We are currently working with a leading national independent financial advice firm who are looking to strengthen their London-based Wealth Planning team with the addition of a Paraplanner.

This is an excellent opportunity to join a well-established and growing team, supporting advisers who deliver high-quality, holistic financial planning to a strong book of private clients.

The Role

As a Paraplanner, you will work closely with Financial Advisers and Client Support teams to provide technical support and help deliver tailored financial planning advice.

Key responsibilities include:

• Conducting detailed research into client financial arrangements and suitable solutions
• Preparing technical suitability reports and recommendations
• Analysing investment portfolios, pensions and protection arrangements
• Producing financial planning analysis and supporting cashflow modelling
• Assisting with annual client reviews and ongoing service delivery
• Ensuring all work is compliant with FCA regulations and internal procedures

This is a hands-on role where you will gain exposure to a wide variety of client cases, helping to build your technical expertise and develop your career within financial planning.

The Opportunity

• Join a growing Wealth Planning team with a strong, established client base
• Work in a collaborative and supportive environment
• Access structured training, development programmes and funded exams
• Clear long-term progression opportunities into advisory roles
• Exposure to a broad range of financial planning cases and technical work

About You

• Minimum 2 years’ experience in a paraplanning role
• Working towards (or close to completing) the Diploma in Financial Planning (DipPFS)
• Strong technical knowledge across pensions, investments and protection
• Excellent attention to detail and report writing skills
• Organised, proactive and able to manage multiple deadlines
• A strong desire to learn, develop and progress within financial planning

Package & Benefits

• Salary: £40,000 – £48,000 (dependent on experience)
• Annual bonus
• Hybrid working (typically 2 days in the office, with flexibility)
• 25 days holiday + bank holidays + birthday off
• Funded exams and paid study leave
• Structured career development pathways
• Life assurance, pension and flexible benefits package
• Additional perks including wellbeing support, volunteering days and retail benefits

This is a fantastic opportunity for an ambitious Paraplanner looking to take the next step within a highly regarded and growing financial planning firm.

To find out more, please apply or get in touch for a confidential discussion.