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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.

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

This is a full-time role for a Paraplanner based in Chester, with the flexibility to work from home when needed. The Paraplanner will be responsible for supporting Financial Advisor by creating detailed reports, conducting financial analysis, and assisting in the development of comprehensive financi

Paraplanner - £38,000 to £50,000 (DOE) Hybrid Working - 1 Day in Office or Fully Remote for the Right Candidate** Due to continued business growth, we are seeking an experienced and technically skilled Paraplanner to join our expanding team. As part of this evolution, we are looking fo

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

Paraplanner (Progression to Financial Advisor). 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 ser.

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.

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.

Specialist Recruiters in Financial Services.Trowbridge, Wiltshire (Hybrid part office-based, part home working).This is an opportunity to join a forward-thinking, award-winning wealth management firm with a strong reputation for delivering e.

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.

ParaplannerLocation: Farnborough / Remote- 1 day a month in the Farnborough officeSalary: £45,000-£50,000Join a collaborative, professional team where your analytical and research skills will contribute to delivering holistic financial advice across pensions, investments, protection, and estate pl

Paraplanner (Work Life Balance)£40,000 - £50,000 + Pension + 33 Days Holiday + Bonus + Training + European Weekends AwayBordon, HampshireAre you an Paraplanner looking to join a stable Financial Services business known for looking after their staff, offering a great working environment, 33 days' h

Holidays: 28 days, (4 days kept for Christmas) plus statsPensionDISAnnual bonus and salary reviewVarious Company expensed events during the yearStudy days and full exam funding, including study materialFree parkingCandidate Requirements:Must have at least 2 years experience working as a Paraplanner

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.

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.

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

They urgently seek a Senior Technical Paraplanner to join the team on a permanent basis.

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

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

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.

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.

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.

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.

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

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.

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 respected financial planning firm in Sutton Coldfield is hiring a Senior Paraplanner to provide senior-level support and contribute to complex client cases.

Level 4 Diploma-qualified (or near-qualified) Paraplanner.

A financial planning firm is seeking a Senior Paraplanner to represent the technical voice of the business.

A leading financial services firm in York is looking for an experienced Paraplanner to join their team.

Service Care Solutions are recruiting for an experienced Paraplanner to join an established independent financial planning firm based in Tonbridge. As a Paraplanner, you will support Financial Planners by preparing high-quality technical research and documentation, including annual suitability repor