Average Paraplanner salary in South West London

ParaplannerRichmond, LondonFull-time | Hybrid working availableSalary up to £55,000 DOEA well-established and fast-growing financial planning firm is looking to appoint a Diploma-qualified Paraplanner to join its national paraplanning team. This is an excellent opportunity to progress your career within a supportive, professional environment that values high-quality advice and long-term development.Reporting to the National Head of Paraplanning, you’ll play a key role in supporting advisers and ensuring clients receive clear, compliant and well-structured financial planning advice.The RoleAs a Paraplanner, you will work closely with Financial Advisers to support the full advice process, from analysis and research through to report production.Key responsibilities include:Conducting detailed financial analysis to support financial planning recommendationsGathering and organising client financial informationUsing financial planning software to model scenarios and projectionsPreparing and reviewing suitability reports and investment proposalsResearching financial products and investment solutionsSupporting advisers with bespoke financial strategiesEnsuring all work meets FCA and internal compliance standardsMaintaining accurate and up-to-date client recordsKeeping up to date with regulatory changes, market trends and best practiceCompliance & Professional StandardsEnsure all work is carried out in line with FCA requirementsRecord all correspondence accuratelySupport the complaints handling process where requiredCommit to ongoing CPD and professional developmentWhat We’re Looking ForQualificationsCII Level 4 Diploma (or equivalent) – essentialDesire to work towards Chartered status (fully supported)Knowledge & ExperienceGood knowledge of investments, pensions, personal tax, estate planning and protectionAbility to carry out basic tax calculationsExperience supporting the delivery of regulated financial adviceConfident working within defined processes while contributing to service improvementsSystems & ITStrong IT skills (Word, Excel, Outlook)Experience using Genovo and/or Intelliflo OfficeComfortable working with financial planning and back-office systemsPersonal SkillsHighly organised with excellent attention to detailStrong written and verbal communicationProfessional, ethical and client-focusedCollaborative team player with a flexible approachWhat’s on OfferSalary up to £55,000 depending on experienceHybrid working modelClear progression and development pathwayFull support towards Chartered Financial Planner statusOpportunity to work within a growing national paraplanning functionApply NowIf you’re a Diploma-qualified Paraplanner looking to progress your career within a forward-thinking and supportive firm, we’d love to hear from you.Apply now for confidential consideration.

An excellent opportunity has arisen for an experienced Diploma-qualified Paraplanner to join a highly successful and fast-growing Chartered financial planning firm with a strong reputation within the wealth management sector.This is a fantastic opportunity to join a modern, client-focused business that combines professional development, strong technical support and long-term career progression within a collaborative and forward-thinking environment.The firm provides holistic financial planning advice to high-net-worth individuals and families across investments, retirement planning, pensions, estate planning and protection. Due to continued growth, they are now seeking an analytical and detail-oriented Paraplanner to support Financial Advisers in the delivery of high-quality client outcomes.The RoleWorking closely with Financial Advisers, responsibilities will include:Preparing and reviewing suitability reports and recommendationsConducting detailed financial analysis and researchGathering and analysing client financial informationSupporting cashflow modelling and financial planning scenariosResearching investment, pension and protection solutionsLiaising with providers and maintaining accurate client recordsEnsuring all work complies with FCA regulations and internal processesAssisting in the delivery of holistic financial planning advice Candidate Requirements Diploma qualified (Level 4 CII or equivalent)Previous experience within a Paraplanning roleStrong technical knowledge across pensions, investments, tax and protectionAbility to perform basic tax calculations and financial analysisExperience using financial planning and back-office systems such as Intelliflo and/or Genovo would be advantageousExcellent communication and organisational skillsProfessional, client-focused and detail-oriented approachWhat’s on OfferVery competitive salary and bonus structureHybrid working arrangementFull support towards Chartered statusExcellent long-term career progression opportunitiesSupportive and collaborative working environmentComprehensive company benefits packageThis opportunity would suit an ambitious paraplanner looking to progress their career within a well-established and expanding financial planning firm.

ParaplannerRichmond£38,000 - £45,000The OpportunityAn excellent opportunity has arisen for a Diploma-qualified Paraplanner to join a well-established and growing financial planning firm in RichardThis role offers the chance to work within a supportive and professional environment where building a strong business support team is key to delivering outstanding service to clients and Financial Advisers. The successful candidate will work closely with advisers to support the financial planning process and ensure the delivery of high-quality, compliant advice.This is an ideal opportunity for a technically strong paraplanner looking to further develop their career, with support available for those wishing to progress towards Chartered status.Role ResponsibilitiesConduct detailed financial analysis to support the development of financial plansUse financial planning software to model financial scenarios and projectionsPrepare and review investment proposals and financial reports for clientsCollaborate with Financial Advisers to develop and implement tailored financial strategiesResearch financial products, providers and investment opportunitiesEnsure all work complies with regulatory requirements and company proceduresMaintain accurate and up-to-date client records and documentationWhat do we need from you?CII Level 4 Diploma in Financial Planning (or equivalent) - essentialDesire to work towards Chartered status is encouraged and supportedKnowledge & ExperienceStrong understanding of investments, pensions, personal tax, estate planning and protectionAbility to perform basic tax calculationsExperience supporting the delivery of financial advice within a financial services environmentAbility to research, learn and apply new financial planning knowledgeWhat's in it for you?Genuinely competitive salary up to £45,000Hybrid Working Death in ServiceIncome Protection Salary Sacrifice SchemesOpportunities for growth within a Chartered financial planning firm25 days holiday + Bank Holidays Flexi HoursThis is a fantastic opportunity to join a growing organisation where you can further develop your technical expertise while contributing to a high-quality financial planning service.Apply today via NJR Recruitment or call quoting the reference NJR16769