Paraplanner

£50000 – £55000/annum

Full Time, Accounting/Financial/Insurance Vacancy In City and County of the City of London

Role: Paraplanner
Location: The City, London, 1-2 days a week
Salary: £50,000 – £55,000

A boutique, Top 100 FTAdviser listed Independent Financial Advice and Asset Management practice are looking to grow their Private Client team by bringing on a Level 4 qualified Paraplanner to directly support one Financial Adviser with looking after a busy and growing high-net-worth client bank.

You will join a team that has been awarded Best Financial Adviser to Work for award for multiple years.

This company provides a trustworthy, and integrated approach to advice, with the importance of values being at the heart of their business. They have an excellent reputation within the industry and are looking to expand their team in a period of growth.

Please note: To be considered for this role you must be Level 4 qualified (ideally via CII) and have at least 3 years of relevant experience in a similar role.

You will have the opportunity to:

* Directly support with high-net-worth clients on complex cases

* Gather research and analyse information

* Product suitability letters and reports

* Conduct cash flow modelling

* Construct financial plans with the Adviser

* Keep up to date with technical, legislative and regulatory changes

* Supervise the work of the Administrators

You are able to progress in this position through guided professional development plans, and the full support to take further Financial Planning exams.

What’s needed to be considered?

In order to be considered for this unique opportunity, candidates need to have –

* 3+ years of experience in a Paraplanning position

* Hold Level 4 Diploma in Financial Planning by CII

* Experience using IO and Voyant is desirable

* Proven experience of providing quality support to Financial Planners

* Have excellent knowledge of investment, life and pensions products and current legislation

* Experience with cashflow modelling

What's on offer?

* Competitive salary up to £55,000

* Discretionary annual bonus of 10%

* 7.5% Employer Pension contribution

* Hybrid working – 1-2 days a week in the London office

* Comprehensive benefits and bonus package

* Private Medical Insurance

* Continual learning and development

What next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client

2025-10-13 08:30:33

Apply For This Accounting/Financial/Insurance City of London Vacancy – Here 

Updated 22-10-2025 10:25

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