Paraplanner
Job in
Luton, Bedfordshire, EX14, England, UK
Listed on 2026-09-04
Listing for:
Broadgate
Full Time
position Listed on 2026-09-04
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting, Financial Advisor / Consultant
Job Description & How to Apply Below
Paraplanner
Salary: £40k–£45k
Location: South East England
Working Model: Hybrid
Are you an experienced Paraplanner ready to make an immediate impact? Join a dynamic financial planning team supporting high net worth clients across pensions, investments, trusts and estate planning.
What you’ll do- Analyse client requirements and build cash flow models
- Prepare recommendations, reports, and client-facing documents
- Support reviews and coordinate with advisers and administrative teams
- Contribute ideas, improve processes, and help the team thrive
- 18+ months Paraplanner experience
- Strong financial planning and investment knowledge
- Experience with high net worth UK clients
- Level 4 qualified (or working toward it)
- Bonus:
Trusts knowledge
- Hybrid working after 3 months in-office
- Competitive salary + benefits
- Professional growth and learning opportunities
Apply now to join a collaborative, supportive team and take your career to the next level.
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