Junior Paraplanner

Paraplanner - London (Hybrid) - £45,000

A fantastic opportunity has arisen for a qualified or part-qualified Paraplanner to join a well-established, fast-growing financial planning firm in London. This is an ideal role for someone looking to take the next step in their career within a supportive, forward-thinking environment.

You'll be joining a collaborative team where your expertise will directly contribute to delivering high-quality financial advice and exceptional client outcomes.

The Role

As a Paraplanner, you will work closely with Financial Advisers, supporting the end-to-end financial planning process. This is a varied and analytical role with real scope for progression.

Key responsibilities include:

• Conducting detailed financial analysis to support client recommendations

• Gathering and organising client data (income, assets, liabilities, etc.)

• Producing suitability reports and investment proposals

• Modelling financial planning scenarios using industry software

• Researching financial products and investment solutions

• Ensuring all work is compliant with FCA regulations

• Maintaining accurate and up-to-date client records

• Supporting advisers in developing tailored financial strategies About You

You'll be a proactive and detail-oriented professional who thrives in a fast-paced financial planning environment.

Requirements:

• Level 4 Diploma (CII) achieved or in progress

• Experience in a paraplanning or similar financial services role

• Strong knowledge of pensions, investments, tax, and protection

• Ability to perform basic tax calculations

• Excellent organisational skills and ability to manage deadlines

• Strong written and verbal communication skills Desirable:

• Experience with back-office systems such as Intelliflo or Genovo

• Ambition to progress towards Chartered status (fully supported) What's on Offer

• Salary up to £45,000

• Hybrid working model (office + remote flexibility)

• Clear progression pathway and ongoing professional development

• Support towards further qualifications and Chartered status

• Collaborative and supportive team culture If you're looking to develop your career in paraplanning within a growing and reputable firm, this is an opportunity not to be missed.