Paraplanner Hybrid Working Available - Up to £60,000 (DOE) Benefits

Paraplanner
- London | Hybrid Working Available
- Up to £60,000 (DOE)  Benefits Full-Time | Permanent Join a Dynamic and Growing Financial Planning Team An exciting opportunity has arisen for an experienced Paraplanner to join a successful and highly regarded wealth management firm based in London. Working alongside a team of Financial Advisers and support professionals, you will play a key role in delivering high-quality financial planning solutions to a diverse portfolio of clients.

This is an excellent opportunity for a technically strong paraplanner looking to further develop their career within a supportive and forward-thinking environment.

Key Responsibilities Preparing high-quality suitability reports and financial planning recommendations. Conducting technical research across pensions, investments, protection, and retirement planning. Analysing client information and identifying suitable planning solutions. Supporting Financial Advisers in the delivery of holistic financial advice. Liaising with providers and third parties to obtain relevant information. Ensuring all work is completed in line with FCA regulations and internal compliance standards.

Maintaining accurate client records and documentation. About You The ideal candidate will have:
Previous experience working as a Paraplanner within a financial planning or wealth management environment. Strong technical knowledge of pensions, investments, tax planning, and protection products. Experience preparing suitability reports. Excellent analytical and research skills. Strong attention to detail and organisational abilities. Progress towards Chartered status would be advantageous but is not essential. A client-focused and professional approach. What's on Offer?

Salary up to £60,000 , depending on experience. Hybrid working arrangements. Support towards professional qualifications and Chartered status. Excellent career progression opportunities. Collaborative and supportive team culture. Comprehensive benefits package. Opportunity to join a well-established and growing organisation with a strong reputation in the financial planning sector. Apply Now If you're an experienced Paraplanner looking for your next challenge and would like to join a progressive organisation that genuinely invests in its people, we'd love to hear from you.

Submit your CV today for a confidential discussion.