Paraplanner

Paraplanner

£45,000 £ 55,000 Central London Independent Financial Advisory Firm

We are recruiting on behalf of a well-established Independent Financial Advisory firm based in Central London for a Paraplanner to join their technical and client support function on a permanent contract.

This is a non-advisory role
, sitting firmly within paraplanning, research, and suitability report writing. The position would suit an experienced paraplanner who enjoys technical analysis, working on complex cases, and producing high-quality, compliant documentation,
without any expectation or requirement to progress into an adviser role
.

Working closely with Consultants and Directors, the Senior Paraplanner will play a key role in supporting the delivery of compliant, high-quality financial planning advice.

• Research and technical assessment of cases submitted by Consultants
• Drafting accurate, compliant suitability letters and reports in line with internal procedures and FCA requirements
• Acting as the primary author of suitability documentation, subject to peer review
• Analysing client data and meeting notes to support financial planning recommendations
• Supporting Consultants with client queries and technical problem-solving
• Liaising with Compliance on technical and regulatory matters
• Managing complex cases and ensuring consistently high standards of accuracy and detail
• Maintaining full and accurate records of all client and third-party communications
• Ensuring client files remain compliant on an ongoing basis
  
  Keeping up to date with legislative and regulatory developments, including Consumer Duty
• Adhering to AML, Data Protection, and internal compliance procedures
• Ensuring client outcomes are fair, transparent, and aligned with best practice
• Supporting and mentoring more junior team members where appropriate

• Has 4 years relevant experience and exposure to working within IFA or financial planning environment
• Is Diploma qualified in Regulated Financial Planning
• Experience with Intelligent Office - Highly desired.
• Knowledge of Quilter and Transact - advantageous
• Has strong pensions knowledge
  , with broader technical exposure desirable
• Has experience producing bespoke suitability reports
• Demonstrates strong technical understanding and excellent attention to detail
• Is comfortable working in a technical, behind-the-scenes paraplanning role
• Is not currently an Adviser and does not wish to progress into an advisory position
• Has a solid understanding of FCA regulatory standards and compliance obligations
• Works well as part of a collaborative team and supports consistently high-quality output

• Join a respected Independent Financial Advisory firm in a central London location
• Exposure to complex, high-quality technical paraplanning work
• Competitive salary of £45,000 £ 55,000 (dependent on experience)
• Opportunity to continue developing technical expertise in a specialist paraplanning role
• Rolling recruitment process with interviews taking place as applications are received
• Friendly and supportive team environment.

Click apply below to be considered.