Senior paraplanner Work, Jobs in Bexley, Gtl (with Salaries)

Senior Paraplanner
RGH‑Global Limited —London
- £50,000 - £60,000 a year
- Full-time
- Hybrid work
- Communication skills
Paraplanner
Menzies LLP —London
- Full-time
- Hybrid work
- English
Head of Paraplanning
Cooper Parry —London
- Full-time
- Leadership
- Communication skills
Head of Product - Advice
Moneybox —London
- Full-time
- Financial services
- AI
- Banking
6d
Compliance Manager (Financial Advice)
Nova Wealth —London
- Full-time
- Hybrid work
- Flexible schedule
Quick apply
Associate, Wealth Management
Royal Bank of Canada —London
- Full-time
- Customer service
- Communication skills
- Banking
7d
Suitability Engineer
Saturn —London
- Full-time
- Financial services
- AI
Quick apply

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Paraplanner
Burfields House Wealth Management —Tenterden
This role would suit either a part‑qualified Paraplanner working towards Diploma level or an experienced Paraplanner with strong report‑writing skills.
Paraplanner
RGH‑Global Limited —Battle
Working collaboratively with paraplanning colleagues, advisers, compliance and administration teams, you will be responsible for producing accurate, compliant…
£35,000 - £45,000 a year
9d

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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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senior paraplanner jobs in bexley, gtl

Senior Paraplanner

Paraplanner

Head of Paraplanning

Head of Product - Advice

Compliance Manager (Financial Advice)

Associate, Wealth Management

Suitability Engineer

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