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Paraplanner Location: Taunton, Full‑Time 35 hours per week Remote working (you will be required to go into the office one day per month). Salary £40,000 - £46,000 depending upon experience plus benefits. Are you an experienced Paraplanner who thrives in a fast‑paced, client‑focused financial planning environment? If you love producing high‑quality technical work and want to be part of a supportive, forward‑thinking team, this opportunity could be perfect for you. We're looking for a proactive, confident individual with a can‑do mindset to support Financial Advisers through exceptional research, analysis, and report writing. If you're driven, analytical, and passionate about delivering an outstanding client experience, we’d love to connect. What You’ll Be Doing as Paraplanner • Managing communications with providers and colleagues to ensure smooth case progression, • Gathering illustrations, documents, and key information from provider platforms, • Producing detailed technical research and analysis to support adviser recommendations, • Writing high‑quality suitability reports across pensions, investments, and protection, • Developing your technical expertise with ongoing training, • Creating clear handover notes and contributing to process improvements, • Supporting senior paraplanners and operations with workflow, mailbox management, and change initiatives, • Helping cultivate a positive, collaborative team culture About You You pride yourself on accuracy, clarity, and professionalism. You enjoy working closely with advisers and paraplanners to deliver an exceptional client service and value being part of a supportive team. We’re looking for someone with: ✔️ 3+ years in Financial Advice Services (including 2+ years paraplanning) ✔️ Diploma in Financial Planning (Level 4) ✔️ Strong communication and client‑care skills ✔️ Excellent organisation and diary management ✔️ High attention to detail and a problem‑solving mindset ✔️ Experience with CRM/IT systems (Intelliflo & Financial Analytics desirable) ✔️ A positive, collaborative approach, leading by example Core benefits Financial benefits: • Group Pension with contributions via salary sacrifice, • Group life assurance - up to four times your core salary, • Health Cash Plan to help cover the costs of everyday healthcare, • 28 Days annual leave – plus bank holidays

A financial planning firm in Taunton seeks an experienced Paraplanner to support Financial Advisers in delivering excellent client service.

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

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

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

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.

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

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.

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.

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.

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

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.

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?.

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.

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.

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

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.

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 of initiatives including - Estate planning, Drawdown, Pension switching and replacement business init. Paraplanner

They urgently seek a 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

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.

As a Senior Paraplanner, you’ll apply strong technical knowledge across pensions, investments, protection, and tax planning to prepare detailed research, cashflow models, and suitability reports. Alongside your core responsibilities, you’ll have the chance to mentor junior paraplanners, share be

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.

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

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.

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.

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

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.

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.

A financial services firm in London seeks an experienced Senior Paraplanner to manage complex financial planning cases with a focus on pensions, investments, and estate planning.

A recruitment consultancy in the UK is looking for an experienced Paraplanner to support Financial Planners by providing compliant, professional services to clients.