Full job descriptionParaplanner

Richmond, London
Full-time | Hybrid working available
Salary up to £55,000 DOE


A well-established and fast-growing financial planning firm is looking to appoint a Diploma-qualified Paraplanner to join its national paraplanning team. This is an excellent opportunity to progress your career within a supportive, professional environment that values high-quality advice and long-term development.
Reporting to the National Head of Paraplanning, you’ll play a key role in supporting advisers and ensuring clients receive clear, compliant and well-structured financial planning advice.


The Role

As a Paraplanner, you will work closely with Financial Advisers to support the full advice process, from analysis and research through to report production.
Key responsibilities include:
*Conducting detailed financial analysis to support financial planning recommendations
*Gathering and organising client financial information
*Using financial planning software to model scenarios and projections
*Preparing and reviewing suitability reports and investment proposals
*Researching financial products and investment solutions
*Supporting advisers with bespoke financial strategies
*Ensuring all work meets FCA and internal compliance standards
*Maintaining accurate and up-to-date client records
*Keeping up to date with regulatory changes, market trends and best practice


Compliance & Professional Standards*Ensure all work is carried out in line with FCA requirements
*Record all correspondence accurately
*Support the complaints handling process where required
*Commit to ongoing CPD and professional development


What We’re Looking For

Qualifications
*CII Level 4 Diploma (or equivalent) – essential
*Desire to work towards Chartered status (fully supported)
Knowledge & Experience
*Good knowledge of investments, pensions, personal tax, estate planning and protection
*Ability to carry out basic tax calculations
*Experience supporting the delivery of regulated financial advice
*Confident working within defined processes while contributing to service improvements
Systems & IT
*Strong IT skills (Word, Excel, Outlook)
*Experience using Genovo and/or Intelliflo Office
*Comfortable working with financial planning and back-office systems
Personal Skills
*Highly organised with excellent attention to detail
*Strong written and verbal communication
*Professional, ethical and client-focused
*Collaborative team player with a flexible approach
What’s on Offer*Salary up to £55,000 depending on experience
*Hybrid working model
*Clear progression and development pathway
*Full support towards Chartered Financial Planner status
*Opportunity to work within a growing national paraplanning function
Apply NowIf you’re a Diploma-qualified Paraplanner looking to progress your career within a forward-thinking and supportive firm, we’d love to hear from you.
Apply now for confidential consideration.