40 senior paraplanner jobs found

Senior Paraplanner- Route to Adviser -Wealth Management Firm Kent Hybrid Working £45,000 - £60,000 + Bonus Clear route to Adviser A highly respected Chartered wealth planning firm with offices across Kent is looking to appoint a Senior Paraplanner to support its team of Chartered Financial Advisers. This is a well-established business with an excellent reputation, providing whole-of-market advice to a broad client base including HNW individuals, families, retirees, and business owners across Kent, Sussex, and London. With circa £600m AUM and long-standing client relationships-some spanning over 25 years-they pride themselves on delivering exceptional client outcomes rather than operating in a sales-driven environment. Advice areas include pensions, investments, tax planning, retirement planning, cashflow modelling, protection (personal and corporate), and specialist solutions such as VCT and EIS. The Role This is a newly created position offering genuine...

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...

We are urgently seeking experienced Senior Paraplanners for an initial 5-month fixed-term contract, available for immediate start. This is a fully remote position with a competitive salary range of £50,000-£60,000, depending on experience. Key Responsibilities: Produce high-quality, compliant suitability reports and client documentation Collaborate with Financial Planners on complex cases, providing technical support and recommendations Perform in-depth research and cashflow modelling to support tailored financial planning strategies Ensure documentation and records meet FCA and company compliance standards Support and mentor less experienced paraplanning staff; act as a subject matter expert Attend client meetings when required, contributing to an exceptional client experience What We're Looking For: Ideally 5+ years of paraplanning experience Diploma in Financial Planning (minimum); working towards Chartered status is advantageous Strong technical...

An outstanding new role has arisen for an experienced Diploma qualified Paraplanner to join a newly established national IFA. Based in one of their offices in the South-East - Hybrid working They now entering a rapid growth phase and expanding their paraplanning team. This is a rare opportunity to join at the early stages of a Private Equity-backed business, working closely with an experienced senior leadership team to deliver a best-in-class paraplanning function. You will play a key role in supporting advisers and ensuring advice quality and consistency as they scale. Alongside this, you will gain exposure to complex planning cases, have clear opportunities for career progression and benefit from full support towards professional development, including advanced qualifications such as Chartered status Key Responsibilities Formulation of advice by undertaking research and detailed analysis to reach conclusions Writing compliant, accurate and well-drafted advice via...

Location: Offices near Hemel Hempstead Employment Type: Full-Time Hybrid (2 days WFH) Technical Paraplanner - up to £65,000 Qualified Paraplanner - up to £45,000 Are you an experienced Paraplanner looking to work within a high-quality, client-focused wealth management firm? Our client, a well-established and highly respected financial planning business near Hemel Hempstead, is looking to expand their team with two key hires:Technical Paraplanner - a senior, technically astute individual who can confidently support complex financial planning needsQualified Paraplanner - a developing professional with a solid foundation in financial planning, ready to grow and contributeThis is a rare opportunity to join a firm that places long-term client relationships and team cohesion at the centre of their success.Key Responsibilities (Both Roles, With Technical Paraplanner Taking the Lead On More Complex Cases):Drafting tailored advice letters and suitability reports across pensions,...

Are you an experienced Paraplanner Team Leader in the Financial Services sector? We're partnering with a highly respected financial planning firm in Berkhamsted, Hertfordshire, looking for a Paraplanner Team Leader who thrives on research, cash flow modelling, and contributing meaningfully to client strategy who is comfortable Managing a team of Paraplanners. You will collaborate with the Management team and giving guidance to ensure best practice. If you're tired of being seen as just a back-office function and want to be a true partner to advisers on complex cases, this could be the right step forward. What we're looking for: Diploma Level 4 as a minimum (working towards Chartered? Even better) Experience with systems like X-Plan or Intelligent Office Someone who enjoys turning complexity into clarity for clients A proactive and detail-oriented mindset Happy leading a team. What sets this opportunity apart: Hybrid structure - focus from home, collaborate in-office...

Paraplanner - Fully Remote (National Paraplanning Team) Location: Fully Remote (Hybrid or Office options also available) Salary: Up to £42,000 DOE Excellent Company Perks & Benefits Job Type: Full-time, Permanent Why This Role? NJR Recruitment are delighted to be working with a leading national wealth management firm who are expanding their dedicated Paraplanning team. This is a fantastic opportunity for Qualified Paraplanners seeking flexibility, progression, and the chance to make a real impact within a collaborative and forward-thinking environment. You'll work alongside Directors, Senior Consultants, and Client Relationship Managers, providing technical wealth management support across a wide spectrum of financial planning needs. Benefits You'll Receive Career Progression: Ongoing development with clear opportunities for promotion. Training & Support: Full professional development in a supportive team culture. Group Pension Scheme ....

An excellent opportunity has arisen for an experienced Paraplanner to join a highly successful and well-established regional wealth management practice. This fully independent firm has built an outstanding reputation for providing high-quality financial planning advice and has gone from strength to strength in recent years. Continued business growth has created the need to recruit an additional Paraplanner to support their expanding team. Working closely with a team of successful Financial Planners, you will provide comprehensive technical support across the advice process. The Role Preparing high-quality suitability reports Conducting detailed technical research across pensions, investments and protection Supporting Financial Planners throughout the advice process Assisting with client queries and providing technical support where required Liaising with providers and internal teams to ensure efficient case progression Contributing to the ongoing development of...

An excellent opportunity has arisen for an experienced Paraplanner to join a highly successful and well-established regional wealth management practice. This fully independent firm has built an outstanding reputation for providing high-quality financial planning advice and has gone from strength to strength in recent years. Continued business growth has created the need to recruit an additional Paraplanner to support their expanding team. Working closely with a team of successful Financial Planners, you will provide comprehensive technical support across the advice process. The Role Preparing high-quality suitability reports Conducting detailed technical research across pensions, investments and protection Supporting Financial Planners throughout the advice process Assisting with client queries and providing technical support where required Liaising with providers and internal teams to ensure efficient case progression Contributing to the ongoing development of...

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...

Paraplanner (Open to Trainee & Junior Candidates) Salary: £33,000 - £40,000 (DOE) Location: Hybrid (Truro office) or Remote with Ad-Hoc Office Visits Employment Type: Full-Time We're looking for an enthusiastic and detail-driven Paraplanner to support our growing team and provide high-quality technical support to advisers. This role primarily supports the Truro office , a small, close-knit and ambitious team made up of the Branch Manager, two Paraplanners (you'll be the third!) and four Administrators supporting self-employed advisers. It's a fantastic opportunity to gain real exposure, get involved in a wide variety of work, and progress your career - whether you're already experienced or developing as a Trainee/Junior Paraplanner . The role offers excellent flexibility: Hybrid working if you're local to Truro Fully remote considered, with occasional ad-hoc visits to the Truro office The Opportunity You'll join a team that values development,...

Location: Offices Near Hemel Hempstead Hybrid Working Excellent Benefits Established, Growing Firm Salary: Circa £60,000 My client is seeking a dynamic, experienced, and inspiring Paraplanning Team Leader to take the helm of their expanding Paraplanning function. This is a pivotal leadership role within a forward-thinking financial advisory business, offering the opportunity to shape a high-performing team and play a key part in delivering exceptional client outcomes. About the Role The successful candidate will lead, develop, and motivate a team of up to eight talented Paraplanners, working closely with the Head of Advice to elevate the firm's advice standards and ensure a seamless, robust support service for Financial Advisers and clients. With a blend of strategic oversight, workflow management, quality assurance, and hands-on technical expertise, this role is ideal for an individual who thrives in a collaborative environment and wants to make a genuine...

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

Our client is a successful and established Financial Advice firm based in Sussex and they are currently looking for an experienced Financial Services Administrator to join their team This is for the role of Financial Services Administrator supporting a successful Financial Adviser We are looking for an experienced IFA Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits. We can also offer Hybrid or even Remote working but there will be an expectancy to attend the office once per quarter fully expensed for 3-4 days per time The company is based in Horsham so please only apply if you are able to attend the office once per qtr for the timeframe specified The travel to the office will be fully expensed If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Looking only for IFA Admin experience with ideally FA1 qualification or similar but open on this Immediate start Base to...

Our client is a successful and established Financial Advice firm based in Sussex and they are currently looking for an experienced Financial Services Administrator to join their team This is for the role of Financial Services Administrator supporting a successful Financial Adviser We are looking for an experienced IFA Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits. We can also offer Hybrid or even Remote working but there will be an expectancy to attend the office once per quarter fully expensed for 3-4 days per time The company is based in Horsham so please only apply if you are able to attend the office once per qtr for the timeframe specified The travel to the office will be fully expensed If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Looking only for IFA Admin experience with ideally FA1 qualification or similar but open on this Immediate start Base to...

Our client is a successful and established Financial Advice firm based in Sussex and they are currently looking for an experienced Financial Services Administrator to join their team This is for the role of Financial Services Administrator supporting a successful Financial Adviser We are looking for an experienced IFA Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits. We can also offer Hybrid or even Remote working but there will be an expectancy to attend the office once per quarter fully expensed for 3-4 days per time The company is based in Horsham so please only apply if you are able to attend the office once per qtr for the timeframe specified The travel to the office will be fully expensed If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Looking only for IFA Admin experience with ideally FA1 qualification or similar but open on this Immediate start Base to...

Our client is a successful and established Financial Advice firm based in Sussex and they are currently looking for an experienced Financial Services Administrator to join their team This is for the role of Financial Services Administrator supporting a successful Financial Adviser We are looking for an experienced IFA Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits. We can also offer Hybrid or even Remote working but there will be an expectancy to attend the office once per quarter fully expensed for 3-4 days per time The company is based in Horsham so please only apply if you are able to attend the office once per qtr for the timeframe specified The travel to the office will be fully expensed If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Looking only for IFA Admin experience with ideally FA1 qualification or similar but open on this Immediate start Base to...

Our client is a successful and established Financial Advice firm based in Sussex and they are currently looking for an experienced Financial Services Administrator to join their team This is for the role of Financial Services Administrator supporting a successful Financial Adviser We are looking for an experienced IFA Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits. We can also offer Hybrid or even Remote working but there will be an expectancy to attend the office once per quarter fully expensed for 3-4 days per time The company is based in Horsham so please only apply if you are able to attend the office once per qtr for the timeframe specified The travel to the office will be fully expensed If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Looking only for IFA Admin experience with ideally FA1 qualification or similar but open on this Immediate start Base to...

Our client is a successful and established Financial Advice firm based in Sussex and they are currently looking for an experienced Financial Services Administrator to join their team This is for the role of Financial Services Administrator supporting a successful Financial Adviser We are looking for an experienced IFA Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits. We can also offer Hybrid or even Remote working but there will be an expectancy to attend the office once per quarter fully expensed for 3-4 days per time The company is based in Horsham so please only apply if you are able to attend the office once per qtr for the timeframe specified The travel to the office will be fully expensed If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Looking only for IFA Admin experience with ideally FA1 qualification or similar but open on this Immediate start Base to...