Paraplanner – Join a Respected Independent Financial Planning Firm
Salary: Up to £55,000 + Bonus | London (Hybrid working 3 days in the office and 2 from home)
An award-winning, well-established Independent Financial Advice firm is seeking an experienced Paraplanner to join its growing team.
This London-based firm has built its reputation over decades through long-term client relationships, ethical advice and professional excellence. Growth has been driven primarily by referrals — a reflection of the trust, integrity and quality of service that underpin the business.
The culture is built on:
- Strong ethical foundations and traditional professional values
- Long-term client relationships rather than transactional advice
- A collaborative, supportive team environment
- High standards of technical excellence and personal service
- A reputation for award-winning financial planning
The Paraplanner will:
- Provide technical research and analysis to support advisers
- Prepare detailed suitability reports and financial planning documentation
- Assist in developing bespoke client recommendations
- Ensure high standards of compliance and accuracy
- Work closely with advisers to deliver exceptional client outcomes
- This role offers the opportunity to be a key part of the advice process, contributing meaningfully to client strategy and long-term planning.
The successful candidate will:
- Have strong paraplanning experience within a financial planning environment
- Demonstrate excellent technical knowledge and attention to detail
- Take pride in producing high-quality, accurate work
- Thrive in a collaborative, professional setting
- Level 4 Diploma
What’s on Offer
- Salary up to £55,000 per annum
- Performance-related bonus
- A stable, respected firm with an excellent industry reputation
- A supportive, team-oriented culture
- Long-term career development within a high-quality advisory environment
- This is an excellent opportunity for a Paraplanner who values professionalism, integrity and being part of a firm that prioritises both its clients and its people.