Wealth Paraplanner Job at Brewin Dolphin (London)

Finance Administrator / Trainee Paraplanner

An exciting opportunity has opened up for a motivated and detail-driven individu...

Location

United Kingdom , Edinburgh

Salary:

23000.00 - 26000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Confident, professional, and comfortable liaising with clients and external partners
Organised, detail-oriented, and thrives under pressure
A strong communicator with a knack for discretion and confidentiality
IT-proficient, numerically sharp, and ready to solve problems proactively

Job Responsibility

Supporting Financial Advisers with top-tier administrative and paraplanning assistance
Preparing key client documentation-think reports, valuations, illustrations, and quotes
Processing new business paperwork, ensuring accuracy and compliance with quality standards
Responding to client and third-party queries with professionalism and efficiency

What we offer

Hybrid working model
Supportive and collaborative team culture
Clear pathways for professional growth and development

Fulltime

Financial Administrator/Trainee Paraplanner

An exciting opportunity has opened up for a motivated and detail-driven individu...

Location

United Kingdom , Edinburgh

Salary:

23000.00 - 26000.00 GBP / Month

Office Angels

Expiration Date

Until further notice

Requirements

Confident, professional, and comfortable liaising with clients and external partners
Organised, detail-oriented, and thrives under pressure
A strong communicator with a knack for discretion and confidentiality
IT-proficient, numerically sharp, and ready to solve problems proactively

Job Responsibility

Supporting Financial Advisers with top-tier administrative and paraplanning assistance
Preparing key client documentation-think reports, valuations, illustrations, and quotes
Processing new business paperwork, ensuring accuracy and compliance with quality standards
Responding to client and third-party queries with professionalism and efficiency

What we offer

Hybrid working model
Supportive and collaborative team culture
Clear pathways for professional growth and development

Fulltime

New

Wealth Paraplanner

We have a fantastic opportunity available for a Wealth Paraplanner to join our N...

Location

United Kingdom , Nottingham

Salary:

Not provided

Brewin Dolphin

Expiration Date

April 03, 2026

Requirements

Proven expertise: CII or CISI Level 4 Diploma (or equivalent) and previous experience as a Paraplanner dealing in complex advice areas (estate planning, trusts, offshore bonds, pensions etc)
Technical ability: Confidence with financial planning software and a knack for dissecting investments, tax strategies, and pensions
Collaborative spirit: A team player who thrives in a fast-paced, progressive culture

Job Responsibility

Provide appropriate support for Wealth Managers / Financial Planners
Craft bespoke financial plans – translate client aspirations into actionable strategies, leveraging your deep technical knowledge
Facilitate the smooth processing of new and existing business
Assist with monitoring the performance and work throughout, of any administration support thereby ensuring standards are maintained and deadlines are met
Understand core Financial Planning solutions and build knowledge through exposure to client planning scenarios
Analyse client’s aims and needs to construct solutions as a tool for advisors to communicate to clients
Production of robust financial plans and analytical information in support of Financial Planners and Wealth Managers under supervision of more senior team members
Provide guidance to more junior team members and support senior team members as required to contribute to the completion of tasks in a timely manner and to a high standard
Support colleagues with client interaction and by developing an awareness of client management and advice processes
Supports delivery of client service under the guidance of Wealth Managers / Financial Planners

What we offer

Leaders who support your development through coaching and managing opportunities
Opportunities to work with the best in the field
Ability to make a difference and lasting impact
Work in a dynamic, collaborative, progressive, and high-performing team

Fulltime

Paraplanner or Wealth Manager

We’re partnering with an independent, SEC‑registered RIA in Mill Valley seeking ...

Location

United States , Mill Valley

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Finance, Business, or related field
CFP® required
Series 65 (or equivalent) strongly preferred
Paraplanner: 2+ years in financial planning, wealth management, or investment advisory
Wealth Manager: 5+ years in client‑facing advisory roles
Strong knowledge of financial planning concepts and investment strategies
Exceptional interpersonal and communication skills
Ability to build credibility and trusted client relationships
Strategic thinker with problem‑solving skills
Team‑oriented mindset with leadership and mentoring capabilities

Job Responsibility

Client Relationship Management: Support or manage day‑to‑day client interactions
Build trusted, long‑term relationships through proactive service and thoughtful communication
Financial Planning & Wealth Management: Develop and present financial plans
Support investment strategies, portfolio reviews, and planning recommendations
Business Development: Participate in client acquisition efforts
Contribute to the firm’s growth and community engagement initiatives
Professional Growth & Contribution: Collaborate with team members to enhance processes, client experience, and firm initiatives
Compliance & Record‑Keeping: Maintain accurate, compliant documentation in line with regulatory requirements

What we offer

Rich benefits package: 100% employer‑paid employee coverage, 50% for dependents
401(k) match + profit‑sharing
Annual VIP music festival tickets and fun team outings
Supportive, community‑minded culture

New

Wealth Management Associate

We have an exciting opportunity for a Wealth Management Associate to join the te...

Location

United Kingdom , Newcastle Upon Tyne

Salary:

Not provided

Brewin Dolphin

Expiration Date

April 03, 2026

Requirements

Strong attention to detail and a passion for Wealth Management
Clear and concise communication skills – oral and written
Commitment to achieving industry qualifications – no prior qualifications are required, we fund and support your journey

Job Responsibility

Work closely with senior wealth professionals, gaining exposure to client support, investment solutions and financial planning under expert supervision
Progress through our structured pathway. From day one you’ll follow a clear roadmap to advance into a Wealth Manager or Wealth Paraplanner, supported by RBC’s commitment to your success
Collates and verifies the accuracy of the information and work provided
Support wealth colleagues with all aspects of client support and assist in preparation of reviews and client documentation
Developing knowledge on breadth of investment, lending, cash, and trust solutions and begins to build knowledge through exposure to client support
Information giver: providing client with information and not advice
Supports business development through correct application of client processes and procedures
Aware of the office business plans and develops understanding to supports the team in achieving overall objectives
Work collaboratively with One RBC partners and functional colleagues across platforms, and partner with other business units to ensure clients are receiving exceptional services

What we offer

Leaders who support your development through coaching and managing opportunities
Opportunities to work with the best in the field
Ability to make a difference and lasting impact
Work in a dynamic, collaborative, progressive, and high-performing team

Fulltime

Paraplanner

We are currently working with a reputable wealth management business with office...

Location

United Kingdom , Glasgow

Salary:

45000.00 - 55000.00 GBP / Year

IDEX Consulting Ltd

Expiration Date

April 17, 2026

Requirements

Experienced within the Wealth Management/Financial Planning remit
Hold the Diploma in Financial Planning (or working towards)

Job Responsibility

Provide technical paraplanning support to a team of Senior Financial Planners
Write bespoke reports
Conduct technical research
Work closely with Planners and Financial Planning Administrators

What we offer

Excellent benefits package
Full support to attain further qualifications
Excellent career development opportunities

Fulltime

Paraplanner

Brook Street (UK) Limited is delighted to be recruiting a Paraplanner for our Be...

Location

United Kingdom , County Antrim

Salary:

Not provided

Brook-St Hiredonline

Expiration Date

Until further notice

Requirements

Have worked within a Financial Advisor/ Wealth management practice for at least 3 years
Knowledge of investments, pensions and protection products
Achieved or working towards Diploma level Financial Services qualifications
Applicants must have worked for a Financial Services company
Only those with direct experience will be considered

Job Responsibility

Provide Administration support to the Financial Advisors
Organising client files for meetings, preparation of valuations and product research
Submission of new business applications, monitoring through to completion
Ability to process Pension transfers and replacement business
Accurate inputting onto systems. Maintaining and ensuring completeness of client files for compliance purposes
Prepare draft suitability reports for clients
Liaising with clients and professional bodies
Managing/updating business pipeline and all client files
Organising appointment diary and advisor meetings
General Administration duties

Paraplanner

Brook Street (UK) Limited is delighted to be recruiting a Paraplanner for our Be...

Location

United Kingdom , Belfast

Salary:

Not provided

Brook-St Hiredonline

Expiration Date

Until further notice

Requirements

Have worked within a Financial Advisor/ Wealth management practice for at least 3 years
Knowledge of investments, pensions and protection products
Achieved or working towards Diploma level Financial Services qualifications
Applicants must have worked for a Financial Services company

Job Responsibility

Provide Administration support to the Financial Advisors
Organising client files for meetings, preparation of valuations and product research
Submission of new business applications, monitoring through to completion
Ability to process Pension transfers and replacement business
Accurate inputting onto systems. Maintaining and ensuring completeness of client files for compliance purposes
Prepare draft suitability reports for clients
Liaising with clients and professional bodies
Managing/updating business pipeline and all client files
Organising appointment diary and advisor meetings
General Administration duties

Fulltime

Wealth Paraplanner

Brewin Dolphin

Location:
United Kingdom , London

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
March 21, 2026

Expiration:
April 01, 2026

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