Paraplanner Work, Jobs in Sunbury, Sry (with Salaries)

Senior Paraplanner
RGH‑Global Limited —Guildford
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Communication skills
Paraplanner (Remote)
AFH Financial Group —Cookham
- Full-time
- Remote
- Microsoft Office
Associate Financial Advisor - Hybrid
Argentis Group Limited —London
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Employee discount
Quick apply
Mortgage Administrator / Paraplanner
PRIMIS Mortgage Network —London
- £30,000 - £35,000 a year
- Full-time
- Hybrid work
- Administrative experience
- Communication skills
4d
Client Support Executive
Benchmark Capital —Weybridge
- Full-time
- Hybrid work
- Microsoft Office
- Organisational skills
- Financial services
11d
Compliance Manager (Financial Advice)
Nova Wealth —London
- Full-time
- Hybrid work
- Flexible schedule
Quick apply
Wealth Administrator - 12 month FTC
Royal Bank of Canada —London
- Full-time
- Microsoft Outlook
- Customer service
- Microsoft Office
8d
Head of Paraplanning
Cooper Parry —London
- Full-time
- Leadership
- Communication skills
Trainee/Junior Financial Planner
Cooper Parry —London
- Full-time
- Travel
Platform Service Manager (6 months FTC)
7IM —London
- Financial services
- Retail management
- Tax experience
10d
Technical Administrator
Harding Financial —Shalford
- £25,000 - £28,000 a year
- Full-time
- Microsoft Word
- Microsoft Office
- Organisational skills
Financial Planner
Benchmark Capital —Horsham
- Full-time
- Hybrid work
- CRM software
- Organisational skills
- Communication skills
2d
Paraplanner | Knight Frank Finance
Knight Frank —London
- Full-time
- CRM software
- Spanish
- Microsoft Office
Paraplanner
The Private Office —London
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
Financial Planning Administrator
The Progeny Group Limited —Marlow
- Full-time
- Hybrid work
- Microsoft Office
- Financial services
- Employee assistance programme
- Referral programme
Quick apply
Platform Service Manager (6 months FTC)
Seven Investment Management —London
- Financial services
- Retail management
- Tax experience
10d

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Paraplanner (Remote)
AFH Financial Group —Cookham
Research and review, where necessary, new and existing legislation and technical/product information to aid in the role that is performed.

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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
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

Apply Now

Refine Your Search

paraplanner jobs in sunbury, sry

Senior Paraplanner

Paraplanner (Remote)

Associate Financial Advisor - Hybrid

Mortgage Administrator / Paraplanner

Client Support Executive

Compliance Manager (Financial Advice)

Wealth Administrator - 12 month FTC

Head of Paraplanning

Trainee/Junior Financial Planner

Platform Service Manager (6 months FTC)

Technical Administrator

Financial Planner

Paraplanner | Knight Frank Finance

Paraplanner

Financial Planning Administrator

Platform Service Manager (6 months FTC)

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