Paraplanner

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.