Paraplanner – City of London
Salary: £40,000 – £47,000 + benefits
A well-established financial services firm in the heart of the City is looking for a qualified Paraplanner (Level 4 Diploma) to join their growing operations team. If you’ve got at least 3 years’ experience and a passion for delivering top-quality advice, this could be a great next step in your career.
What you’ll be doing:
*Writing financial plans and suitability reports for clients
*Supporting advisers with research, analysis, and cashflow modelling
*Communicating with providers and third parties
*Sharing technical updates with the team
*Making sure everything meets FCA and MiFID II compliance standards
*Attending client meetings when needed
*Keeping up to date with industry changes
What we’re looking for:
*Level 4 Diploma in Financial Planning (DipFA)
*At least 3 years’ paraplanning experience
*Excellent written and verbal communication skills
*A keen eye for detail and a positive, proactive attitude
*Good IT skills – experience with Voyant, EVPro, and FE Analytics is a bonus
What’s on offer:
*Salary between £40,000 and £47,000 depending on experience
*Pension, Death in Service, and Critical Illness Cover
*Bonus scheme
*Flexible working options
*Support to help you achieve Chartered Paraplanner status
This is a brilliant opportunity to join a forward-thinking firm that values its people and offers real career progression. If you’re ready for a new challenge and want to work in a supportive environment, we’d love to hear from you.
Please send over your CV to be considered and shortlisted.