Junior paraplanner Work, Jobs in Send, Sry (with Salaries)

Senior Paraplanner
RGH‑Global Limited —Guildford
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Mentoring
- Communication skills
Paraplanner
Benchmark Capital —Horsham
- Full-time
- Writing skills
- Mentoring
- Communication skills

More jobs to discover

Find similar jobs that you might be interested in.

Senior Paraplanner – Level 4
Laithwaite Financial Services —Woking
At least 3 years’ experience in a dedicated Paraplanning role within an IFA, Financial Planning or Wealth Management firm. Full-Time | Office-Based.
Up to £50,000 a year
Senior Paraplanner – Level 6 (Chartered)
Laithwaite Financial Services —Woking
Research and recommend appropriate products, providers and planning strategies. This includes work involving high-net-worth clients, pensions, investments,…

I want to receive the latest job alerts for junior paraplanner in send, sry

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

junior paraplanner jobs near send, sry

Remote Senior Graphic Designer jobs in London

Senior Paraplanner jobs in Wirral

Paraplanner jobs in Bristol

Senior Project Manager jobs in Newcastle Upon Tyne

Senior Paraplanner jobs in Essex

Senior Paraplanner jobs in Billericay

Trainee Paraplanner jobs in Chester Le Street

Paraplanner jobs in Wolverhampton

Paraplanner jobs in Glasgow

Paraplanner jobs in Epsom

Senior Paraplanner

RGH‑Global Limited
Guildford

Apply Now

Job details

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

Qualifications

Financial planning
Pension
Report generation
Suitability report preparation
Mentoring junior staff
Financial report writing
Mentoring
Technical writing
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

junior paraplanner jobs in send, sry

Senior Paraplanner

Paraplanner

More jobs to discover

I want to receive the latest job alerts for junior paraplanner in send, sry

Explore jobs in more locations

Senior Paraplanner

Overview

Key Responsibilities

Team & Development

Skills & Experience

Additional Information

Jobseeker tools

Employer Tools

Browse

Stay Connected