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

Senior Paraplanner
RGH‑Global Limited —Guildford
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Mentoring
- Communication skills
Senior Paraplanner – Level 4
Laithwaite Financial Services —Woking
- Up to £50,000 a year
- Part-time
- Analysis skills
- Communication skills
- Free parking
- Annual leave
5d
Senior Paraplanner – Level 6 (Chartered)
Laithwaite Financial Services —Woking
- Part-time
- Communication skills
- Free parking
- Annual leave
5d
Paraplanner
Menzies LLP —London
- Full-time
- Hybrid work
- Computer literacy
- Writing skills
- English
Compliance Manager (Financial Advice)
Nova Wealth —London
- Full-time
- Hybrid work
- Flexible schedule
Quick apply
Mortgage Administrator / Paraplanner
PRIMIS Mortgage Network —London
- £30,000 - £35,000 a year
- Full-time
- Hybrid work
- Communication skills
14d
Wealth Paraplanner
Royal Bank of Canada —London
- Full-time
- Mentoring
- Communication skills
3h
Head of Paraplanning
Cooper Parry —London
- Full-time
- Continuous improvement
- Training & development
- Leadership
Paraplanner
AFH Financial Group —Watford
- Full-time
- Hybrid work
- Writing skills
1d
Mortgage Administrator
PRIMIS Mortgage Network —London
- £30,000 - £35,000 a year
- Full-time
- Hybrid work
- Communication skills
8d
Paraplanner
RGH‑Global Limited —Ascot
- £35,000 - £45,000 a year
- Full-time
- Analysis skills
- Communication skills
Financial Planner - Surrey
Menzies LLP —Woking
- Hybrid work
- Microsoft Word
- English
- Business development
Suitability Engineer
Saturn —London
- Full-time
- Financial services
- AI
Quick apply

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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
5d
Senior Paraplanner
RGH‑Global Limited —Guildford
Strong knowledge of financial planning products and advice areas. Conduct research across pensions, investments, protection, and tax planning.
£45,000 - £60,000 a year

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Senior Paraplanner

RGH‑Global Limited
Guildford

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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

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senior paraplanner jobs in waddon, gtl

Senior Paraplanner

Senior Paraplanner – Level 4

Senior Paraplanner – Level 6 (Chartered)

Paraplanner

Compliance Manager (Financial Advice)

Mortgage Administrator / Paraplanner

Wealth Paraplanner

Head of Paraplanning

Paraplanner

Mortgage Administrator

Paraplanner

Financial Planner - Surrey

Suitability Engineer

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