Senior Paraplanner for High-Net-Worth Clients

Raymond James UK; Greater London; On-site; GBP 45,000 - 65,000; Full time

Job summary

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.

Qualifications

• Extensive paraplanning experience, preferably with HNW clients.
• Strong technical understanding across financial planning areas.
• CII Level 4 qualification; active progression towards Level 6/Chartered status.
• Experience using financial planning tools, cashflow modelling software, and research systems.
• Excellent report writing and client communication skills.

Responsibilities

• Prepare and deliver high-quality suitability reports and annual review documentation.
• Provide technical support to Financial Planning Advisers across financial planning matters.
• Conduct product and technical research to support recommendations.
• Maintain client information using Intelligent Office and other systems.
• Mentor junior team members and contribute to process improvements.
• Ensure compliance with FCA regulations and AML requirements.

Skills

Paraplanning

Technical knowledge

CII Level 4

Mentoring

Education

CII Level 4 qualification

Progress towards Chartered status

Tools

Intelligent Office

Cashflow modelling software

Research systems

MS Office

Job description

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.