Paraplanner

⭐️ Paraplanner London (Hybrid) Very competitive salary Are you an experienced Paraplanner , ideally Chartered or working towards Chartered status, looking to join a highly respected and forward-thinking IFA firm in the heart of London? Our client is a client-focused, independent financial planning firm dedicated to delivering high-quality, tailored advice to HNW individuals and families. Due to continued growth, they are seeking a detail-oriented and technically strong Paraplanner to join their close-knit and professional team. Key Responsibilities: Support the Financial Planners in delivering holistic financial advice across pensions, investments, tax planning, and protection Conduct detailed research and analysis to prepare compliant, accurate suitability reports Liaise with providers, clients, and other stakeholders to ensure efficient implementation of recommendations Maintain up-to-date knowledge of financial planning, legislation, and compliance standards Play a proactive role in client strategy meetings and case discussions What We’re Looking For: Minimum of Level 4 Diploma in Financial Planning (DipPFS or equivalent); Chartered status preferred or actively working towards Solid experience in a paraplanning role within an IFA environment Strong understanding of pensions, investments, and tax planning Proficient in using financial planning software (ideally Voyant) Due to the high volume of applications received we are unable to respond to everyone directly. If you are not contacted within 7 working days, you have unfortunately not been shortlisted. Clayton Davies is acting as an employment agency on behalf of our client.

Location: City of London, London, GB

Posted Date: 7/14/2025