Average Paraplanner Manager salary in City of London

Due to continued expansion within the financial planning division of a global professional services firm, our client is seeking to recruit Paraplanners at varying levels of experience to join their established and highly technical London-based team.This is an excellent opportunity to join a well-regarded financial planning function that supports a high-quality client base and offers clear, structured long-term career progression.The Role The successful candidate will provide comprehensive paraplanning support to a Financial Planner and will be responsible for the preparation and delivery of high-quality, compliant financial planning solutions.Key responsibilities will include:Developing holistic financial planning strategies aligned to clients’ objectivesDrafting detailed, client-centric financial planning and suitability reportsCashflow modelling and long-term financial forecastingTechnical research across pensions, investments, protection, tax and estate planningLiaising with product providers, platforms and internal stakeholdersSupporting Financial Planners with ongoing client servicingEnsuring all work meets FCA, regulatory and internal compliance standardsThe ClientFinancial planning division of a global professional services firmStrong technical and compliance cultureHigh-quality private client base including HNW individuals, entrepreneurs, business owners and trusteesWell known for developing technically strong ParaplannersCandidate ProfilePrevious experience in a paraplanning roleDiploma in Regulated Financial Planning (Level 4) or working towardsStrong technical knowledge across holistic financial planningHigh level of written and numerical abilityProfessional, organised and detail-oriented approachAmbition to develop long term within a structured environmentLocation & Working PatternLondon-based roleHybrid working model2–3 days per week in the officeSalary & BenefitsSalary: £50,000 – £60,000 (flexible, with scope to exceed for the right candidate)Annual performance-related bonus25 days annual leave plus public holidaysAdditional firm-wide Christmas holidayIncome protection (50% of salary)Life assurance (4x basic salary)Private medical insurance (grade dependent)Health cash plan for non-manager gradesGenerous pension scheme (employer contribution of 6%)Paid professional subscriptionsInterest-free season ticket loanFlexible benefits and wellbeing supportCareer ProgressionClear, transparent career path within the financial planning divisionOpportunities to progress within paraplanning or move into client-facing roles over timeLong-term career development within a top-tier professional services environmentAn excellent opportunity to join a leading global brand offering clear, structured career development within a collaborate working environment.

Are you a skilled Financial Services specialist looking for a new Paraplanning opportunity with a successful and ambitious Wealth Management firm? Do you want to work with successful Consultants dealing with sophisticated Private Clients? If you want to be part of a team delivering genuine holistic financial planning, we would like to hear from you.Based in luxurious offices, this awarding winning Financial Planning firm are keen to recruit a skilled Paraplanner to work alongside a Chartered Financial Planner who manages a diverse portfolio of clients. Your role will be to conduct detailed research and analysis of the client’s current situation and the short, medium and long term financial options. You will cover Retirement, Investment, Tax and Protection arrangements and look into Cashflow modelling. You will have extensive client contact and be involved in meetings. You will produce bespoke reports that provide clear information for clients and introducers.The successful applicant will be a skilled Paraplanner who has achieved Diploma Status and is progressing to Chartered Status. You will have in depth knowledge of Pensions, Investments, Protection and IHT Planning allied to strong communication, presentation and IT skills. You will be able to explain complex solutions clearly and produce comprehensive reports and analysis.This role will suit an intelligent and articulate individual who is looking to further their career as a Paraplanner within a market leading firm.Wealth Management, IFA, Pensions, Retirement, Paraplanner, Paraplanning, Financial PlanningBy applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website

ParaplannerLocation: London (City), Flexible office attendance (1-3 days per week)Salary: £50,000 - £70,000Duration: Full time, PermanentWe are working exclusively with a Boutique IFA based in The City who are looking to bring on an experienced Paraplanner. The firm specialises in working with HNW past and present legal professionals and has an average client size of around £4 millionDue to the nature of the clients you will be involved in a wide range of cases including complex tax and trust planning. The firm uses an interesting mix of traditional financial planning and institutional investment techniques to create client portfolios that are predominantly passive.Key duties of the ParaplannerPreparing documentation for client review meetingsAttending and minuting client and prospect meetingsProduction of Suitability Reports for existing clients covering for example, pension draw and contributions, pension transfers, fund switches, bond assignments and surrenders. There is also occasionally a need to recommend protection products.Producing full planning reports for new clients. Investment strategy and risk approach is arrived at through the use of our proprietary investment modelling which shows outcomes as real (after inflation) annual spending amounts within a range. Altering the risk approach, changes the range of outcomes.Liaising with our Investment Team to communicate changes to client plans which impact on the investment strategy.In time, for the right candidate, there is likely to be the opportunity to look after a number of their own clients.What’s on Offer?Salary of up to £70,000Flexible office attendance with no mandatory requirements25 days annual leave + bank holidays, rising to 30 with servicePotential to take on clients and move into an advisory role over timeStudy supportStrong benefits packageWhat’s Next?If you are interested in the Paraplanner position then please submit your CV and if you meet the requirements one of our consultants will be in touch within 24 hours!Paraplanner, IFA, Report writing, Research & Analysis, Financial Planning, Wealth Manage, Financial Services