Paraplanner

Paraplanner (3+ Years Experience)

Location: West End, London

Working Pattern: 4 days in-office / 1 day flexible

Salary: Competitive + benefits (dependent on experience)

The Company

A boutique, client-focused Independent Financial Adviser (IFA) based in London’s West End. The firm specialises in delivering high-quality, tailored financial planning to HNW and UHNW clients, with a strong emphasis on long-term relationships and personalized advice.

The Role

We are seeking an experienced Paraplanner to support Financial Advisers in delivering holistic financial planning solutions. This is a technical, detail-oriented role suited to someone who enjoys working closely with advisers and playing a key part in the client journey.

You will be responsible for producing high-quality suitability reports, conducting research, and ensuring all recommendations are compliant and aligned with client objectives.

Key Responsibilities

1. Prepare detailed suitability reports across pensions, investments, and protection
2. Conduct technical research and analysis of financial products and providers
3. Assist advisers in developing client recommendations and financial strategies
4. Analyse client information including income, assets, liabilities, and risk profiles
5. Ensure all work meets FCA regulatory requirements and internal compliance standards
6. Use Intelligent Office (IO) to maintain accurate client records and workflows
7. Liaise with advisers, administrators, and providers to support the end-to-end advice process
8. Contribute to cashflow modelling and financial planning where required

Requirements

1. Minimum 3 years’ experience in a paraplanning role within an IFA/wealth management firm
2. Level 4 Diploma (CII) or equivalent paraplanning qualification (essential)
3. Strong working knowledge of Intelligent Office (IO)
4. Solid understanding of UK financial planning, including pensions, investments, and protection
5. Excellent report writing and attention to detail
6. Strong organisational and time management skills

Desirable

1. Experience working with HNW clients
2. Exposure to cashflow modelling tools (e.g. Voyant, Truth)
3. Progress toward Chartered status

Personal Attributes

1. Highly detail-oriented and analytical
2. Proactive and able to work independently
3. Strong communication skills with the ability to liaise effectively with advisers /clients
4. Professional and client-focused mindset

What’s on Offer

1. Opportunity to join a high-quality boutique firm with a strong reputation
2. Close working relationship with CEO/MD
3. Support for continued professional development and exams
4. Collaborative and professional working environment in the West End