A highly respected and long-established financial planning firm based in the City of London is seeking a Technical Associate (Senior Paraplanner) to join its growing team. With over 25 years of success, a client base built almost entirely through referrals, and a large amount of of assets under management, this is a business known for delivering genuinely high-quality advice and building long-term, trusted relationships with high-net-worth individuals.
The business is based in state-of-the-art offices in the heart of the City, offering a modern and impressive working environment, alongside a hybrid working model. There is a clear commitment to professional development, with full support towards Chartered status and genuine long-term progression opportunities as the firm continues to grow.
What the role offers:
This opportunity offers far more than a typical technical role. You’ll be joining a firm that places real emphasis on doing things properly - from the depth of its advice to the strength of its client relationships. The environment is professional, collaborative and supportive, with a clear focus on continuous improvement and technical excellence rather than sales-driven targets.
Working closely with experienced Senior Financial Planners, you will play a key role in supporting complex client cases, carrying out detailed research and analysis, preparing high-quality suitability reports, and contributing to the delivery of tailored financial planning strategies. You’ll gain exposure to sophisticated planning areas including pensions, investments, tax and cashflow modelling, making this an excellent opportunity to deepen your technical expertise.
What they’re looking for:
This role would suit a technically strong individual who holds the Level 4 Diploma in Financial Planning and is looking to build their career within a high-quality, advice-led environment, working with a sophisticated client base and alongside experienced professionals.
Company benefits include:
*PMI, Bupa cash plan, long-term sick pay
*Additional healthcare benefits
*Enhanced paternal leave
*Workplace nursery benefit
*Gym discounts, alongside many other discounts with Perkbox
*Free breakfast
*Annual company events
If you are looking for a role where you can develop your technical capability, be part of a respected firm, and contribute to delivering meaningful financial advice, this is an excellent opportunity to consider.