Paraplanner

London Source: WhatJobs

£45,000 to £55,000 dependent on…

£45,000 to £55,000 dependent on experience and qualifications

Excellent Benefits (See foot of email)

An exceptional opportunity for an experienced Paraplanner ready to take the next step in their career.

I’m delighted to be representing a highly regarded financial planning business that is looking to appoint an experienced, Qualified Paraplanner to join its growing team.

This is much more than a standard Paraplanner role. The successful candidate will join an organisation that genuinely invests in its people, offering defined career development, excellent benefits, and a supportive, professional working environment.

The Paraplanner Opportunity

Working closely with Financial Planners and supporting the delivery of high-quality client advice, you will play a key role in the end-to-end financial planning process.

The role would suit an experienced Paraplanner who is technically strong, commercially aware, and keen to continue developing their career within a forward-thinking financial planning environment.

Key responsibilities will include:

Preparing high-quality suitability reports and client documentation
Conducting detailed research and analysis to support financial recommendations
Producing cashflow and financial planning analysis where required
Working closely with Financial Planners to deliver excellent client outcomesSupporting the implementation and review of client recommendations
Maintaining a high level of technical and regulatory knowledge
Contributing to the continued improvement of internal processes and service standards
Minimum Level 4 Diploma in Financial Planning
Proven experience working as a Paraplanner within a financial planning environment
Strong technical knowledge across core financial planning areas
Excellent report-writing, analytical and research skills
High attention to detail and a commitment to producing work of the highest standard
Excellent communication and organisational skills
A genuine ambition to develop and progress your career

Further professional qualifications and progression towards Chartered status would be highly valued.

What's on offer?

£40,000 – £55,000, dependent on experience and qualifications
Defined career development and progression pathway
Hybrid working – 3 days per week in the office
Excellent benefits package
Supportive, collaborative, and professional culture
Genuine investment in your long-term development
The opportunity to build a rewarding career within an exceptional financial planning business
Competitive salary package.
Hybrid working pattern (3 days office-based).
Supportive and collaborative team environment.
Ongoing training and professional development opportunities.
The opportunity to play a key role in delivering outstanding client service within a growing team.