Paraplanner | London | Full Time | £33,000-£40,000 per annum

Our client is a London-based Independent Financial Adviser firm dedicated to providing tailored financial solutions to their diverse client base. Their team is committed to helping clients achieve their financial goals through personalised advice and strategic planning.

What’s in it for you?

Training and support to expand your paraplanning and compliance skills
Exposure to a wide range of financial planning areas: pensions, investments, protection, and more
A supportive and collaborative London-based team environment

Are you the right person for the job?

Previous paraplanning experience (or experience in financial services) is preferred
Strong communication skills and a proactive attitude
Excellent attention to detail and organisational abilities
Ability to work effectively both independently and as part of a team
Proficiency in Microsoft Office, particularly Excel and Word

What will your role look like?

Supporting advisers with research, report preparation, and documentation
Assisting the management team with compliance administration and regulatory record-keeping
Preparing suitability reports, pension reviews, and investment proposals
Maintaining accurate client records and ensuring compliance with FCA regulations
Collaborating with team members on ad-hoc projects and initiatives

What’s next? It’s easy! Click “APPLY” now! We can’t wait to hear from you!

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