Paraplanner in City Of London

Job description

Paraplanner – Central London

Location: London | Full-time | Up to £65,000 + Benefits | Hybrid Working

We are seeking an experienced Paraplanner to join a leading financial planning firm in Central London. This is a fantastic opportunity to play a key role in delivering high-quality financial planning to a diverse client base, while working closely with advisers on complex cases.

What you’ll do:

• Provide technical analysis and research to support advisers on pensions, investments, tax, trusts, and estate planning
• Prepare high-quality suitability reports and financial plans using tools such as Voyant and FE Analytics
• Collaborate with advisers in client meetings and play an active role in building client relationships
• Ensure compliance standards are met across all recommendations and reports
• Contribute to process improvements and knowledge sharing across the team

What we’re looking for:

• Level 4 Diploma qualified (working towards Chartered/Level 6 desirable)
• Previous paraplanning experience within a financial planning or wealth management environment
• Strong written and verbal communication, with the ability to simplify technical information
• Highly organised, detail-focused, and able to manage multiple priorities
• A team player, motivated by collaboration and delivering excellent client outcomes

What’s on offer:

• Competitive base salary, up to £65,000 + discretionary bonus
• Hybrid working with a Central London office base
• Full support for professional development and progression
• Comprehensive benefits package

If you’re a Paraplanner seeking the next step in your career with a forward-thinking firm that values client-focused advice and technical excellence, we’d love to hear from you.

Apply today to take the next step in your paraplanning career.

Extra information

Status

Open

Education Level

Secondary School

Location

City Of London

Type of Contract

Part-time jobs

Published at

01-09-2025

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