Full job description Ready to take your Paraplanning career beyond report writing?
We’re working with an award-winning Chartered Financial Planning firm that is looking for an experienced Client-Facing Paraplanner to become a true partner to a highly successful Financial Planner.
This is not a back-office paraplanning role. You’ll be heavily involved throughout the client journey, attending meetings, contributing to advice strategy, conducting reviews, and helping clients make informed decisions about their financial future.
If you enjoy building relationships, thrive in a collaborative environment, and want to play a visible role in delivering outstanding client outcomes, this could be the opportunity you’ve been waiting for.
The Opportunity
Working from a modern City of London office, you’ll support Director-level Financial Planners and high-net-worth clients across a broad range of advice areas including:
Investments
Pensions and pension transfers
Protection planning
Tax-efficient strategies
Ongoing wealth management reviews
You’ll attend client meetings, prepare and deliver high-quality suitability reports, undertake technical research, manage annual review programmes, and ensure clients receive a first-class experience at every stage of the advice process.
What You’ll Bring
3-5+ years’ Paraplanning experience within a Financial Planning firm
Diploma qualified (Level 4) and progressing towards Chartered status
Strong technical knowledge across pensions, investments and protection
Experience producing high-quality suitability reports
Excellent client-facing and communication skills
Confidence working closely with Advisers and professional clients
Strong organisational skills with exceptional attention to detail
Why This Role?
This is an opportunity to join a highly respected, growing planning business with over £1bn of assets under management and a reputation for delivering exceptional client outcomes.
You’ll be part of a collaborative, supportive and ambitious culture where paraplanners are valued as key contributors to advice delivery rather than simply report writers.
City of London
Genuine career progression
Strong support towards Chartered status
High level of adviser and client interaction
Award-winning Chartered Financial Planning firm
If you’re an experienced paraplanner looking for a role that offers greater client exposure, technical challenge and long-term career development, I’d be delighted to hear from you.
Contact me directly for a confidential conversation.
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