Paraplanner - City of London - Hybrid - £45,000-£50,000

A leading, award-winning financial planning firm in the City of London is seeking an experienced Paraplanner to join their collaborative and high-performing team. Offering hybrid working and a generous benefits package, this role is ideal for a dedicated professional ready to deepen their career in financial planning.

Package Includes:

• Salary: £45,000-£50,000 (DOE)
• Hybrid working: 3 days in-office
• Private medical insurance
• Pension, income protection & death in service
• Cycle-to-work scheme & wellbeing platform
• Clear career progression & funded development

The Opportunity:

This is a prime role for a proactive Paraplanner who enjoys variety, technical work, and working closely with Financial Advisers. You'll support the advice process through detailed research, suitability reports, and cash flow modelling. The firm is known for its innovation, integrity, and exceptional client service.

Key Responsibilities:

• Produce compliant suitability reports across pensions, investments, and protection
• Assist with annual reviews, portfolio rebalancing, and lifestyle modelling
• Work alongside other Paraplanners on complex technical cases
• Maintain accurate client data and ensure regulatory standards are met
• Contribute to an inclusive, forward-thinking team culture

Your Profile:

• Minimum 4 years' experience as a Paraplanner in a financial planning firm
• Level 4 Diploma qualified (essential)
• Strong communication, technical research, and time management skills
• Confident with financial planning tools like Voyant and Selectapension

If you're a talented Paraplanner ready to make a meaningful impact and grow within a respected firm, we'd love to hear from you.