Paraplanner

An established wealth management and financial planning firm in London is seeking a motivated Paraplanner to join its high-performing, collaborative team. This is a fantastic opportunity for a detail-driven financial professional looking to develop their career with full support for professional qualifications.

Role & Responsibilities

As a Paraplanner, you will provide essential technical and research support to the financial planning team while maintaining the highest standards of compliance and client service.

• Preparing reports, recommendation letters, and compliant advice documents
• Conducting technical calculations (Inheritance Tax, CGT, carry forward etc.)
• Creating and presenting cashflow models using Voyant software
• Supporting advisers with client meeting preparation and attending meetings where required
• Producing detailed file notes and identifying planning requirements for annual reviews
• Managing client paperwork, research, and provider communications
• Assisting with compliance documentation and peer reviewing reports
• Supporting trainee paraplanners and administrators, including client liaison and new business processing
• Participating in weekly adviser meetings and monthly team reviews
• Continuously developing knowledge via CPD and professional qualifications

Skills & Experience Required

• At least 3 years’ experience within financial services, with 2 years in a dedicated paraplanner role
• Level 4 qualified (or working towards)
• Experience working with HNW private clients preferred
• Strong technical knowledge of financial planning, including tax calculations and compliance
• Proficiency in MS Office (Word, Excel, PowerPoint, Outlook) and financial planning tools (Xplan, Voyant)
• Excellent organisational skills and ability to meet deadlines
• Strong attention to detail with a proactive, “can-do” approach
• Professional discretion and sensitivity when working with client information, including vulnerable clients
• 25 days annual leave plus bank holidays (increasing with service up to 30 days)
• Auto-enrolment pension scheme (3% employer, 5% employee)
• Full support towards CII qualifications and training
• Group Private Medical Insurance
• Death in Service cover
• Discretionary bonus (every 6 months)

Senioriry level

• Associate

Employment type

• Full-time

Job function

• Finance and Administrative

Location: London, England, United Kingdom

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