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Paraplanner
Paraplanner – London (Hybrid)
Job Reference: 90763 Salary: £45,000 – £50,000 per annum + Benefits Location: Central London (Hybrid Working) Employment Type: Full-time, Permanent
About the Opportunity
A leading and established wealth management business is seeking an experienced Paraplanner to join its Central London team. This is an excellent opportunity for a qualified Paraplanner to thrive in a professional, client-focused environment, supporting Financial Advisers with the delivery of high-quality financial planning advice.
Working on a hybrid basis, you will play a key role in the research, recommendation, report writing, and implementation process, ensuring exceptional outcomes for high-net-worth and mass affluent clients.
Key Responsibilities
- Prepare and maintain comprehensive client files, including gathering information from providers and analysing existing arrangements.
- Conduct technical research across pensions, investments, protection, and retirement planning solutions.
- Assist Advisers in developing suitable financial planning recommendations.
- Produce high-quality suitability reports and recommendation letters.
- Prepare illustrations, key features documents, and supporting client literature.
- Support the implementation of investment, pension, and protection recommendations.
- Ensure all client records, research, and compliance documentation are accurately maintained on the CRM system.
- Prepare valuations, portfolio analysis, and cashflow modelling for client review meetings.
- Complete annual review documentation and ongoing suitability assessments.
- Liaise with clients, providers, and internal stakeholders to ensure an efficient advice process.
- Attend client meetings as required and produce detailed meeting notes.
- Maintain accurate workflow management and task tracking.
- Ensure all work complies with FCA and internal compliance requirements.
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Requirements
- Level 4 Diploma in Financial Planning (or equivalent) – essential.
- Minimum 3 years’ experience working as a Paraplanner in an IFA, Wealth Management, or DFM environment.
- Strong report-writing experience and technical knowledge across pensions, investments, and protection.
- Experience using financial planning and CRM systems.
- Strong understanding of FCA regulatory and compliance requirements.
- Excellent attention to detail and organisational skills.
- Strong communication skills, both written and verbal.
- Ability to manage multiple cases and deadlines effectively.
- Experience with cashflow modelling software would be advantageous.
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Package & Benefits
- Salary up to £50,000
- Hybrid working arrangement
- Central London office location
- Competitive benefits package
- Ongoing professional development and training support
- Collaborative and supportive team environment
- Long-term career progression opportunities
If you are a Diploma-qualified Paraplanner looking for your next challenge within a respected financial planning firm, we’d love to hear from you. Apply now!
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