Paraplanner

Paraplanner | City of London | Hybrid | £50K

Package Details:

The successful candidate will receive a basic salary of between £45,000 - £50,000 depending on experience & qualifications.

Other benefits include:

• Hybrid working (3 days in-office)
• Pension scheme
• Private medical insurance
• Income protection & Death in Service
• Bike to work scheme
• Heka - wellbeing & experience platform
• Career progression and ongoing professional development

About Our Client:

Our client was founded in 2014 with a bold vision, to become the most highly referred name in financial services, delivering exceptional client service from beginning to end. In just five years, their excellence has been recognised through over 10 prestigious industry awards.

As a multi-disciplinary, award-winning financial planning practice, they combine broad advice permissions, efficient compliance, and cutting-edge technology to offer clients a highly competitive and transparent service. They have access to world-class investment expertise, and real-time macroeconomic insight. Finura also embraces behavioural finance and lifestyle cash flow modelling to empower clients to make better financial decisions.

Purpose of the role:

This is the perfect role for an aspiring Paraplanner looking to solidify their career in a progressive, high-performing firm that genuinely values teamwork, knowledge-sharing, and personal development.

You’ll play a crucial role in supporting Financial Advisers with accurate and timely recommendations, while collaborating with a close-knit team to maintain an exceptional standard of client care. This isn’t just about process, it’s about becoming a trusted partner to both colleagues and clients in an environment that celebrates initiative, problem-solving, and integrity.

Duties and Responsibilities:

• Partner with Financial Advisers to provide a best-in-class Paraplanning service that supports business strategy and growth.
• Assist with client annual reviews, lifestyle modelling (Voyant), and financial planning queries.
• Produce a minimum of three suitability reports per week, ensuring precision and clarity.
• Manage the fund trading and withdrawal process alongside a fellow Paraplanning Executive via our trading platform.
• Collaborate with senior Paraplanners on complex cases involving pension analysis (Selecta), FE Analytics reports, and tailored illustrations.
• Maintain the client platform portal with up-to-date, accurate information.
• Ensure client documentation and templates meet brand guidelines using Adobe, Word, Excel, and Outlook.
• Actively contribute to a disciplined but flexible team workflow.
• Operate in a fully compliant and technically accurate manner during research and report compilation.

The Ideal Employee:

You are proactive, methodical, and thrive in a collaborative environment. Your ability to balance technical accuracy with empathy and communication makes you an invaluable bridge between Advisers and clients. If you’re someone who values structure but can adapt to change, it will feel like home.

Experience required:

• Minimum 4 years of paraplanning experience in a busy, multi-platform financial planning business
• Proven ability to manage report production, adviser relationships, and technical research
• Familiarity with cash flow modelling tools, CRM systems, and financial software
• High attention to detail, time management, and interpersonal communication

Qualifications required:

• Level 4 Diploma Qualified (Diploma in Regulated Financial Planning or equivalent) - Essential

If this sounds like your next move, we'd love to hear from you. Be part of a firm where your voice counts, your development matters, and your work truly makes a difference.