Are you a skilled Paraplanner looking for your next opportunity in a collaborative, high-performing financial planning team? We’re working with a prestigious wealth management business to recruit a Paraplanner on a 12-month fixed-term contract in their central London office.

The Role:

In this role, you’ll provide technical and administrative support to Financial Planners and Advisers, ensuring the efficient delivery of compliant, client-focused financial advice. You’ll analyse client objectives, assist in crafting bespoke financial plans, and facilitate the smooth processing of new and existing business.

Key Responsibilities:

• Support Financial Planners/Advisers with robust technical input
• Liaise with admin teams to monitor workflow and uphold high standards
• Analyse client needs to create appropriate financial planning solutions
• Produce detailed reports and financial plans under guidance of senior team members
• Ensure compliance with regulatory requirements and internal policies

What We’re Looking For:

• CII Level 4 Diploma (or equivalent) in Regulated Financial Planning
• Strong attention to detail, numeracy, and analytical skills
• Excellent written and verbal communication
• Proven ability to manage workload and meet deadlines
• Previous experience in a Paraplanner or similar support role in financial planning

What’s on Offer:

• Competitive salary £50,000 - £70,000 depending on experience
• Hybrid working: 3 days in the office, 2 from home
• Exposure to a progressive, client-first team and the opportunity to work with respected professionals in the industry
• A chance to make a meaningful contribution to client outcomes and your own professional development

If you're an experienced Paraplanner ready for your next challenge, we'd love to hear from you.