This Paraplanner and Back Office Lead role in Covent Garden provides an excellent opportunity to join a growing independent financial planning firm where you will play a key role in both paraplanning and administration. You will be involved in the full client journey from initial meeting through to implementation, giving you real ownership and variety in your work.
You'll be joining a business that values high quality financial planning, modern technology and continuous professional development, with full support available towards achieving your Diploma or Chartered status.
In this Paraplanner role, your responsibilities will include:
• Managing cases from initial fact find through to implementation, ensuring everything progresses efficiently
• Producing suitability reports and recommendation documents for clients
• Carrying out research across investments, platforms and financial planning solutions
• Creating cashflow models to support retirement, estate planning and wider financial planning recommendations
• Using technology and AI-based tools to improve efficiency and assist with report writing
• Processing applications and liaising with providers throughout the implementation process
• Supporting trust administration and Trust Registration Service requirements where appropriate
Paraplanner Requirements
• Experience working as a Paraplanner, Senior Administrator or similar role within an IFA or financial planning firm
• Strong knowledge of financial planning, investments and report writing
• Experience producing suitability reports and conducting technical research
• Level 4 Diploma qualified or actively studying towards completion
The Company
You will be joining a boutique independent financial planning practice that advises private clients across the UK. The business offers a collaborative and supportive environment where you will work closely with senior professionals and have the opportunity to broaden your technical knowledge and responsibilities.
Paraplanner and Back Office Lead Benefits
• Salary circa £40,000
• Full support towards Diploma and Chartered qualifications, including exam funding
• Ongoing mentoring from an experienced Chartered Financial Planner
• Office based in Covent Garden with flexibility available following initial training period
• Genuine opportunity to develop into a more senior technical or operational position
• Broad and varied role with significant ownership and responsibility
Location
This role is based in Covent Garden, London. Candidates should be within a reasonable commuting distance and comfortable with an office based environment initially.
If you are looking for a Paraplanner and Back Office Lead position where you can take ownership of cases, continue developing your technical expertise and work closely with experienced financial planning professionals, please apply today.
Liability and disclaimer
Premier Jobs UK Limited is acting as an employment agency for this permanent vacancy. Salary, benefits and on-target earnings are supplied by our client, may change, and form no part of any offer or contract. We give no warranty as to accuracy and accept no liability for reliance on this advert, except where liability cannot lawfully be excluded.
