Due to continued expansion within the financial planning division of a global professional services firm, our client is seeking to recruit Paraplanners at varying levels of experience to join their established and highly technical London-based team.

This is an excellent opportunity to join a well-regarded financial planning function that supports a high-quality client base and offers clear, structured long-term career progression.

The Role

The successful candidate will provide comprehensive paraplanning support to a Financial Planner and will be responsible for the preparation and delivery of high-quality, compliant financial planning solutions.

Key responsibilities will include:

• Developing holistic financial planning strategies aligned to clients’ objectives
• Drafting detailed, client-centric financial planning and suitability reports
• Cashflow modelling and long-term financial forecasting
• Technical research across pensions, investments, protection, tax and estate planning
• Liaising with product providers, platforms and internal stakeholders
• Supporting Financial Planners with ongoing client servicing
• Ensuring all work meets FCA, regulatory and internal compliance standards

The Client

• Financial planning division of a global professional services firm
• Strong technical and compliance culture
• High-quality private client base including HNW individuals, entrepreneurs, business owners and trustees
• Well known for developing technically strong Paraplanners

Candidate Profile

• Previous experience in a paraplanning role
• Diploma in Regulated Financial Planning (Level 4) or working towards
• Strong technical knowledge across holistic financial planning
• High level of written and numerical ability
• Professional, organised and detail-oriented approach
• Ambition to develop long term within a structured environment

Location & Working Pattern

• London-based role
• Hybrid working model
• 2–3 days per week in the office

Salary & Benefits

• Salary: £50,000 – £60,000 (flexible, with scope to exceed for the right candidate)
• Annual performance-related bonus
• 25 days annual leave plus public holidays
• Additional firm-wide Christmas holiday
• Income protection (50% of salary)
• Life assurance (4x basic salary)
• Private medical insurance (grade dependent)
• Health cash plan for non-manager grades
• Generous pension scheme (employer contribution of 6%)
• Paid professional subscriptions
• Interest-free season ticket loan
• Flexible benefits and wellbeing support

Career Progression

• Clear, transparent career path within the financial planning division
• Opportunities to progress within paraplanning or move into client-facing roles over time
• Long-term career development within a top-tier professional services environment

An excellent opportunity to join a leading global brand offering clear, structured career development within a collaborate working environment.