We have an exciting opportunity for a Paraplanner to join the growing team in our London


We provide our advice and service through our Chartered Independent

Financial Planning company. It is one of the very few genuinely Independent, Chartered, Pension

Transfer Specialist, financial planning firms in the UK.

They aim to deliver the most professional, technically competent, independent advice and service to

our clients. We want to be seen as a leader in the financial planning sector, to help change the

standing of financial planning to be recognised as a genuine profession and to ensure we, and the

profession, contribute positively to society and the economy.

This is a unique opportunity to become a member of the Paraplanning team and develop your career

utilising the excellent study support that we provide.


  • Preparing the appropriate packs for Financial Planner/Client meeting(s), to include full

documentation and necessary paperwork to fulfil the Client’s needs/requirements and the

regulatory compliance obligations

  • Researching products available in the market, selecting those that are most appropriate for the respective client’s financial needs, priorities and overall financial position;
  • Contributing to the designing and updating of Suitability Letter templates so as to comply with current FCA, Regulatory and Legislative requirements

Salary will be 45-55k depending on experience & qualifications

All applications are dealt with the strictest of confidence

Please contact Gareth

Job Type: Full-time

Salary: £45,000.00 to £55,000.00 /year

Required skills

  • Financial Planning
  • Paraplanning
  • Suitability
  • Technically Competent

Application question

Do you have 2 years current para-planning experience?

Reference: 34226239

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