Paraplanner

A leading, forward-thinking wealth management firm based in Finchley, North London, is seeking three Paraplanners to join their growing team. This expansion follows a recent joint venture with a major European partner, focused on modernisation and growth.

The firm currently manages £1.4 billion in client assets and employs around 150 staff, offering a strong platform for progression and development. Three current Paraplanners have recently moved into advisory roles - creating opportunities for those with similar aspirations or for those who want to build a long-term Paraplanning career.

About the Role:

You will play a key part in supporting Financial Advisers across all areas of financial planning including pensions, investments, protection, and estate planning. This is a fantastic opportunity for someone looking to deepen their technical skills or prepare for the transition into an advisory role.

Key Responsibilities:

• Prepare detailed suitability reports across a wide range of advice areas
• Conduct research into products, funds, and platforms to support client recommendations
• Assist advisers with cashflow modelling and client reviews
• Manage the advice process using X-Plan (training provided if required)
• Liaise with clients, providers, and internal teams to ensure a seamless client experience
• Keep up to date with regulations and ensure all advice is compliant

Requirements:

• Close to or already attained DipPFS (or equivalent)
• Demonstrated experience in suitability report writing
• Familiarity with X-Plan is a plus but not essential
• Strong organisational and communication skills
• Ambition to grow professionally within a supportive and modern business

What's on Offer:

• Hybrid working model (typically 2-3 days per week in-office)
• Supportive leadership and a collaborative culture
• Competitive salary with bonus and full benefits
• Clear progression path - whether into advice or technical Paraplanning
• Access to advanced tools, training, and mentoring

If you're a motivated Paraplanner ready for your next challenge in a growing, modern firm, apply today to find out more.