Paraplanner - great progression opportunity

Central London | Office-based (with flexible hybrid option after probation)
Salary: £40k - £50k
Full Time: Monday to Friday, 8:30am - 5:30pm

About the Opportunity

Are you a detail-driven, Level 4 qualified Paraplanner seeking your next step in a collaborative and highly professional financial planning environment?

We are a high-performing boutique wealth management firm with a strong reputation for delivering bespoke, comprehensive financial advice to high-net-worth clients. As part of our continued growth, we’re looking to add a committed and capable Paraplanner to our close-knit team.

This is an excellent opportunity for someone who thrives on client interaction, values high-quality advice, and wants to be part of a firm where their contribution genuinely matters.

What You’ll Be Doing

• Providing end-to-end paraplanning support to a select group of private clients

• Preparing compliant advice reports, recommendation letters, and suitability documentation

• Attending client meetings alongside advisers and drafting detailed file notes

• Creating and presenting cashflow models using Voyant

• Handling complex financial calculations (e.g. pension carry forward, IHT, CGT)

• Conducting research and due diligence to support planning strategies

• Supporting advisers with annual review meeting prep and follow-up

• Collaborating with the admin team and mentoring trainee paraplanners

• Staying up to date through regular CPD and internal training

What We’re Looking For

• Minimum 2 years’ experience in a paraplanning role, ideally more

• Level 4 qualified (Diploma in Regulated Financial Planning or equivalent)

• Strong working knowledge of Voyant, Xplan, and the Microsoft Office suite

• Experience working with high-net-worth clients

• Detail-oriented, proactive, and organised with strong written communication skills

• Comfortable liaising directly with clients and providers

• A positive, team-focused attitude and a genuine interest in financial planning

Why Join Us?

This is more than just a technical role. You’ll be part of a firm that values its people as much as its clients. You’ll be surrounded by Chartered professionals in both financial planning and investment management disciplines — with full support to continue your professional development.

We pride ourselves on a respectful, ambitious and team-orientated culture where ideas are valued and careers are nurtured.