests heavily in adviser success, offering marketing support, seminars, and client engagement events managed by the leadership team. Full paraplanning and administrative support ensures you can focus on delivering high-quality advice and nurturing client relationships. Key Responsibilities Delivering...