1,254

Wealth Management jobs in United Kingdom

Paraplanner

Hunter Savage

Belfast
Hybrid
GBP 30,000 - 45,000
30+ days ago
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Engineering Lead - AI, Cloud & FinTech Platform

Aberdeen Standard Investments

City of Edinburgh
On-site
GBP 70,000 - 90,000
30+ days ago

VP, ConnectWealth PMO: Lead Wealth Tech Transformation

J.P. Morgan

City Of London
On-site
GBP 90,000 - 120,000
30+ days ago

Financial Planning Administration Apprentice

Government jobs, apprenticeship

Blackburn
On-site
GBP 14,000 - 24,000
30+ days ago

Equities Quantitative Investment Analyst (VP/Assoc)

JPMorganChase

City Of London
On-site
GBP 60,000 - 80,000
30+ days ago
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Trainee IFA Administrator

Ellis James Partners Ltd

City Of London
On-site
GBP 25,000 - 28,000
30+ days ago

Relationship Manager – Real Estate (UHNI) | Gurgaon/Gurugram

Dimensions HRD Consultants

Sheffield
On-site
GBP 60,000 - 80,000
30+ days ago

Senior IFA Administrator

RGH-Global Ltd

Coventry
Hybrid
GBP 80,000 - 100,000
30+ days ago
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Equities Quantitative Investment Analyst / VP – Wealth Mgmt

J.P. Morgan

City Of London
On-site
GBP 150,000 - 200,000
30+ days ago

Self-employed Financial Adviser (Wealth Management)

Thornton and Baines Ltd

City Of London
On-site
GBP 50,000 - 200,000
30+ days ago

Financial Services, Asset Wealth Management, Tax Senior Manager

PwC

City Of London
Hybrid
GBP 80,000 - 100,000
30+ days ago

Senior Compliance Manager - Private banking / Wealth management, 6 month FTC

Compliance Professionals

City Of London
On-site
GBP 55,000 - 75,000
30+ days ago

In house Counsel (Investment House) – Suffolk

Origin Legal

England
Hybrid
GBP 60,000 - 80,000
30+ days ago

Principal DB Pensions Administrator

Eden Scott

Glasgow
On-site
GBP 50,000 - 70,000
30+ days ago

AML Analyst

Eden Scott

City of Edinburgh
On-site
GBP 35,000 - 45,000
30+ days ago

Wealth Management Admin Specialist (IFA)

North Oak Recruitment

East Midlands
On-site
GBP 25,000 - 30,000
30+ days ago

NEW BUSINESS ADMINISTRATOR (WEALTH MANAGEMENT) - LONDON

Artemis Recruitment Consultants Ltd

City Of London
Hybrid
GBP 25,000 - 35,000
30+ days ago

Senior Tax Associate

Catalyst Labs

Leeds
On-site
GBP 80,000 - 100,000
30+ days ago

WEALTH MANAGEMENT RELATIONSHIP ASSOCIATE - BERKSWELL

Artemis Recruitment Consultants Ltd

Berkswell
On-site
GBP 23,000 - 30,000
30+ days ago

WEALTH MANAGEMENT EXECUTIVE TEAM LEADER - BERKSWELL

Artemis Recruitment Consultants Ltd

Berkswell
On-site
GBP 35,000 - 45,000
30+ days ago

PERSONAL ASSISTANT (SJP) (WEALTH MANAGEMENT EXPERIENCE ONLY) - LONDON

Artemis Recruitment Consultants Ltd

City Of London
On-site
GBP 35,000 - 40,000
30+ days ago

Private Banking Tax Advisor - Product Advisory

J.P. MORGAN

City Of London
On-site
GBP 50,000 - 80,000
30+ days ago

ADVICE ASSISTANT (WEALTH MANAGEMENT) - LONDON

Artemis Recruitment Consultants Ltd

City Of London
Hybrid
GBP 28,000 - 35,000
30+ days ago

Agriculture & Rural Property Partner

JK Legal

City Of London
On-site
GBP 150,000 - 200,000
30+ days ago

Mortgage Advisor

GCB AGENCY RECRUITMENT

City Of London
On-site
GBP 25,000 - 40,000
30+ days ago

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Paraplanner
Hunter Savage
Belfast
Hybrid
GBP 30,000 - 45,000
Full time
30+ days ago

Job summary

A trusted financial planning firm is seeking a Paraplanner to prepare detailed financial planning reports and assist with client queries. The successful candidate will have experience in financial advice or wealth management, with strong report writing and communication skills. This role offers a supportive team environment, hybrid working arrangements, and excellent progression opportunities.

Qualifications

  • Proven experience in financial advice or wealth management.
  • Familiarity with report writing and technical support.
  • Excellent written and verbal communication skills.

Responsibilities

  • Prepare detailed Financial Planning Reports for Advisers.
  • Conduct research and analysis on financial products.
  • Assist with client reviews and handle day-to-day queries.

Skills

Report writing
Technical support
Communication skills
Analytical skills
Organizational skills
Team player

Education

Diploma qualification
Job description
Paraplanner

About the Company:
We’re hiring for our client, a trusted financial planning firm that provides tailored advice to help clients achieve their goals — from protecting family income and funding education to building investments and planning for retirement. The business is known for its personal approach, long-term client relationships, and commitment to quality advice.

Top 3 Things to Know About this Job:

  1. Established, reputable financial planning firm with a supportive, professional team

  2. Varied workload across pensions, investments, and protection

  3. Hybrid working with excellent progression opportunities

Key Responsibilities:

  • Prepare detailed Financial Planning Reports for Advisers to present to clients

  • Conduct research and analysis on financial products and solutions to support tailored recommendations

  • Assist with client reviews and handle day-to-day client queries

  • Submit and monitor applications with product providers

  • Maintain accurate and compliant client records within the company’s systems

  • Prepare client review packs, illustrations, and documentation as required

  • Keep up to date with financial products, legislation, and regulatory changes

  • Work in line with firm and industry guidelines, maintaining compliance and data integrity standards

Requirements:

  • Proven experience within a financial advice or wealth management firm, including report writing and technical support

  • Diploma-qualified (or working towards this) preferred, though strong paraplanning experience will also be considered

  • Excellent written and verbal communication skills with strong attention to detail

  • Analytical and problem-solving skills, with the ability to interpret complex information

  • Reliable, organised, and able to manage multiple tasks and deadlines

  • Team player with a professional and positive approach

* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.