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Paraplanner – Wealth Planning Cambridge Good Salary – Bonus - Bens Are you an experienced Paraplanner looking to take the next step in your financial planning career? Join our Cambridge Wealth Planning team and play a key role supporting Wealth Planners in delivering high-quality, holistic financial advice that truly makes a difference to clients’ futures. The Opportunity Our Paraplanners are central to delivering great client outcomes. Working closely with Wealth Planners, you’ll carry out in-depth research and analysis across pensions, investments, protection, and tax planning to help shape tailored financial solutions. You’ll prepare clear and client-focused suitability reports, support cashflow modelling, and contribute ideas that help our team continuously improve how we serve clients. This is an exciting opportunity to build your technical expertise, work collaboratively with a knowledgeable team, and be part of a dynamic, growing wealth management business with a strong reputation for excellence. What You’ll Do • Conduct detailed research and analysis across a full range of financial planning products., • Prepare accurate cashflow models and suitability reports that inform client recommendations., • Ensure all work meets FCA standards and internal compliance requirements., • Proactively spot opportunities for further advice and support Wealth Planners in delivering a seamless client experience., • Proven experience providing high-quality paraplanning support within a financial planning environment., • Strong knowledge of pensions, investments, and protection products., • Excellent written communication skills and attention to detail., • RQF Level 4 Diploma in Regulated Financial Planning (or equivalent)., • Ambition to work towards Chartered Financial Planner status (desirable)., • Proficient in Microsoft Office; experience with XPlan or cashflow planning tools is a plus.

If you are an experienced Paraplanner looking for a job where you can use your technical expertise, contribute to high quality advice, and grow within a forward-thinking financial planning firm, this opportunity could be ideal for you.

Our client is looking for a Paraplanner RDR Level 4 to join their team on a permanent basis in London.

Leeds (Hybrid – 2 days from home).Up to £50,000 basic salary + bonus.Monday to Friday - Core office hours.Outsource UK is recruiting for an experienced.This is an excellent opportunity to become part of a dynamic team at an exciting stage of development.Over the next five years, there will be sig

Paraplanner (Wealth Management). Are you a Paraplanner looking to join a collaborative wealth management firm which will offer you progression to financial advisor in 3 years and funded qualifications and increasing pension with service.

Office based, with occasional remote working.Holidays: 30 plus stats and Xmas closure.Pension: 8% company contribution.Must have some experience in paraplanning.Possess sound technical knowledge in pensions, investments, tax and general financial planning.Proficient with financial planning software,

Specialist Recruiters in Financial Services.Rayleigh, Essex (Hybrid working available).Office closed for 1 week after Christmas.Auto-enrolment pension after 3 months.We work with over 175 financial servi.

As a Paraplanner, youll play a vital role in supporting financial consultants by preparing hig.

Paraplanner (Work Life Balance). Are you an Paraplanner looking to join a stable Financial Services business known for looking after their staff, offering a great working environment, 33 days' holiday, and the opportunity to earn an annual bonus?.

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.

Paraplanning Associate / Junior Paraplanner. An excellent opportunity has arisen for an ambitious and technically minded individual to join a growing Paraplanning team as a Paraplanning Associate / Junior Paraplanner.

PARAPLANNER full or part time considered.

Thrive Group are delighted to be actively recruiting for our client, who are experts in providing tailored financial planning advice.Supporting the Consultants ahead of client meetings.Preparing compliant, technical suitability reports and ‘Financial Life Plan' reports detailing the Consultant's r

ParaplannerCompany DescriptionOur client is a professional financial services firm that provides a comprehensive range of wealth management and financial planning solutions to individuals, families, and businesses.

We are seeking a Paraplanner for one of the UKs leading wealth management and financial planning groups. Known for its independent advice, strong values, and commitment to developing its people, the firm is recruiting within its Leicester office and looking for an experienced Paraplanner to join the

Paraplanner - CII, CISI, LIBF, Estate planning, Drawdown, Pension switching and replacement business initiatives. I am looking for multiple Paraplanners to join an established Financial Advisor Support Team consisting of circa 40 Individuals to come in and hit the ground running to support a number

TECHNICAL PARAPLANNER (HOME-BASED). We are working with a leading HNW/UHNW boutique IFA who is seeking an experienced Technical Paraplanner to support their Advisers and play a key role in delivering high-quality financial planning solutions on a fully remote basis.

Their Paraplanners play a key role in supporting our consultants and wider teams by delivering high-quality technical and investment advice support across a wide range of client needs.

Due to rapid business growth, we are looking for an eager Financial Planning professional to join us as a Trainee Paraplanner, with the view of being part of our journey as a fast-growing FinTech.

Senior Paraplanner Day-to-Day duties:. Senior Paraplanner Qualifications:.

As a Senior Paraplanner, you’ll work closely with their Financial Planners to support the delivery of personalised financial strategies for clients. Provide guidance to less experienced paraplanners and support their development.

ParaplannerLocation: Solihull - Hybrid or remote workingSalary: £40,000 + comprehensive benefits packageWe are an SJP Partner Practice based in Solihull and are looking to appoint an experienced Paraplanner to join our expanding team.

Brook Street (UK) Limited is delighted to be recruiting a Paraplanner for our Belfast client.

Paraplanner (Progression to Financial Advisor) £35,000 - £40,000 + Career Development + 33 days holiday + Bonus + Yearly Pay reviews + Progression to Financial Advisor within 3 years Weston-Super-MareAre you a Paraplanner looking to join a collaborative wealth management firm which will offer you

ParaplannerSalary Range: £40K-£65K paLocation: working from homeWorking days/ hours: flexible depending on the candidateAn exciting opportunity has arisen to join an existing small team within an independent, whole-of-market, Chartered Financial Advice firm based in the City of London.

ParaplannerIf you are an experienced Paraplanner looking for a job where you can use your technical expertise, contribute to high quality advice, and grow within a forward-thinking financial planning firm, this opportunity could be ideal for you.

Company description:At Rathbones, we help people invest their money well, so they can live well.That means more than financial returns its about helping people feel confident in their decisions and supported in their future.We dont just manage money, we guide people through lifes big moments, helpi

A boutique wealth management firm is seeking a Chartered Paraplanner to handle High Net Worth clients.

A well-established financial services company in the UK is looking for experienced Paraplanners.