• Home
  • Find Jobs
  • Register CV
  • Advertise jobs
  • Employer Pricing
  • IT Jobs
  • Sign in
  • Sign up
  • Home
  • Find Jobs
  • Register CV
  • Advertise jobs
  • Employer Pricing
  • IT Jobs
Sorry, that job is no longer available. Here are some results that may be similar to the job you were looking for.

1 jobs found

Email me jobs like this
Refine Search
Current Search
financial planner dipfa
CFP JOBS
Paraplanner
CFP JOBS
Paraplanner - City of London Salary: £40,000 - £47,000 benefits A leading financial services firm in the City of London is seeking an experienced Level 4 Diploma-qualified Paraplanner to join its growing operations team. The successful candidate will play a key role in supporting Financial Advisers, ensuring clients receive high-quality advice while maintaining full compliance with FCA and MiFID II regulations. Responsibilities Preparing Client Financial Plans and Suitability Reports Supporting Advisers with research, analysis, and cashflow modelling Liaising with product providers and third parties Providing technical updates to Advisers and colleagues Ensuring regulatory and compliance standards are met consistently Attending client meetings when required Maintaining awareness of industry and legislative changes Requirements Level 4 Diploma in Financial Planning (DipFA) Minimum of 3 years' paraplanning experience Strong written and verbal communication skills High attention to detail with a proactive, positive approach IT proficiency; knowledge of Voyant, EVPro and FE Analytics advantageous Benefits Salary £40,000 - £47,000 depending on experience Pension, Death in Service, Critical Illness Cover Bonus scheme Flexible working Support towards Chartered Paraplanner qualification This is an excellent opportunity for an ambitious Paraplanner to take the next step in their career within a supportive and forward-thinking firm. With a competitive package, professional development towards Chartered status, and the chance to work at the heart of the City of London, this role offers both challenge and reward. I'd love to hear from you - please send over your CV for immediate consideration and short-listing.
Oct 07, 2025
Full time
Paraplanner - City of London Salary: £40,000 - £47,000 benefits A leading financial services firm in the City of London is seeking an experienced Level 4 Diploma-qualified Paraplanner to join its growing operations team. The successful candidate will play a key role in supporting Financial Advisers, ensuring clients receive high-quality advice while maintaining full compliance with FCA and MiFID II regulations. Responsibilities Preparing Client Financial Plans and Suitability Reports Supporting Advisers with research, analysis, and cashflow modelling Liaising with product providers and third parties Providing technical updates to Advisers and colleagues Ensuring regulatory and compliance standards are met consistently Attending client meetings when required Maintaining awareness of industry and legislative changes Requirements Level 4 Diploma in Financial Planning (DipFA) Minimum of 3 years' paraplanning experience Strong written and verbal communication skills High attention to detail with a proactive, positive approach IT proficiency; knowledge of Voyant, EVPro and FE Analytics advantageous Benefits Salary £40,000 - £47,000 depending on experience Pension, Death in Service, Critical Illness Cover Bonus scheme Flexible working Support towards Chartered Paraplanner qualification This is an excellent opportunity for an ambitious Paraplanner to take the next step in their career within a supportive and forward-thinking firm. With a competitive package, professional development towards Chartered status, and the chance to work at the heart of the City of London, this role offers both challenge and reward. I'd love to hear from you - please send over your CV for immediate consideration and short-listing.

Modal Window

  • Blog
  • Contact
  • About Us
  • Terms & Conditions
  • Privacy
  • Employer
  • Post a Job
  • Search Resumes
  • Sign in
  • Job Seeker
  • Find Jobs
  • Create Resume
  • Sign in
  • Facebook
  • Twitter
  • Instagram
  • Pinterest
  • Youtube
Parent and Partner sites: IT Job Board | Search Jobs Near Me | RightTalent.co.uk | Quantity Surveyor jobs | Building Surveyor jobs | Construction Recruitment | Talent Recruiter | London Jobs | Property jobs
© 2008-2025 Jobs Hiring Near Me