Paraplanner Two days in Office

We are currently working with a leading national independent financial advice firm who are looking to strengthen their London-based Wealth Planning team with the addition of a Paraplanner.

This is an excellent opportunity to join a well-established and growing team, supporting advisers who deliver high-quality, holistic financial planning to a strong book of private clients.

The Role

As a Paraplanner, you will work closely with Financial Advisers and Client Support teams to provide technical support and help deliver tailored financial planning advice.

Key responsibilities include:

• Conducting detailed research into client financial arrangements and suitable solutions

• Preparing technical suitability reports and recommendations

• Analysing investment portfolios, pensions and protection arrangements

• Producing financial planning analysis and supporting cashflow modelling

• Assisting with annual client reviews and ongoing service delivery

• Ensuring all work is compliant with FCA regulations and internal procedures

This is a hands-on role where you will gain exposure to a wide variety of client cases, helping to build your technical expertise and develop your career within financial planning.

The Opportunity

• Join a growing Wealth Planning team with a strong, established client base

• Work in a collaborative and supportive environment

• Access structured training, development programmes and funded exams

• Clear long-term progression opportunities into advisory roles

• Exposure to a broad range of financial planning cases and technical work

About You

• Minimum 2 years' experience in a paraplanning role

• Working towards (or close to completing) the Diploma in Financial Planning (DipPFS)

• Strong technical knowledge across pensions, investments and protection

• Excellent attention to detail and report writing skills

• Organised, proactive and able to manage multiple deadlines

• A strong desire to learn, develop and progress within financial planning

Package & Benefits

• Salary: £40,000 - £48,000 (dependent on experience)

• Annual bonus

• Hybrid working (typically 2 days in the office, with flexibility)

• 25 days holiday + bank holidays + birthday off

• Funded exams and paid study leave

• Structured career development pathways

• Life assurance, pension and flexible benefits package

• Additional perks including wellbeing support, volunteering days and retail benefits

This is a fantastic opportunity for an ambitious Paraplanner looking to take the next step within a highly regarded and growing financial planning firm.

To find out more, please apply or get in touch for a confidential discussion.