Client-Facing Paraplanner: Strategic Advisory Lead

Financial Planning Today; Greater London; Hybrid; GBP 55,000 - 65,000; Full time

Benefits offered by this job

Hybrid working

Career progression towards Chartered

Discretionary bonus

Job summary

Financial Planning Today is seeking a Client-Facing Paraplanner to join a Chartered Financial Planning firm in City of London on a hybrid basis. You’ll work closely with Senior Advisers, attend meetings, prepare suitability reports and contribute to advice strategy for high-net-worth clients.

The role goes beyond report writing, offering meaningful client exposure, technical challenge across pensions, investments and protection, and clear pathways toward Chartered status within a collaborative,

Qualifications

• 3–5+ years' paraplanning experience within a financial planning firm.
• Progressing towards Chartered status with a strong pension/investment knowledge.
• Experience producing high-quality suitability reports and reports for clients.

Responsibilities

• Attend client meetings with Advisers and support advice delivery.
• Prepare and deliver suitability reports and conduct technical research.
• Assist with annual reviews and ongoing wealth management programmes.

Skills

Client-facing

Paraplanning

Report writing

Technical knowledge

Education

Diploma Level 4 in Financial Planning

Job description

Financial Planning Today is seeking a Client-Facing Paraplanner to join a Chartered Financial Planning firm in City of London on a hybrid basis. You’ll work closely with Senior Advisers, attend meetings, prepare suitability reports and contribute to advice strategy for high-net-worth clients.

The role goes beyond report writing, offering meaningful client exposure, technical challenge across pensions, investments and protection, and clear pathways toward Chartered status within a collaborative,