Paraplanner
  • England,London,City of London
  • Full Time, Permanent
  • £60,000 - £62,000 per annum, inc benefits
Job Description:
Job Title: Paraplanner
Location: London
Salary: £60,000 – £62,000 per annum


We are recruiting on behalf of a client seeking a Chartered Paraplanner to join their dynamic team in London. This is a fantastic opportunity to work in a fast-paced environment, supporting advisers in delivering high-quality financial planning services to a diverse client base.
This role offers the chance to contribute to complex cases and play a key role in client outcomes!
What you’ll be doing:
*Produce detailed suitability reports and financial planning documentation
*Carry out research and analysis on pensions, investments, and protection products
*Assist advisers in formulating tailored financial strategies
*Ensure all work is compliant with regulatory and internal standards
*Support ongoing client servicing and portfolio reviews
*Liaise with providers and internal teams to gather and process information
To succeed in the role you’ll be or have:
*Chartered status (essential)
*Proven experience as a paraplanner within wealth management
*Strong technical knowledge and analytical capability
*High level of accuracy and attention to detail
*Ability to manage multiple cases and deadlines effectively
*Excellent communication and teamwork skills
What’s on Offer
*Salary between £60,000 and £62,000
*Opportunity to work in a fast-paced London-based firm
* Exposure to complex and varied client cases
*Career progression within a growing business
How to Apply
If you are a Chartered Paraplanner seeking a new opportunity in London, please apply with your CV. Suitable candidates will be contacted for a confidential discussion.
Job number 3573239

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