Paraplanner (Technical Consultant) – London

About the role

We are seeking a Level 4 qualified Paraplanner (Technical Consultant) to join a leading independent financial advice practice in London. You will support a busy high‑net‑worth client bank, working closely with senior advisers to deliver tailored financial solutions.

Key responsibilities

• Provide direct support to clients on complex financial cases
• Attend client meetings and gather relevant information
• Research, analyse and produce suitability letters and reports
• Conduct cash‑flow modelling and construct financial plans
• Stay up‑to‑date with technical, legislative and regulatory changes

Required profile

• 2‑3+ years experience in a Paraplanning role
• Level 4 Diploma in Financial Planning (CII preferred)
• Strong knowledge of investment, life and pensions products and current legislation
• Experience providing high‑quality support to financial planners

Required skills

• IO
• Voyant
• Cash flow modelling

What we offer

• Competitive salary £45,000‑£55,000 per year
• Discretionary annual bonus
• 7.5% employer pension contribution
• Hybrid working – 2 days per week in central London office
• Private medical insurance and comprehensive benefits
• Continual learning and professional development support