Paraplanner, central London

Hybrid working (remote option for the right individuals)

Up to £60,000

This role is ideal for experienced Paraplanners who are already Level 4 qualified (CII Diploma or equivalent) and looking to expand their technical skillset in a supportive and high-performing environment.

If you enjoy complex planning cases, collaborating closely with advisers, and want to take ownership of technical recommendations and research, this is a role where you’ll thrive. You’ll have access to a well-structured development path, opportunities to get involved in high-level planning, and the chance to deepen your expertise in a firm that values progression and professionalism.

The Company

This is a long-established, directly authorised financial planning and investment management firm, based in central London with a number of other offices across the country. The business is growing steadily and has an excellent reputation.

They have a strong team culture, clear internal processes, and the infrastructure to support their staff in delivering a high-quality client experience. With a mix of Financial Planners and Investment Managers under one roof, Paraplanners here get broad exposure to both financial planning and portfolio management. Technology is used efficiently and training is continuous - from technical updates to soft skill development.

The Role

You’ll work closely with experienced Financial Planners, helping them prepare and deliver high-quality advice to clients. You’ll take ownership of report writing, research, product analysis, and technical calculations. A typical day could include crafting suitability letters, conducting pension and tax calculations, supporting transition projects for new clients, or collaborating with the team on holistic financial plans.

Expect a mix of structured routine and technical problem-solving, especially in areas like IHT planning, income planning, and cashflow modelling. You’ll also contribute to team meetings and have input on process improvements, all while being backed by a professional and collaborative paraplanning team

The Benefits

Salary of up to £60,000
26 days holiday to 31 days after 5 years + bank holidays
A day off each year where you can volunteer to undertake charity work for a charity of your choice
Generous employer pension contribution
DIS Cover provided
Income Protection cover
Discretionary bonus available
Private Medical Insurance and Health Cash plan
Cycle to work scheme
Support with achieving professional qualifications

Requirements

Level four qualified, or close to completion
Experience as a paraplanner

How to apply

If you think this is of interest to you, then the next step is to apply. Don’t worry, the application is simple, just attach your CV along with your basic contact details and we’ll do the rest.