Senior paraplanner Work, Jobs in Oxted, Sry (with Salaries)

Senior Paraplanner
RGH‑Global Limited —Guildford
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Mentoring
- Communication skills
Head of Paraplanning
Cooper Parry —London
- Full-time
- Continuous improvement
- Training & development
- Leadership
Client Support Executive
Benchmark Capital —Horsham
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
4d
Mortgage Administrator
PRIMIS Mortgage Network —London
- £30,000 - £35,000 a year
- Full-time
- Hybrid work
- Communication skills
Compliance Manager (Financial Advice)
Nova Wealth —London
- Full-time
- Hybrid work
- Flexible schedule
Quick apply
Mortgage Administrator / Paraplanner
PRIMIS Mortgage Network —London
- £30,000 - £35,000 a year
- Full-time
- Hybrid work
- Communication skills
2d
Suitability Engineer
Saturn —London
- Full-time
- Financial services
- AI
Quick apply

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Head of Paraplanning
Cooper Parry —London
You'll be comfortable influencing senior stakeholders, driving change and making decisions in a fast-moving environment. Cooper Parry social/sports clubs.
Paraplanner
RGH‑Global Limited —Ashford
Ability to manage multiple priorities and meet deadlines in a fast-paced environment. Working collaboratively with paraplanning colleagues, advisers, compliance…
£35,000 - £45,000 a year

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Senior Paraplanner

RGH‑Global Limited
Guildford

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Job details

Permanent | Full-time
£45,000 - £60,000 a year

Qualifications

Financial planning
Pension
Report generation
Suitability report preparation
Mentoring junior staff
Financial report writing
Mentoring
Technical writing
Communication skills

Full job description

Senior Paraplanner

Location: Guildford (hybrid working available)

Salary: £45,000-£60,000

Overview

An experienced Paraplanner is required to support Financial Planners in delivering high-quality, holistic advice to clients. This role involves technical research, report writing, and contributing to positive client outcomes, with a focus on more complex cases.

Key Responsibilities

Conduct research across pensions, investments, protection, and tax planning
Prepare suitability reports and client documentation to a high standard
Produce cashflow modelling and financial calculations
Support Financial Planners in developing suitable client recommendations
Ensure all work is compliant, clear, and client-focused
Identify additional planning opportunities where appropriate

Team & Development

Provide guidance and support to junior team members
Share knowledge and contribute to a collaborative team environment
Maintain and develop technical knowledge through ongoing learning
Support improvements to processes and report templates

Skills & Experience

Proven paraplanning experience within financial planning/wealth management
Strong knowledge of financial planning products and advice areas
Level 4 Diploma (or equivalent) required
Progression towards Chartered status desirable
Strong attention to detail, organisation, and communication skills
Experience with cashflow modelling and back-office systems preferred

Additional Information

No direct line management, but mentoring of junior staff expected
Opportunity to work on complex cases and develop technical expertise

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senior paraplanner jobs in oxted, sry

Senior Paraplanner

Head of Paraplanning

Client Support Executive

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Compliance Manager (Financial Advice)

Mortgage Administrator / Paraplanner

Suitability Engineer

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