Paraplanner

Paraplanner

Location:

Central London (Hybrid Working) Salary:
Up to £50,000  Benefits Job Type: Full-Time, Permanent The Opportunity A leading, established, and growing wealth management business is seeking an experienced Paraplanner to join its Central London office. This is an excellent opportunity for a qualified Paraplanner looking to work within a professional and client-focused environment, supporting Financial Advisers with the delivery of high-quality financial planning advice. Working on a hybrid basis, you will play a key role in the research, recommendation, report writing and implementation process, helping to deliver exceptional outcomes for high-net-worth and mass affluent clients.

Key Responsibilities Prepare and maintain comprehensive client files, including gathering information from providers and analysing existing arrangements. Conduct technical research across pensions, investments, protection and retirement planning solutions. Assist Advisers in developing suitable financial planning recommendations. Produce high-quality suitability reports and recommendation letters. Prepare illustrations, key features documents and supporting client literature. Support the implementation of investment, pension and protection recommendations.

Ensure all client records, research and compliance documentation are accurately maintained on the CRM system. Prepare valuations, portfolio analysis and cashflow modelling for client review meetings. Complete annual review documentation and ongoing suitability assessments. Liaise with clients, providers and internal stakeholders to ensure an efficient advice process. Attend client meetings when required and produce detailed meeting notes. Maintain accurate workflow management and task tracking.

Ensure all work is completed in line with FCA and internal compliance requirements. Requirements Level 4 Diploma in Financial Planning (or equivalent) – essential. Minimum 3 years' experience working as a Paraplanner within an IFA, Wealth Management or DFM environment. Strong report-writing experience and technical knowledge across pensions, investments and protection. Experience using financial planning and CRM systems. Strong understanding of FCA regulatory and compliance requirements.

Excellent attention to detail and organisational skills. Strong communication skills, both written and verbal. Ability to manage multiple cases and deadlines effectively.

Experience with cashflow modelling software would be advantageous. Package Salary up to £50,000 Hybrid working arrangement Central London office location Competitive benefits package Ongoing professional development and training support Collaborative and supportive team environment Long-term career progression opportunities If you are a Diploma-qualified Paraplanner looking for your next challenge within a respected financial planning firm, we'd be keen to hear from you.