Junior Paraplanner

mbf; Greater London; Hybrid; GBP 35,000 - 42,000; Full time

Job summary

An exciting opportunity has arisen for a Junior Paraplanner to join a prestigious wealth management firm in London. This role supports a close-knit team of advisers and offers the potential to transition into a permanent position. The firm values high-quality financial planning and client service, providing a supportive environment for professional growth. With a hybrid working model and excellent benefits, this is a great chance for someone passionate about financial services to make a tangible impact in their career.

Benefits

Private Healthcare

Income Protection

Life Assurance

27 Days Holiday + Bank Holidays

Professional Development Opportunities

Qualifications

• 2-3 years of experience in financial services, ideally in paraplanning.
• Strong report writing skills and attention to detail are essential.
• Knowledge of pensions and investments is highly valued.

Responsibilities

• Prepare Statements of Suitability after client meetings.
• Assist in client onboarding and maintain accurate advice files.
• Support operational improvements across systems like Xplan.

Skills

Report Writing

Attention to Detail

Client Service

Organizational Skills

Financial Planning Knowledge

Education

CII Level 4 Diploma in Financial Planning

Tools

Microsoft Office

Xplan

Job description

This range is provided by mbf. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Recruitment within Financial Services, Insurance and Tech & Change

Junior Paraplanner

Location: London (Hybrid Working)

Salary: Up to £42,000 + Bonus + Excellent Benefits

An exciting opportunity has arisen for a Junior Paraplanner to join a prestigious wealth management firm. Based in London, this role supports a close-knit team of advisers and offers the potential to transition into a permanent position.

This is a great opportunity for someone with a passion for high-quality financial planning and client service to join a supportive and professional environment that values growth and collaboration.

Key Responsibilities:

• Prepare Statements of Suitability (SOS) following client meetings and ensure timely completion of review documentation.
• Produce new business reports for ISA/GIA top-ups, pension transfers, fund switches, and withdrawals.
• Assist in client onboarding and new business processing using CRM systems (Xplan).
• Maintain accurate and compliant advice files and ensure the highest standards of documentation and service.
• Act as a point of contact for clients, providing updates and handling queries.
• Support with data management, adviser pipeline, and post-meeting tasks.
• Contribute to operational improvements and process enhancements across systems like Xplan.

What We’re Looking For:

• 2-3 years of experience within financial services, ideally in paraplanning or adviser support.
• Strong report writing and excellent attention to detail.
• A solid understanding of pensions, investments, and financial planning products.
• Organised, proactive, and capable of managing multiple tasks in a fast-paced environment.
• Comfortable using Microsoft Office and CRM systems (experience with Xplan is highly desirable).
• Industry qualifications (e.g. CII Level 4 Diploma in Financial Planning) are desirable but not essential.
• Competitive salary up to £42,000
• Hybrid working setup (3 days in the office)
• Private healthcare, income protection, and life assurance
• 27 days holiday + bank holidays
• Supportive working culture with opportunities for professional development

If you're looking to join a progressive firm where you can make a tangible impact and further your paraplanning career, we’d love to hear from you.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative, Research, and Strategy/Planning

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