Paraplanner – Hybrid (3 days office) – North London

About the role

The Paraplanner will support one or more Financial Advisors in delivering compliant, high‑quality advice to clients. Working on a hybrid schedule (three days in the North London office), you will be part of an award‑winning wealth management team focused on career progression.

Key responsibilities

• Manage advice processes and tasks using the X‑Plan back‑office system.
• Prepare client suitability reports covering protection, pensions, investments, equity release and cash‑flow forecasting.
• Conduct research on financial products and assist advisors in building cash‑flow models.
• Handle online transactions such as fund switches, withdrawals and cash management.
• Support advisors in client meetings, regular reviews and new business pipeline monitoring.

Required profile

• Qualified and experienced Paraplanner with a solid understanding of wealth management processes.
• Strong knowledge of current regulations and ability to apply them to client scenarios.
• Excellent attention to detail and ability to work collaboratively with advisors.

Required skills

• X‑Plan (back‑office system)

What we offer

• Competitive base salary between £40,000 and £55,000 per year.
• Benefits package and exam support.
• Clear career progression within a multi‑office, award‑winning firm.