Paraplanner - 12 Month FTC, London (Hybrid), Up to £55,000


Company 

Financial Divisions

Location 

London

Employment Hours 

Full Time

Employment Type 

Permanent

Salary 

£50,000 - £55,000 Per Annum

Job Requirements/Description

An established financial planning firm is seeking an experienced Paraplanner to join their London team on a 12-month fixed-term contract. Working in partnership with consultants, you'll provide high-quality technical support, detailed research, and bespoke suitability reports for a valued HNW client base.

This role offers hybrid working and the chance to join a collaborative, client-first team.

Key Responsibilities:

Produce accurate, compliant suitability reports using Intelliflo and consultant meeting notes

Conduct technical research across pensions, investments, and wider financial planning areas

Support consultants with complex client queries and ensure solutions are FCA-compliant

Maintain records in line with AML, DPA, and regulatory requirements

Keep up to date with legislative changes, briefing consultants where required

Mentor junior team members and review output to ensure quality standards

About You:

Diploma in Regulated Financial Planning (minimum)

At least 4 years' experience within an IFA environment

Strong knowledge of pensions, retirement planning, and holistic financial advice areas

Skilled in report writing, technical analysis, and client communication

Proficient with Intelliflo, FE Analytics, and major platform providers

If you are an experienced paraplanner seeking your next challenge and are available for a 12-month contract, we'd love to hear from you.

Please contact Joanna at Financial Divisions.

Company 

Financial Divisions

Location 

London

Employment Hours 

Full Time

Employment Type 

Permanent

Salary 

£50,000 - £55,000 Per Annum

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