Senior Paraplanner – Hybrid Role in London

Overview A leading financial advisory firm is seeking a Paraplanner in London to support their Financial Planners. This role involves coordinating with clients to arrange review meetings, preparing written advice reports, and providing technical research services. The Paraplanner will ensure the delivery of high-quality advice, efficiently manage risks, and...

Are you a Diploma qualified Paraplanner looking to join a dynamic financial planning firm in London and receive support to obtain qualifications to develop your career? As a Paraplanner, you will provide the Financial Advisors with high-quality support by successfully undertaking the following duties: Supporting the team of Financial Advisors by providing...

Paraplanner Are you a Diploma qualified Paraplanner looking to join a dynamic financial planning firm in London and receive support to obtain qualifications to develop your career? Responsibilities Supporting the team of Financial Advisors by providing technical information and participating in client meetings where necessary. Producing suitability reports...

Senior Paraplanner – Boutique Independent Advisory FirmLocation: London (Hybrid)Package: up to £75,000 + Bonus + BenefitsFlexible working availableI am supporting a highly respected boutique independent advisory firm in London that specialises in providing strategic financial planning and wealth management advice to High-Net-Worth clients. This is an...

A leading financial advice firm in Edinburgh is seeking a Business Manager to join their team. This position offers flexible hybrid working and a focused approach to career development. Ideal candidates will be experienced paraplanners with strong back office and report writing skills. The role involves client engagements, technical support, and ensuring...

Senior / Technical Paraplanner Our client is a leading established and prestigious Wealth Management firm that is an industry thought leader and a regular commentator across all media. Their team of experts throughout all departments and teams are the pinnacle of excellence and they now seek their next talented Paraplanner to join the team Purpose The Senior...

Overview Senior Paraplanner – Boutique Independent Advisory Firm Location: London (Hybrid) Package: up to £75,000 + Bonus + Benefits Flexible working available I am supporting a highly respected boutique independent advisory firm in London that specialises in providing strategic financial planning and wealth management advice to High-Net-Worth clients....

Recruitment Director | Talent Acquisition Partner Across Financial Services, Architecture & Business Support | Full-Cycle Recruitment Specialist |… Paraplanner London - Hybrid Full time Salary dependent on experience, plus annual bonus We’re looking for an experienced Paraplanner to join a growing team in London, and play a key role in supporting a group...

A prestigious Wealth Management firm is seeking a Senior Paraplanner to support Financial Advisers in managing client relationships and creating detailed financial plans. This role emphasizes collaboration, analytical skills, and direct interaction with clients, ensuring personalized service. Candidates should have 3+ years of relevant experience, strong...

**plus bonus and study support** My client is a prestigious independent IFA Practice in Central London. Due to expansion they are looking for an experienced Paraplanner to join their dynamic team. The role has become available due to an internal promotion where the existing paraplannerhas moved into a IFA position and they are now looking to take on someone...