Paraplanner

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.