Paraplanner
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.
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