Paraplanner

Hybrid Working | Annual Bonus Scheme | Hybrid 2 days per week inc every Friday at home | Career Development

Location: Uxbridge, West London (Hybrid)

About the Role

We're working with a growing independent financial planning practice looking to appoint an experienced Paraplanner to support its team of Financial Advisers.

This is an opportunity to join a collaborative business where quality advice, strong client relationships and teamwork are at the heart of everything they do. You'll provide technical support across the full financial planning process, helping advisers deliver tailored recommendations across pensions, investments and protection.

Key Responsibilities

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• Prepare suitability reports across pensions, investments and protection.
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• Carry out technical research and product analysis.
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• Support advisers with complex case preparation.
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• Review Letters of Authority (LOAs) and provider information.
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• Liaise with providers and investment platforms.
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• Maintain accurate records using Intelligent Office (iO).
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• Keep up to date with regulatory and technical developments.
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About You

You'll have experience working as a Paraplanner within an IFA or Wealth Management firm together with:

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• Strong knowledge of pensions, investments and protection.
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• Experience producing suitability reports.
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• Excellent analytical and report-writing skills.
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• Strong attention to detail and organisational skills.
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• Diploma qualified or working towards Chartered status (desirable).
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• Experience with Intelligent Office and FE Analytics is advantageous.
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Why Join?

This firm has a genuine track record of developing its people. Several members of the advisory team have progressed internally from Paraplanning, making this an excellent opportunity for someone looking to build a long-term career within financial planning.

Benefits

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• Competitive salary.
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• Business Performance Bonus Scheme.
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• Hybrid working 2 days including every Friday at home
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• 25 days' holiday plus Bank Holidays.
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• Pension scheme.
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• Ongoing technical training and professional development.
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• Support towards Diploma and Chartered qualifications.
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• Free on-site parking.
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If this role isn't quite right, we'd still love to hear from you. We regularly partner with independent financial planning firms on opportunities that never reach the open market.