Paraplanner Wealth Management Financial Services We are looking for a new Paraplanner to join our friendly Team. You will be working for a B-Corp certified Independent Financial Adviser firm who hold Chartered Financial Planner and CISI Accredited Firm status. You will be joining a small team looking after the financial planning needs of around 300 client families click apply for full job details
Apr 11, 2026
Full time
Paraplanner Wealth Management Financial Services We are looking for a new Paraplanner to join our friendly Team. You will be working for a B-Corp certified Independent Financial Adviser firm who hold Chartered Financial Planner and CISI Accredited Firm status. You will be joining a small team looking after the financial planning needs of around 300 client families click apply for full job details
A growing financial planning firm in the UK is seeking an experienced Paraplanner. The role involves delivering technical support, producing detailed reports, and working with high-net-worth clients. Ideal candidates should hold a CII Level 4 Diploma and have strong technical knowledge. Flexible hybrid working is offered, and the salary ranges from £35k to £50k, depending on experience, along with benefits like 25 days holiday and a pension plan.
Apr 11, 2026
Full time
A growing financial planning firm in the UK is seeking an experienced Paraplanner. The role involves delivering technical support, producing detailed reports, and working with high-net-worth clients. Ideal candidates should hold a CII Level 4 Diploma and have strong technical knowledge. Flexible hybrid working is offered, and the salary ranges from £35k to £50k, depending on experience, along with benefits like 25 days holiday and a pension plan.
A leading independent advisory firm in Greater London is seeking a Wealth Planner (paraplanner) to support advisers in delivering high-quality financial advice. The role involves collaborating with Client Relationship Managers to develop tailored financial plans, providing technical analysis, and preparing client-specific documentation. Candidates should have a degree, be Level 4 qualified, and possess significant experience in a paraplanning capacity. Strong organizational skills and the ability to communicate complex matters effectively are essential. This is a unique opportunity to contribute to client outcomes in a dynamic team environment.
Apr 11, 2026
Full time
A leading independent advisory firm in Greater London is seeking a Wealth Planner (paraplanner) to support advisers in delivering high-quality financial advice. The role involves collaborating with Client Relationship Managers to develop tailored financial plans, providing technical analysis, and preparing client-specific documentation. Candidates should have a degree, be Level 4 qualified, and possess significant experience in a paraplanning capacity. Strong organizational skills and the ability to communicate complex matters effectively are essential. This is a unique opportunity to contribute to client outcomes in a dynamic team environment.
At Rathbones, we help people invest their money well, so they can live well. That means more than financial returns - it's about helping people feel confident in their decisions and supported in their future. We don't just manage money, we guide people through life's big moments, helping them stay on track and focus on what matters most. We're proud to be one of the UK's leading wealth managers, with over £109bn in assets under management and 20+ offices across the UK and Channel Islands. We're a FTSE 250 company with national reach and a local feel - and we're growing. As of June 2025 Role Title: Paraplanner Location: Glasgow Contract: Permanent Working pattern: Hybrid About the Role At Rathbones Financial Planning, our Paraplanners play a vital role in delivering thoughtful, high quality financial advice that genuinely makes a difference to the lives of our clients. We're now looking for a Paraplanner to join our growing Glasgow team and support our Financial Planners with end to end advice delivery. This is a fantastic opportunity if you enjoy variety, value collaboration, and want to work in a business where paraplanning expertise is respected, developed, and integral to client outcomes. You'll be part of a supportive, friendly team with clear growth ambitions and a strong commitment to professional standards. By joining Rathbones, you will be part of a respected, long established wealth management firm with a strong client first culture. You will enjoy varied, technically interesting work rather than a narrow or repetitive remit. You will be working in a collaborative environment where Paraplanners are seen as trusted professionals. On top of this we offer hybrid working to support flexibility and work-life balance. If you're a Paraplanner who enjoys high standards, teamwork, and playing a key role in delivering quality financial planning, this is an excellent opportunity to develop your career with Rathbones in Glasgow. What you'll be responsible for You'll provide comprehensive paraplanning support, working closely with Financial Planners to understand client needs and translate them into clear, compliant, and well structured advice. Your responsibilities will include: Producing high quality, timely and compliant suitability reports across a wide range of advice areas Attending client meetings where appropriate to help capture objectives, take detailed notes, and support advice formulation Preparing annual review packs, including cashflow modelling where required Supporting the delivery of an excellent ongoing client service proposition Responding to client queries where appropriate, ensuring clarity and professionalism Managing workflows effectively, setting realistic timeframes and balancing commercial priorities Working collaboratively with the Paraplanning Lead and wider team to continuously improve processes and outcomes Building strong working relationships across Rathbones to ensure a seamless client experience Maintaining your CPD record and completing all required training Acting as a buddy or mentor to newer or trainee paraplanners, supporting their development as the team grows About you If you meet some of these criteria and are excited about the role, we encourage you to apply Previous experience working in a Financial Planning firm as a Paraplanner CII Diploma in Regulated Financial Advice (Level 4) or equivalent Client centric approach to work and excellent communication & organisational skills Excellent understanding of the advice process and capable of confidently identifying appropriate solutions for clients across full range of planning areas. Able to analyse features, benefits and risks of products/policies, and make recommendations to clients with confidence Excellent understanding of risk and governance frameworks (internal & external) and the regulatory environment. Excellent numeracy, MS Office Systems and report writing skills including PowerPoint Excellent knowledge of business systems e.g Xplan or similar Experience with DFM processes would be ideal, but not essential. Our offer to you We want everyone at Rathbones to fulfil their potential, in an environment where you are proud to work and feel like you belong. We offer a comprehensive remuneration package, which we review regularly, and benefits include: A company pension - 9% non-contributory or 10% if you contribute 5% Private medical insurance - Individual on joining, family after 1 year's service Life assurance - 8 x salary Company share scheme Discretionary bonus Flexible holidays - purchase up to 5 additional days Green Car Scheme Family friendly policies - enhanced family leave for parents & carers Study support - study days and funding for courses and qualifications Season travel ticket loans Other voluntary benefits you can choose to suit you Life at Rathbones We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all. We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values. We're a Disability Confident Employer (level 2) under the UK Government scheme. This means we've signed up to a set of commitments around how we recruit, retain and develop people with disabilities. Find out more about the Government Scheme online. If you require adjustments to apply for a role at Rathbones, please contact us via to let us know what adjustments you may need. Mission We believe in playing the long game. That means building consistent results, earning trust and doing the right thing - for our clients, our colleagues and the communities we're part of. Our values shape how we work: We aim high We get it done We show we care We do the right thing These aren't just words on a wall. They guide how we treat each other, how we make decisions and how we build relationships that last. We will close this advert once we have received enough applications for the next stage. Please submit your application as soon as possible to ensure you don't miss out.
Apr 11, 2026
Full time
At Rathbones, we help people invest their money well, so they can live well. That means more than financial returns - it's about helping people feel confident in their decisions and supported in their future. We don't just manage money, we guide people through life's big moments, helping them stay on track and focus on what matters most. We're proud to be one of the UK's leading wealth managers, with over £109bn in assets under management and 20+ offices across the UK and Channel Islands. We're a FTSE 250 company with national reach and a local feel - and we're growing. As of June 2025 Role Title: Paraplanner Location: Glasgow Contract: Permanent Working pattern: Hybrid About the Role At Rathbones Financial Planning, our Paraplanners play a vital role in delivering thoughtful, high quality financial advice that genuinely makes a difference to the lives of our clients. We're now looking for a Paraplanner to join our growing Glasgow team and support our Financial Planners with end to end advice delivery. This is a fantastic opportunity if you enjoy variety, value collaboration, and want to work in a business where paraplanning expertise is respected, developed, and integral to client outcomes. You'll be part of a supportive, friendly team with clear growth ambitions and a strong commitment to professional standards. By joining Rathbones, you will be part of a respected, long established wealth management firm with a strong client first culture. You will enjoy varied, technically interesting work rather than a narrow or repetitive remit. You will be working in a collaborative environment where Paraplanners are seen as trusted professionals. On top of this we offer hybrid working to support flexibility and work-life balance. If you're a Paraplanner who enjoys high standards, teamwork, and playing a key role in delivering quality financial planning, this is an excellent opportunity to develop your career with Rathbones in Glasgow. What you'll be responsible for You'll provide comprehensive paraplanning support, working closely with Financial Planners to understand client needs and translate them into clear, compliant, and well structured advice. Your responsibilities will include: Producing high quality, timely and compliant suitability reports across a wide range of advice areas Attending client meetings where appropriate to help capture objectives, take detailed notes, and support advice formulation Preparing annual review packs, including cashflow modelling where required Supporting the delivery of an excellent ongoing client service proposition Responding to client queries where appropriate, ensuring clarity and professionalism Managing workflows effectively, setting realistic timeframes and balancing commercial priorities Working collaboratively with the Paraplanning Lead and wider team to continuously improve processes and outcomes Building strong working relationships across Rathbones to ensure a seamless client experience Maintaining your CPD record and completing all required training Acting as a buddy or mentor to newer or trainee paraplanners, supporting their development as the team grows About you If you meet some of these criteria and are excited about the role, we encourage you to apply Previous experience working in a Financial Planning firm as a Paraplanner CII Diploma in Regulated Financial Advice (Level 4) or equivalent Client centric approach to work and excellent communication & organisational skills Excellent understanding of the advice process and capable of confidently identifying appropriate solutions for clients across full range of planning areas. Able to analyse features, benefits and risks of products/policies, and make recommendations to clients with confidence Excellent understanding of risk and governance frameworks (internal & external) and the regulatory environment. Excellent numeracy, MS Office Systems and report writing skills including PowerPoint Excellent knowledge of business systems e.g Xplan or similar Experience with DFM processes would be ideal, but not essential. Our offer to you We want everyone at Rathbones to fulfil their potential, in an environment where you are proud to work and feel like you belong. We offer a comprehensive remuneration package, which we review regularly, and benefits include: A company pension - 9% non-contributory or 10% if you contribute 5% Private medical insurance - Individual on joining, family after 1 year's service Life assurance - 8 x salary Company share scheme Discretionary bonus Flexible holidays - purchase up to 5 additional days Green Car Scheme Family friendly policies - enhanced family leave for parents & carers Study support - study days and funding for courses and qualifications Season travel ticket loans Other voluntary benefits you can choose to suit you Life at Rathbones We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all. We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values. We're a Disability Confident Employer (level 2) under the UK Government scheme. This means we've signed up to a set of commitments around how we recruit, retain and develop people with disabilities. Find out more about the Government Scheme online. If you require adjustments to apply for a role at Rathbones, please contact us via to let us know what adjustments you may need. Mission We believe in playing the long game. That means building consistent results, earning trust and doing the right thing - for our clients, our colleagues and the communities we're part of. Our values shape how we work: We aim high We get it done We show we care We do the right thing These aren't just words on a wall. They guide how we treat each other, how we make decisions and how we build relationships that last. We will close this advert once we have received enough applications for the next stage. Please submit your application as soon as possible to ensure you don't miss out.
Posted Thursday, April 2, 2026 at 5:00 AM Stonehage Fleming is one of the world's leading independently owned family offices. We advise on over $170Bn of assets on behalf of more than 250 families whom we serve from 20 offices in 14 jurisdictions. We help international families manage their wealth and protect their legacies for generations to come. The Group currently employs over 1000 people. Stonehage Fleming Wealth Planning is a leading independent advisory business supporting wealthy families and individuals with complex financial affairs. We provide advice across wealth structuring, generational planning, tax and legal considerations, working with approximately 300 families with investable assets of £3 million and above. Our approach is built on technical excellence, collaboration and long-term client relationships. OVERALL PURPOSE As a Wealth Planner (paraplanner), you will play a key role in supporting advisers in the delivery of high-quality, technically robust advice. You will be part of a collaborative and technically strong team, where Wealth Planners are valued as specialists and not just report writers, contributing directly to client outcomes and the ongoing development of firm-wide standards. The role involves close collaboration with advisers and the client services team, as well as exposure to complex client scenarios. It carries responsibility for the quality and integrity of financial planning analysis and documentation. PRINCIPAL ELEMENTS AND ACCOUNTABILITIES Working alongside Client Relationship Managers and Directors to develop comprehensive financial plans tailored to clients' individual circumstances and objectives Providing technical analysis and professional judgement on existing financial and legal arrangements Building and maintaining detailed cashflow models, and working with advisers to test assumptions, scenarios and long term outcomes Preparing suitability letters, financial plans and supporting client specific documentation and communications Attending client meetings where appropriate to support the advice process Maintaining up to date knowledge of relevant products, solutions and planning techniques to ensure advice remains informed and appropriate QUALIFICATIONS AND EXPERIENCE Likely to be educated to degree or equivalent level Minimum Level 4 qualified and working to or already Chartered. With Significant experience in a Paraplanning role within a regulated firm. Evidence of ability to apply technical product knowledge to client situations in a high net worth environment Demonstrable ability to apply technical knowledge pragmatically to real client situations COMPETENCIES, SKILLS AND BEHAVIOURS Excellent organisational skills, able to prioritise and juggle multiple demands on time Strong interpersonal skills to work across the business at all levels Clear and effective communication skills, with the ability to explain complex matters both verbally and in writing High attention to detail and strong numerical capability A collaborative team focused approach, with a willingness to share knowledge and contribute to collective standards Openness to adopting new technology new and systems to improve efficiency, quality and client experience No agencies please unless we have an existing relationship and have already requested your assistance with this role. Speculative CVs sent by agencies will not be considered.
Apr 11, 2026
Full time
Posted Thursday, April 2, 2026 at 5:00 AM Stonehage Fleming is one of the world's leading independently owned family offices. We advise on over $170Bn of assets on behalf of more than 250 families whom we serve from 20 offices in 14 jurisdictions. We help international families manage their wealth and protect their legacies for generations to come. The Group currently employs over 1000 people. Stonehage Fleming Wealth Planning is a leading independent advisory business supporting wealthy families and individuals with complex financial affairs. We provide advice across wealth structuring, generational planning, tax and legal considerations, working with approximately 300 families with investable assets of £3 million and above. Our approach is built on technical excellence, collaboration and long-term client relationships. OVERALL PURPOSE As a Wealth Planner (paraplanner), you will play a key role in supporting advisers in the delivery of high-quality, technically robust advice. You will be part of a collaborative and technically strong team, where Wealth Planners are valued as specialists and not just report writers, contributing directly to client outcomes and the ongoing development of firm-wide standards. The role involves close collaboration with advisers and the client services team, as well as exposure to complex client scenarios. It carries responsibility for the quality and integrity of financial planning analysis and documentation. PRINCIPAL ELEMENTS AND ACCOUNTABILITIES Working alongside Client Relationship Managers and Directors to develop comprehensive financial plans tailored to clients' individual circumstances and objectives Providing technical analysis and professional judgement on existing financial and legal arrangements Building and maintaining detailed cashflow models, and working with advisers to test assumptions, scenarios and long term outcomes Preparing suitability letters, financial plans and supporting client specific documentation and communications Attending client meetings where appropriate to support the advice process Maintaining up to date knowledge of relevant products, solutions and planning techniques to ensure advice remains informed and appropriate QUALIFICATIONS AND EXPERIENCE Likely to be educated to degree or equivalent level Minimum Level 4 qualified and working to or already Chartered. With Significant experience in a Paraplanning role within a regulated firm. Evidence of ability to apply technical product knowledge to client situations in a high net worth environment Demonstrable ability to apply technical knowledge pragmatically to real client situations COMPETENCIES, SKILLS AND BEHAVIOURS Excellent organisational skills, able to prioritise and juggle multiple demands on time Strong interpersonal skills to work across the business at all levels Clear and effective communication skills, with the ability to explain complex matters both verbally and in writing High attention to detail and strong numerical capability A collaborative team focused approach, with a willingness to share knowledge and contribute to collective standards Openness to adopting new technology new and systems to improve efficiency, quality and client experience No agencies please unless we have an existing relationship and have already requested your assistance with this role. Speculative CVs sent by agencies will not be considered.
Are you an experienced Paraplanner looking to join a growing, award-winning financial planning firm where your technical expertise is truly valued? At Saltus, we're passionate about helping people build a better relationship with their wealth and we're looking for someone like you to help us deliver on that mission. We're excited to be expanding our presence and as part of this growth, we're looking for a high-calibre Paraplanner to join our team and play a key role in supporting our advisers and clients. Why Saltus? Our mission is to improve everyone's relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety. We want everyone who works at Saltus to be proud to work here, and to find fulfilment and meaning in the work that they do. We are incredibly proud of our culture and work really hard to ensure that Saltus is a great place to work for our people, where they can have fun and grow in their career, with a passion for excellence and customer service. We're proud that we've been recognised as a winner by the Sunday Times in the Best Places to Work 2024 awards, as well as a winner in the Professional Adviser awards 2024 for the Best Financial Advisers to Work For. These accolades reflect our commitment to creating an exceptional work environment and our dedication to excellence in the financial industry. Join our award-winning team and be a part of our continued success! Saltus is a privately owned financial planning and discretionary investment management house. We are dedicated to providing a high-quality service for private clients, trusts, and smaller institutions. Saltus Partners was founded in 2004 and has grown organically and through a small number of carefully integrated acquisitions. Originally, the business started out as an investment manager and has now developed the financial planning side of the offering, putting this at the forefront of the client relationship. Today Saltus manages and advises on over £10.4 billion of client assets, acquired through a combination of organic business growth and corporate acquisitions. What does this role look like? As a Paraplanner at Saltus, you'll be responsible for delivering high-quality technical support to our advisers and clients. This includes: Analysing client information and existing investments or policies Performing tax calculations and constructing appropriate financial solutions Producing detailed suitability reports for cases of varying complexity Running cashflow models to support client planning Acting as a point of contact for technical queries from advisers and planning support Communicating with clients regarding research and report timelines Attending client meetings where appropriate Supporting the training and development of junior team members Contributing to projects aimed at improving our systems and processes What sort of person are you looking for? We're looking for someone who is confident, detail-oriented, and passionate about delivering excellent client outcomes. The ideal candidate will: Hold the CII Level 4 Diploma in Regulated Financial Planning (working towards Chartered status is a plus) Have at ideally 3 years' experience in a paraplanning role Demonstrate strong technical knowledge across a broad range of financial products Be comfortable working with high-net-worth clients and professional connections Have excellent written and verbal communication skills Be highly organised and able to manage a busy workload Be a team player who enjoys collaborating with others Have strong IT skills Where you'll be working This role is based from either our Bath or Penarth office and we offer hybrid working, with at least three days a week in the office. We're incredibly flexible about when and how you work: we don't want anyone to be prevented from coming to work for Saltus as a result of the working pattern that they're looking for. We are passionate about championing flexible working for our people, so if there's a slightly different working pattern that you're looking for, then please come and have a chat with us about it! What benefits do I get when working for Saltus? The salary is between £35k-£50k (depending on experience), alongside 25 days' holiday (plus bank holidays) and your birthday off, life assurance cover, income protection and a pension, alongside access to our flexible benefits platform. The role is 37.5 hours per week between the hours of 8.30-5.30pm. Just as importantly, you'll get to experience our culture, which we really do live and breathe, ensuring that Saltus is a fantastic place to work for every single one of our 500 people. We work hard, but we have an awful lot of fun along the way. If you think you'd like to come and join us, then please do in touch we'd love to hear from you! Interested? If this sounds like the right opportunity for you, we'd love to hear from you. Apply now or get in touch with our recruitment team if you have any questions or would like to discuss the role further.
Apr 10, 2026
Full time
Are you an experienced Paraplanner looking to join a growing, award-winning financial planning firm where your technical expertise is truly valued? At Saltus, we're passionate about helping people build a better relationship with their wealth and we're looking for someone like you to help us deliver on that mission. We're excited to be expanding our presence and as part of this growth, we're looking for a high-calibre Paraplanner to join our team and play a key role in supporting our advisers and clients. Why Saltus? Our mission is to improve everyone's relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety. We want everyone who works at Saltus to be proud to work here, and to find fulfilment and meaning in the work that they do. We are incredibly proud of our culture and work really hard to ensure that Saltus is a great place to work for our people, where they can have fun and grow in their career, with a passion for excellence and customer service. We're proud that we've been recognised as a winner by the Sunday Times in the Best Places to Work 2024 awards, as well as a winner in the Professional Adviser awards 2024 for the Best Financial Advisers to Work For. These accolades reflect our commitment to creating an exceptional work environment and our dedication to excellence in the financial industry. Join our award-winning team and be a part of our continued success! Saltus is a privately owned financial planning and discretionary investment management house. We are dedicated to providing a high-quality service for private clients, trusts, and smaller institutions. Saltus Partners was founded in 2004 and has grown organically and through a small number of carefully integrated acquisitions. Originally, the business started out as an investment manager and has now developed the financial planning side of the offering, putting this at the forefront of the client relationship. Today Saltus manages and advises on over £10.4 billion of client assets, acquired through a combination of organic business growth and corporate acquisitions. What does this role look like? As a Paraplanner at Saltus, you'll be responsible for delivering high-quality technical support to our advisers and clients. This includes: Analysing client information and existing investments or policies Performing tax calculations and constructing appropriate financial solutions Producing detailed suitability reports for cases of varying complexity Running cashflow models to support client planning Acting as a point of contact for technical queries from advisers and planning support Communicating with clients regarding research and report timelines Attending client meetings where appropriate Supporting the training and development of junior team members Contributing to projects aimed at improving our systems and processes What sort of person are you looking for? We're looking for someone who is confident, detail-oriented, and passionate about delivering excellent client outcomes. The ideal candidate will: Hold the CII Level 4 Diploma in Regulated Financial Planning (working towards Chartered status is a plus) Have at ideally 3 years' experience in a paraplanning role Demonstrate strong technical knowledge across a broad range of financial products Be comfortable working with high-net-worth clients and professional connections Have excellent written and verbal communication skills Be highly organised and able to manage a busy workload Be a team player who enjoys collaborating with others Have strong IT skills Where you'll be working This role is based from either our Bath or Penarth office and we offer hybrid working, with at least three days a week in the office. We're incredibly flexible about when and how you work: we don't want anyone to be prevented from coming to work for Saltus as a result of the working pattern that they're looking for. We are passionate about championing flexible working for our people, so if there's a slightly different working pattern that you're looking for, then please come and have a chat with us about it! What benefits do I get when working for Saltus? The salary is between £35k-£50k (depending on experience), alongside 25 days' holiday (plus bank holidays) and your birthday off, life assurance cover, income protection and a pension, alongside access to our flexible benefits platform. The role is 37.5 hours per week between the hours of 8.30-5.30pm. Just as importantly, you'll get to experience our culture, which we really do live and breathe, ensuring that Saltus is a fantastic place to work for every single one of our 500 people. We work hard, but we have an awful lot of fun along the way. If you think you'd like to come and join us, then please do in touch we'd love to hear from you! Interested? If this sounds like the right opportunity for you, we'd love to hear from you. Apply now or get in touch with our recruitment team if you have any questions or would like to discuss the role further.
We here at Siamo Recruitment are proud to working with one of South Wests leading financial service providers. With the view to grow and continue their award winning service our client is in the market for a Paraplanner. As the Paraplanner, youll join a collaborative and driven firm who look to push them and their clients to the next level click apply for full job details
Apr 10, 2026
Full time
We here at Siamo Recruitment are proud to working with one of South Wests leading financial service providers. With the view to grow and continue their award winning service our client is in the market for a Paraplanner. As the Paraplanner, youll join a collaborative and driven firm who look to push them and their clients to the next level click apply for full job details
Our client is looking for a Paraplanner RDR Level 4 to join their team on a permanent basis in London. Responsibilities: Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation Review and formulate plans for clients with highly specialised situations Review prospective clients' existing p click apply for full job details
Apr 10, 2026
Full time
Our client is looking for a Paraplanner RDR Level 4 to join their team on a permanent basis in London. Responsibilities: Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation Review and formulate plans for clients with highly specialised situations Review prospective clients' existing p click apply for full job details
A regional Financial Advice firm in Inverurie is seeking a Trainee Paraplanner to assist with investments, protection, tax, and retirement planning for private clients. The role requires a solid foundation in financial planning, supportive work in an IFA environment, and strong client communication skills. The position offers a salary between £30,000 and £36,000 along with benefits, and provides immediate coaching and development for a successful Paraplanning career.
Apr 10, 2026
Full time
A regional Financial Advice firm in Inverurie is seeking a Trainee Paraplanner to assist with investments, protection, tax, and retirement planning for private clients. The role requires a solid foundation in financial planning, supportive work in an IFA environment, and strong client communication skills. The position offers a salary between £30,000 and £36,000 along with benefits, and provides immediate coaching and development for a successful Paraplanning career.
Trainee Paraplanner £30,000 to £36,000 plus benefits Trainee Paraplanner required by this regional Financial Advice firm to work with Private Clients across the full range of financial advice including Investments, Protection, Tax and Retirement Planning. Your paraplanner coaching, exam study and development begins immediately upon starting. Responsibilities report writing contact and communications with clients liaison with Financial Advisors assist with compilation of advice liaise with team regarding valuations and information gathering You will currently be working in an IFA/Wealth Manager environment in a support capacity, having already gained a good foundation of experience in financial planning. You will be seeking the step up to Paraplanning and will have already picked up some technical experience or exams along the way. If you are interested in this position you can click the apply button below or email your details to . JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pensions sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.
Apr 09, 2026
Full time
Trainee Paraplanner £30,000 to £36,000 plus benefits Trainee Paraplanner required by this regional Financial Advice firm to work with Private Clients across the full range of financial advice including Investments, Protection, Tax and Retirement Planning. Your paraplanner coaching, exam study and development begins immediately upon starting. Responsibilities report writing contact and communications with clients liaison with Financial Advisors assist with compilation of advice liaise with team regarding valuations and information gathering You will currently be working in an IFA/Wealth Manager environment in a support capacity, having already gained a good foundation of experience in financial planning. You will be seeking the step up to Paraplanning and will have already picked up some technical experience or exams along the way. If you are interested in this position you can click the apply button below or email your details to . JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pensions sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.
A financial services firm in Edinburgh is seeking a Senior Paraplanner to support Financial Planners in delivering exceptional client advice. The successful candidate will have proven experience in paraplanning, a solid understanding of financial products, and required qualifications. Responsibilities include conducting extensive research, preparing detailed client reports, and mentoring junior staff. This position offers a competitive salary and hybrid working arrangement.
Apr 09, 2026
Full time
A financial services firm in Edinburgh is seeking a Senior Paraplanner to support Financial Planners in delivering exceptional client advice. The successful candidate will have proven experience in paraplanning, a solid understanding of financial products, and required qualifications. Responsibilities include conducting extensive research, preparing detailed client reports, and mentoring junior staff. This position offers a competitive salary and hybrid working arrangement.
Paraplanner Company Description Our client is a professional financial services firm that provides a comprehensive range of wealth management and financial planning solutions to individuals, families, and businesses. Headquartered in Chester, the firm emphasizes delivering tailored strategies to help clients achieve their financial goals click apply for full job details
Apr 09, 2026
Full time
Paraplanner Company Description Our client is a professional financial services firm that provides a comprehensive range of wealth management and financial planning solutions to individuals, families, and businesses. Headquartered in Chester, the firm emphasizes delivering tailored strategies to help clients achieve their financial goals click apply for full job details
Are you an established Paraplanner who enjoys getting stuck into complex cases, creating high quality suitability reports and supporting Advisers with detailed technical research? This role offers the chance to join a forward-thinking financial planning firm where you can truly add value, develop your expertise and play an important part in delivering exceptional client outcomes click apply for full job details
Apr 09, 2026
Full time
Are you an established Paraplanner who enjoys getting stuck into complex cases, creating high quality suitability reports and supporting Advisers with detailed technical research? This role offers the chance to join a forward-thinking financial planning firm where you can truly add value, develop your expertise and play an important part in delivering exceptional client outcomes click apply for full job details
A financial planning firm in London is seeking a Senior Paraplanner to support Partners and a Junior Adviser as part of a close-knit team. This hybrid role involves drafting reports, providing technical research, and attending client meetings. Ideal candidates should have a minimum of 3 years' experience in a similar role and hold a Diploma in Regulated Financial Planning. With plenty of training and a structured career pathway, this position offers great potential for advancement within the firm.
Apr 09, 2026
Full time
A financial planning firm in London is seeking a Senior Paraplanner to support Partners and a Junior Adviser as part of a close-knit team. This hybrid role involves drafting reports, providing technical research, and attending client meetings. Ideal candidates should have a minimum of 3 years' experience in a similar role and hold a Diploma in Regulated Financial Planning. With plenty of training and a structured career pathway, this position offers great potential for advancement within the firm.
A financial services firm in the UK is seeking a Senior Paraplanner to support Financial Planners in delivering high-quality advice. The role involves conducting research on pensions, investments, and tax planning, preparing suitability reports, and producing financial calculations. The ideal candidate should have proven paraplanning experience and a Level 4 Diploma or equivalent. This position offers hybrid working opportunities and the chance to work on complex cases.
Apr 09, 2026
Full time
A financial services firm in the UK is seeking a Senior Paraplanner to support Financial Planners in delivering high-quality advice. The role involves conducting research on pensions, investments, and tax planning, preparing suitability reports, and producing financial calculations. The ideal candidate should have proven paraplanning experience and a Level 4 Diploma or equivalent. This position offers hybrid working opportunities and the chance to work on complex cases.
A financial advisory firm in Guildford is seeking an experienced Senior Paraplanner to assist Financial Planners in delivering high-quality advice to clients. The role encompasses technical research and report writing, focusing on complex cases. Candidates should hold a Level 4 Diploma and have proven paraplanning experience within the financial sector. This position offers hybrid working options and a chance to guide junior team members while enhancing your expertise in financial planning.
Apr 09, 2026
Full time
A financial advisory firm in Guildford is seeking an experienced Senior Paraplanner to assist Financial Planners in delivering high-quality advice to clients. The role encompasses technical research and report writing, focusing on complex cases. Candidates should hold a Level 4 Diploma and have proven paraplanning experience within the financial sector. This position offers hybrid working options and a chance to guide junior team members while enhancing your expertise in financial planning.
Senior Paraplanner Location: Blackpool (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
Apr 09, 2026
Full time
Senior Paraplanner Location: Blackpool (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
Senior Paraplanner - London - Hybrid - Salary up to £70k My client is a highly regarded financial planning and investment management firm based in London. They offer independent advice to private clients, families, small businesses and charities nationwide. As a growing, dynamic practice, they pride themselves in build lasting partnerships with their clients-working closely with them to help realise their financial goals and long-term ambitions. My client is looking for an experienced Senior Paraplanner to join their close knit team and support two Partners and a Junior Adviser with a rapidly expanding client book. This is a client facing role focused on delivering high quality, compliant financial planning services with scope for progression into an Adviser role in the future.Your Role Includes Drafting suitability reports (templated and non templated) Providing technical research across financial planning and investments Attending client meetings (if requested) and drafting follow up notes Preparing valuations, review packs, and supporting client communications Managing pipeline business and liaising with providers and admin teams Supporting portfolio reviews and cash flow planning projects Responding to client queries efficiently and professionally What You'll Bring Minimum 3 years' experience in a similar role Diploma in Regulated Financial Planning (CII Level 4 or equivalent) Working towards Advanced Diploma (Level 6) Solid understanding of financial services, tax planning, and FCA conduct rules Excellent written, verbal and interpersonal skills A proactive mindset, attention to detail and a positive team spirit Benefits and Opportunities Structured career pathway-advance into an adviser role Exposure to complex planning scenarios and portfolio research Ongoing training and professional development Collaborative and respectful office culture Opportunity to work in a prestigious location alongside top tier professionals Interested? Send your CV to Ursula at Financial Divisions. I look forward to hearing from candidates who share a passion for excellence and integrity in financial advice.
Apr 09, 2026
Full time
Senior Paraplanner - London - Hybrid - Salary up to £70k My client is a highly regarded financial planning and investment management firm based in London. They offer independent advice to private clients, families, small businesses and charities nationwide. As a growing, dynamic practice, they pride themselves in build lasting partnerships with their clients-working closely with them to help realise their financial goals and long-term ambitions. My client is looking for an experienced Senior Paraplanner to join their close knit team and support two Partners and a Junior Adviser with a rapidly expanding client book. This is a client facing role focused on delivering high quality, compliant financial planning services with scope for progression into an Adviser role in the future.Your Role Includes Drafting suitability reports (templated and non templated) Providing technical research across financial planning and investments Attending client meetings (if requested) and drafting follow up notes Preparing valuations, review packs, and supporting client communications Managing pipeline business and liaising with providers and admin teams Supporting portfolio reviews and cash flow planning projects Responding to client queries efficiently and professionally What You'll Bring Minimum 3 years' experience in a similar role Diploma in Regulated Financial Planning (CII Level 4 or equivalent) Working towards Advanced Diploma (Level 6) Solid understanding of financial services, tax planning, and FCA conduct rules Excellent written, verbal and interpersonal skills A proactive mindset, attention to detail and a positive team spirit Benefits and Opportunities Structured career pathway-advance into an adviser role Exposure to complex planning scenarios and portfolio research Ongoing training and professional development Collaborative and respectful office culture Opportunity to work in a prestigious location alongside top tier professionals Interested? Send your CV to Ursula at Financial Divisions. I look forward to hearing from candidates who share a passion for excellence and integrity in financial advice.
A financial services firm in Central London is seeking an experienced Senior Paraplanner to support Financial Planners in delivering high-quality advice to clients. Responsibilities include conducting research across financial products, preparing suitability reports, and contributing to client outcomes, particularly on complex cases. The ideal candidate must have proven paraplanning experience, a Level 4 Diploma or equivalent, and strong communication skills. This role offers a hybrid working environment.
Apr 09, 2026
Full time
A financial services firm in Central London is seeking an experienced Senior Paraplanner to support Financial Planners in delivering high-quality advice to clients. Responsibilities include conducting research across financial products, preparing suitability reports, and contributing to client outcomes, particularly on complex cases. The ideal candidate must have proven paraplanning experience, a Level 4 Diploma or equivalent, and strong communication skills. This role offers a hybrid working environment.
Senior Paraplanner Location: Newcastle upon Tyne (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
Apr 08, 2026
Full time
Senior Paraplanner Location: Newcastle upon Tyne (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
