Paraplanner
Central London
Salary Up to £60,000 DOE
Full-Time | Onsite for Probation Period (3 months), then Hybrid Working with 2 days from home after probation
An established and highly respected financial planning firm in Central London is looking to appoint a further experienced Paraplanner as part of its continued growth and expansion.
This is an excellent opportunity to join a quality-focused business that has built its reputation through client referrals rather than advertising. The firm prides itself on delivering exceptional advice, fostering long-term client relationships, and providing a collaborative environment where employees are genuinely supported in their career development.
The Opportunity
Working as part of a close-knit advisory team, you’ll provide high-quality paraplanning support to advisers across the business on a pooled basis. This is a role suited to an experienced professional who enjoys producing first-class client outcomes and values quality over volume.
The business offers a structured pathway towards becoming a Financial Adviser for ambitious individuals looking to progress their careers over the longer term.
Key Responsibilities
- Supporting Financial Advisers with compliant and accurate suitability reports
- Conducting technical research and analysis across pensions, investments and protection products
- Assisting with client recommendations and financial planning strategies
- Preparing client review documentation and recommendations
- Liaising with advisers and other team members to ensure excellent client outcomes
- Maintaining high standards of compliance and technical accuracy
- Contributing to a collaborative, team-focused working environment
Requirements
- Minimum Level 4 Diploma qualified
- Ideally 3–4+ years’ paraplanning experience within a financial planning environment
- Exceptional candidates with slightly less experience will also be considered
- Strong technical knowledge across pensions, investments and financial planning
- Excellent report-writing and research skills
- High attention to detail and commitment to quality
- Team-oriented approach with a genuine focus on client outcomes
- Ambition to develop and progress within a growing business
What’s on Offer?
- Salary up to £60,000, depending on experience
- Modern Central London offices (EC1A)
- Structured career development and progression opportunities
- Support towards becoming a Financial Adviser
- Collaborative and experienced team environment
- Strong staff retention and long-term career prospects
- Referral-based client bank focused on quality advice rather than sales targets
- Hybrid working available following successful completion of probation
Working Pattern
- Full-time office-based during the initial probation period (3 months, with potential extension to 6 months if required)
- Following successful probation, employees can work from home up to 2 days per week, subject to having a suitable dedicated home-working environment
About the Business
You’ll be joining a growing team of 15 professionals, including a dedicated adviser and paraplanning team. The company has a strong reputation for delivering high-quality financial planning and has successfully developed junior team members into adviser positions over time.
If you’re an experienced Paraplanner looking for a long-term opportunity with genuine progression, a supportive culture, and a business that values quality over quantity, we’d love to hear from you.
Apply today for immediate consideration.