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

Senior Paraplanner
RGH‑Global Limited —London
- £50,000 - £60,000 a year
- Full-time
- Hybrid work
- Communication skills
Associate, Wealth Management
Royal Bank of Canada —London
- Full-time
- Customer service
- Communication skills
- Banking
9d
Paraplanner
Menzies LLP —London
- Full-time
- Hybrid work
- English
Compliance Manager (Financial Advice)
Nova Wealth —London
- Full-time
- Hybrid work
- Flexible schedule
Quick apply
Head of Paraplanning
Cooper Parry —London
- Full-time
- Leadership
- Communication skills
Suitability Engineer
Saturn —London
- Full-time
- Financial services
- AI
Quick apply

More jobs to discover

Find similar jobs that you might be interested in.

Private Wealth Management, Wealth Management Professional, Associate, London
Goldman Sachs —London
A Wealth Management Professional provides client service management support to our clients and operational support to sales teams in the implementation of new…
Asset & Wealth Management, Investment Risk – Alternatives, Associate, London
Goldman Sachs —London
Within Asset & Wealth Management, the Risk Management function is charged with enabling the division to responsibly execute on strategic initiatives at a…

I want to receive the latest job alerts for senior paraplanner in whitechapel, gtl

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

Senior Paraplanner

RGH‑Global Limited
London

Apply Now

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

Refine Your Search

senior paraplanner jobs in whitechapel, gtl

Senior Paraplanner

Associate, Wealth Management

Paraplanner

Compliance Manager (Financial Advice)

Head of Paraplanning

Suitability Engineer

More jobs to discover

I want to receive the latest job alerts for senior paraplanner in whitechapel, gtl

Explore jobs in more locations

Senior Paraplanner

Overview

Key Responsibilities

Team & Development

Skills & Experience

Additional Information

Jobseeker tools

Employer Tools

Browse

Stay Connected