Paraplanner, Barnet, North London Salary: £40,000 - £50,000 (depending on experience) + Benefits

Paraplanner

Location: Barnet, North London

Salary: £40,000 - £50,000 (depending on experience) + Benefits

Full-Time Permanent

About the Role

A growing Independent Financial Adviser (IFA) practice based in Barnet is seeking an experienced Paraplanner to join its expanding team. This is an excellent opportunity for a technically strong individual who enjoys supporting advisers, producing high-quality financial planning recommendations, and contributing to positive client outcomes.

The successful candidate will work closely with the Adviser, undertaking research, report writing, and technical analysis across pensions, investments, protection, and retirement planning.

Key Responsibilities

• Preparing suitability reports and recommendation letters
• Conducting technical research across pensions, investments, protection, and tax planning
• Producing cashflow modelling and financial planning analysis
• Preparing annual review documentation and client meeting packs
• Liaising with providers and platforms to obtain information
• Supporting advisers with client strategy and planning solutions
• Maintaining accurate client records and ensuring compliance standards are met
• Keeping up to date with industry and regulatory developments

About You

• Previous experience as a Paraplanner within an IFA or wealth management environment
• Strong technical knowledge of pensions, investments, and financial planning
• Level 4 Diploma qualified or working towards completion
• Excellent report writing and analytical skills
• High attention to detail and organisational skills
• Ability to work independently and as part of a small team

What's on Offer?

• Salary £40,000 - £50,000 depending on experience
• Full study support towards Chartered status
• Ongoing professional development
• Friendly and supportive working environment
• Clear progression opportunities within a growing practice

Opportunity to work closely with advisers and clients