Chartered paraplanner Work, Jobs in London (with Salaries)

Senior Paraplanner
RGH‑Global Limited —London
- £50,000 - £60,000 a year
- Full-time
- Hybrid work
- Communication skills
Paraplanner
Swiss Life Global Solutions —London
- Annual leave
- Employee assistance programme
Paraplanner
Menzies LLP —London
- Full-time
- Hybrid work
- English
Head of Paraplanning
Cooper Parry —London
- Full-time
- Leadership
- Communication skills
Financial Adviser
RGH‑Global Limited —London
- £40,000 - £60,000 a year
- Full-time
- Administrative experience
- Financial services
7d
Financial Planner - Surrey
Menzies LLP —Woking
- Hybrid work
- Microsoft Word
- Microsoft Excel
- English
Trainee/Junior Financial Planner
Cooper Parry —London
- Full-time
- Travel
Product Engineer
Saturn —London
- Full-time
- Master's degree
- IT
- AI
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Paraplanner
Perspective Financial Group —Cambridge
Diploma qualified is desirable but consideration will be made for candidates who have the relevant skills and experience to do the job.
Paraplanner
The Private Office —London
24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period; Building strong and effective working relationships with other teams in…

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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

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chartered paraplanner jobs in london

Senior Paraplanner

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Paraplanner

Head of Paraplanning

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Financial Planner - Surrey

Trainee/Junior Financial Planner

Product Engineer

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