Paraplanner
Location: Croydon
Salary: Up to £45,000 DOE
Working Pattern: Office-Based, Hybrid or Remote
Start Date: August 2026 (or sooner)
Hours: 35 hours per week
The Opportunity
An established and growing financial planning firm is seeking an experienced Senior Paraplanner to join their team in Croydon. This is an excellent opportunity for a technically strong paraplanner who enjoys working on complex financial planning cases and wants to play a key role supporting a team of 3-4 Financial Advisers.
The business is bringing a significant amount of its technical paraplanning work back in-house, creating an opportunity for someone who can add real value through high-quality research, analysis and report writing across a range of sophisticated client cases.
Key Responsibilities
- Supporting a team of 3-4 Financial Advisers with complex financial planning cases
- Conducting detailed technical research and analysis
- Preparing suitability reports and client recommendations
- Assisting with pension, investment, savings and taxation planning cases
- Undertaking cashflow modelling and financial planning analysis
- Liaising with advisers, providers and administrators where required
- Ensuring reports and recommendations are accurate, compliant and client-focused
- Contributing to the firm’s in-house technical expertise and paraplanning function
About You
To be considered, you will have:
- Minimum 4 years’ paraplanning experience
- Strong technical knowledge across:
- Investments
- Pensions
- Savings
- Taxation
- Previous experience producing high-quality suitability reports
- Experience using Intelligent Office (IO) – essential
- Experience using Dynamic Planner and/or PlannerPal – highly desirable
- Excellent report writing and research skills
- Strong attention to detail and a proactive approach
- A professional, hardworking attitude with a strong work ethic
What’s on Offer?
- Salary up to £45,000
- Flexible working options – onsite, hybrid or remote
- Opportunity to work on technically challenging and rewarding cases
- Join a close-knit and collaborative financial planning team
- Play an integral role in the growth of the firm’s in-house paraplanning function
Apply Now
If you’re an experienced Paraplanner looking for a role where you’ll be trusted with complex work, have direct exposure to advisers, and make a genuine impact within a growing financial planning business, we’d love to hear from you.
Please note: Given the urgency of this requirement, candidates with short notice periods or immediate availability will be particularly welcomed.