Paraplanner – Financial Planning Boutique

London | £55,000

Are you an experienced Paraplanner looking to join a highly respected, client-focused financial planning firm in London? This is an excellent opportunity to become part of a collaborative and supportive environment where your technical expertise and attention to detail will be truly valued.

The Company

Our client is a well-established financial planning boutique with over 40 years of success. Built on long-term relationships and organic growth, the firm prides itself on delivering tailored advice and exceptional client service. With a strong, family-oriented culture, they offer a friendly and professional working environment where employees are supported to develop and thrive.

The Role

As a Paraplanner, you will play a key role in supporting Financial Planners to deliver high-quality, bespoke advice to clients. Your responsibilities will include:

• Conducting technical research across pensions, investments, protection, and estate planning
• Drafting detailed, client-focused suitability reports
• Assisting with cashflow modelling and scenario planning
• Liaising with providers and clients to gather key information
• Supporting the advice process to ensure a smooth client journey
• Keeping up to date with FCA regulations and compliance requirements

About You

To be successful in this role, you will have:

• Diploma in Regulated Financial Planning (DipPFS)
• Strong technical knowledge of tax, trusts, wrappers, and investment strategies
• Excellent written communication and analytical skills
• High attention to detail and strong organisational abilities
• Confidence using Microsoft Office (experience with Voyant and FE Analytics is advantageous)

What’s on Offer

• Competitive salary of £55,000
• 25 days holiday plus bank holidays
• Private health insurance
• Enhanced parental leave
• Employer pension contributions
• Ongoing exam support toward Chartered status
• A supportive team environment with future flexibility options
• Full-time office-based during training/probation, with a transition to hybrid working (3 days in the office) thereafter

If you’re a motivated Paraplanner seeking a new challenge in a forward-thinking London firm, we’d love to hear from you. Apply today or contact us for a confidential discussion.