Paraplanner

Are you an experienced Paraplanner, ideally Chartered or working towards Chartered status, looking to join a highly respected and forward-thinking IFA firm in the heart of London?

Our client is a client-focused, independent financial planning firm dedicated to delivering high-quality, tailored advice to HNW individuals and families. Due to continued growth, they are seeking a detail-oriented and technically strong Paraplanner to join their close-knit and professional team.

• Support the Financial Planners in delivering holistic financial advice across pensions, investments, tax planning, and protection

• Conduct detailed research and analysis to prepare compliant, accurate suitability reports

• Liaise with providers, clients, and other stakeholders to ensure efficient implementation of recommendations

• Maintain up-to-date knowledge of financial planning, legislation, and compliance standards

• Play a proactive role in client strategy meetings and case discussions

• Minimum of Level 4 Diploma in Financial Planning (DipPFS or equivalent); Chartered status preferred or actively working towards

• Solid experience in a paraplanning role within an IFA environment

• Strong understanding of pensions, investments, and tax planning

• Proficient in using financial planning software (ideally Voyant)