Full job descriptionA fantastic opportunity has arisen for an experienced and ambitious Paraplanner to join a highly respected Chartered Financial Planning practice based in the heart of the City. This is a key role supporting a long-established Adviser with over 20 years’ tenure and an estimated £80m AUM, working with a large and loyal client base including many High-Net-Worth individuals (average client size c.£800k).
This position is ideal for a career Paraplanner who thrives in a technical, client-focused environment and is committed to delivering high-quality work within a professional, friendly team.


The Role
You will work closely with one Adviser, providing full paraplanning and case management support across pensions, investments, protection and inheritance tax planning. Responsibilities include:
*Producing detailed and accurate suitability reports for new business and annual reviews
*Conducting in-depth product and fund research using tools such as Selectapension, FE Analytics and Defaqto
*Managing cases from client agreement through to implementation
*Liaising with providers to gather policy information and ensure smooth processing
*Maintaining accurate pipeline records and updating clients and the Adviser
*Producing valuations and managing the annual review process
*Completing fact finds and maintaining client files on the back-office system
*Submitting new business on provider platforms and internal systems
*Monitoring trail fees, invoicing clients and managing ongoing fee processes
*Actioning fund switch instructions
*General administrative duties to support the advice process


What We’re Looking For
*Level 4 Diploma qualified (essential)
*Strong technical knowledge across pensions, investments, protection and IHT
*A genuine career Paraplanner with at least 5+ years’ experience
*Ideally working towards Chartered status or keen to progress
*Excellent written and verbal communication skills
*High attention to detail and strong organisational ability
*Confident working independently and as part of a close-knit team
*Proactive, self-motivated and able to take ownership of tasks


About the Adviser
You will support an Adviser with over two decades of experience and a strong track record of delivering high-quality advice. The client bank is well-established, diverse and includes many HNW individuals, with cases typically centred around pensions, investments and protection.
Why Apply?
*Work closely with a highly experienced Adviser with a substantial, quality client bank
*Join a respected Chartered firm with a supportive, team-focused culture
*Genuine career development with full support towards further qualifications
*A varied, interesting workload with exposure to complex cases
*Competitive salary and a stable, long-term opportunity
Please send your CV to Ursula at Financial Divisions