Average Paraplanner salary in London

An opportunity has become available for a Paraplanner to join a growing financial planning firm that offer hybrid working and a superb working environment with fantastic career opportunities.The office is based in London but would only require 2 day per week in the office and the rest is remote working (if you require this).They are looking for an individual that ideally holds their level 4 diploma and has 2 years plus experience as a Paraplanner as you will be supporting experienced Financial Planners and assisting them with a range of cases. Your role will include but will not be limited to: To assist the Financial Planners in formulating the advice to the client, providing technical support and guidance where appropriateReview client objectives ensuring they are clear, concise and achievable when compared against the client's financial circumstanceProvide research and analysis of investment funds and financial products, whilst considering the client objectivesConduct fund researchPrepare financial plans, clearly outlining the client's current position, where they need to be and how they will get therePreparation of fund switch and encashment letters according to advice providedObtain applications, key features documents, factsheets, illustrations and product comparison quotes through appropriate sourceLiaise with product providers/third parties regarding any technical queries The ideal candidate will: Level 4 diploma qualified Good understanding of the financial planning processStrong interpersonal skills, both written and verbal communicationCustomer service skills - providing an excellent service to the Adviser and clientExcellent planning and organisational skillsAbility to work effectively to deadlinesAccuracy and attention to detail to balance demands of role Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

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.

Senior ParaplannerLocation: Barnet (Hybrid Working)Salary: £60,000 to £70,000 per annumHours: Full time, flexible hours consideredJob Type: PermanentAbout the Role A growing, independent financial planning firm has created a Senior Paraplanner role as part of a strategic restructure. This is a senior operational position, focused on process ownership and delivery quality rather than people management.You will lead the paraplanning function, working closely with advisers and supporting the paraplanning team to ensure consistent, high-quality outputs. This role has real influence over how advice is delivered and will suit someone who enjoys shaping and improving processes in a busy advice environment.Key ResponsibilitiesOwn and manage the paraplanning process across the firmLead a small team of 3 paraplanners to deliver high-quality advice supportWork directly with 4 financial advisers to support advice productionEnsure suitability reports and supporting paperwork meet technical and quality standardsReview, quality control, and sign-off paraplanning outputDrive consistency, efficiency, and best practice across paraplanning workIdentify and implement process improvementsAct as the go-to subject matter expert for technical and procedural questionsProvide mentorship and guidance to more junior paraplanners (informal, not line-management)Candidate RequirementsStrong paraplanning experience within financial planning advice environmentsConfident technical knowledge of UK financial planning products and legislationExcellent report drafting and suitability report quality standardsA clear operational mindset with the ability to improve and standardise processesAbility to manage multiple work streams and prioritiesStrong communicator, both written and verbalComfortable working in a hybrid setting and leading a small team functionallyWhat’s on OfferCompetitive base salary £60,000 – £70,000Hybrid working with flexibility on hoursGenuine operational senior role with influence in a growing businessSupportive, independent and owner-led cultureCareer progression potentialAbout the Firm This is an independent, privately owned financial planning firm based in Barnet. The business is profitable and growing, with a solid client base and ambitious plans for future expansion. You’ll be joining at a point where your contribution will genuinely shape how paraplanning works within the firm long term.