Paraplanner

Location: Covent Garden, London

Salary: £40,000 per annum

Working pattern: Full-time, office-based initially, with flexible working available after training

Are you a paraplanner looking for more ownership, variety and the opportunity to make a real impact within a growing financial planning business?

We’re recruiting for a Paraplanner to join a boutique independent financial advisory firm based in London. This is an excellent opportunity for someone with a strong financial planning foundation who enjoys getting involved in the full advice process, improving systems and taking responsibility for keeping a busy back office running smoothly.

The Opportunity

The firm works with families across the UK, helping them use their financial assets to achieve greater security, peace of mind and enjoyment. It combines the personal service of a boutique IFA with the technology and efficiency of a national network, delivering clear, evidence-based financial advice.

Working closely with a Chartered Financial Planner and STEP-qualified specialist, you’ll take ownership of the back office, covering both paraplanning and administration. You’ll manage cases from the initial client meeting through to final implementation, giving you genuine involvement in every stage of the advice journey.

This is a hands-on, varied role suited to someone who enjoys responsibility, problem-solving and working in a small, close-knit team.

Key Responsibilities

• Take ownership of the day-to-day running of the back office, ensuring cases progress efficiently and clients and colleagues remain informed.
• Prepare financial planning suitability reports and recommendation documents in line with firm standards and regulatory requirements.
• Conduct product, platform and investment research to support client recommendations.
• Build and maintain cashflow models for retirement and later-life planning scenarios.
• Coordinate meeting recordings and AI tools to help produce estate planning reports.
• Process and track provider applications through to completion.
• Support trust administration, including Trust Registration Service registrations and updates.
• Prepare client meeting packs and follow-up documentation.
• Maintain accurate and up-to-date client records.
• Coordinate the firm’s technology and help improve systems and processes.
• Oversee the day-to-day running of the office.

About You

We’re looking for an organised, proactive financial planning professional who is comfortable taking ownership and managing multiple cases at once.

You’ll ideally have:

• A solid foundation in financial planning and the ability to understand client needs and objectives.
• Knowledge of investments, financial products, risk profiling and portfolio construction.
• Strong analytical skills, including the ability to assess client information and model financial scenarios.
• Excellent report-writing skills, with the ability to communicate recommendations clearly and concisely.
• An understanding of UK financial services regulation and compliance within an IFA environment.
• Confidence using technology, with an interest in improving processes and making effective use of AI tools.
• Excellent organisation, attention to detail and the ability to manage competing priorities.
• A self-starting approach and the confidence to take responsibility in a small-team environment.

Working towards your Diploma in Regulated Financial Planning, or already holding Diploma-level qualifications, would be highly beneficial. Experience with trusts or estate planning would also be a significant advantage.

What’s on Offer?

• £40,000 annual salary.
• Full support with professional exams and ongoing development, whether you’re working towards your Diploma or progressing towards Chartered status.
• The opportunity to learn directly from a Chartered Financial Planner and STEP-qualified specialist.
• Exposure to complex inheritance tax (IHT), trust and estate planning cases.
• Genuine responsibility and the opportunity to shape how the back office operates.
• Flexible working once your initial training period is complete.
• The chance to develop your skills and career within a boutique, close-knit financial planning firm.

Working Arrangements

The role is based in Covent Garden, London. You’ll work in the office full-time during your initial training period, with flexible working supported once you’re fully up to speed. The firm is looking for someone who enjoys working in the office and collaborating closely with colleagues.

Interested?

If you’re a paraplanner or experienced financial planning professional looking for a varied role where you can take ownership, develop your technical expertise and play a key part in a growing business, we’d love to hear from you.

Apply today to find out more about this opportunity.