Full job descriptionI’m working with a fantastic Chartered Financial Planning firm based in London, who are looking to recruit a Paraplanner to join their close-knit team.
With around 100 HNW ongoing client relationships, the firm provides a highly personalised service to an affluent client base. They have built an excellent reputation for the quality of their advice and the relationships they maintain with their clients, and are looking for someone who shares their commitment to delivering a first-class service.
This is a great opportunity to join a profitable, well-established business that genuinely values its people, offers an excellent working environment and rewards its team well for their contribution.
The Opportunity
You will support 2 Chartered Financial Advisers, working on a varied portfolio of high-net-worth clients and providing the technical support needed to deliver a high standard of financial planning.
The role offers plenty of client exposure, with regular attendance at meetings and involvement in producing and presenting cash flow modelling. There is also the opportunity to progress towards a Financial Adviser role over time, should this be something you wish to pursue.
Your responsibilities will include:
*Conducting detailed technical research and producing high-quality, compliant suitability reports.
*Supporting 2 Chartered Advisers across a range of financial planning cases.
*Regularly attending client meetings and contributing to discussions around clients’ financial planning needs.
*Preparing cash flow models and assisting Advisers with presenting the results to clients.
*Working across ISAs, GIAs, defined contribution pensions and Family Investment Companies.
*Supporting inheritance tax and estate planning cases, alongside broader wealth management and financial planning work.
About You
You will ideally have:
*2+ years’ experience as a Paraplanner
*Your Level 4 Diploma (Chartered status is welcomed, but not essential)
*Experience supporting Advisers on HNW client cases
*Client-facing experience (not essential)
*Cash flow modelling experience
*Experience working across ISAs, GIAs, pensions and retirement planning, as well as Inheritance Tax and Estate Planning
The firm is open-minded about the level of experience you bring, with salary reflecting your technical ability and experience. Whether you’re an established Paraplanner looking for a quality working environment or someone keen to develop towards providing financial advice in the future, this could be an excellent fit.
The Benefits
*Very competitive salary: £50,000–£70,000, depending on experience
*10% annual bonus
*Hybrid working (4 days in the office and 1 day working from home"
*26 days’ annual leave, plus bank holidays
*Pension (5% employee and 3% employer contributions)
*Income Protection
*Death in Service 4x salary
*£500 annual Wellbeing Allowance (which can be used towards Private Medical Insurance or spent as you wish)
*Regular social events.
*A genuine focus on work/life balance
Why Consider This Opportunity?
This is a small team of around eight people, where everyone knows the clients and plays an important part in maintaining the personal service the business is known for. The culture is excellent, with approachable management, a supportive team and a real appreciation for the people who work there.
You’ll have the opportunity to work with affluent clients, develop your technical expertise and build strong relationships with 2 Chartered Advisers, all within a business that understands the importance of rewarding its people and maintaining a healthy work/life balance.
If you’re an experienced Paraplanner looking for a role where you can do quality work, enjoy coming into the office and potentially progress towards Advice in the future, I’d be keen to hear from you.
If this role is of interest, please send your CV to Harry at Financial Divisions