Paraplanner
London (Cannon Street)
£40,000–£55,000+
Hybrid: 3 days office / 2 days home
*Are you a Paraplanner looking for a role with clear structure, strong mentorship and long term development?
*Would you value joining a team led by a Paraplanning Manager known for progressing people into Senior, Chartered or even Advisory roles?
*Would you enjoy a firm offering genuine progression routes and a clear pathway toward Senior Paraplanner, Chartered status or future Adviser positions?
*Are you seeking a paraplanning role in a business with exceptional staff retention, where many of our placed candidates continue to thrive?
If so, we can help.
Client Overview
This is a well established and award winning financial planning firm of around 100 employees, based in Cannon Street. Paraplanning is seen as a core part of the business and is supported by a dedicated Paraplanning Manager and a clear development structure.
It suits Paraplanners who want ongoing support, long term progression and a positive culture. Several candidates we have placed here remain in the business and have advanced successfully.
Role Details
*Supporting a broad range of private client work across holistic financial planning, including pensions, investments, protection and estate planning.
*Producing high quality suitability reports and undertaking detailed technical research.
*Full administrative support from a dedicated client services team, enabling you to focus on technical paraplanning.
*Ongoing development and mentoring from a Paraplanning Manager known for progressing team members into Senior, Chartered or Advisory roles.
*Suitable for Paraplanners who are part or fully Diploma qualified and looking to grow within a structured, well supported team.
Benefits / Details
*Clear progression routes toward Senior Paraplanner, Chartered status or Adviser pathways.
*Long established firm with excellent retention. Many candidates we have placed here remain, progress and speak highly of the culture.
*Highly sociable and supportive environment with regular events, charity days and team building activities.
*Hybrid working with two days per week from home after probation.
*23 days holiday plus bank holidays, with the ability to buy and sell additional days.
*Two personal days and 12 paid sick days per year.
*Private medical insurance and Death in Service cover.
*£40,000 to £42,000 for Paraplanners with exams underway and £45,000+ for Diploma qualified Paraplanners, with Chartered paraplanners earning around £55,000.
*12% bonus scheme, split between company performance and KPIs.
So, if the time feels right to move into a collaborative practice where your technical paraplanning skills are genuinely valued, please apply and we can discuss the role in more detail.