Paraplanner

Job in London, Greater London, W1B, England, UK

Listing for: Rayment Recruitment

Full Time position
Listed on 2026-08-06

Job specializations:

Finance & Banking
Financial Analyst, Financial Reporting, Financial Services, Financial Compliance

Salary/Wage Range or Industry Benchmark: 55000 GBP Yearly GBP 55000.00 YEAR

Paraplanner
North London
Hybrid (3 days in office)

Competitive negotiable base £40,0000 to £55,000 dependant on experience, plus benefits and exam support. This position offers excellent career progression.

A multi-office, award winning Wealth Manager currently requires an experienced and qualified Paraplanner to join its friendly and vibrant team, on a hybrid basis, the office being based in North London.

Paraplanner Job Description

The role of a Paraplanner is to support one or more Financial Advisor/s with the advice processes in a compliant and efficient manner.

The Paraplanner role involves:

Managing tasks and the advice processes on X-Plan (back-office system) and having a full understanding of relevant processes for the job role, including but not limited to:

Advice process - Including an understanding of the requirements for high-risk business/preapproval from compliance
Fund switches
Withdrawals
Review process
Conducting regular meetings with the Adviser(s) in order to:

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