We are currently working with a leading national independent financial advice firm who are looking to strengthen their London-based Wealth Planning team with the addition of a Paraplanner.
This is an excellent opportunity to join a well-established and growing team, supporting advisers who deliver high-quality, holistic financial planning to a strong book of private clients.


The Role
As a Paraplanner, you will work closely with Financial Advisers and Client Support teams to provide technical support and help deliver tailored financial planning advice.


Key responsibilities include:
*Conducting detailed research into client financial arrangements and suitable solutions
*Preparing technical suitability reports and recommendations
*Analysing investment portfolios, pensions and protection arrangements
*Producing financial planning analysis and supporting cashflow modelling
*Assisting with annual client reviews and ongoing service delivery
*Ensuring all work is compliant with FCA regulations and internal procedures


This is a hands-on role where you will gain exposure to a wide variety of client cases, helping to build your technical expertise and develop your career within financial planning.


The Opportunity
*Join a growing Wealth Planning team with a strong, established client base
*Work in a collaborative and supportive environment
*Access structured training, development programmes and funded exams
*Clear long-term progression opportunities into advisory roles
*Exposure to a broad range of financial planning cases and technical work


About You
*Minimum 2 years’ experience in a paraplanning role
*Working towards (or close to completing) the Diploma in Financial Planning (DipPFS)
*Strong technical knowledge across pensions, investments and protection
*Excellent attention to detail and report writing skills
*Organised, proactive and able to manage multiple deadlines
*A strong desire to learn, develop and progress within financial planning


Package & Benefits
*Salary: £40,000 – £48,000 (dependent on experience)
*Annual bonus
*Hybrid working (typically 2 days in the office, with flexibility)
*25 days holiday + bank holidays + birthday off
*Funded exams and paid study leave
*Structured career development pathways
*Life assurance, pension and flexible benefits package
*Additional perks including wellbeing support, volunteering days and retail benefits


This is a fantastic opportunity for an ambitious Paraplanner looking to take the next step within a highly regarded and growing financial planning firm.
To find out more, please apply or get in touch for a confidential discussion.