Paraplanner

Paraplanner – London (near Bank) Up to £60,000 Hybrid working Are you an experienced Paraplanner looking to join a forward-thinking wealth management firm in the heart of the City? This is a fantastic opportunity to become part of a collaborative and growing team, working closely with Financial Advisers to deliver client-focused advice. The Role: Based near Bank, you’ll be working in a POD system to support one or two Advisers across the full advice process, from research and report writing through to recommendations and client reviews. You’ll play a key role in ensuring suitability reports are technically robust and compliant, while helping to deliver an exceptional client experience. Key Responsibilities: • Preparing detailed suitability reports across pensions, investments and protection • Conducting technical research and analysis to support advice recommendations • Liaising with Advisers, administrators and providers • Ensuring all work meets regulatory and compliance standards Benefits: • Up to £60,000 • 33 days annual leave (incl. bank holidays) + buy/sell scheme • Private medical cover & enhanced pension (up to 8% total contribution) • Life assurance (4x salary) & income protection • Agile working • Hybrid working (3days in the office) • Generous family leave & paid sick leave • Study support, career coaching & development opportunities • Employee referral bonus (up to £10,000) • Health & wellbeing support (EAP, flu jabs, health checks) • Cycle to work scheme & season ticket loan To be considered for this paraplanner opportunity: • Previous experience as a Paraplanner within an IFA / wealth management firm • Strong technical knowledge across pensions and investments • Level 4 Diploma qualified • High attention to detail and strong report writing skills • Confident communicator with a proactive approach If you’re looking for a role where you can add real value and continue developing your technical expertise, I’d be keen to speak with you. Apply today