Paraplanner Work, Jobs in St Albans, Eng (with Salaries)

Senior Paraplanner
RGH‑Global Limited —London
- £50,000 - £60,000 a year
- Full-time
- Hybrid work
- Communication skills
Paraplanner
The Private Office —London
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
Paraplanner | Knight Frank Finance
Knight Frank —London
- Full-time
- CRM software
- Spanish
- Microsoft Office
9d
Paraplanner
Hoxton Wealth —London
- Microsoft Office
- Analysis skills
- Bachelor's degree
Quick apply
Paraplanner
Evelyn Partners —London
- Full-time
- Hybrid work
Quick apply
Wealth Paraplanner
Royal Bank of Canada —London
- Full-time
- Communication skills
8d
Paraplanner
Menzies LLP —London
- Full-time
- Hybrid work
- English
Financial Planning Administrator
The Progeny Group Limited —Marlow
- Full-time
- Hybrid work
- Microsoft Office
- Financial services
- Employee assistance programme
- Referral programme
Quick apply
Financial Adviser
RGH‑Global Limited —London
- £40,000 - £60,000 a year
- Full-time
- Administrative experience
- Financial services
4d
Trainee/Junior Financial Planner
Cooper Parry —London
- Full-time
- Travel
Paraplanner
Enver Wealth Management —London
- £30,000 a year
- Full-time
- Analysis skills
- Organisational skills
- Financial services
- Work from home
Quick apply
Head of Paraplanning
Cooper Parry —London
- Full-time
- Leadership
- Communication skills
Associate, Wealth Management
Royal Bank of Canada —London
- Full-time
- Customer service
- Communication skills
- Banking
2d

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Including greeting all clients, answering calls, and booking appointments as well as handling financial transactions. Up to 50% discounted staff pet care.
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Senior Paraplanner

RGH‑Global Limited
London

Apply Now

Job details

Permanent | Full-time
£50,000 - £60,000 a year

Qualifications

Financial planning
Communication skills

Full job description

Senior Paraplanner

Location: Central London (hybrid working available)

Salary: £50,000-£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

Apply Now

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paraplanner jobs in st albans, eng

Senior Paraplanner

Paraplanner

Paraplanner | Knight Frank Finance

Paraplanner

Paraplanner

Wealth Paraplanner

Paraplanner

Financial Planning Administrator

Financial Adviser

Trainee/Junior Financial Planner

Paraplanner

Head of Paraplanning

Associate, Wealth Management

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