Eden Rose
Paraplanner
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Job Ref
91192
Location
London
Salary
£50,000 - £60,000 Per Annum
Employment Type
Permanent
Location: London, Greater London
Type: Permanent
Job #: 91192
Salary: £50,000 - £60,000 Per Annum
Paraplanner, Central London | Hybrid Working
£50,000 – £60,000 + Benefits
An established, Chartered, independent wealth management firm with a strong client base of legal professionals is entering an exciting phase of growth and is now looking to hire an experienced Paraplanner to join its technical team of 3 other Paraplanners.
This hire comes at a key point for the business, with the paraplanning and administration functions being reshaped to create clearer career paths, stronger technical support, and more engaging paraplanning roles.
You’ll be joining a paraplanning team working on a pooled basis rather than pods, meaning exposure to a wide variety of clients and cases rather than being tied to a single adviser.
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There is strong leadership in place, and a genuine commitment to developing the paraplanning function long-term. Progression is available into Senior Paraplanner or Adviser in the future.
Role Responsibilities
- Producing high-quality suitability reports for adviser sign-off
- Interpreting client data gathered by advisers and translating it into robust financial planning solutions
- Conducting whole-of-market research across pensions, investments, and tax planning
- Carrying out cashflow modelling and complex calculations
- Supporting advisers and senior paraplanners on a range of client cases
- Contributing to wider technical and research projects within the business
- Maintaining strong compliance standards and accurate client records
- Building close working relationships with advisers and the wider technical team
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Requirements
- Solid Paraplanning experience within an IFA / wealth management firm
- Must have a grounding in IFA Administration
- Diploma qualified with a clear interest in progressing to Chartered
- Solid experience producing written financial advice and suitability reports
- Whole-of-market research experience
- Strong understanding of compliance and advice processes
- Comfortable working independently and managing multiple cases
- Experience with systems such as Voyant, CashCalc, FE Analytics, Xplan, and Excel is advantageous
Working Pattern & Package
- Salary: £50,000 – £60,000 (depending on experience and qualifications)
- Hybrid working: After a 3-month probation, minimum 3 days per week in the office
- Generous benefits package including exam support, flexible working, and strong long-term career backing
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