Paraplanner

Paraplanner, Central London | Hybrid Working

An established, Chartered, independent wealth management firm with a strong client base of legal professionals is entering an exciting phase of growth and is now looking to hire an experienced Paraplanner to join it's technical team of 3 other Paraplanners.

This hire comes at a key point for the business, with the paraplanning and administration functions being reshaped to create clearer career paths, stronger technical support, and more engaging paraplanning roles.

You’ll be joining a paraplanning team working on a pooled basis rather than pods, meaning exposure to a wide variety of clients and cases rather than being tied to a single adviser.

There is strong leadership in place, and a genuine commitment to developing the paraplanning function long-term. Progression is available into Senior Paraplanner or Adviser in the future.

Role Responsibilities:

• Producing high-quality suitability reports for adviser sign-off
• Interpreting client data gathered by advisers and translating it into robust financial planning solutions
• Conducting whole-of-market research across pensions, investments, and tax planning
• Carrying out cashflow modelling and complex calculations
• Supporting advisers and senior paraplanners on a range of client cases
• Contributing to wider technical and research projects within the business
• Maintaining strong compliance standards and accurate client records
• Building close working relationships with advisers and the wider technical team

Requirements:

• Solid Paraplanning experience within an IFA / wealth management firm
• Must have a grounding in IFA Administration
• Diploma qualified with a clear interest in progressing to Chartered
• Solid experience producing written financial advice and suitability reports
• Whole-of-market research experience
• Strong understanding of compliance and advice processes
• Comfortable working independently and managing multiple cases
• Experience with systems such as Voyant, CashCalc, FE Analytics, Xplan, and Excel is advantageous

Working Pattern & Package

Salary: £50,000 – £60,000 (depending on experience and qualifications)

Hybrid working: After a 3-month probation, minimum 3 days per week in the office

Generous benefits package including exam support, flexible working, and strong long-term career backing