Paraplanner

Paraplanner

Location: Central London (Hybrid Working)

Salary: Up to £50,000 + Benefits

Job Type: Full-Time, Permanent

The Opportunity

A leading, established, and growing wealth management business is seeking an experienced Paraplanner to join its Central London office. This is an excellent opportunity for a qualified Paraplanner looking to work within a professional and client-focused environment, supporting Financial Advisers with the delivery of high-quality financial planning advice.

Working on a hybrid basis, you will play a key role in the research, recommendation, report writing and implementation process, helping to deliver exceptional outcomes for high-net-worth and mass affluent clients.

Key Responsibilities

• Prepare and maintain comprehensive client files, including gathering information from providers and analysing existing arrangements.
• Conduct technical research across pensions, investments, protection and retirement planning solutions.
• Assist Advisers in developing suitable financial planning recommendations.
• Produce high-quality suitability reports and recommendation letters.
• Prepare illustrations, key features documents and supporting client literature.
• Support the implementation of investment, pension and protection recommendations.
• Ensure all client records, research and compliance documentation are accurately maintained on the CRM system.
• Prepare valuations, portfolio analysis and cashflow modelling for client review meetings.
• Complete annual review documentation and ongoing suitability assessments.
• Liaise with clients, providers and internal stakeholders to ensure an efficient advice process.
• Attend client meetings when required and produce detailed meeting notes.
• Maintain accurate workflow management and task tracking.
• Ensure all work is completed in line with FCA and internal compliance requirements.

Requirements

• Level 4 Diploma in Financial Planning (or equivalent) - essential.
• Minimum 3 years' experience working as a Paraplanner within an IFA, Wealth Management or DFM environment.
• Strong report-writing experience and technical knowledge across pensions, investments and protection.
• Experience using financial planning and CRM systems.
• Strong understanding of FCA regulatory and compliance requirements.
• Excellent attention to detail and organisational skills.
• Strong communication skills, both written and verbal.
• Ability to manage multiple cases and deadlines effectively.
• Experience with cashflow modelling software would be advantageous.

Package

• Salary up to £50,000
• Hybrid working arrangement
• Central London office location
• Competitive benefits package
• Ongoing professional development and training support
• Collaborative and supportive team environment
• Long-term career progression opportunities

If you are a Diploma-qualified Paraplanner looking for your next challenge within a respected financial planning firm, we'd be keen to hear from you.