Financial Divisions
London
Full Time
Permanent
£50,000 - £55,000 Per Annum
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.
Financial Divisions
London
Full Time
Permanent
£50,000 - £55,000 Per Annum