Eden Rose
Paraplanner
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Job Ref
91069
Location
London
Salary
£45,000 - £60,000 Per Annum
Employment Type
Permanent
Location: London, Greater London
Type: Permanent
Job #: 91069
Salary: £45,000 - £60,000 Per Annum
Paraplanner
Central London (W1)
£45,000 – £60,000 DOE
Hybrid Working (4 Days office based primarily, but flexible)
Are you an experienced Paraplanner looking for a varied role within a highly regarded boutique wealth management firm?
We are recruiting on behalf of an established, independent financial planning business based in the heart of Central London. With a long-standing reputation for delivering personalised financial advice to high-net-worth individuals and corporate clients, the firm offers expertise across pensions, investments, estate planning and protection. Operating from offices in Marylebone, they pride themselves on providing a tailored, client-centric service.
This is a rare opportunity to join a close-knit and professional team in a broad, influential position that combines technical paraplanning with operational and business support responsibilities.
The Role
Working closely with the Principal Adviser, you will play a key role in supporting the advice process while helping to drive business efficiency and client service standards.
Your Responsibilities Will Include
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- Preparing suitability reports and financial planning recommendations
- Conducting technical research across pensions, investments and protection products
- Supporting advice involving onshore and offshore bonds
- Processing and implementing new business
- Maintaining and developing CRM systems and client records
- Assisting with process improvement and systems research projects
- Supporting marketing initiatives and business development activity
- Preparing documentation for client meetings
- Attending client meetings where appropriate, taking notes and assisting with follow-up actions
- Utilising AI-driven tools to support report writing and administrative efficiency
About You
To be considered for this role, you should have:
- Diploma in Regulated Financial Planning (Level 4) as a minimum
- Around 5+ years’ experience within an IFA or wealth management environment
- Strong paraplanning and report-writing experience
- Experience using IO (Intelligent Office) CRM systems
- Good knowledge of pensions and investment products
- Understanding of onshore and offshore bonds
- Experience with M&G platforms would be advantageous
- Excellent organisational and communication skills
- A proactive and self-sufficient approach to work
We’re particularly interested in candidates who can work autonomously, think creatively, challenge appropriately when required, and build a strong working relationship with a highly experienced adviser.
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What’s on Offer?
- Salary of £45,000 – £60,000 depending on experience
- Most candidates are expected to fall within the £50,000 – £55,000 range
- Up to £60,000 available for an exceptional individual
- Prestigious Central London office location
- Hybrid working with flexibility built around business needs
- Broad and varied role beyond traditional paraplanning
- Direct access to senior decision-makers
- Opportunity to influence systems, processes and business development initiatives
- Supportive and collaborative working environment
- No sales targets or aggressive KPIs
Working Arrangements
The role is expected to be office-based four days per week when the Principal Adviser is present. However, the firm offers genuine flexibility, including remote working when appropriate and a results-focused approach to working hours.
Location
Based In Marylebone, Central London, With Excellent Access To
- Great Portland Street
- Oxford Circus
- Bond Street
If you’re an experienced Paraplanner seeking a varied, hands-on role within a respected boutique wealth management firm, we’d love to hear from you. Apply now for a confidential discussion.
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