Wealth paraplanner Work, Jobs in Addlestone, Sry (with Salaries)

Senior Paraplanner
RGH‑Global Limited —Guildford
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Communication skills
Client Support Executive
Benchmark Capital —Weybridge
- Full-time
- Hybrid work
- Microsoft Office
- Organisational skills
- Financial services
4h
Wealth Paraplanner
Royal Bank of Canada —London
- Full-time
- Communication skills
12d
Senior paraplanner
Laithwaite Financial Services —Woking
- Up to £50,000 a year
- Part-time
- English
- Microsoft Office
- Free parking
Paraplanner
The Private Office —London
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
Paraplanner
RGH‑Global Limited —Ascot
- £35,000 - £45,000 a year
- Full-time
- Analysis skills
- Communication skills
9d
Associate Financial Advisor - Hybrid
Argentis Group Limited —London
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Employee discount
Quick apply
Paraplanner (Remote)
AFH Financial Group —Cookham
- Full-time
- Remote
- Microsoft Office
5d
Paraplanner
AFH Financial Group —Cookham
- Full-time
- Hybrid work
- Microsoft Office
Financial Planner - Surrey
Menzies LLP —Woking
- Hybrid work
- Microsoft Word
- Microsoft Excel
- English
Financial Planning Administrator
The Progeny Group Limited —Marlow
- Full-time
- Hybrid work
- Microsoft Office
- Financial services
- Employee assistance programme
- Referral programme
Quick apply
Associate, Wealth Management
Royal Bank of Canada —London
- Full-time
- Customer service
- Communication skills
- Banking
6d
Paraplanner
Evelyn Partners —London
- Full-time
- Hybrid work
Quick apply
Paraplanner
Hoxton Wealth —London
- Microsoft Office
- Analysis skills
- Bachelor's degree
Quick apply
Paraplanner
Menzies LLP —London
- Full-time
- Hybrid work
- English
Trainee/Junior Financial Planner
Cooper Parry —London
- Full-time
- Travel
Head of Product - Advice
Moneybox —London
- Full-time
- Financial services
- AI
- Banking
5d
Compliance Manager (Financial Advice)
Nova Wealth —London
- Full-time
- Hybrid work
- Flexible schedule
Quick apply
Head of Paraplanning
Cooper Parry —London
- Full-time
- Leadership
- Communication skills

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Senior Paraplanner

RGH‑Global Limited
Guildford

Apply Now

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

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wealth paraplanner jobs in addlestone, sry

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