Paraplanner – City of London - £55,000 + Benefits

A fantastic opportunity has arisen for an experienced and ambitious Paraplanner to join a highly respected Chartered Financial Planning practice based in the heart of the City. This is a key role supporting a long-established Adviser with over 20 years’ tenure and an estimated £80m AUM, working with a large and loyal client base including many High-Net-Worth individuals (average client size c.£800k).

This position is ideal for a career Paraplanner who thrives in a technical, client-focused environment and is committed to delivering high-quality work within a professional, friendly team.

The Role

You will work closely with one Adviser, providing full paraplanning and case management support across pensions, investments, protection and inheritance tax planning. Responsibilities include:

• Producing detailed and accurate suitability reports for new business and annual reviews


• Conducting in-depth product and fund research using tools such as Selectapension, FE Analytics and Defaqto


• Managing cases from client agreement through to implementation


• Liaising with providers to gather policy information and ensure smooth processing


• Maintaining accurate pipeline records and updating clients and the Adviser


• Producing valuations and managing the annual review process


• Completing fact finds and maintaining client files on the back-office system


• Submitting new business on provider platforms and internal systems


• Monitoring trail fees, invoicing clients and managing ongoing fee processes


• Actioning fund switch instructions


• General administrative duties to support the advice process

• Level 4 Diploma qualified (essential)


• Strong technical knowledge across pensions, investments, protection and IHT


• A genuine career Paraplanner with at least 5+ years’ experience


• Ideally working towards Chartered status or keen to progress


• Excellent written and verbal communication skills


• High attention to detail and strong organisational ability


• Confident working independently and as part of a close-knit team


• Proactive, self-motivated and able to take ownership of tasks

You will support an Adviser with over two decades of experience and a strong track record of delivering high-quality advice. The client bank is well-established, diverse and includes many HNW individuals, with cases typically centred around pensions, investments and protection.

Why Apply?

• Work closely with a highly experienced Adviser with a substantial, quality client bank


• Join a respected Chartered firm with a supportive, team-focused culture


• Genuine career development with full support towards further qualifications


• A varied, interesting workload with exposure to complex cases


• Competitive salary and a stable, long-term opportunity

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