Full job descriptionParaplanner – London (Hybrid) – £45,000A fantastic opportunity has arisen for a qualified or part-qualified Paraplanner to join a well-established, fast-growing financial planning firm in London. This is an ideal role for someone looking to take the next step in their career within a supportive, forward-thinking environment.
You’ll be joining a collaborative team where your expertise will directly contribute to delivering high-quality financial advice and exceptional client outcomes.
The RoleAs a Paraplanner, you will work closely with Financial Advisers, supporting the end-to-end financial planning process. This is a varied and analytical role with real scope for progression.
Key responsibilities include:
*Conducting detailed financial analysis to support client recommendations
*Gathering and organising client data (income, assets, liabilities, etc.)
*Producing suitability reports and investment proposals
*Modelling financial planning scenarios using industry software
*Researching financial products and investment solutions
*Ensuring all work is compliant with FCA regulations
*Maintaining accurate and up-to-date client records
*Supporting advisers in developing tailored financial strategies
About YouYou’ll be a proactive and detail-oriented professional who thrives in a fast-paced financial planning environment.
Requirements:
*Level 4 Diploma (CII) achieved or in progress
*Experience in a paraplanning or similar financial services role
*Strong knowledge of pensions, investments, tax, and protection
*Ability to perform basic tax calculations
*Excellent organisational skills and ability to manage deadlines
*Strong written and verbal communication skills
Desirable:
*Experience with back-office systems such as Intelliflo or Genovo
*Ambition to progress towards Chartered status (fully supported)
What’s on Offer*Salary up to £45,000
*Hybrid working model (office + remote flexibility)
*Clear progression pathway and ongoing professional development
*Support towards further qualifications and Chartered status
*Collaborative and supportive team culture
If you’re looking to develop your career in paraplanning within a growing and reputable firm, this is an opportunity not to be missed.