Senior Paraplanner
2 weeks ago
Are you an experienced Senior Paraplanner looking to join a highly respected and fast-growing Wealth Management firm with genuine opportunities for long-term career progression?This is an excellent opportunity to become part of a well-established and expanding Wealth Planning team within a leading UK financial services organisation. The firm combines a boutique approach to financial planning with the infrastructure and stability of a larger group, offering a supportive, collaborative environment and a strong culture of professional development.The RoleAs a Senior Paraplanner, you will work closely with a team of experienced Financial Planners to deliver high-quality technical support and client-focused advice. You will prepare complex suitability reports, undertake detailed research across pensions, investments, protection, and tax planning, and contribute to process and efficiency improvements across the team. You will also play a key role in supporting and mentoring junior paraplanners, helping to build technical capability and ensuring consistently high standards of service and compliance.Key ResponsibilitiesConduct research and analysis across a wide range of financial planning productsPrepare high-quality, compliant suitability reports and supporting documentationUndertake cashflow modelling and financial analysis where required
-
Senior Paraplanner
9 hours ago
Cambridge, United Kingdom Recruit UK Full timeJob Title Job Title: Senior Paraplanner Location: Cambridge, UK Job ID: 10033 Department: Wealth Planning Reports To: Paraplanner – Team Leader About the Role Recruit UK is recruiting a Senior Paraplanner on behalf of a leading wealth management team in Cambridge. In this role, you will take a senior position within the paraplanning team, providing...
-
Senior Paraplanner
1 week ago
Cambridge, United Kingdom RGH-Global Limited Full timeJob Title: Senior Paraplanner Location: Cambridge office (hybrid working available) Salary: £50,000 £60,000 Role Overview The Senior Paraplanner plays a key role in supporting Financial Planners by delivering detailed technical research, analysis, and documentation across a broad range of financial planning areas. This includes pensions, protection...
-
Senior Paraplanner
18 hours ago
Cambridge, Cambridgeshire, United Kingdom RGH-Global Limited Full time £40,000 - £60,000 per yearJob Title: Senior ParaplannerLocation: Cambridge office (hybrid working available) Salary: £50,000 £60,000 Role Overview The Senior Paraplanner plays a key role in supporting Financial Planners by delivering detailed technical research, analysis, and documentation across a broad range of financial planning areas. This includes pensions, protection...
-
Senior Paraplanner
19 hours ago
Cambridge, United Kingdom RGH-Global Limited Full timeJob Title: Senior ParaplannerLocation: Cambridge office (hybrid working available) Salary: £50,000 £60,000 Role Overview The Senior Paraplanner plays a key role in supporting Financial Planners by delivering detailed technical research, analysis, and documentation across a broad range of financial planning areas. This includes pensions, protection...
-
Senior Paraplanner
2 weeks ago
Cambridge, Cambridgeshire, United Kingdom RGH-Global Limited Full time £40,000 - £60,000 per yearJob Description: Job Title: Senior ParaplannerLocation: Cambridge office (hybrid working available)Salary: £50,000 £60,000Role OverviewThe Senior Paraplanner plays a key role in supporting Financial Planners by delivering detailed technical research, analysis, and documentation across a broad range of financial planning areas. This includes pensions,...
-
Senior Paraplanner
4 days ago
Cambridge, United Kingdom RGH-Global Limited Full timeJob Title: Senior ParaplannerLocation: Cambridge office (hybrid working available) Salary: Role Overview The Senior Paraplanner plays a key role in supporting Financial Planners by delivering detailed technical research analysis and documentation across a broad range of financial planning areas. This includes pensions protection planning tax considerations...
-
Paraplanner
1 week ago
Cambridge, United Kingdom IDEX Consulting Ltd Full time2 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. This range is provided by IDEX Consulting Ltd. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Direct message the job poster from IDEX Consulting Ltd Supporting Financial Planners and Paraplanners...
-
Senior Paraplanner
2 weeks ago
Cambridge, United Kingdom IDEX Consulting Ltd Full timeAre you an experienced Paraplanner (chartered or making strong progress to be) who is looking to jump start your career and work for one of the top wealth management organisation in the UK?We are looking to speak to ambitious, Technical Paraplanners who feel like development and progression just aren't available where they currently are.Pro's of the role:...
-
Senior Paraplanner
1 week ago
Cambridge, United Kingdom RGH-Global Limited Full timeA leading financial services firm is looking for a Senior Paraplanner to support Financial Planners by providing technical research and analysis across various financial planning areas. The role offers hybrid working options and requires strong technical expertise in pensions, investments, and protection planning. The ideal candidate will have a Level 4...
-
Cambridge, United Kingdom IDEX Consulting Ltd Full timeA leading Wealth Management organization in the UK is seeking an experienced Paraplanner. The role includes directly supporting financial planners and managing client relationships. Candidates should be chartered or actively pursuing this qualification, with a focus on career development. The position offers a salary up to £60,000 plus excellent benefits...
