Junior Paraplanner - #2156343

A fantastic opportunity has arisen for a qualified or part-qualified Paraplanner to join a well-established, fast-growing financial planning firm in London. This is an ideal role for someone looking to take the next step in their career within a supportive, forward-thinking environment.

You’ll be joining a collaborative team where your expertise will directly contribute to delivering high-quality financial advice and exceptional client outcomes.

As a Paraplanner, you will work closely with Financial Advisers, supporting the end-to-end financial planning process. This is a varied and analytical role with real scope for progression.

Key responsibilities include:

• Conducting detailed financial analysis to support client recommendations
• Gathering and organising client data (income, assets, liabilities, etc.)
• Producing suitability reports and investment proposals
• Modelling financial planning scenarios using industry software
• Researching financial products and investment solutions
• Ensuring all work is compliant with FCA regulations
• Maintaining accurate and up-to-date client records
• Supporting advisers in developing tailored financial strategies

You’ll be a proactive and detail-oriented professional who thrives in a fast-paced financial planning environment.

Requirements:

• Level 4 Diploma (CII) achieved or in progress
• Experience in a paraplanning or similar financial services role
• Strong knowledge of pensions, investments, tax, and protection
• Ability to perform basic tax calculations
• Excellent organisational skills and ability to manage deadlines
• Strong written and verbal communication skills

Desirable:

• Experience with back-office systems such as Intelliflo or Genovo
• Ambition to progress towards Chartered status (fully supported)

• Salary up to £45,000
• Hybrid working model (office + remote flexibility)
• Clear progression pathway and ongoing professional development
• Support towards further qualifications and Chartered status
• Collaborative and supportive team culture

If you’re looking to develop your career in paraplanning within a growing and reputable firm, this is an opportunity not to be missed.