Paraplanner | Two days in Office

We are currently working with a leading national independent financial advice firm who are looking to strengthen their London-based Wealth Planning team with the addition of a Paraplanner.

This is an excellent opportunity to join a well-established and growing team, supporting advisers who deliver high-quality, holistic financial planning to a strong book of private clients.

The Role

As a Paraplanner, you will work closely with Financial Advisers and Client Support teams to provide technical support and help deliver tailored financial planning advice.

Key responsibilities include:

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• Conducting detailed research into client financial arrangements and suitable solutions
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• Preparing technical suitability reports and recommendations
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• Analysing investment portfolios, pensions and protection arrangements
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• Producing financial planning analysis and supporting cashflow modelling
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• Assisting with annual client reviews and ongoing service delivery
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• Ensuring all work is compliant with FCA regulations and internal procedures
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This is a hands-on role where you will gain exposure to a wide variety of client cases, helping to build your technical expertise and develop your career within financial planning.

The Opportunity

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• Join a growing Wealth Planning team with a strong, established client base
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• Work in a collaborative and supportive environment
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• Access structured training, development programmes and funded exams
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• Clear long-term progression opportunities into advisory roles
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• Exposure to a broad range of financial planning cases and technical work
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About You

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• Minimum 2 years’ experience in a paraplanning role
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• Working towards (or close to completing) the Diploma in Financial Planning (DipPFS)
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• Strong technical knowledge across pensions, investments and protection
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• Excellent attention to detail and report writing skills
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• Organised, proactive and able to manage multiple deadlines
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• A strong desire to learn, develop and progress within financial planning
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Package & Benefits

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• Salary: £40,000 – £48,000 (dependent on experience)
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• Annual bonus
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• Hybrid working (typically 2 days in the office, with flexibility)
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• 25 days holiday + bank holidays + birthday off
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• Funded exams and paid study leave
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• Structured career development pathways
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• Life assurance, pension and flexible benefits package
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• Additional perks including wellbeing support, volunteering days and retail benefits
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This is a fantastic opportunity for an ambitious Paraplanner looking to take the next step within a highly regarded and growing financial planning firm.

To find out more, please apply or get in touch for a confidential discussion.