Chartered ParaplannerLocation: London
Job Type: Full-time, Permanent

OverviewAn excellent opportunity has arisen for an experienced Chartered Paraplanner to join a well-established, independent, Chartered wealth management firm.
This role is ideally suited to a Diploma-qualified paraplanner with strong whole-of-market research experience who is either working towards Chartered status or keen to achieve it. Clear progression is available to Senior Paraplanner or Financial Planner, depending on your long-term career objectives.
Key Responsibilities*Preparing documentation and reports for client review meetings
*Conducting whole-of-market research across pensions, investments and protection
*Producing detailed suitability reports for adviser approval
*Carrying out complex calculations and cashflow forecasting
*Interpreting client information to support tailored financial planning strategies
*Supporting advisers and maintaining strong internal relationships
*Ensuring full compliance and accurate maintenance of client files
*Contributing to research projects and investment discussions
Requirements*Minimum 1 year’s experience in a paraplanning role within an IFA / independent wealth management firm
*Diploma qualified (Level 4)
*Working towards Chartered status (CII pathway preferred)
*Experience across pensions, investments and protection (IHT and trust knowledge beneficial)
*Strong technical and analytical ability
*Sound understanding of compliance requirements
*Ability to work independently and manage workloads effectively
Desirable:
Experience using FE Analytics, Voyant, CashCalc, Xplan and strong Excel capability.
What’s on Offer*Salary up to £50,000
*Genuine progression to Senior Paraplanner or Financial Planner
*Support towards Chartered status
*Collaborative and professional working environment
If you are a technically strong paraplanner looking for career progression within a Chartered firm, please apply with your CV for immediate consideration.