Paraplanner - London (City)

Paraplanner - London (City)£50,000 - £55,000 + 10% Bonus Hybrid Working (1-2 days in office)

The Opportunity:A prestigious, boutique wealth management and financial planning firm-ranked among FTAdviser's Top 100- is looking to expand its Private Client team by hiring a talented Paraplanner. This is a chance to join a values-driven business with an outstanding reputation and a track record of industry recognition, including multiple "Best Financial Adviser to Work For" awards.

You'll be supporting a high-performing Financial Adviser with a portfolio of high-net-worth clients, working on complex financial planning cases with direct exposure to clients and technical planning strategies.

About the Role:As a key member of the advice team, your responsibilities will include:

• Supporting the Adviser with technical casework and client planning

• Conducting detailed product and investment research

• Drafting suitability reports and recommendations

• Running cashflow modelling (using Voyant)

• Building and maintaining financial plans alongside the Adviser

• Staying on top of regulatory, legislative, and technical changes

• Overseeing the work of Administrators to ensure smooth case progression

What You'll Need:

• Level 4 Diploma in Financial Planning (CII preferred)

• Minimum 3 years of experience in a Paraplanning role

• Experience working with HNW clients and complex advice cases

• Strong technical knowledge of pensions, investments, and protection

• Comfortable using Intelligent Office (IO) and cashflow tools like Voyant (desirable)

• A detail-focused, collaborative approach to supporting advisers

Why Join?

• Salary up to £55,000 plus a 10% discretionary bonus

• Hybrid model - just 1-2 days a week in their City-based office

• Pension contributions of 7.5% from the employer

• Private Medical Insurance

• Comprehensive benefits package

• Strong culture of professional development - support with further qualifications and career progression

Next Steps:Ready to step into a high-quality, long-term Paraplanning role with a top-tier advisory firm? Apply now, and one of our specialist consultants will be in touch to walk you through the details before your CV is submitted.