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paraplanner
Paraplanner
TEMPLEGATE RECRUITMENT LIMITED Ashford, Kent
Quick Questions : Do you have Paraplanner experience? Are you Level 4 Diploma qualified (or near completion)? Do you have strong technical knowledge of pensions, investments, tax planning, and protection products? Benefits : DIS Ability to purchase additional holiday Pension contributions Competitive salary About the Company : A rapidly growing, Private Equity-backed independent financial planning group is see click apply for full job details
Feb 10, 2026
Full time
Quick Questions : Do you have Paraplanner experience? Are you Level 4 Diploma qualified (or near completion)? Do you have strong technical knowledge of pensions, investments, tax planning, and protection products? Benefits : DIS Ability to purchase additional holiday Pension contributions Competitive salary About the Company : A rapidly growing, Private Equity-backed independent financial planning group is see click apply for full job details
Paraplanner
TEMPLEGATE RECRUITMENT LIMITED Battle, Sussex
Quick Questions : Do you have Paraplanner experience? Are you Level 4 Diploma qualified (or near completion)? Do you have strong technical knowledge of pensions, investments, tax planning, and protection products? Benefits : DIS Ability to purchase additional holiday Pension contributions Competitive salary About the Company : A rapidly growing, Private Equity-backed independent financial planning group is see click apply for full job details
Feb 10, 2026
Full time
Quick Questions : Do you have Paraplanner experience? Are you Level 4 Diploma qualified (or near completion)? Do you have strong technical knowledge of pensions, investments, tax planning, and protection products? Benefits : DIS Ability to purchase additional holiday Pension contributions Competitive salary About the Company : A rapidly growing, Private Equity-backed independent financial planning group is see click apply for full job details
Paraplanner
TEMPLEGATE RECRUITMENT LIMITED Colchester, Essex
Quick Questions : Do you have Paraplanner experience? Are you Level 4 Diploma qualified (or near completion)? Do you have strong technical knowledge of pensions, investments, tax planning, and protection products? Benefits : DIS Ability to purchase additional holiday Pension contributions Competitive salary About the Company : A rapidly growing, Private Equity-backed independent financial planning group is see click apply for full job details
Feb 10, 2026
Full time
Quick Questions : Do you have Paraplanner experience? Are you Level 4 Diploma qualified (or near completion)? Do you have strong technical knowledge of pensions, investments, tax planning, and protection products? Benefits : DIS Ability to purchase additional holiday Pension contributions Competitive salary About the Company : A rapidly growing, Private Equity-backed independent financial planning group is see click apply for full job details
Career poster
Paraplanner / Technical Administrator
Career poster
Lifestyle Paraplanner / Technical Administrator North London Hybrid Working An established, independent financial planning firm in North London are looking to appoint an experienced Lifestyle Paraplanner / Technical Administrator as part of its continued growth. This is a career paraplanner opportunity within a modern, dynamic business that combines professional standards with a relaxed, collaborat click apply for full job details
Feb 10, 2026
Full time
Lifestyle Paraplanner / Technical Administrator North London Hybrid Working An established, independent financial planning firm in North London are looking to appoint an experienced Lifestyle Paraplanner / Technical Administrator as part of its continued growth. This is a career paraplanner opportunity within a modern, dynamic business that combines professional standards with a relaxed, collaborat click apply for full job details
Report Writer Paraplanner
Achieve Recruitment Ltd Truro, Cornwall
Report Writer Financial Services Location: Truro, Cornwall Salary: £30,000 - £38,000 (Depending on experience) We are recruiting for a skilled Report Writer to join our clients team in Truro. Youll produce high-quality suitability reports, support advisers with paraplanning tasks, and ensure all documentation meets regulatory standards click apply for full job details
Feb 09, 2026
Full time
Report Writer Financial Services Location: Truro, Cornwall Salary: £30,000 - £38,000 (Depending on experience) We are recruiting for a skilled Report Writer to join our clients team in Truro. Youll produce high-quality suitability reports, support advisers with paraplanning tasks, and ensure all documentation meets regulatory standards click apply for full job details
Mulberry Recruitment
Paraplanner
Mulberry Recruitment Wokingham, Berkshire
Paraplanner Wokingham £38,000 - £50,000 We have an exciting Paraplanner role available for an aspiring individual who wants to progress their career with in a growing Financial Advice Firm. We are looking for a team player who is committed to delivering an outstanding Client experience and strives to put our clients needs and interests at the forefront of everything they do. Responsibilities Responsi
Feb 09, 2026
Full time
Paraplanner Wokingham £38,000 - £50,000 We have an exciting Paraplanner role available for an aspiring individual who wants to progress their career with in a growing Financial Advice Firm. We are looking for a team player who is committed to delivering an outstanding Client experience and strives to put our clients needs and interests at the forefront of everything they do. Responsibilities Responsi
Paraplanner
Rathbones Group Plc
Company description: A rewarding place to work. At Rathbones, We invest in everyone's tomorrow that includes our people. We are always looking for future talent, and we can help you build a rewarding career with clear paths to progression and the opportunity to share in the success of our business. Job description: Role: Paraplanner Department: RFP Location: London Contract Type: Permanent The role You w
Feb 09, 2026
Full time
Company description: A rewarding place to work. At Rathbones, We invest in everyone's tomorrow that includes our people. We are always looking for future talent, and we can help you build a rewarding career with clear paths to progression and the opportunity to share in the success of our business. Job description: Role: Paraplanner Department: RFP Location: London Contract Type: Permanent The role You w
The Progress Shed
Paraplanner Cardiff
The Progress Shed Cardiff, South Glamorgan
My client, a boutique firm of Chartered Financial Planners, is seeking an experienced Paraplanner to support advisers in delivering high-quality, independent financial advice to corporate and private clients. The Role Technical support to advisers following client meetings Investment portfolio reviews and research Preparation of suitability reports and client documentation Ensuring ongoing compliance a
Feb 09, 2026
Full time
My client, a boutique firm of Chartered Financial Planners, is seeking an experienced Paraplanner to support advisers in delivering high-quality, independent financial advice to corporate and private clients. The Role Technical support to advisers following client meetings Investment portfolio reviews and research Preparation of suitability reports and client documentation Ensuring ongoing compliance a
Premier Jobs UK Limited
Technical Paraplanner
Premier Jobs UK Limited Bradford-on-avon, Wiltshire
This well established, local directly authorised financial planning firm in Bradford-on-Avon is looking to recruit technical Paraplanners as part of their growth journey As a Paraplanner within this team, you will regularly be involved in working on HNW & UHNW cases due to their average client holding being £1m. As such, they are seeking talented, technically strong individuals capable of working o
Feb 09, 2026
Full time
This well established, local directly authorised financial planning firm in Bradford-on-Avon is looking to recruit technical Paraplanners as part of their growth journey As a Paraplanner within this team, you will regularly be involved in working on HNW & UHNW cases due to their average client holding being £1m. As such, they are seeking talented, technically strong individuals capable of working o
Senior Paraplanner RDR Level 4
Barbara Houghton
Our client is looking for a Senior Paraplanner RDR Level 4 to join their team on a permanent basis in London. ResponsibilitiesConduct fact finding calls with clients to evaluate client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendationReview and formulate plans for clients with highly specialised situationsR
Feb 09, 2026
Full time
Our client is looking for a Senior Paraplanner RDR Level 4 to join their team on a permanent basis in London. ResponsibilitiesConduct fact finding calls with clients to evaluate client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendationReview and formulate plans for clients with highly specialised situationsR
North Oak Recruitment
Paraplanner
North Oak Recruitment Leicester, Leicestershire
Paraplanner Leicestershire (Our Ref AL1390) Hybrid option available up to 2 days working from home (not obligatory), after successful completion of probationary period. Salary £35,000 - £38,000 dep on exp + benefits My client is an Independent Financial Adviser company, situated on the outskirts of Leicester, and they are looking for an experienced paraplanner to join their team.You willbe providing
Feb 09, 2026
Full time
Paraplanner Leicestershire (Our Ref AL1390) Hybrid option available up to 2 days working from home (not obligatory), after successful completion of probationary period. Salary £35,000 - £38,000 dep on exp + benefits My client is an Independent Financial Adviser company, situated on the outskirts of Leicester, and they are looking for an experienced paraplanner to join their team.You willbe providing
Paraplanner
Equals One Ltd
Paraplanner Hybrid London, EC2R Salary £40k - £50k pa + Benefits Permanent, Full time early finish on Fridays We are looking for an experienced Paraplanner to join our close-knit team. This is a genuine opportunity to become a valued part of a growing, ambitious business where your work will be recognised and your contribution will matter. You will be working alongside our existing client team, suppor
Feb 08, 2026
Full time
Paraplanner Hybrid London, EC2R Salary £40k - £50k pa + Benefits Permanent, Full time early finish on Fridays We are looking for an experienced Paraplanner to join our close-knit team. This is a genuine opportunity to become a valued part of a growing, ambitious business where your work will be recognised and your contribution will matter. You will be working alongside our existing client team, suppor
Financial Advisor
Equals One Ltd Keighley, Yorkshire
Financial Advisor Silsden, West Yorkshire £50,000 - £55,000 basic + bonus + benefits OTE £60,000+ Immediate start available An excellent opportunity has arisen for an experienced Financial Advisor to join a well-established and growing firm in Silsden. You will inherit an existing client bank and work closely with an in-house team of administrators and paraplanners, allowing you to focus on what you click apply for full job details
Feb 07, 2026
Full time
Financial Advisor Silsden, West Yorkshire £50,000 - £55,000 basic + bonus + benefits OTE £60,000+ Immediate start available An excellent opportunity has arisen for an experienced Financial Advisor to join a well-established and growing firm in Silsden. You will inherit an existing client bank and work closely with an in-house team of administrators and paraplanners, allowing you to focus on what you click apply for full job details
Paraplanner
Equals One Ltd Keighley, Yorkshire
Paraplanner Immediate Start Salary circa £33k pa + Benefuts Based in Silsden - Hybrid working (3 office / 2 home after probation) About the role We are looking for a motivated, detail-driven Paraplanner to join our growing practice team. This is a true paraplanning role for someone who values the technical craft of financial planning and wants to build a long-term career in the profession click apply for full job details
Feb 07, 2026
Full time
Paraplanner Immediate Start Salary circa £33k pa + Benefuts Based in Silsden - Hybrid working (3 office / 2 home after probation) About the role We are looking for a motivated, detail-driven Paraplanner to join our growing practice team. This is a true paraplanning role for someone who values the technical craft of financial planning and wants to build a long-term career in the profession click apply for full job details
CV Elite Ltd
Senior Paraplanner
CV Elite Ltd
The Role: I am recruiting a Senior Paraplanner (Technical Specialist) to join the team at Monenti Partners, a leading Financial Planning firm based in central London (WC1).Working in a collaborative, client-focused team you will work closely with Financial Planners, providing advanced technical support, leading research and due diligence, and mentoring junior team members. The Senior Paraplanner w
Feb 07, 2026
Full time
The Role: I am recruiting a Senior Paraplanner (Technical Specialist) to join the team at Monenti Partners, a leading Financial Planning firm based in central London (WC1).Working in a collaborative, client-focused team you will work closely with Financial Planners, providing advanced technical support, leading research and due diligence, and mentoring junior team members. The Senior Paraplanner w
Premier Jobs UK Limited
IFA Client Service Associate
Premier Jobs UK Limited Pontyclun, Mid Glamorgan
This IFA Client Services Associate role is within a national IFA firm. You will be the vital link between the Financial Advisers, Paraplanners and clients. Your role will be to oversee the advice process, ensuring it runs smoothly from start to finish, by producing accurate, timely and well presented client information to all parties click apply for full job details
Feb 07, 2026
Full time
This IFA Client Services Associate role is within a national IFA firm. You will be the vital link between the Financial Advisers, Paraplanners and clients. Your role will be to oversee the advice process, ensuring it runs smoothly from start to finish, by producing accurate, timely and well presented client information to all parties click apply for full job details
The Progress Shed
Paraplanner Cardiff
The Progress Shed Cardiff, South Glamorgan
My client, a boutique firm of Chartered Financial Planners, is seeking an experienced Paraplanner to support advisers in delivering high-quality, independent financial advice to corporate and private clients. The Role Technical support to advisers following client meetings Investment portfolio reviews and research Preparation of suitability reports and client documentation Ensuring ongoing compliance a click apply for full job details
Feb 07, 2026
Full time
My client, a boutique firm of Chartered Financial Planners, is seeking an experienced Paraplanner to support advisers in delivering high-quality, independent financial advice to corporate and private clients. The Role Technical support to advisers following client meetings Investment portfolio reviews and research Preparation of suitability reports and client documentation Ensuring ongoing compliance a click apply for full job details
North Oak Recruitment
Paraplanner
North Oak Recruitment Leicester, Leicestershire
Paraplanner Leicestershire (Our Ref AL1390) Hybrid option available up to 2 days working from home (not obligatory), after successful completion of probationary period. Salary £35,000 - £38,000 dep on exp + benefits My client is an Independent Financial Adviser company, situated on the outskirts of Leicester, and they are looking for an experienced paraplanner to join their team click apply for full job details
Feb 07, 2026
Full time
Paraplanner Leicestershire (Our Ref AL1390) Hybrid option available up to 2 days working from home (not obligatory), after successful completion of probationary period. Salary £35,000 - £38,000 dep on exp + benefits My client is an Independent Financial Adviser company, situated on the outskirts of Leicester, and they are looking for an experienced paraplanner to join their team click apply for full job details
Mulberry Recruitment
Paraplanner
Mulberry Recruitment Wokingham, Berkshire
Paraplanner Wokingham £38,000 - £50,000 We have an exciting Paraplanner role available for an aspiring individual who wants to progress their career with in a growing Financial Advice Firm. We are looking for a team player who is committed to delivering an outstanding Client experience and strives to put our clients needs and interests at the forefront of everything they do click apply for full job details
Feb 07, 2026
Full time
Paraplanner Wokingham £38,000 - £50,000 We have an exciting Paraplanner role available for an aspiring individual who wants to progress their career with in a growing Financial Advice Firm. We are looking for a team player who is committed to delivering an outstanding Client experience and strives to put our clients needs and interests at the forefront of everything they do click apply for full job details
North Oak Recruitment
Paraplanner
North Oak Recruitment Derby, Derbyshire
Paraplanner Derby outskirts (our ref AL1394) Salary to £38,000 dep on exp + benefits My client is a well established wealth management organisation and due to continued growth, they are now looking to appoint a further paraplanner to join their team. RESPONSIBILITIES Accurately prepare personalised suitability reports and letters which are well thought out and meaningful Work efficiently to meet targe
Feb 07, 2026
Full time
Paraplanner Derby outskirts (our ref AL1394) Salary to £38,000 dep on exp + benefits My client is a well established wealth management organisation and due to continued growth, they are now looking to appoint a further paraplanner to join their team. RESPONSIBILITIES Accurately prepare personalised suitability reports and letters which are well thought out and meaningful Work efficiently to meet targe

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