Senior financial planner Work, Jobs in Henley In Arden, War (with Salaries)

Senior Paraplanner
RGH‑Global Limited —Birmingham
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Communication skills
Senior Project Planner
AECOM —Birmingham
- Full-time
- Hybrid work
- Databases
- Accounting
12d
Senior Planner/ Planning Manager
AtkinsRéalis —Birmingham
- Full-time
- Hybrid work
- PMP
- Engineering
- Analysis skills
Senior Financial Planning Administrator
Morris Jane Associates —Birmingham
- £35,000 a year
Principal Engineer/Project Manager (Operational Technology)
Sweco —Birmingham
- Full-time
- Hybrid work
- Project management
- Travel
- In-person
- Employee assistance programme
- Employee discount
Financial Advisor
Partnership Recruitment —Warwick North
- Up to £60,000 a year
- Hybrid work
- Communication skills
- Tax experience
- Annual leave
Senior Project Scheduler
KION Group AG —Banbury
- Full-time
- PMP
- Analysis skills
- Project management
Advisory Consultant - Transaction Advisory
AECOM —Birmingham
- Full-time
- Hybrid work
- Project management
- No degree
- Organisational skills
Principal Engineer/Project Manager (Operational Technology)
Sweco UK —Birmingham
- Part-time
- Hybrid work
- Project management
- Travel
- In-person
- Employee assistance programme
- Employee discount
Project Controls Manager
Assystem —Birmingham
- £65,000 - £75,000 a year
- Microsoft Excel
- Engineering
- Continuous improvement
Inventory Planner
TVS Supply Chain Solutions —Banbury
- Full-time
- Hybrid work
- In-person
- Communication skills
- Health & wellbeing programme
- Work from home
Quick apply
11d
Senior P6 Planner
AtkinsRéalis —Birmingham
- Full-time
- Hybrid work
- Project management
- Contracts
Associate Director - Project Planning
AECOM —Birmingham
- Full-time
- Hybrid work
- Sales
- Business development
- Continuous improvement
7d
Paraplanner / Trainee Paraplanner / Administrator
Capelin Financial Management Limited —Solihull
- £24,000 - £36,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Organisational skills
- Financial services
- Life insurance
Quick apply
4d
Project Controls Analytics Consultant
AECOM —Birmingham
- Full-time
- Hybrid work
- Engineering
- SQL
- Analysis skills
Senior Lifestyle & Wellness Coordinator
Bupa —Stratford-upon-Avon
- £13.20 - £14.20 an hour
- Weekend availability
- Budgeting
- Employee discount
- Gym membership
Quick apply
12d
Project Manager/ Senior Project Manager
AtkinsRéalis —Birmingham
- Full-time
- Hybrid work
- Project management
- Conflict management
- Leadership
7d
Project Controls Consultant
AECOM —Birmingham
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Outlook
Planner
Arcus FM —Redditch
- £26,758 a year
- Full-time
- Annual leave
Quick apply
Wealth Paraplanner
Royal Bank of Canada —Birmingham
- Full-time
- Mentoring
- Communication skills

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Senior Paraplanner

RGH‑Global Limited
Birmingham

Apply Now

Job details

Permanent | Full-time
£45,000 - £60,000 a year

Qualifications

Financial planning
Communication skills

Full job description

Senior Paraplanner

Location: Birmingham (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

senior financial planner jobs in henley in arden, war

Senior Paraplanner

Senior Project Planner

Senior Planner/ Planning Manager

Senior Financial Planning Administrator

Principal Engineer/Project Manager (Operational Technology)

Financial Advisor

Senior Project Scheduler

Advisory Consultant - Transaction Advisory

Principal Engineer/Project Manager (Operational Technology)

Project Controls Manager

Inventory Planner

Senior P6 Planner

Associate Director - Project Planning

Paraplanner / Trainee Paraplanner / Administrator

Project Controls Analytics Consultant

Senior Lifestyle & Wellness Coordinator

Project Manager/ Senior Project Manager

Project Controls Consultant

Planner

Wealth Paraplanner

I want to receive the latest job alerts for senior financial planner in henley in arden, war

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