Paraplanner in City of London

Job description

Paraplanner

Location: Central London (Hybrid Working Available)

Firm Type: Chartered Independent Wealth Management

Experience Level: Diploma Qualified or Close | Min. 2 Years' Paraplanning Experience

Employment Type: Full-Time

Join one of London’s most respected chartered financial planning firms, known for delivering expert, holistic advice to high-net-worth and ultra-high-net-worth clients.

We’re looking for an experienced Paraplanner to join our dynamic team of financial planners, administrators, and technical specialists. This is a fantastic opportunity to be part of a progressive, people-first firm that values professionalism, collaboration, and continuous improvement.

What You’ll Be Doing:

• Drafting high-quality, clear, and compliant suitability reports across pensions, investments, IHT, cashflow modelling, and alternative investments including VCTs and EISs.
• Collaborating closely with advisers to assess client needs and develop well-researched, tailored financial planning recommendations.
• Researching financial products and solutions aligned with client objectives, including investment replacements and retirement income strategies.
• Working with the admin team to ensure advice is implemented accurately and efficiently.
• Attending occasional client meetings, supporting advisers with cashflow presentations and technical input.
• Maintaining accurate client records, ensuring that all research, reports, and analysis are fully documented.
• Contributing to the development of our planning proposition, systems, and best practice processes.
• Sharing knowledge within the team and acting as a go-to contact for technical queries.
• Keeping up to date with industry changes, attending technical seminars, and sharing insights with colleagues.

What We’re Looking For:

• Ideally Diploma qualified (DipPFS) or working towards completion (e.g. 3+ RO exams).
• A minimum of 2 years of experience in a dedicated paraplanning role within a financial planning or wealth management environment.
• Strong technical knowledge across pensions, investments, tax planning, and estate planning.
• A clear understanding of FCA rules and the importance of compliant advice.
• Confident communicator with the ability to write advice clearly and concisely for clients.
• Proficient in systems such as Voyant, FE Analytics, Intelligent Office, and MS Office.
• High level of attention to detail and strong analytical ability.
• A proactive mindset, committed to problem solving and continuous improvement.
• Passionate about delivering excellent client outcomes and contributing to a collaborative team culture.

Why Join this company?

• Work with a team of highly qualified professionals in a well-established, chartered firm with an excellent reputation in the industry.
• Be exposed to interesting and complex client cases that will grow your technical knowledge and experience.
• Enjoy a supportive, down-to-earth, and flexible working environment, with hybrid options and genuine respect for work-life balance.
• Opportunities for career progression, continued study support, and professional development.
• Competitive salary and benefits package.

If you’re a motivated, detail-oriented paraplanner looking to take your career to the next level in a truly professional setting – we’d love to hear from you.

Apply now and discover what your future could look like with a firm that values expertise, integrity, and long-term growth.

Extra information

Status

Open

Education Level

Secondary School

Location

City of London

Type of Contract

Part-time jobs

Published at

14-08-2025

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English