Paraplanner – London – up to £55k + bonus

About the role

Our client, a leading financial planning firm in London, is looking for an experienced Paraplanner to join a growing team. You will work closely with Financial Advisers to develop comprehensive, compliant financial plans for a diverse client base, from initial research through to ongoing reviews.

Key responsibilities

• Prepare for and attend client meetings alongside Financial Advisers.
• Take detailed meeting notes and follow up on technical matters.
• Gather, analyse and interpret detailed financial information from clients and professional advisers.
• Research and formulate appropriate planning solutions to meet clients' objectives.
• Produce clear, accurate and compliant suitability reports.
• Create and maintain detailed lifetime cashflow forecasting models.
• Support the development of bespoke financial plans covering retirement, investment, tax, estate, protection and contingency planning.
• Conduct ongoing reviews of clients' financial arrangements and objectives.
• Respond to complex technical queries from clients and advisers.
• Build strong working relationships with clients and professional connections.
• Work collaboratively with advisers and technical colleagues to deliver an exceptional client experience.

Required profile

• Proven experience as a Paraplanner within financial planning or wealth management.
• Strong technical knowledge of pensions, investments, taxation, trusts and estate planning.
• Experience producing suitability reports and financial planning recommendations.
• Cashflow modelling experience.
• Excellent analytical, research and report‑writing abilities.
• Meticulous attention to detail and ability to manage multiple priorities.
• Client‑focused mindset and high standards of service.
• Level 4 Diploma in Financial Planning (or equivalent) – essential.
• Working towards Chartered status – desirable.

Required skills

• Cashflow modelling
• Voyant cashflow modelling software

What we offer

• Competitive salary up to £55,000 plus discretionary bonus.
• Comprehensive benefits package.
• Exposure to complex and rewarding financial planning cases.
• Supportive, collaborative team environment.