Paraplanner

Job Title:

Paraplanner

Location:

West London Hybrid 2 days WFH

Salary:
Up to £70,000 depending on experience

Hours:

Monday to Friday 8:30am to 5:30 pm

Benefits:

Pension, life assurance, and eye care
25 days annual leave plus bank/public holidays and annual leave purchase option
Discretionary annual bonus

About the position of Paraplanner

We are working with a highly regarded independent financial planning firm known for delivering tailored, whole-of-market advice and building long-term client relationships.

They are seeking an experienced Senior Paraplanner to join their London team, taking ownership of complex technical cases across pensions, investments, offshore bonds, and estate planning. You will work closely with Financial Planners to deliver high-quality, compliant advice, ensuring accuracy, technical robustness, and strong client outcomes.

This is a key role within a collaborative and high-performing environment, offering hybrid working, strong benefits, and genuine support for professional development.

Responsibilities for the role of Paraplanner:

Manage complex paraplanning cases end-to-end across pensions, investments, defined benefit schemes, offshore bonds, and estate planning
Produce high-quality, compliant suitability reports and technical recommendations
Review fact finds, calculations, and supporting documentation for accuracy and suitability
Partner closely with Financial Planners to support holistic client advice
Provide technical input on trusts, taxation, and probate planning
Support efficient case progression, liaising with internal and offshore teams
Mentor junior paraplanners and provide technical oversight where required
Ensure all work meets regulatory and internal quality standards
Undertake technical research for complex or non-standard cases

Experience and skills required for the role of Paraplanner:

5+ years' paraplanning experience within financial services
Chartered status (CII Advanced Diploma or equivalent) essential
Strong technical knowledge across pensions, investments, DB schemes, offshore bonds, and estate planning
Proven ability to produce complex suitability reports and recommendations
Confident reviewing technical data, calculations, and fact finds
Strong understanding of trusts, taxation, and probate planning
Able to perform in a fast-paced, high-quality output environment
Strong attention to detail with a structured, solutions-focused approach

For more information regarding the role of Paraplanner, please contact us

Stellar Select is acting as an employment agency and is a corporate member of the REC.

Due to a high volume of applications, we will only contact you if your application has been successful. We aim to contact all successful contacts within two business days