Chartered Paraplanner

JR United Kingdom; London; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

Une entreprise de conseil financier à Londres recherche un Chartered Paraplanner passionné par l'analyse et le service client. Dans ce rôle, vous créerez des rapports sur mesure pour des clients fortunés et dirigerez des projets d'optimisation des processus, tout en apportant une réelle valeur ajoutée dans un environnement dynamique.

Qualifications

• Niveau 6 qualifié avec un bon dossier en paraplanning.
• Expérience avérée en analyse technique.
• Capacité à travailler de manière autonome et en équipe.

Responsibilities

• Réalisation de rapports personnalisés pour des clients à haute valeur.
• Soutien à l'équipe de conseillers avec des analyses poussées.
• Direction d'initiatives de projet, de l'optimisation des processus à la mise en œuvre des changements réglementaires.

Skills

Analyse technique

Résolution de problèmes

Communication claire

Détail orienté

Education

Niveau 6 qualifié (Chartered)

Job description

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Join a Chartered Firm at the Top of Its Game — Chartered Paraplanner with Project based work (London-Hybrid) Salary up to £70k

Are you a technically skilled Chartered Paraplanner with a passion for precision, insight, and collaborative problem-solving? This is your opportunity to work alongside a dynamic, award-winning Chartered IFA firm based in the heart of London — known for its client-first approach and excellence in financial planning.

What you’ll be doing

We’re looking for someone to bring expertise not just in day-to-day paraplanning, but also to take the lead on high-impact project work that drives our service forward. You'll be involved in:

• Crafting high-quality, bespoke reports for high-net-worth clients
• Supporting the adviser team with deep-dive technical analysis and cashflow modelling
• Leading on project initiatives — from process optimisation to regulatory change implementation
• Playing a key role in internal knowledge-sharing and raising standards across the board

What makes us different

We’re proud to be Chartered, client-centric, and consistently recognised by our peers for innovation and best practice. With us, you won’t just be filling templates — you’ll be adding real value in an environment that prizes clarity, trust, and integrity.

Who you are

• Level 6 qualified (Chartered) with a proven track record in paraplanning
• Detail-oriented, curious, and confident in turning complexity into simplicity
• Comfortable working both independently and collaboratively on time-sensitive projects
• A clear communicator who thrives on professional growth and team impact

Ready to make a meaningful move?

If you’re looking to apply your skills where they’ll be truly valued — and have your voice heard in a company that blends tradition with forward-thinking innovation — we’d love to hear from you. Please email [emailprotected]