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Paraplanner

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Location

London

Salary £45000 - £55000
TypePermanent
WorkplaceHybrid
Ref88409

Recruiter Managing This Role

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

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