Paraplanner

London Source: WhatJobs

£35,000–£45,000

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)