Paraplanner - Mill Hill
Salary: £50,000–£55,000
Are you a qualified Paraplanner looking to take the next step in your career? This is an exciting opportunity to join a well-established, fast-growing financial planning team where you’ll play a key role in supporting advisers and delivering an exceptional service to a growing client base.
You’ll enjoy a collaborative environment, strong team culture, and genuine opportunities for long-term progression. After an initial training period, you’ll benefit from a hybrid working model with a balance of remote, office and in-person interactions tailored to the needs of the role, the team and clients.
The Role
As a Paraplanner, you will provide technical support to financial advisers and help drive high-quality financial planning. This position suits someone analytical, detail-oriented, and proactive, with a passion for ongoing development.
Key Responsibilities:
*Conduct detailed financial analysis to support adviser recommendations.
*Gather, organise and assess client financial information (income, expenditure, assets, liabilities).
*Use financial planning software to model scenarios and build projections.
*Prepare and review investment proposals and client reports.
*Collaborate with advisers to develop tailored financial strategies.
*Carry out product research and remain up to date on market developments.
*Ensure adherence to FCA regulations and internal compliance processes.
*Maintain accurate and up-to-date client records.
*Support the wider team with additional tasks as required.
About You
We are looking for someone who is confident, motivated and committed to professional growth.
Qualifications:
*Holding the CII Level 4 Diploma in Regulated Financial Planning.
*Ambition to achieve Chartered status (fully supported).
*Minimum 5 GCSEs (grade A*–C / 9–4), including Maths and English.
Skills & Experience:
*Strong understanding of pensions, investments, personal tax, protection and estate planning.
*Ability to perform basic tax calculations.
*Previous experience supporting financial advisers or working in a similar environment.
*Excellent organisational skills and ability to manage competing priorities.
*Strong written and verbal communication skills.
*Proficient with Microsoft Word, Excel and Outlook.
*Experience using financial planning/back-office systems (e.g., Genovo, Intelliflo) is advantageous.
Personal Qualities:
*High level of professional integrity and client focus.
*Strong analytical and problem-solving skills.
*Positive team player with strong interpersonal skills.
*Flexible, proactive and committed to continuous improvement.
What’s on Offer
*Competitive salary: £50,000–£55,000
*Comprehensive benefits package
*Full support with qualifications and professional development
*Clear progression opportunities
*Hybrid working arrangements
*Supportive, collaborative team culture