Paraplanner - London - Hybrid Working Available - Up to £60,000 (DOE) + Benefits

Paraplanner - London Hybrid Working Available - Up to £60,000 (DOE) + Benefits Full-Time Permanent

Join a Dynamic and Growing Financial Planning Team

An exciting opportunity has arisen for an experienced Paraplanner to join a successful and highly regarded wealth management firm based in London.

Working alongside a team of Financial Advisers and support professionals, you will play a key role in delivering high-quality financial planning solutions to a diverse portfolio of clients. This is an excellent opportunity for a technically strong paraplanner looking to further develop their career within a supportive and forward-thinking environment.

Key Responsibilities

• Preparing high-quality suitability reports and financial planning recommendations.
• Conducting technical research across pensions, investments, protection, and retirement planning.
• Analysing client information and identifying suitable planning solutions.
• Supporting Financial Advisers in the delivery of holistic financial advice.
• Liaising with providers and third parties to obtain relevant information.
• Ensuring all work is completed in line with FCA regulations and internal compliance standards.
• Maintaining accurate client records and documentation.

About You

The ideal candidate will have:

• Previous experience working as a Paraplanner within a financial planning or wealth management environment.
• Strong technical knowledge of pensions, investments, tax planning, and protection products.
• Experience preparing suitability reports.
• Excellent analytical and research skills.
• Strong attention to detail and organisational abilities.
• Progress towards Chartered status would be advantageous but is not essential.
• A client-focused and professional approach.

What's on Offer?

• Salary up to £60,000, depending on experience.
• Hybrid working arrangements.
• Support towards professional qualifications and Chartered status.
• Excellent career progression opportunities.
• Collaborative and supportive team culture.
• Comprehensive benefits package.
• Opportunity to join a well-established and growing organisation with a strong reputation in the financial planning sector.

Apply Now

If you're an experienced Paraplanner looking for your next challenge and would like to join a progressive organisation that genuinely invests in its people, we'd love to hear from you.

Submit your CV today for a confidential discussion.