Paraplanner – London / Hybrid

Competitive Salary Excellent Benefits | Award-Winning Firm

Are you an experienced Paraplanner looking to take the next step in your career? Do you want to work with a highly respected, award-winning financial planning firm where your expertise will be valued, and your career development supported?

We are recruiting on behalf of a leading financial services firm based in Northwest London. With a strong reputation for delivering personalised and high-quality financial planning solutions, they are now looking to grow their talented paraplanning team.

The Role

As a Paraplanner, you’ll play a key role in supporting Financial Planners and ensuring clients receive the very best advice. This is a varied position where you’ll be:

Reviewing client fact finds and financial information to understand their needs and objectives
Undertaking in-depth research across pensions, investments, tax planning and protection
Preparing detailed, compliant and tailored financial plans and suitability reports
Assisting with cashflow modelling to help build holistic client plans
Supporting financial planners before and after client meetings (including preparing packs and attending when required)
Liaising with administrators to ensure client objectives are met efficiently

About You

We’re looking for someone with:

At least 2 years’ experience as a Paraplanner (ideally within a boutique or SME firm)
Level 4 Diploma in Financial Planning (or equivalent)
Strong product knowledge across pensions, investments, IHT planning and protection
Excellent communication skills – written, verbal and interpersonal
High attention to detail, strong organisational skills, and the ability to work collaboratively in a team
Proficiency with financial planning software, cashflow tools and MS Office

What’s on Offer

This firm truly value their people and provide a supportive, professional environment. You’ll benefit from:

Competitive salary & benefits package
Hybrid working – flexibility to balance office and home working
Generous holiday allowance plus Christmas shutdown
Ongoing training & development to support career growth
Wellbeing initiatives supporting physical, mental and financial health
Working as part of an award-winning, supportive team with a strong reputation in the market

This is a fantastic opportunity to join a respected financial planning firm and progress your paraplanning career within a positive and collaborative environment.

Interested?

Apply today with your CV to be considered for this opportunity.