Senior Paraplanner - Basic to £70,000 + KPI Bonus, Benefits, Flexi & Hybrid working. A high quality and award winning Chartered Financial Planning Practice is looking for a new Senior Paraplanner to join their business. This new role will be working alongside the Head of Technical within an established and high quality Technical Support team. Duties will include supporting the Financial Planners, technical support, research, report writing and Client management. Dedicated Financial Planning based Paraplanning experience, strong technical skills, Diploma and progress towards Chartered status will be required.
May 18, 2026
Full time
Senior Paraplanner - Basic to £70,000 + KPI Bonus, Benefits, Flexi & Hybrid working. A high quality and award winning Chartered Financial Planning Practice is looking for a new Senior Paraplanner to join their business. This new role will be working alongside the Head of Technical within an established and high quality Technical Support team. Duties will include supporting the Financial Planners, technical support, research, report writing and Client management. Dedicated Financial Planning based Paraplanning experience, strong technical skills, Diploma and progress towards Chartered status will be required.
Allerton Park Recruitment Solutions
Godalming, Surrey
Trainee Adviser - Basic to £45,000 + Bonus, Benefits & Hybrid working. A high quality and growing Financial Planning Practice is looking for an additional Paraplanner / Trainee Adviser to join their business. The purpose of this role is to support the firm's Financial Planners in delivering high-quality financial planning and wealth management services to HNW clients, while developing the technical, professional and client-facing skills necessary to progress into a Junior Financial Planner. The successful candidate will initially undertake paraplanning and technical support responsibilities, gradually transitioning into a client-facing advisory position subject to satisfactory performance, qualifications, competence and regulatory approval. This role is suited to an ambitious and technically capable paraplanner seeking a structured pathway into providing financial advice within a supportive FCA regulated environment. This role will be working alongside established IFAs and within a high quality Technical and Support team. . Financial Planning Paraplanning experience and progress towards Diploma is essential alongside excellent communication skills, strong literacy and numeracy skills.
May 18, 2026
Full time
Trainee Adviser - Basic to £45,000 + Bonus, Benefits & Hybrid working. A high quality and growing Financial Planning Practice is looking for an additional Paraplanner / Trainee Adviser to join their business. The purpose of this role is to support the firm's Financial Planners in delivering high-quality financial planning and wealth management services to HNW clients, while developing the technical, professional and client-facing skills necessary to progress into a Junior Financial Planner. The successful candidate will initially undertake paraplanning and technical support responsibilities, gradually transitioning into a client-facing advisory position subject to satisfactory performance, qualifications, competence and regulatory approval. This role is suited to an ambitious and technically capable paraplanner seeking a structured pathway into providing financial advice within a supportive FCA regulated environment. This role will be working alongside established IFAs and within a high quality Technical and Support team. . Financial Planning Paraplanning experience and progress towards Diploma is essential alongside excellent communication skills, strong literacy and numeracy skills.
