Paraplanner
3 weeks ago
Paraplanner – WinchesterWe’re looking for an experienced Paraplanner to join a growing team in Winchester and play a key role in supporting a group of highly qualified Financial Planning Directors. This is a client-focused role where you’ll be preparing and writing high-quality advice, supporting client meetings, and helping clients achieve their long-term financial goals. What you’ll be doing:Preparing cashflows and written advice to deliver excellent client outcomes Supporting Financial Planning Directors in client meetings and reviews Conducting research and drafting notes to ensure advice is tailored and accurate Working closely with colleagues to deliver team income objectives Sharing best practice and helping to improve processes and tools Keeping your technical knowledge up to date across pensions, tax, and estate planning What we’re looking for:CII Diploma in Financial Planning (essential); Chartered status desirable At least 2–3 years’ paraplanning experience Strong technical knowledge of UK tax, pensions, and estate planning Excellent organisational skills and attention to detail What’s on offer:Hybrid working and a supportive, developmental environment Full exam support to continue progressing your career
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Paraplanner Leader
4 days ago
Winchester, United Kingdom Heat Recruitment Full timeLocationWinchester Salary £50000 - £60000 TypePermanent WorkplaceRemote Ref89225 Recruiter Managing This Role Head of Paraplanning Remote (with travel to regional offices as required) £50,000 £60,000 A growing, client-focused wealth management group that prides itself on delivering personalised financial planning. The advisers and paraplanners work...
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Paraplanner - Hybrid Working
2 weeks ago
Winchester, United Kingdom mbf Full timeDirector/Senior Recruitment Consultant - Financial Services - South West & Wales Are you a highly skilled Paraplanner looking to join a prestigious, award-winning financial planning and investment management firm? This is an exceptional opportunity to become part of a true market leader with offices across the UK, renowned for their commitment to staff...
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Paraplanner
2 weeks ago
Winchester, United Kingdom Core-Asset Consulting Ltd Full timeJob DescriptionOur client, a leading UK-based wealth management firm, is looking for an experienced Paraplanner to join their office in Winchester.This is an excellent opportunity to work alongside a highly qualified and collaborative team of Financial Planning Directors, providing high-quality financial planning support to a diverse range of clients.Skills...
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Winchester, United Kingdom mbf Full timeA prestigious financial planning firm in Winchester is seeking a qualified Paraplanner to join their team. The role offers a competitive salary and great benefits, including hybrid working options. As a Paraplanner, you will provide vital technical support to Financial Planners and clients, prepare detailed reports, and ensure exceptional service delivery....
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Paraplanner
1 week ago
Winchester, Hampshire, United Kingdom Rathbones Full time £30,000 - £40,000 per yearAt Rathbones, we help people invest their money well, so they can live well. That means more than financial returns – it's about helping people feel confident in their decisions and supported in their future. We don't just manage money, we guide people through life's big moments, helping them stay on track and focus on what matters most.We're proud to be...
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Senior Paraplanner: Cashflows
2 weeks ago
Winchester, United Kingdom Core-Asset Consulting Ltd Full timeA leading UK-based wealth management firm in Winchester is seeking an experienced Paraplanner to join their collaborative team. The role involves preparing cashflows and financial plans, as well as supporting Financial Planning Directors in client meetings. Candidates should have a CII Diploma in Financial Planning, at least 2-3 years of paraplanning...
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Senior or Head of Paraplanning
2 weeks ago
Winchester, United Kingdom Eden Rose Full timeHead of Paraplanning Phone: 01172841280 Remote (with travel to regional offices as required) £50,000 – £60,000 A growing, client-focused wealth management group that prides itself on delivering personalised financial planning. The advisers and paraplanners work collaboratively to help clients achieve their life goals through clear, ethical, and...
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Paraplanner
3 weeks ago
Winchester, United Kingdom CAP Resourcing LTD Full timeParaplannerWinchesterTake the next step in your career now, scroll down to read the full role description and make your application. WerelookingforanexperiencedParaplannertojoinagrowingteaminWinchesterandplayakeyroleinsupportingagroupofhighlyqualifiedFinancialPlanningDirectors.
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Paraplanner
3 weeks ago
Winchester, United Kingdom Cap Resourcing Ltd Full timeParaplannerWinchester WerelookingforanexperiencedParaplannertojoinagrowingteaminWinchesterandplayakeyroleinsupportingagroupofhighlyqualifiedFinancialPlanningDirectors. Thisisaclient-focusedrolewhereyoullbepreparingandwritinghigh-qualityadvice,supportingclientmeetings,andhelpingclientsachievetheirlong-termfinancialgoals. Whatyoullbedoing:
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Paraplanner
3 weeks ago
Winchester, United Kingdom Cap Resourcing Full timeParaplannerWinchesterWerelookingforanexperiencedParaplannertojoinagrowingteaminWinchesterandplayakeyroleinsupportingagroupofhighlyqualifiedFinancialPlanningDirectors.Thisisaclient-focusedrolewhereyoullbepreparingandwritinghigh-qualityadvice,supportingclientmeetings,andhelpingclientsachievetheirlong-termfinancialgoals.Whatyoullbedoing:Preparingcashflowsandwri...