10 paraplanner jobs found

Ready to take your Paraplanning career beyond report writing? We're working with an award-winning Chartered Financial Planning firm that is looking for an experienced Client-Facing Paraplanner to become a true partner to a highly successful Financial Planner. This is not a back-office paraplanning role. You'll be heavily involved throughout the client journey, attending meetings, contributing to advice strategy, conducting reviews, and helping clients make informed decisions about their financial future. If you enjoy building relationships, thrive in a collaborative environment, and want to play a visible role in delivering outstanding client outcomes, this could be the opportunity you've been waiting for. The Opportunity Working from a modern City of London office, you'll support Director-level Financial Planners and high-net-worth clients across a broad range of advice areas including: Investments Pensions and pension transfers Protection planning...

Paraplanner Location: Hybrid (office/home working) Office Uxbridge Hours: Full-time (37.5 hours per week) Salary: Competitive, dependent on experience Our clients are an independent financial planning practice committed to building long-term client relationships through exceptional personal service. As the business continues to grow, they are looking for an experienced Paraplanner to join the team. The Role The Paraplanner will work closely with Financial Advisers to provide high-quality technical support throughout the financial planning process. You will be responsible for researching and analysing client circumstances, preparing suitability reports and helping advisers deliver clear, well-considered financial planning recommendations. This is an excellent opportunity for someone who enjoys the technical side of financial planning and wants to be part of a collaborative team where quality of advice and client outcomes are the priority. Key Responsibilities...

Paraplanner - Manchester City Centre - Hybrid Salary: Up to £45,000 + Benefits Job Type: Full-Time, Permanent The Opportunity A highly regarded and growing financial planning firm is seeking an experienced Paraplanner to join its established Manchester team. This is an excellent opportunity to work closely with Financial Planners, supporting the delivery of sophisticated financial planning solutions to High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients. The role offers exposure to complex planning cases within a collaborative and technically focused environment, making it ideal for an ambitious paraplanner looking to further develop their expertise. Key Responsibilities Prepare detailed and compliant suitability reports. Undertake technical financial planning research and analysis. Support advisers with holistic wealth management and financial planning strategies. Assist with pension, investment, tax and trust planning recommendations. Ensure all advice...

Paraplanner (Hybrid) £45,000 - £50,000 + 33 Days Holiday + Hybrid (3 days in Office) + Bonus + Flexible Hours + Progression + Training Hillingdon Are you a Paraplanner looking to join a well-established IFA which will offer you flexible hours, hybrid working, 33 days holiday and ultimate work life balance? In this role you will be conducting paraplanning activities to support the advisors. This will include gathering data, researching, preparing suitability reports, ensuring client files and records are accurate and correct and supporting advisors in developing strategies. On offer is the opportunity to join a client focused financial advisers who pride themselves on their bespoke and holistic approach to financial advice. They are known for looking after their staff. They offer clear routes to advisor, which has led to great staff retention. This role would suit a Paraplanner looking to work for a company that is invested in their employees. They will offer you study...

Remote Paraplanner - £50,000 - Remote (requirement to be based near London) Eden Rose is supporting a national, award-winning Wealth Management business secure an experienced Paraplanner based in the South East (London or reasonable commutable distance to London). Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services professionals across the UK, they are the market leader in the industry and have been supporting their clients for over 30 years with their financial planning and investment needs. The role will be home-based / remote, with expectation to be in London twice a month for team meetings. You'll have the chance to work within a collaborative environment, supported by a back-office and leadership team. They understand the importance of flexibility, and while there's no official requirement to be in the office, establishing a strong rapport with the support team is highly beneficial for success in this...

Paraplanner (route to advisor) Hybrid £50k + Bonus Bracknell Your next role could be more than paraplanning. This opportunity puts you on a clear track to becoming an IFA - with full mentoring, structured development, and the chance to step into advice when you're ready. If you're ambitious, client-focused, and serious about building a long-term career in wealth management, this is the launchpad you've been waiting for. The Opportunity Join a respected financial planning firm that partners with a large network of IFAs. You'll work alongside experienced Advisers, providing first-class technical support - while building the skills and confidence to move into client-facing advice. This business has a proven record of developing Paraplanners into successful Wealth Planners. You won't just write reports; you'll shape holistic financial strategies, learn directly from IFAs, and grow your career in a team that invests in your future. What You'll Do Produce clear,...

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...

Join a Growing and Highly Successful Wealth Management Practice. Are you an experienced Administrator, looking for a role where you can make a genuine impact? Our client is an established and rapidly expanding wealth management practice known for delivering high-quality financial planning and exceptional client service. As the business continues to grow, they are seeking a Administrator to become a key member of their team. This is a varied and rewarding opportunity combining paraplanning, adviser support, client communication, and practice administration. You'll work closely with advisers, helping to ensure every client receives a seamless, professional, and compliant service. If you're highly organised, technically capable, and passionate about delivering outstanding client outcomes, we'd love to hear from you. The Opportunity : As a Administrator, you'll play a central role in supporting the end-to-end financial planning process. You'll work alongside advisers, clients,...