Paraplanner

Paraplanner - Mill Hill

Salary: £50,000–£55,000

Are you a qualified Paraplanner looking to take the next step in your career? This is an exciting opportunity to join a well-established, fast-growing financial planning team where you’ll play a key role in supporting advisers and delivering an exceptional service to a growing client base.

You’ll enjoy a collaborative environment, strong team culture, and genuine opportunities for long-term progression. After an initial training period, you’ll benefit from a hybrid working model with a balance of remote, office and in-person interactions tailored to the needs of the role, the team and clients.

The Role

As a Paraplanner, you will provide technical support to financial advisers and help drive high-quality financial planning. This position suits someone analytical, detail-oriented, and proactive, with a passion for ongoing development.

Key Responsibilities:

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• Conduct detailed financial analysis to support adviser recommendations.
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• Gather, organise and assess client financial information (income, expenditure, assets, liabilities).
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• Use financial planning software to model scenarios and build projections.
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• Prepare and review investment proposals and client reports.
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• Collaborate with advisers to develop tailored financial strategies.
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• Carry out product research and remain up to date on market developments.
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• Ensure adherence to FCA regulations and internal compliance processes.
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• Maintain accurate and up-to-date client records.
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• Support the wider team with additional tasks as required.
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About You

We are looking for someone who is confident, motivated and committed to professional growth.

Qualifications:

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• Holding the CII Level 4 Diploma in Regulated Financial Planning.
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• Ambition to achieve Chartered status (fully supported).
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• Minimum 5 GCSEs (grade A*–C / 9–4), including Maths and English.
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Skills & Experience:

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• Strong understanding of pensions, investments, personal tax, protection and estate planning.
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• Ability to perform basic tax calculations.
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• Previous experience supporting financial advisers or working in a similar environment.
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• Excellent organisational skills and ability to manage competing priorities.
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• Strong written and verbal communication skills.
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• Proficient with Microsoft Word, Excel and Outlook.
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• Experience using financial planning/back-office systems (e.g., Genovo, Intelliflo) is advantageous.
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Personal Qualities:

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• High level of professional integrity and client focus.
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• Strong analytical and problem-solving skills.
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• Positive team player with strong interpersonal skills.
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• Flexible, proactive and committed to continuous improvement.
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What’s on Offer

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• Competitive salary: £50,000–£55,000
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• Comprehensive benefits package
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• Full support with qualifications and professional development
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• Clear progression opportunities
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• Hybrid working arrangements
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• Supportive, collaborative team culture
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