City of London
Senior Paraplanner, The City, £50,000 – £55,000
4 days office / 1 day WFH
Opportunity to join an established, independent wealth management firm known for delivering bespoke financial planning to high-net-worth individuals and business owners. We’re assisting them with an experienced Senior Paraplanner role to support continued growth and play a key role in the delivery of high-quality, compliant advice.
This company are supported by one of the largest and highly regarded Financial Advisory firms in the UK.
The Role:
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Write detailed suitability reports on complex planning scenarios – pensions, investments, tax planning.
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Act as a senior technical resource for advisers and paraplanners, also mentoring junior members of staff.
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Conduct in-depth product and fund research; support advisers in client meetings where needed.
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Shape the advice process and help refine internal processes.
Requirements:
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DipPFS qualified (Chartered or working towards is a bonus).
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4–5+ years’ paraplanning experience with high-quality report-writing and analytical skills
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Excellent knowledge of FCA rules, tax-efficient planning, and complex advice scenarios.
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.Ability to communicate and build relationships with high-net-worth clients.
Why Join:
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Be part of a respected, forward-thinking firm with a collaborative, high-trust culture.
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Influence process improvements and shape advice delivery.
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Strong salary, pension, holiday, and study support package.