Hiring Now: Paraplanner Near You – Apply Today!
Your Next Paraplanner Job Starts Here – Apply Now!
Paraplanner
Job Posted: 13 days ago
Salary: £ 35,000 - 60,000 / Annum
Job Type: Permanent
Location: City of London, London
Expire in: 15 days
Job Description
Our client is a growing financial planning business with a strong presence in the market and a reputation for providing bespoke financial advice. To support increasing client demand, they are looking to appoint an experienced Paraplanner who can contribute to the continued success of the firm.
Working closely with Financial Planners, you will provide technical support across pensions, investments, protection, tax planning, and estate planning, helping to deliver tailored financial solutions and excellent client outcomes.
Key Responsibilities
Conduct technical and product research across a range of financial planning areas
Produce high-quality suitability reports and recommendation documentation
Assist with cashflow forecasting and financial planning analysis
Liaise with providers and third parties to obtain information and progress cases
Support the delivery of compliant, client-focused financial advice
Maintain accurate client records and documentation
About You
DipPFS qualified (or equivalent)
Previous Paraplanning experience within Financial Planning, Wealth Management, or an IFA environment
Strong technical knowledge of pensions, investments, taxation, trusts, and protection
Excellent analytical, organisational, and report-writing skills
High attention to detail and a proactive approach to work
Experience with Voyant, FE Analytics, or similar software would be advantageous
Benefits
Competitive salary
25 days holiday plus bank holidays
Private medical insurance
Employer pension contributions
Enhanced parental leave
Study support towards further professional qualifications, including Chartered status
Long-term career progression opportunities
Supportive and collaborative working environmentIf you're looking to join a respected financial planning firm where your technical expertise will be valued and your professional development supported, we'd love to hear from you. Contact our team for a confidential discussion.
Please note that no terminology in this advert is intended to discriminate on the grounds of a person's gender, marital status, race, religion, colour, age, disability or sexual orientation. Every candidate will be assessed only in accordance with their merits, qualifications and ability to perform the duties of the jobBefore You Apply
Do not include the following in your job application, CV, or cover letter:
- Bank details.
- National Insurance number.
- Date of birth.
You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.
Looking for your next career move? Join a top company hiring Paraplanner job near me in City of London, London! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
Similar Jobs
© Vita CV: Registered in England and Wales (16187919).