Paraplanner

Paraplanner - London (Office Based)

Location: London

Salary: £40,000-£50,000 (confidential)

Job Types: Full-time, Permanent

Job ID: 10241

About the Role:

A well-established financial planning practice in London is seeking a technically strong Paraplanner to support advisers with research, analysis, and compliant report writing. You will join a professional team focused on high-quality advice delivery and excellent client outcomes.

Your role will include, but not be limited to:

• Conduct fact-finding and analyse client information, including objectives and risk profiles
• Research and compare financial products across pensions, investments, and protection
• Build cashflow models and retirement forecasts using Voyant or CashCalc
• Draft suitability letters and technical reports in line with FCA guidance
• Prepare illustrations, provider packs, and key documents
• Support advisers in client review meetings
• Liaise with compliance to ensure all files are audit-ready
• Manage case progression and communicate directly with product providers
• Produce one-page summaries and client-facing documentation
• Maintain accurate client records and ensure compliance documentation is up to date

Skills and experience required:

• CII Level 4 Diploma in Regulated Financial Planning
• CII Certificate in Paraplanning or CISI recognised qualification advantageous
• Strong technical knowledge of pensions, investment planning, taxation, and FCA rules
• Previous experience using cashflow modelling software
• Strong written communication and report writing skills
• Minimum of 2 years in a technical Paraplanner position
• Able to manage deadlines and workloads effectively with precise attention to detail

Benefits:

• Competitive Salary
• Full study support and ongoing CPD funding
• Pension scheme and private healthcare
• Office-based with potential hybrid day after probation
• Clear internal progression pathway to Senior Paraplanner or Adviser

About Recruit UK:

Recruit UK specialise in financial services recruitment across the whole of the UK, offering coverage for all levels within financial planning, wealth management, compliance, and technical support.

Our commitment to you:

• Equality, diversity, and inclusion are promoted across all activity
• Every journey begins with a detailed conversation about you and your career goals
• Honest feedback on suitability and position in the market
• Access to a wide network across financial planning to source the right fit
• A mindful approach linked to career satisfaction, not only salary
• UK-wide coverage with local consultant support