Paraplanner
3 weeks ago
Paraplanner – Leading Independent Wealth Management Firm (London)£45,000–£55,000 + Full Study Support + Clear Progression PathI’m supporting a highly regarded, award-winning wealth management firm in London as they continue to expand their technical planning team. This is a standout opportunity for an experienced Paraplanner who wants to be part of a stable, forward-thinking business with an exceptional reputation for client care and professional development.The Opportunity You’ll join a well-structured advice and planning function where the quality of work genuinely matters. This firm offers a collaborative environment, strong ethical foundations, and a leadership team that invests heavily in training, progression and long-term career growth.As a Paraplanner, you will work closely with several high-performing Advisers, providing high-quality technical support across the full financial planning spectrum. You’ll gain exposure to complex cases, HNW/UHNW clients, and sophisticated planning scenarios — ideal if you’re looking to sharpen your technical capability.Key Responsibilities • Full technical support to Advisers across pensions, investments, IHT, later-life and holistic planning • Writing suitability reports to a high technical standard • Conducting research, due diligence and cashflow modelling • Preparing recommendations and supporting client meetings • Maintaining compliant client files and ensuring efficient case progressionWhat They’re Looking For • Minimum 2–3 years’ experience in a Paraplanner role • Strong technical knowledge and high attention to detail • Ideally Diploma-qualified (or close) – Chartered progression fully supported • Confident communicator with a proactive, solutions-focused approach • Someone who enjoys being part of a professional, high-performing teamWhy Apply? ✅ Market-leading salary and benefits ✅ Generous study support (Diploma, Chartered, advanced exams) ✅ Exposure to complex and interesting client work ✅ A business that values its people — low turnover, strong internal progression ✅ Beautiful London offices and flexible working optionsIf you’re an ambitious Paraplanner looking for a role where your development is genuinely prioritised — and where you can build a long-term career within a respected and growing firm — I’d love to speak with you.Send a message or email me confidentially to learn more to lauram@financialdivisions.co.uk
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Paraplanner
1 week ago
London Area, United Kingdom Chase de Vere Full timeResearching, analysing market trends and report writing, Chase de Vere paraplanners work closely with our financial advisers and client support teams to deliver advice and provide ongoing services to new and existing clients. Supported by our experienced paraplanning management and development team, you will have the opportunity to work on a wide range of...
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Paraplanner
1 week ago
London Area, United Kingdom Chase de Vere Full timeResearching, analysing market trends and report writing, Chase de Vere paraplanners work closely with our financial advisers and client support teams to deliver advice and provide ongoing services to new and existing clients. Supported by our experienced paraplanning management and development team, you will have the opportunity to work on a wide range of...
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Paraplanner
6 days ago
London Area, United Kingdom Nelson Scott Full timeParaplannerWhat will you be doing?We're seeking a talented individual to join our Paraplanning team in London, which is responsible for providing support to our Financial Planners and ensuring a positive experience for our clients. In this role you will also support financial planners with client meetings including presentation of cashflow and preparing...
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Paraplanner
3 weeks ago
Manchester Area, United Kingdom Ferguson Dean Full timeA leading Chartered Financial Advice firm are looking for Dip qualified paraplanners to join the firm on a remote basis. This highly successful firm have over £1bn in AUM and advisers across the UK. As a result of increased adviser numbers they are looking for remote based paraplanners to join them. With full home set up and equipment provided, you will...
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Paraplanner
3 weeks ago
Manchester Area, United Kingdom Ferguson Dean Full timeA leading Chartered Financial Advice firm are looking for Dip qualified paraplanners to join the firm on a remote basis. This highly successful firm have over £1bn in AUM and advisers across the UK. As a result of increased adviser numbers they are looking for remote based paraplanners to join them. With full home set up and equipment provided, you will...
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Paraplanner
1 week ago
London, United Kingdom ARC Full time**Job Title/Location**: Paraplanner, London (Square Mile) - **Salary**: £40,000 - £50,000, plus c.£10,000 bonus + pension - **Working Dynamics**: 100% office based role (close to Bank station) - **Requirements**: At least 1 years paraplanning experience - **Role Snapshot**: Discuss client requirements with the Adviser, pre-advice research analysis,...
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Paraplanner
3 weeks ago
London, United Kingdom Candidate Source Full timeWe are looking for an experienced Paraplanner to join an exciting new project! This is a fully remote working role, Monday to Friday 37.5 hours per week. This will be an initial 6-month contract, with December start dates, but comes with the likely option to extend further for successful candidates. As a Paraplanner, you will be: Conducting whole of market...
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Paraplanner
1 week ago
London, United Kingdom mbf. Full timeOur client is a global insurance organisation with offices across the UK, their current requirement is for an experienced Paraplanner to join the businesses Wealth Management division based in London. This business operates a flexible working policy whereby you will have the option to work from home up to four days a week. You will be a technical...
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Paraplanner
1 week ago
London, United Kingdom mbf. Full timembf. is currently working with a boutique Financial Planning organisation with 8 staff managing £200M in assets under management, to recruit for a Paraplanner to join their team. This will be based from the businesses London office and will offer hybrid working with up to 3 days at home each week. Our client is a boutique, HNW advisory practice run by two...
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Paraplanner
3 weeks ago
London, United Kingdom Candidate Source Careers Full timeWe are looking for an experienced Paraplanner to join an exciting new project! This is a fully remote working role, Monday to Friday 37.5 hours per week. This will be an initial 6-month contract, with December start dates, but comes with the likely option to extend further for successful candidates. As a Paraplanner, you will be: Conducting whole of market...