Paraplanner – Up to £45,000 + Bonus + Exceptional Benefits

About the role

Join a respected independent financial advice firm in Croydon as a Paraplanner. You will work closely with advisers to provide high‑quality technical support, ensuring every client recommendation is accurate, compliant and tailored to individual goals.

Key responsibilities

• Produce suitability reports and recommendation letters of a high standard.
• Conduct detailed research across pensions, investments, protection and broader financial‑planning solutions.
• Analyse client circumstances and deliver technical support to advisers.
• Prepare illustrations, product comparisons and research documentation.
• Liaise with providers, platforms and third parties to obtain technical information.
• Ensure all recommendations meet FCA and internal compliance standards.
• Maintain accurate client records using CRM and provider platforms.
• Support advisers throughout the entire planning journey, from research to implementation.
• Contribute to an exceptional client experience through accuracy and attention to detail.

Required profile

• Previous paraplanning experience within an Independent Financial Advice or wealth‑management environment.
• Strong technical knowledge of pensions, investments and financial planning.
• Excellent report‑writing and analytical abilities.
• Outstanding attention to detail and organisational skills.

Required skills

• Technical knowledge of pensions
• Technical knowledge of investments
• Financial‑planning expertise
• CRM usage
• FCA compliance awareness

What we offer

• Competitive salary up to £45,000 per year plus bonus.
• Exceptional benefits package.
• Ongoing professional development and study support.
• Clear career progression within a growing practice.