Paraplanner

Location: London

Job Type: Full-time, Permanent

An excellent opportunity has arisen for an experienced Chartered Paraplanner to join a well-established, independent, Chartered wealth management firm.

This role is ideally suited to a Diploma-qualified paraplanner with strong whole-of-market research experience who is either working towards Chartered status or keen to achieve it. Clear progression is available to Senior Paraplanner or Financial Planner, depending on your long-term career objectives.

• Preparing documentation and reports for client review meetings
• Conducting whole-of-market research across pensions, investments and protection
• Producing detailed suitability reports for adviser approval
• Carrying out complex calculations and cashflow forecasting
• Interpreting client information to support tailored financial planning strategies
• Supporting advisers and maintaining strong internal relationships
• Ensuring full compliance and accurate maintenance of client files
• Contributing to research projects and investment discussions

• Minimum 1 year's experience in a paraplanning role within an IFA / independent wealth management firm
• Diploma qualified (Level 4)
• Working towards Chartered status (CII pathway preferred)
• Experience across pensions, investments and protection (IHT and trust knowledge beneficial)
• Strong technical and analytical ability
• Sound understanding of compliance requirements
• Ability to work independently and manage workloads effectively

Desirable:

Experience using FE Analytics, Voyant, CashCalc, Xplan and strong Excel capability.

• Salary up to £50,000
• Genuine progression to Senior Paraplanner or Financial Planner
• Support towards Chartered status
• Collaborative and professional working environment

If you are a technically strong paraplanner looking for career progression within a Chartered firm, please apply with your CV for immediate consideration.