Paraplanner

Paraplanner

Location: High Holborn London

Salary: Up to 50000 (DOE) Comprehensive Benefits Package

The Opportunity

Are you a Diploma-qualified Paraplanner looking for a firm that values your technical insight as much as your report-writing skills I am working with a Chartered independent fee-based wealth management firm that is looking for a dedicated professional to join our team in High Holborn.

They provide bespoke well-researched advice to individuals companies and trustees. We dont just want a report writer; we want a future leader. Whether you aspire to become a Senior Paraplanner or a Financial Planner we provide the clear career path and exam support to help you get there.

Why Youll Love Working With Us

• Autonomy & Influence: You will liaise with clients directly and have your opinions heard and acted upon.
• Growth: We offer full support for those on the route to Chartered status (ideally via CII).
• Mentorship: Youll have the chance to shape the next generation by mentoring junior members through our internal graduate trainee programme.
• Benefits: Enjoy a generous holiday entitlement flexible working salary sacrifice income protection and death in service.

Your Role

As a vital part of our advice process you will:

• Conduct Complex Analysis: Perform whole-of-market research complex calculations and cashflow forecasting to create bespoke client solutions.
• Lead Documentation: Prepare client review meetings and interpret data obtained by advisers.
• Drive Strategy: Join our Investment Committee and participate in central research projects.
• Own the Process: Regularly participate in team meetings and take ownership of actions through to resolution.

What Were Looking For

• Experience: A minimum of 1 year in a paraplanning role within an IFA firm.
• Technical Knowledge: Experience with a breadth of products including pensions investments protection and ideally IHT and trust work.
• Software Savvy: Proficiency with tools like FE Analytics Voyant CashCalc and Xplan as well as advanced Excel skills.
• Mindset: You are fast-moving disciplined and possess strong analytical and organizational skills.
• Education: Ideally educated to graduate level.

Ready to take the next step in your career Email