The Opportunity: The Senior Paraplanner under Fisher Investments Europe's UK Additions Team analyses trading client portfolios and accounts to provide FCA regulated advice on areas such as pension transfers, bond surrenders, investment taxation and account structure suitability. Reporting to your team leader, in this role you will be client-facing and expected to conduct fact finding...
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 xujxxms and due diligence, and mentoring junior team members. The Senior...
Job Description Our client is looking for a Senior Paraplanner RDR Level 4 to join their team on a permanent basis in London. Responsibilities Conduct 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 recommendation Review and formulate plans for clients with highly...
Senior Paraplanner Location: City of London Salary: £60k to £65k base range DOE + 2 annual discretionary bonuses + extensive benefits. Work Arrangement: Hybrid working. Are you an experienced Senior Paraplanner seeking an opportunity with a global organisation that prioritises clients, offers unmatched service, and emphasises a personalised approach to investing? Join our client's dynamic...
Senior Paraplanner Cheltenham - Hybrid, 2days in Up to £55,000 Are you a Senior Paraplanner looking for your next opportunity in Cheltenham? We are supporting a highly regarded financial planning firm that is seeking an ambitious and technically strong professional to join their team as a Senior Paraplanner. In this role, you will provide dedicated technical support to a Senior Adviser who...
Idex Consulting are looking for 2 experienced Technical Senior Paraplanners to join a well established Independent Financial Adviser firm based in Glasgow. This role will allow you to work in the office once a month if you wish! As a Senior member of the team your main responsibilities will be to provide complex technical support, full research of products using a variety of tools and bespoke...
Job Description At LCH/Wealth, paraplanning is not a back-office afterthought. It’s a core part of how we look after clients properly. This role suits a career paraplanner who wants high standards, clear expectations, and a team that values how you work as much as what you know. Working style - Remote-first - If you live near our Central London office, you can come in as often as you like -...
Senior Paraplanner Cheltenham - Hybrid, 2days in Up to £55,000 Are you a Senior Paraplanner looking for your next opportunity in Cheltenham? We are supporting a highly regarded financial planning firm that is seeking an ambitious and technically strong professional to join their team as a Senior Paraplanner. In this role, you will provide dedicated technical support to a Senior Adviser who...
CHARTERED SENIOR PARAPLANNER (CLIENT FACING AND ROUTE TO ADVISER) London (City) Salary up to £75k + benefits including equity (DOE) Our client is a highly respected Chartered Wealth Management firm that specialises in the HNW to UHNW space. They have a demonstrable track record of year-on-year organic growth within this niche marketplace and are in the enviable position of gaining all their...
Senior Paraplanner – Wealth Planning Cambridge Very good salary – Bonus - Bens Join a forward-thinking Wealth Planning team where your expertise, precision, and client focus will make a real impact. We’re looking for an experienced Senior Paraplanner to provide high-quality technical and research support to Wealth Planners, helping deliver holistic financial advice and outstanding outcomes for...
Senior Paraplanner Location: City of London Salary: £60k to £65k base range DOE + 2 annual discretionary bonuses + extensive benefits. Work Arrangement: Hybrid working. Are you an experienced Senior Paraplanner seeking an opportunity with a global organisation that prioritises clients, offers unmatched service, and emphasises a personalised approach to investing? Join our client's dynamic...
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 xwzovoh and due diligence, and mentoring junior team members. The Senior...
The Opportunity: The Senior Paraplanner under Fisher Investments Europe's UK Additions Team analyses trading client portfolios and accounts to provide FCA regulated advice on areas such as pension transfers, bond surrenders, investment taxation and account structure suitability. Reporting to your team leader, in this role you will be client-facing and expected to conduct fact finding discussions,...
CHARTERED SENIOR PARAPLANNER (CLIENT FACING AND ROUTE TO ADVISER) London (City) Salary up to £75k + benefits including equity (DOE) Our client is a highly respected Chartered Wealth Management firm that specialises in the HNW to UHNW space. They have a demonstrable track record of year-on-year organic growth within this niche marketplace and are in the enviable position of gaining all their...
At LCH/Wealth, paraplanning is not a back-office afterthought. It’s a core part of how we look after clients properly. This role suits a career paraplanner who wants high standards, clear expectations, and a team that values how you work as much as what you know. Working style - Remote-first - If you live near our Central London office, you can come in as often as you like - Ideally, you will...
Job Description Our client is looking for a Senior Paraplanner RDR Level 4 to join their team on a permanent basis in London. Responsibilities Conduct 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 recommendation Review and formulate plans for clients with highly...
Job Description 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...
At LCH/Wealth, paraplanning is not a back-office afterthought. It’s a core part of how we look after clients properly. This role suits a career paraplanner who wants high standards, clear expectations, and a team that values how you work as much as what you know. Working style - Remote-first - If you live near our Central London office, you can come in as often as you like - Ideally, you will...
Our client is looking for a Senior Paraplanner RDR Level 4 to join their team on a permanent basis in London. Responsibilities Conduct 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 recommendation Review and formulate plans for clients with highly specialised...
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 xwzovoh and formulate plans for clients with highly specialised...