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Senior Paraplanner High-Net-Worth Clients

Job in Greater London, London, Greater London, W1B, England, UK
Listing for: Raymond James UK
Full Time position
Listed on 2026-10-13
Job specializations:
  • Finance & Banking
    Financial Reporting, Financial Analyst, Financial Services, Accounting & Finance
Salary/Wage Range or Industry Benchmark: 45000 - 65000 GBP Yearly GBP 45000.00 65000.00 YEAR
Job Description & How to Apply Below

Raymond James UK is seeking an experienced Paraplanner to join our Financial Planning team. You will prepare client reports, perform technical research, and support complex financial planning cases for High Net Worth clients, ensuring high-quality outcomes.

Working closely with Advisers and administrators, you will maintain client data in Intelligent Office, mentor junior colleagues, and help develop paraplanning processes while ensuring FCA compliance and AML requirements.

We have an opening for a Senior Paraplanner for High-Net-Worth Clients in Greater London, England, United Kingdom within Finance, Legal.

This opportunity is for the Senior Paraplanner for High-Net-Worth Clients role at Raymond James UK.

We are seeking a motivated Senior Paraplanner for High-Net-Worth Clients to join Raymond James UK in Greater London, England, United Kingdom.

Consider building your career as a Senior Paraplanner for High-Net-Worth Clients at Raymond James UK.

Position Requirements
10+ Years work experience
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