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.

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

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

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.