Apply Now
Back To Financial Services Jobs



Thank you for your application for Paraplanner. You will receive an email with confirmation of your application. Good luck!

Connect with the recruiter managing this role


Salary £32000 - £45000

Recruiter Managing This Role

We are looking for a talented Paraplanner to join a well-respected and successful wealth management practice.

You will be working in a busy team in support of our clients’ wealth managers. You will have a strong technical ability and be adept at producing a high standard of work. Experience of more complex financial arrangements is desirable, such as EIS/VCT/BPR, bond withdrawal and surrender, and DB pension transfers.

Duties will include technical research, cashflow forecasting, and the preparation of suitability reports.

Ideal applicants will have a minimum of 3 years’ paraplanning experience and have attained (or be close to attaining) the Level 4 Diploma. You will have had exposure to usual paraplanning duties, be client-centric and with excellent attention to detail.

You must be a great team player with excellent IT skills, with good product knowledge. Ideal candidates will be proficient with Intelligent Office and paraplanning software.

Our client are offering a competitive salary and your career development and professional study will be fully supported. The role is office-based, 9-5 M-F.

Back To Paraplanner Job Description

Application For Paraplanner