Paraplanner

Exciting Paraplanner Opportunity – Join a Leading Financial Services Firm A growing, award-winning financial services firm is seeking an experienced Paraplanner to join its dynamic team. This role offers the chance to contribute meaningfully to a company committed to delivering exceptional and personalised financial planning solutions. Salary up to £45,000 About the Role This is an excellent opportunity for an experienced Paraplanner to work in a professional and client-focused environment. With continuous growth, the firm is looking for a skilled individual to enhance its financial planning team. Key Responsibilities The Paraplanner will play a key role in supporting financial planners, ensuring that clients receive high-quality and compliant financial advice. Key responsibilities include: Supporting Financial Planners: Assisting in completing non-client-facing tasks related to financial recommendations. Client Analysis: Reviewing fact finds, meeting notes, and existing client records to assess needs and objectives. Research & Recommendations: Conducting thorough research and preparing tailored financial planning solutions. Financial Plans & Reports: Collaborating with financial planners to construct high-quality financial plans aligned with client goals. Compliance & Quality Assurance: Ensuring client files meet compliance standards and all recommendations adhere to regulations. Cashflow Modelling: Preparing lifetime cashflow models to support holistic financial planning. Client Queries & Meeting Support: Handling client queries and assisting financial planners in meetings by preparing reports and taking notes. Team Collaboration: Working closely with financial planners, administrators, and compliance teams to deliver seamless client service. Who Should Apply? The ideal candidate should have: At least two years of experience as a paraplanner, writing suitability reports Level 4 Diploma in Financial Planning (or working towards it). Strong knowledge of pensions, investments, IHT planning, and protection solutions . A solid understanding of UK financial regulations and compliance requirements . Excellent communication, organisational, and analytical skills . Proficiency in financial planning software and Microsoft Office . A team player mentality with a commitment to delivering positive client outcomes . What’s on Offer? The firm believes in recognising and rewarding its people. Benefits include: Career Development: Training and progression opportunities to support professional growth. Generous Leave: Including a Christmas to New Year shutdown . Flexible Hybrid Working: A balanced approach to office and remote work. Wellbeing Support: A strong focus on physical, mental, and financial wellbeing. As an equal opportunities employer , the firm values diversity and encourages applications from all backgrounds. If you are looking to be part of a growing, forward-thinking, and client-focused organisation, this is the perfect opportunity.

Location: London, South East England, GB

Posted Date: 8/20/2025