Paraplanner | Two days in Office

We are currently working with a leading national independent financial advice firm who are looking to strengthen their London-based Wealth Planning team with the addition of a Paraplanner. This is an excellent opportunity to join a well-established and growing team, supporting advisers who deliver high-quality, holistic financial planning to a strong book of private clients. The Role As a Paraplanner, you will work closely with Financial Advisers and Client Support teams to provide technical support and help deliver tailored financial planning advice. Key responsibilities include: • Conducting detailed research into client financial arrangements and suitable solutions • Preparing technical suitability reports and recommendations • Analysing investment portfolios, pensions and protection arrangements • Producing financial planning analysis and supporting cashflow modelling • Assisting with annual client reviews and ongoing service delivery • Ensuring all work is compliant with FCA regulations and internal procedures This is a hands-on role where you will gain exposure to a wide variety of client cases, helping to build your technical expertise and develop your career within financial planning. The Opportunity • Join a growing Wealth Planning team with a strong, established client base • Work in a collaborative and supportive environment • Access structured training, development programmes and funded exams • Clear long-term progression opportunities into advisory roles • Exposure to a broad range of financial planning cases and technical work About You • Minimum 2 years’ experience in a paraplanning role • Working towards (or close to completing) the Diploma in Financial Planning (DipPFS) • Strong technical knowledge across pensions, investments and protection • Excellent attention to detail and report writing skills • Organised, proactive and able to manage multiple deadlines • A strong desire to learn, develop and progress within financial planning Package & Benefits • Salary: £40,000 – £48,000 (dependent on experience) • Annual bonus • Hybrid working (typically 2 days in the office, with flexibility) • 25 days holiday + bank holidays + birthday off • Funded exams and paid study leave • Structured career development pathways • Life assurance, pension and flexible benefits package • Additional perks including wellbeing support, volunteering days and retail benefits This is a fantastic opportunity for an ambitious Paraplanner looking to take the next step within a highly regarded and growing financial planning firm. To find out more, please apply or get in touch for a confidential discussion.