Average Paraplanner salary in Central London

I am recruiting an experienced Paraplanner to join the team at Monenti Partners, a leading Financial Planning firm based in central London (WC1). The Opportunity: The successful Paraplanner will be Diploma qualified (Dip PFS) and will receive the support required to become Chartered. We are happy to consider a career Paraplanner, or a Paraplanner who is keen to progress into advising, when your skills and experience allow. We are also happy to support someone who is interested in developing an area of specialism. The successful Paraplanner will be keen to make a significant contribution to a progressive and ambitious firm, while being invested in, valued and rewarded accordingly.The Role: Working in a collaborative, client focused team you will work closely with the Financial Planners, supporting them in delivering an exceptional, fully holistic, independent, lifestyle financial planning service to frequently complex, HNW clients. You will be responsible for building cash flow models in partnership with the Financial Planners, producing recommendations and report writing, supporting with the building, technical research, and implementation of the financial planning solutions required to meet a variety of clients’ needs and personal goals. Salary and Benefits: Salary £45-£60,000 (dependant on experience) + option for hybrid working + CPD (study assistance and support in becoming Chartered) + bonus + 25 days holiday + bank holidays + long service additional leave award + company pension + season ticket loan + health and well-being programme including private medical cover + death in service cover + cycle to work scheme.The Company: Monenti Partners was established with a mission to set the benchmark for the quality of financial planning that they offer to their clients and the positive outcomes that they deliver for them as a result, taking clients from Financial Uncertainty to Financial Freedom. They are a firm where both excellence and fair treatment are central to their culture, operating with a clear set of values – Integrity, Diligence, Commitment, Energy and Curiosity – which guide their every action and serve as the standard to which they hold themselves accountable.Paraplanner, responsibilities include: Review client fact-finds, risk profiles, objectives, and existing arrangements.Undertake cashflow modelling and scenario analysis.Prepare technical research and comparisons for advisers.Draft suitability reports, recommendation letters, and supporting documentation.Ensure all documentation is FCA-compliant and audit-ready.Assist with product and platform due diligence (including VCT, Business Relief, and Investment Solutions).Respond to file checks and action remedial points.Maintain accurate records and audit trails.Liaise with advisers, clients, and providers to clarify information and gather documents.Support ongoing client reviews, including portfolio rebalancing and fund switch recommendations.Address technical queries and provide support to the wider team as required.Paraplanner, Skills and Experience:A minimum of 18 months’ experience in a paraplanning or technical support role within an IFA/wealth management environment.Cii Level 4 Diploma in Regulated Financial Planning (Dip PFS or equivalent)A good technical knowledge of pensions, investments, protection, tax wrappers etc.An aptitude for technology, with experience of cashflow modelling.Compliance-focused with excellent attention to detail.Excellent written and verbal communication skills.High level of numeracy and analytical ability.Strong organisational skills with the ability to manage multiple cases.A strong relationship builder and collaborative team player with excellent stakeholder management skills.Keen to learn, with the opportunity to progress towards becoming Chartered if you choose to do so (study support will be provided).Dawn O’Shea is recruiting the Paraplanner directly on behalf of Monenti Partners so NO AGENCIES PLEASE. If you are successful in being shortlisted, you will be contacted within 14 days to discuss the role and your requirements in more detail.

4 years' experience within an IFA or financial planning environment.Diploma qualified in Regulated Financial Planning (minimum).Is not currently an Adviser and does not wish to progress into an advisory role. Paraplanner £45,000 – £55,000 | Central London | Independent Financial Advisory FirmOverview We are recruiting on behalf of a well-established Independent Financial Advisory firm based in Central London for a Paraplanner to join their technical and client support function on a permanent contract.This is a non-advisory role, sitting firmly within paraplanning, research, and suitability report writing. The position would suit an experienced paraplanner who enjoys technical analysis, working on complex cases, and producing high-quality, compliant documentation, without any expectation or requirement to progress into an adviser role.The Role Working closely with Consultants and Directors, the Senior Paraplanner will play a key role in supporting the delivery of compliant, high-quality financial planning advice.Responsibilities will include: Research and technical assessment of cases submitted by ConsultantsDrafting accurate, compliant suitability letters and reports in line with internal procedures and FCA requirementsActing as the primary author of suitability documentation, subject to peer reviewAnalysing client data and meeting notes to support financial planning recommendationsSupporting Consultants with client queries and technical problem-solvingLiaising with Compliance on technical and regulatory mattersManaging complex cases and ensuring consistently high standards of accuracy and detailMaintaining full and accurate records of all client and third-party communicationsEnsuring client files remain compliant on an ongoing basisKeeping up to date with legislative and regulatory developments, including Consumer DutyAdhering to AML, Data Protection, and internal compliance proceduresEnsuring client outcomes are fair, transparent, and aligned with best practiceSupporting and mentoring more junior team members where appropriate About You This role will suit a candidate who: Has 4 years’ relevant experience and exposure to working within IFA or financial planning environmentIs Diploma qualified in Regulated Financial PlanningExperience with Intelligent Office - Highly desired.Knowledge of Quilter and Transact - advantageousHas strong pensions knowledge, with broader technical exposure desirableHas experience producing bespoke suitability reportsDemonstrates strong technical understanding and excellent attention to detailIs comfortable working in a technical, behind-the-scenes paraplanning roleIs not currently an Adviser and does not wish to progress into an advisory positionHas a solid understanding of FCA regulatory standards and compliance obligationsWorks well as part of a collaborative team and supports consistently high-quality output Why Apply? Join a respected Independent Financial Advisory firm in a central London locationExposure to complex, high-quality technical paraplanning workCompetitive salary of £45,000 – £55,000 (dependent on experience)Opportunity to continue developing technical expertise in a specialist paraplanning roleRolling recruitment process with interviews taking place as applications are receivedFriendly and supportive team environment. How to Apply Click apply below to be considered.

Join a progressive, UK-wide independent financial advice business that specializes in providing tailored financial advice in complex markets. Day-to-day of the role:Client Interaction and Analysis:Understand clients' financial situations and objectives.Analyse clients’ circumstances, objectives, and risk profiles.Identify missing client information pertinent to formulating recommendations.Maintain accurate and up-to-date client records.Research and Technical Support:Provide research on advice areas, products, and investment solutions using company-approved systems.Prepare information and comparisons for analysis by advisers.Assist in cashflow modelling analysis.Report Preparation:Produce client suitability reports confirming new recommendations in accordance with internal standards and compliance procedures.Obtain accurate illustrations, key features, and other relevant paperwork for advisers’ presentation meetings with clients.Required Skills & Qualifications:Essential:5 GCSEs passes or equivalent including English and Maths.Attainment of the Level 4 Diploma in Financial Planning.Strong communication skills, able to adapt language and style to suit the audience.Excellent organisational skills, able to prioritise and adapt to ad-hoc duties.Proficient in customer service, understanding and prioritising work to deliver excellent service.Teamwork and collaboration skills, understanding the importance of working together to improve outcomes.Technological proficiency relevant to the role. Location: London, UKJob Type: Full-timeJoin a progressive, UK-wide independent financial advice business that specializes in providing tailored financial advice in complex markets. As a Paraplanner, you will play a crucial role in supporting our clients—both corporate and personal—by ensuring they make informed financial decisions aligned with their specific needs.Day-to-day of the role:Client Interaction and Analysis:Understand clients' financial situations and objectives.Analyse clients’ circumstances, objectives, and risk profiles.Identify missing client information pertinent to formulating recommendations.Maintain accurate and up-to-date client records.Research and Technical Support:Provide research on advice areas, products, and investment solutions using company-approved systems.Prepare information and comparisons for analysis by advisers.Assist in cashflow modelling analysis.Report Preparation:Produce client suitability reports confirming new recommendations in accordance with internal standards and compliance procedures.Obtain accurate illustrations, key features, and other relevant paperwork for advisers’ presentation meetings with clients.Administrative Support:Maintain client and plan records on the back-office system.Ensure all relevant documentation is correctly uploaded and named in accordance with company procedures.Manage and complete tasks on the back-office system as per company procedures.Required Skills & Qualifications:Essential:5 GCSEs passes or equivalent including English and Maths.Attainment of the Level 4 Diploma in Financial Planning.Strong communication skills, able to adapt language and style to suit the audience.Excellent organisational skills, able to prioritise and adapt to ad-hoc duties.