Paraplanner - Hybrid
London
Pay: £40,000.00 - £45,000.00 per year
Job description:
Paraplanner – Wealth Management
North London | Hybrid Working
Competitive Salary + Bonus + Exam Support
We are recruiting an experienced Paraplanner to join a leading Wealth Management / Financial Planning firm in North London. This is a hybrid role supporting Financial Advisers and high-net-worth clients with technical financial planning advice.
Paraplanner Responsibilities
Paraplanning support for Wealth Management and Financial Planning
Research and analysis across pensions, investments, tax planning, protection, and IHT / estate planning
Preparation of compliant suitability reports
Analysis of fact-finds, risk profiles, and client objectives
Liaison with product providers, platforms, and advisers
Support with annual reviews and complex planning cases
Paraplanner Requirements
Previous experience as a Paraplanner
Background in Wealth Management or Financial Planning
Level 4 Diploma qualified
Strong knowledge of pensions, investments, tax, and estate planning
Excellent written communication and attention to detail
Experience with financial planning / suitability report software
Salary & Benefits
Competitive salary (dependent on experience)
Annual bonus
Hybrid working (North London office)
25 days holiday + bank holidays
Exam support, study leave, and career progression