Paraplanner Work, Jobs in North West London (with Salaries)

Paraplanner
RGH‑Global Limited —Ascot
- £35,000 - £45,000 a year
- Full-time
- Analysis skills
- Communication skills
8d
Paraplanner | Knight Frank Finance
Knight Frank —London
- Full-time
- CRM software
- Spanish
- Microsoft Office
13d
Paraplanner
Evelyn Partners —London
- Full-time
- Hybrid work
Quick apply
Protection Paraplanner
Placing Faces —Marlow
- £28,000 - £33,000 a year
- Full-time
- Hybrid work
- Case management
- Organisational skills
Retirement Support Specialist
Smart Pension —London
- Hybrid work
- IT
- Employee assistance programme
- Employee discount
Financial Adviser
RGH‑Global Limited —London
- £40,000 - £60,000 a year
- Full-time
- Administrative experience
- Financial services
8d
Financial Planner - Surrey
Menzies LLP —Woking
- Hybrid work
- Microsoft Word
- Microsoft Excel
- English
Trainee/Junior Financial Planner
Cooper Parry —London
- Full-time
- Travel
Associate, Wealth Management
Royal Bank of Canada —London
- Full-time
- Customer service
- Communication skills
- Banking
6d
Head of Paraplanning
Cooper Parry —London
- Full-time
- Leadership
- Communication skills
Compliance Manager (Financial Advice)
Nova Wealth —London
- Full-time
- Hybrid work
- Flexible schedule
Quick apply
Paraplanner
The Private Office —London
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
Paraplanner (Remote)
AFH Financial Group —Cookham
- Full-time
- Remote
- Microsoft Office
4d
Wealth Paraplanner
Royal Bank of Canada —London
- Full-time
- Communication skills
12d
Mortgage Administrator / Paraplanner
PRIMIS Mortgage Network —Walton-on-Thames
- £28,000 - £35,000 a year
- Part-time
- Hybrid work
- Administrative experience
- Communication skills
Financial Planning Administrator
The Progeny Group Limited —Marlow
- Full-time
- Hybrid work
- Microsoft Office
- Financial services
- Employee assistance programme
- Referral programme
Quick apply

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Accounts Payable Clerk
HF Holidays —Borehamwood
Accounts Payable Clerks process supplier invoices accurately and efficiently, match invoices to purchase orders where applicable, maintain clean supplier…
£28,000 - £32,000 a year
Quick apply
Accounts Payable Administrator
Meridian Bioscience, Inc. —London
Serve as a key point of contact for supplier queries, providing timely updates and resolving issues in a professional manner.
12d

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Paraplanner

RGH‑Global Limited
Ascot

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Job details

Permanent | Full-time
£35,000 - £45,000 a year
8 days ago

Qualifications

Financial planning
Pension
Analysis skills
Communication skills

Full job description

Location: Ascot, Berkshire
Salary: £35,000-£45,000

Business Overview

As part of its continued expansion, the business is strengthening its paraplanning function. This role offers the opportunity to join during a high-growth phase, working closely with an experienced senior leadership team to help shape and deliver a best-in-class paraplanning proposition.

You will gain exposure to complex planning cases, contribute to scalable processes and benefit from structured professional development support, including progression towards advanced qualifications such as Chartered status.

Role Purpose

The Paraplanner will play a key role in supporting advisers and maintaining high standards of advice delivery across the business.

Working collaboratively with paraplanning colleagues, advisers, compliance and administration teams, you will be responsible for producing accurate, compliant and client-focused reports while contributing to the continuous improvement of systems and processes.

The role involves managing complex cases, ensuring technical accuracy and consistency, and supporting the integration of robust advice standards across a growing organisation. Your contribution will directly influence advice quality and overall client experience.

Key Responsibilities

Formulating advice through detailed research and technical analysis
Producing compliant, well-structured suitability reports and letters across:
- Investments
- Pensions
- Inheritance tax planning
- Tax-efficient investments
- Trust planning
- Protection solutions
Preparing cashflow modelling and planning forecasts
Providing technical research and support to advisers and senior management
Contributing to and enhancing paraplanning processes and procedures
Supporting change initiatives and embedding best practice
Working collaboratively with administration and advice teams to ensure positive client outcomes
Liaising with compliance to maintain and improve file quality in line with FCA requirements
Assisting senior leadership and department heads as required
Keeping up to date with legislative and regulatory developments impacting clients and the business

Skills & Experience

Diploma in Regulated Financial Planning (or equivalent), or near completion
Previous paraplanning experience
Experience within a financial advice or wealth management environment
Strong technical knowledge of pensions, investments, taxation and protection
Proven ability to produce accurate, compliant and client-focused suitability reports
Excellent understanding of FCA regulations and advice standards
High attention to detail and strong commitment to technical accuracy
Strong analytical and problem-solving capability, particularly for complex planning scenarios
Effective written and verbal communication skills
Ability to manage multiple priorities and meet deadlines in a fast-paced environment

Apply Now

Refine Your Search

paraplanner jobs in north west london

Paraplanner

Paraplanner | Knight Frank Finance

Paraplanner

Protection Paraplanner

Retirement Support Specialist

Financial Adviser

Financial Planner - Surrey

Trainee/Junior Financial Planner

Associate, Wealth Management

Head of Paraplanning

Compliance Manager (Financial Advice)

Paraplanner

Paraplanner (Remote)

Wealth Paraplanner

Mortgage Administrator / Paraplanner

Financial Planning Administrator

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