Full job descriptionParaplanner - London | Hybrid Working Available - Up to £60,000 (DOE) + Benefits Full-Time | Permanent
Join a Dynamic and Growing Financial Planning Team
An exciting opportunity has arisen for an experienced Paraplanner to join a successful and highly regarded wealth management firm based in London.
Working alongside a team of Financial Advisers and support professionals, you will play a key role in delivering high-quality financial planning solutions to a diverse portfolio of clients. This is an excellent opportunity for a technically strong paraplanner looking to further develop their career within a supportive and forward-thinking environment.
Key Responsibilities
*Preparing high-quality suitability reports and financial planning recommendations.
*Conducting technical research across pensions, investments, protection, and retirement planning.
*Analysing client information and identifying suitable planning solutions.
*Supporting Financial Advisers in the delivery of holistic financial advice.
*Liaising with providers and third parties to obtain relevant information.
*Ensuring all work is completed in line with FCA regulations and internal compliance standards.
*Maintaining accurate client records and documentation.
About You
The ideal candidate will have:
*Previous experience working as a Paraplanner within a financial planning or wealth management environment.
*Strong technical knowledge of pensions, investments, tax planning, and protection products.
*Experience preparing suitability reports.
*Excellent analytical and research skills.
*Strong attention to detail and organisational abilities.
*Progress towards Chartered status would be advantageous but is not essential.
*A client-focused and professional approach.
What’s on Offer?
*Salary up to £60,000, depending on experience.
*Hybrid working arrangements.
*Support towards professional qualifications and Chartered status.
*Excellent career progression opportunities.
*Collaborative and supportive team culture.
*Comprehensive benefits package.
*Opportunity to join a well-established and growing organisation with a strong reputation in the financial planning sector.
Apply Now
If you’re an experienced Paraplanner looking for your next challenge and would like to join a progressive organisation that genuinely invests in its people, we’d love to hear from you.
Submit your CV today for a confidential discussion.