Paraplanner – London (near Bank)

Up to £60,000

Hybrid working

Are you an experienced Paraplanner looking to join a forward-thinking wealth management firm in the heart of the City? This is a fantastic opportunity to become part of a collaborative and growing team, working closely with Financial Advisers to deliver client-focused advice.

The Role:

Based near Bank, you’ll be working in a POD system to support one or two Advisers across the full advice process, from research and report writing through to recommendations and client reviews. You’ll play a key role in ensuring suitability reports are technically robust and compliant, while helping to deliver an exceptional client experience.

Key Responsibilities:

• Preparing detailed suitability reports across pensions, investments and protection
• Conducting technical research and analysis to support advice recommendations
• Liaising with Advisers, administrators and providers
• Ensuring all work meets regulatory and compliance standards

To be considered for this paraplanner opportunity:

• Previous experience as a Paraplanner within an IFA / wealth management firm
• Strong technical knowledge across pensions and investments
• Level 4 Diploma qualified
• High attention to detail and strong report writing skills
• Confident communicator with a proactive approach

Benefits:

• Up to £60,000
• 33 days annual leave (incl. bank holidays) + buy/sell scheme
• Private medical cover & enhanced pension (up to 8% total contribution)
• Life assurance (4x salary) & income protection
• Agile working
• Hybrid working (3days in the office)
• Generous family leave & paid sick leave
• Study support, career coaching & development opportunities
• Employee referral bonus (up to £10,000)
• Health & wellbeing support (EAP, flu jabs, health checks)
• Cycle to work scheme & season ticket loan

If you’re looking for a role where you can add real value and continue developing your technical expertise, I’d be keen to speak with you. Apply today