Paraplanner

ParaplannerCity of London, 2 days a week post-probation£45,000 - £55,000Benefits:

• Private Medical Insurance
• Discretionary annual bonus
• Hybrid working after probation (2 days per week in the office)
• Up to 30 days of annual leave
• Flexible working hours
• Company events

We're working with a highly respected Chartered and independent financial planning firm, proudly certified as a B Corp. This is a business built on integrity & professionalism, combining expert financial advice with a genuine commitment to social and environmental responsibility.Due to continued growth, they are looking for a driven and detail-oriented Paraplanner professional to join their collaborative team. Why Join This Business

• Chartered status reflects their commitment to the highest standards of professionalism, whilst remaining independent and whole-of-market
• Certified B Corp, demonstrating genuine social and environmental accountability
• Full exam support after successful probation
• Supportive career pathway

Key Responsibilities:

• Working with Advisers to formulate advice and plans across pensions, investments, cashflow forecasting, retirement planning, IHT planning, VCTs and EISs.
• Producing suitability letters/reports
• Conducting research and analysis to support the development of suitable financial strategies
• Ad hoc attendance to client meetings to assist with cashflow presentations
• Be a technical point of contact for clients
• Prepare and maintain accurate client files, ensuring compliance with industry regulations.

Requirements:

• Minimum of 2 years' experience as a Paraplanner
• Level 4 qualification is mandatory
• Experience with a range of software and technology, including Voyant, FE Analytics

Synonyms: IFA, Financial Planning, Wealth Management, Financial Adviser, Financial Advisor, Wealth Manager, Financial Consultant, CISI, CII, level 4 diploma, Independent Financial Advice, Financial Advisory, Financial Planning Analyst, Technical Support, Report Writer, Para-planner, Para planner, Adviser Support