Paraplanner - City of London - £55,000 + Benefits

A fantastic opportunity has arisen for an experienced and ambitious Paraplanner to join a highly respected Chartered Financial Planning practice based in the heart of the City. This is a key role supporting a long-established Adviser with over 20 years' tenure and an estimated £80m AUM, working with a large and loyal client base including many High-Net-Worth individuals (average client size c.£800k).

This position is ideal for a career Paraplanner who thrives in a technical, client-focused environment and is committed to delivering high-quality work within a professional, friendly team.

The Role

You will work closely with one Adviser, providing full paraplanning and case management support across pensions, investments, protection and inheritance tax planning. Responsibilities include:

• Producing detailed and accurate suitability reports for new business and annual reviews
• Conducting in-depth product and fund research using tools such as Selectapension, FE Analytics and Defaqto
• Managing cases from client agreement through to implementation
• Liaising with providers to gather policy information and ensure smooth processing
• Maintaining accurate pipeline records and updating clients and the Adviser
• Producing valuations and managing the annual review process
• Completing fact finds and maintaining client files on the back-office system
• Submitting new business on provider platforms and internal systems
• Monitoring trail fees, invoicing clients and managing ongoing fee processes
• Actioning fund switch instructions
• General administrative duties to support the advice process

What We're Looking For

• Level 4 Diploma qualified (essential)
• Strong technical knowledge across pensions, investments, protection and IHT
• A genuine career Paraplanner with at least 5+ years' experience
• Ideally working towards Chartered status or keen to progress
• Excellent written and verbal communication skills
• High attention to detail and strong organisational ability
• Confident working independently and as part of a close-knit team
• Proactive, self-motivated and able to take ownership of tasks

About the Adviser

You will support an Adviser with over two decades of experience and a strong track record of delivering high-quality advice. The client bank is well-established, diverse and includes many HNW individuals, with cases typically centred around pensions, investments and protection.

Why Apply?

• Work closely with a highly experienced Adviser with a substantial, quality client bank
• Join a respected Chartered firm with a supportive, team-focused culture
• Genuine career development with full support towards further qualifications
• A varied, interesting workload with exposure to complex cases
• Competitive salary and a stable, long-term opportunity

Please send your CV to Ursula at Financial Divisions