Paraplanner Work, Jobs in South East London (with Salaries)

Senior Paraplanner
RGH‑Global Limited —London
- £50,000 - £60,000 a year
- Full-time
- Hybrid work
- Communication skills
Senior Paraplanner
Cooper Parry —London
- Full-time
- Tax experience
Platform Service Manager (6 months FTC)
7IM —London
- CRM software
- Writing skills
- Continuous improvement
12d
Platform Service Manager (6 months FTC)
Seven Investment Management —London
- CRM software
- Writing skills
- Continuous improvement
12d
Trainee/Junior Financial Planner
Cooper Parry —London
- Full-time
- Travel
Head of Paraplanning
Cooper Parry —London
- Full-time
- Leadership
- Communication skills
Financial Planner - Surrey
Menzies LLP —Woking
- Hybrid work
- Microsoft Word
- Microsoft Excel
- English
Financial Adviser
RGH‑Global Limited —London
- £40,000 - £60,000 a year
- Full-time
- Administrative experience
- Financial services
Paraplanner | Knight Frank Finance
Knight Frank —London
- Full-time
- CRM software
- Spanish
- Microsoft Office
Wealth Administrator - 12 month FTC
Royal Bank of Canada —London
- Full-time
- Computer skills
9d
Paraplanner
The Private Office —London
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
Mortgage Administrator / Paraplanner
PRIMIS Mortgage Network —London
- £30,000 - £35,000 a year
- Full-time
- Hybrid work
- Communication skills
5d
Experienced Client Administrator (IFA)
HarperLees Financial Planning —Ingatestone
- £28,000 - £34,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Free parking
- Work from home
Quick apply
Client Support Executive
Benchmark Capital —Weybridge
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- Communication skills
13d

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People Operations Manager (Part-Time / Fully Remote)
GlobalConnect Europe Ltd. —London
In this role, you will serve as the primary operational anchor in, coordinating business administration, interfacing with external legal and accounting partners…
£500 a month
Quick apply
5d
Insurance Process Administrator
Bionic Services Ltd —London
As the Process Administrator, you’ll be an integral part of our Insurance Team, offering support to the insurance sales teams by managing processes that ensure…
Quick apply

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Senior Paraplanner

RGH‑Global Limited
London

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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 south east london

Senior Paraplanner

Senior Paraplanner

Platform Service Manager (6 months FTC)

Platform Service Manager (6 months FTC)

Trainee/Junior Financial Planner

Head of Paraplanning

Financial Planner - Surrey

Financial Adviser

Paraplanner | Knight Frank Finance

Wealth Administrator - 12 month FTC

Paraplanner

Mortgage Administrator / Paraplanner

Experienced Client Administrator (IFA)

Client Support Executive

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