Work in a dynamic and client-centric environment
Access to excellent professional development opportunities
About Our Client
The client is a prestigious and innovative financial services provider with a strong presence in the UK and internationally. They pride themselves on delivering bespoke financial planning and investment solutions, underpinned by a commitment to long-term value, integrity, and inclusivity.
Job Description

The Paraplanner’s responsibilities include:

Preparation and maintenance of client files, including data collection, compliance documentation, and cash flow modelling.
Conducting research and analysis to support tailored financial advice, including retirement planning, tax strategies, and investment solutions.
Preparing and reviewing detailed financial advice reports and ensuring compliance with regulatory standards.
Overseeing the implementation of recommendations and liaising with clients, third parties, and internal teams.
Supporting client reviews, updating financial plans, and acting as a key contact for ongoing queries.

The Successful Applicant
The ideal candidate will have at least three years of experience in a holistic Paraplanning role and hold the CII Diploma in Regulated Financial Planning (or equivalent). They should demonstrate excellent knowledge of financial planning, compliance, and regulatory requirements, alongside strong organisational and communication skills. A methodical approach, attention to detail, and proficiency in financial planning software are essential.
What’s on Offer
The successful Paraplanner candidate will receive a competitive salary, a discretionary bonus, and a comprehensive benefits package. The role is based in the City of London and offers opportunities for professional growth and the chance to work in a supportive and inclusive environment with a firm recognised as a great place to work.
Contact
Felix Marufu
Quote job ref
JN-012025-6633834
Phone number
+44 207 645 1441