Qualified Paraplanner – Wealth Management – Up to £50k

About the role

We are an established independent financial advisory firm in North West London seeking a qualified paraplanner to join our supportive, collaborative team. You will provide high‑quality technical and report‑writing support to three advisers across investments, pensions, protection and retirement planning.

Key responsibilities

• Deliver accurate, compliant client reports and recommendations.
• Assist advisers with investment, pension and protection analysis.
• Maintain up‑to‑date client records and ensure regulatory compliance.
• Support the preparation of tailored financial plans.
• Stay informed on market developments and legislative changes.

Required profile

• Level 4 Diploma (or equivalent) qualification.
• Paraplanning experience within an IFA environment.
• Strong technical knowledge and meticulous attention to detail.
• Excellent communication skills and a collaborative approach.

Required skills

• Knowledge of investments, pensions, protection and retirement planning.

What we offer

• Supportive team culture and positive working environment.
• Exposure to holistic, whole‑of‑market financial planning.
• Opportunity to develop within a stable and growing firm.
• Salary up to £50,000 per year, dependent on experience.