Paraplanner


Location: Barnet, London
Salary: £35,000 – £45,000 + bonus
Job Type: Full-time, Permanent
Work Pattern: Monday to Friday, office-based
The Opportunity
We are recruiting on behalf of a well-established and growing financial planning firm seeking a skilled and motivated Paraplanner. This is a fantastic opportunity to work closely with experienced advisers and support the delivery of high-quality financial advice to a loyal and established client base.
CII Diploma qualified candidates are preferred. However, applicants who are working towards the qualification and have relevant experience are also encouraged to apply.
Key Responsibilities
*Prepare financial plans, reports, and suitability letters
*Analyse client data, financial statements, and research suitable solutions
*Liaise with clients and providers to obtain relevant information
*Support advisers in delivering tailored financial planning advice
*Work collaboratively with administrative and support teams
*Use financial planning and research tools such as Voyant, FE Analytics, Salesforce, and Excel
Skills & Experience
*Strong analytical and problem-solving skills
*Excellent time management and ability to meet deadlines
*Clear and professional written and verbal communication skills
*Ability to build strong working relationships with colleagues and clients
*Proactive, organised, and detail-oriented approach
*Good understanding of financial planning principles and client service
*CII Diploma qualified or actively working towards qualification
Benefits
*Performance and annual bonus
*Company pension
*Life insurance
*Modern office environment with high-quality systems
*Career development and progression opportunities


If this opportunity sounds like a good fit, please get in touch with Josie — we’d love to hear from you!