Junior Paraplanner

A fantastic opportunity has arisen for a qualified or part-qualified Paraplanner to join a well-established, fast-growing financial planning firm in London. This is an ideal role for someone looking to take the next step in their career within a supportive, forward-thinking environment.

You’ll be joining a collaborative team where your expertise will directly contribute to delivering high-quality financial advice and exceptional client outcomes.

As a Paraplanner, you will work closely with Financial Advisers, supporting the end-to-end financial planning process. This is a varied and analytical role with real scope for progression.

Key responsibilities include:

• Conducting detailed financial analysis to support client recommendations
• Gathering and organising client data (income, assets, liabilities, etc.)
• Producing suitability reports and investment proposals
• Modelling financial planning scenarios using industry software
• Researching financial products and investment solutions
• Ensuring all work is compliant with FCA regulations
• Maintaining accurate and up-to-date client records
• Supporting advisers in developing tailored financial strategies

You’ll be a proactive and detail-oriented professional who ...