Job Title: Paraplanner

Location: London

Salary: £60,000 – £62,000 per annum

We are recruiting on behalf of a client seeking a Chartered Paraplanner to join their dynamic team in London. This is a fantastic opportunity to work in a fast-paced environment, supporting advisers in delivering high-quality financial planning services to a diverse client base.

This role offers the chance to contribute to complex cases and play a key role in client outcomes!

What you’ll be doing:

• Produce detailed suitability reports and financial planning documentation
• Carry out research and analysis on pensions, investments, and protection products
• Assist advisers in formulating tailored financial strategies
• Ensure all work is compliant with regulatory and internal standards
• Support ongoing client servicing and portfolio reviews
• Liaise with providers and internal teams to gather and process information

To succeed in the role you’ll be or have:

• Chartered status (essential)
• Proven experience as a paraplanner within wealth management
• Strong technical knowledge and analytical capability
• High level of accuracy and attention to detail
• Ability to manage multiple cases and deadlines effectively
• Excellent communication and teamwork skills

What’s on Offer

• Salary between £60,000 and £62,000
• Opportunity to work in a fast-paced London-based firm
• Exposure to complex and varied client cases
• Career progression within a growing business

How to Apply

If you are a Chartered Paraplanner seeking a new opportunity in London, please apply with your CV. Suitable candidates will be contacted for a confidential discussion.