Paraplanner - CAS

An excellent opportunity has arisen for an experienced Paraplanner to join an award-winning financial advisory firm based in the City of London. This firm prides itself on offering a collaborative, friendly, and professional working environment, recognised for its positive workplace culture.

This role is ideal for a technically skilled Paraplanner looking to enhance their expertise, with a unique opportunity to achieve CAS sign-off within 12 months for those who wish to progress into an advisory role. However, the firm is equally open to individuals who prefer to remain in a dedicated paraplanning position.

Key Responsibilities:

• Provide full technical and planning support to Financial Advisers.
• Conduct research and analysis to develop tailored financial solutions.
• Prepare detailed financial plans, suitability reports, and client documentation.
• Attend client meetings to support advisers and enhance client relationships.
• Liaise with the Client Support team to ensure accurate record-keeping.
• Keep up to date with legislation, compliance requirements, and investment strategies.
• Maintain and develop technical knowledge across financial products, tax planning, and market trends.

Key Requirements:

• DipPFS qualified (Level 4 Diploma in Financial Planning).
• A minimum of 1-2 years’ paraplanning experience.
• Strong technical knowledge of financial planning, tax, and investment products.
• Excellent written and verbal communication skills.
• Proven ability to produce high-quality reports and recommendations.
• Proficiency with financial planning software such as Voyant, FE Analytics, and Adviser Office is beneficial.

The Package:

• Salary: £45,000 - £50,000 (dependent on experience).
• Performance-based bonus and comprehensive benefits package.
• Hybrid working policy, offering flexibility to support work-life balance.

This is a fantastic opportunity for a motivated and detail-oriented Paraplanner to join a well-established firm that truly values its employees. Whether you aspire to move into an advisory role or prefer to specialise in technical paraplanning, this position offers long-term career development and professional growth within a highly respected financial planning business.