Paraplanner – £45k‑£50k Base + Bonus, Hybrid (London)

About the role

Join a well‑established wealth management firm that invests heavily in its people. As a Paraplanner you will support experienced advisers, own cases from research through to reporting, and develop towards senior or chartered status with full exam funding.

Key responsibilities

• Produce clear, compliant suitability reports across pensions, investments, protection and inheritance tax planning.
• Conduct technical research and product analysis using industry‑leading tools.
• Perform cash‑flow modelling to support long‑term client planning.
• Prepare meeting packs and support advisers ahead of client reviews.
• Liaise with providers and administrators to keep cases progressing.
• Contribute to the continuous improvement of templates and processes.

Required profile

• Paraplanning experience within an IFA or wealth‑management environment.
• Working towards or holding the Level 4 Diploma in Financial Planning (full support provided).
• Strong technical knowledge of pensions and investments.
• Excellent written communication and pride in report quality.
• Organised, accurate and able to manage an independent caseload.
• Team‑player who enjoys a collaborative office culture.

Required skills

• Cash‑flow modelling

What we offer

• £45k‑£50k base salary plus discretionary bonus.
• Fully funded exams, generous study leave and a clear progression path.
• Hybrid working with a modern central London office.
• Pension scheme, private medical cover and a comprehensive benefits package.
• Stable firm with low turnover and a supportive culture.