Full job descriptionParaplanner

Central London
Salary Up to £60,000 DOE
Full-Time | Onsite for Probation Period (3 months), then Hybrid Working with 2 days from home after probation


An established and highly respected financial planning firm in Central London is looking to appoint a further experienced Paraplanner as part of its continued growth and expansion.
This is an excellent opportunity to join a quality-focused business that has built its reputation through client referrals rather than advertising. The firm prides itself on delivering exceptional advice, fostering long-term client relationships, and providing a collaborative environment where employees are genuinely supported in their career development.


The Opportunity

Working as part of a close-knit advisory team, you’ll provide high-quality paraplanning support to advisers across the business on a pooled basis. This is a role suited to an experienced professional who enjoys producing first-class client outcomes and values quality over volume.
The business offers a structured pathway towards becoming a Financial Adviser for ambitious individuals looking to progress their careers over the longer term.


Key Responsibilities

*Supporting Financial Advisers with compliant and accurate suitability reports
*Conducting technical research and analysis across pensions, investments and protection products
*Assisting with client recommendations and financial planning strategies
*Preparing client review documentation and recommendations
*Liaising with advisers and other team members to ensure excellent client outcomes
*Maintaining high standards of compliance and technical accuracy
*Contributing to a collaborative, team-focused working environment


Requirements

*Minimum Level 4 Diploma qualified
*Ideally 3–4+ years’ paraplanning experience within a financial planning environment
*Exceptional candidates with slightly less experience will also be considered
*Strong technical knowledge across pensions, investments and financial planning
*Excellent report-writing and research skills
*High attention to detail and commitment to quality
*Team-oriented approach with a genuine focus on client outcomes
*Ambition to develop and progress within a growing business


What’s on Offer?

*Salary up to £60,000, depending on experience
*Modern Central London offices (EC1A)
*Structured career development and progression opportunities
*Support towards becoming a Financial Adviser
*Collaborative and experienced team environment
*Strong staff retention and long-term career prospects
*Referral-based client bank focused on quality advice rather than sales targets
*Hybrid working available following successful completion of probation


Working Pattern

*Full-time office-based during the initial probation period (3 months, with potential extension to 6 months if required)
*Following successful probation, employees can work from home up to 2 days per week, subject to having a suitable dedicated home-working environment


About the Business

You’ll be joining a growing team of 15 professionals, including a dedicated adviser and paraplanning team. The company has a strong reputation for delivering high-quality financial planning and has successfully developed junior team members into adviser positions over time.
If you’re an experienced Paraplanner looking for a long-term opportunity with genuine progression, a supportive culture, and a business that values quality over quantity, we’d love to hear from you.


Apply today for immediate consideration.