Chartered Paraplanner - Award-Winning Financial Planning Firm, City of London, Hybrid Working

Are you a Chartered Paraplanner ready to take your career to the next level within a dynamic, multi-disciplinary financial planning practice? We're working with a highly respected and fast-growing firm based in the heart of the City of London, known for delivering exceptional client service and winning multiple industry awards.

This is a rare opportunity to join a forward-thinking team that blends cutting-edge technology, behavioural finance insights, and global investment expertise to empower clients to make smarter financial decisions.

The Role

As a Chartered Paraplanner, you'll play a pivotal role in supporting Advisers and contributing to the firm's mission of delivering tailored, high-quality financial planning. You'll work closely with the Paraplanning Manager and wider team to produce accurate recommendations, suitability reports, and client review assessments across investments, pensions (including DB schemes), protection, and complex tax planning.

You'll also have the opportunity to contribute to proposition governance, share technical insights, and support client meetings-both virtually and face-to-face.

What We're Looking For

• Chartered Status (CII) is essential
• Minimum 5 years' experience in a busy financial planning environment
• Strong technical knowledge across pensions, investments, protection, and tax
• Exceptional attention to detail and ability to manage multiple deadlines
• Confident communicator with a collaborative mindset
• Proficiency in Adobe, Word, Excel, Outlook, and CRM systems (Enable preferred)

Why Apply?

• Join a firm with a clear vision and award-winning reputation
• Work in a collaborative, client-centric culture
• Benefit from hybrid working and a central London location
• Engage in proposition governance and monthly insight forums
• Access cutting-edge tools and global investment expertise
• Drive your own CPD and cross-skill with a high-performing team

Location

City of London Hybrid Working Available

Ready to make your mark in a firm that's redefining financial planning? Apply now or contact us for a confidential discussion.

Please email to Ursula at financial Divisions.