London
Paraplanner
City of London, 2 days a week post-probation
£45,000 – £55,000
Benefits:
- Private Medical Insurance
- Discretionary annual bonus
- Hybrid working after probation (2 days per week in the office)
- Up to 30 days of annual leave
- Flexible working hours
- Company events
We’re working with a highly respected Chartered and independent financial planning firm, proudly certified as a B Corp. This is a business built on integrity & professionalism, combining expert financial advice with a genuine commitment to social and environmental responsibility.
Due to continued growth, they are looking for a driven and detail-oriented Paraplanner professional to join their collaborative team.
Why Join This Business
- Chartered status reflects their commitment to the highest standards of professionalism, whilst remaining independent and whole-of-market
- Certified B Corp, demonstrating genuine social and environmental accountability
- Full exam support after successful probation
- Supportive career pathway
Key Responsibilities:
- Working with Advisers to formulate advice and plans across pensions, investments, cashflow forecasting, retirement planning, IHT planning, VCTs and EISs.
- Producing suitability letters/reports
- Conducting research and analysis to support the development of suitable financial strategies
- Ad hoc attendance to client meetings to assist with cashflow presentations
- Be a technical point of contact for clients
- Prepare and maintain accurate client files, ensuring compliance with industry regulations.
Requirements:
- Minimum of 2 years’ experience as a Paraplanner
- Level 4 qualification is mandatory
- Experience with a range of software and technology, including Voyant, FE Analytics
Synonyms: IFA, Financial Planning, Wealth Management, Financial Adviser, Financial Advisor, Wealth Manager, Financial Consultant, CISI, CII, level 4 diploma, Independent Financial Advice, Financial Advisory, Financial Planning Analyst, Technical Support, Report Writer, Para-planner, Para planner, Adviser Support