Paraplanner – London (near Bank) – Up to £60k – Hybrid

About the role

We are seeking an experienced Paraplanner to join our forward‑thinking wealth management team in the City of London, near Bank. Working in a POD system, you will support one or two Financial Advisers throughout the full advice process, from research and report writing to client reviews.

Key responsibilities

• Prepare detailed suitability reports covering pensions, investments and protection.
• Conduct technical research and analysis to underpin advice recommendations.
• Liaise with Advisers, administrators and external providers.
• Ensure all work complies with regulatory and compliance standards.

Required profile

• Previous experience as a Paraplanner within an IFA or wealth‑management firm.
• Strong technical knowledge of pensions and investments.
• Level 4 Diploma qualification.
• High attention to detail and strong report‑writing ability.
• Confident communicator with a proactive approach.

Required skills

• Pensions
• Investments

What we offer

• Salary up to £60,000 per year.
• 33 days annual leave (incl. bank holidays) with buy/sell scheme.
• Private medical cover and enhanced pension contribution (up to 8%).
• Life assurance (4× salary) and income protection.
• Hybrid working – 3 days in the office.
• Generous family and sick leave, study support, career coaching.
• Employee referral bonus up to £10,000.
• Health & wellbeing support, cycle‑to‑work scheme and season‑ticket loan.