Paraplanner
Job in
City of London, Central London, Greater London, England, UK
Listed on 2026-09-17
Listing for:
Wild Berry Associates
Full Time
position Listed on 2026-09-17
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Advisor / Consultant, Financial Reporting
Job Description & How to Apply Below
Our client is a growing financial planning business with a strong presence in the market and a reputation for providing bespoke financial advice. To support increasing client demand, they are looking to appoint an experienced Paraplanner who can contribute to the continued success of the firm.
Working closely with Financial Planners, you will provide technical support across pensions, investments, protection, tax planning, and estate planning, helping to deliver tailored financial solutions and excellent client outcomes.
Key Responsibilities
Conduct technical and product research across a range of financial planning areas
Produce high-quality suitability reports and recommendation documentation
Assist with cashflow forecasting and financial planning analysis
Liaise with providers and third parties to obtain information and progress cases
Support the delivery of compliant, client-focused financial advice
Maintain accurate client records and documentation
About You
DipPFS qualified (or equivalent)
Previous Paraplanning experience within Financial Planning, Wealth Management, or an IFA environment
Strong technical knowledge of pensions, investments, taxation, trusts, and protection
Excellent analytical, organisational, and report-writing skills
High attention to detail and a proactive approach to work
Experience with Voyant, FE Analytics, or similar software would be advantageous
Benefits
Competitive salary
25 days holiday plus bank holidays
Private medical insurance
Employer pension contributions
Enhanced parental leave
Study support towards further professional qualifications, including Chartered status
Long-term career progression opportunities
Supportive and collaborative working environment
If you're looking to join a respected financial planning firm where your technical expertise will be valued and your professional development supported, we'd love to hear from you. Contact our team for a confidential discussion.
Please note that no terminology in this advert is intended to discriminate on the grounds of a person's gender, marital status, race, religion, colour, age, disability or sexual orientation. Every candidate will be assessed only in accordance with their merits, qualifications and ability to perform the duties of the job
Additional Information / Benefits
Benefits
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×